Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics GP (Archived)

multiple salespersons on one sales order

Posted on by 305

Is there a way to give credit to multiple sales person on one sales order?

If not, does anyone have a workaround to share?   :)

I'm looking at a line item on a sales order and I can't find where we can add a salesperson ID.

Thanks for your help!

Loan Nguyen

*This post is locked for comments

  • Loan Nguyen Profile Picture
    Loan Nguyen 305 on at
    Re: multiple salespersons on one sales order

    Thank you very much for your help Ian and Victoria!   We're currently using an Excel sheet.  Thank you for pointing out these available options.  I greatly appreciate your time.

  • Verified answer
    Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: multiple salespersons on one sales order

    If you're looking to change the salesperson ID for each line item, you can do that on the Sales Item Detail Entry window (click blue arrow next to Item Number), as Ian mentioned.

    If you're looking to record commissions for more than one salesperson on the entire order, there are a few different ways I have seen this handled:

    1. Use a 3rd party product for commissions (as Tim mentioned).  This can also give you a lot of additional functionality if you have a complicated commissions structure.
    2. Create a new Salesperson ID that is a combination of the salespeople you want to pay.  This doesn't always work depending on how complicated your commissions are, but if it is simply a 50/50 split to 2 salespeople on a number of orders, that may be a workaround.  You would most likely need a custom report with this approach.
    3. Manually enter/split up the commissions on the Sales Commission Entry window.  Below is an example of a 5% commission split 50/50 on a $1400 sale:

     

  • Suggested answer
    Tim Foster Profile Picture
    Tim Foster 8,515 on at
    Re: multiple salespersons on one sales order

    Comission Plan by Ethotech can do that.

    http://www.ethotech.com/

    Tim

  • Verified answer
    Ian Grieve Profile Picture
    Ian Grieve 22,782 on at
    Re: multiple salespersons on one sales order

    You can assign one salesperson per line on the SOP transaction in the Sales Item Detail Entry window (select the line and click the blue expansion arrow; the Salesperson field is on the left, two up from the Comment ID (assuming you have no customisations).

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans