The salesperson setting is found on the header of the sales invoice. Open a sales order or create a new invoice as shown below:
The Salesperson entry can be defaulted using two different methods.
The Default sales person to user name option should only be enabled if the salesperson also has a login account within the EBMS software. If this option is enabled, the sales personís Name should appear on the sales person dialog in the same syntax as the userís EBMS login name. Review the Getting Started > Security > Creating Users and Assigning Rights within the main EBMS manual for more details on creating user accounts.
A sales person can be manually entered or selected by using the salesperson lookup list as shown below:
The commission is calculated for the salesperson at the time the invoice is processed. The following commission transactions are created if the sales general ledger account is within the range of any commission records.
General Ledger Account of Finished Good items ____Debit / Credit
The commission expense account for each detail line with commissions Debit
This expense account is entered within the commission rate record.
The commission liability account entered in the salesperson record. Credit
This liability account is entered within the Commissions tab of the salesperson record.
Review the Commission Rates section for more details on entering the liability and expense general ledger accounts.
The liability account should always be used when paying commissions that were calculated when the sales invoice was processed. Review the