Salespersons (AR205000)

Search line in list window

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
- space: the result contains the words in any order,
- %: the result contains the words in the specific order, and the % functions as a wildcard as well.
Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

The top part

In this area, you can create a new salesperson account or select an existing salesperson account for viewing or editing its settings.

Element	Description
Salesperson ID	The unique identifier of the salesperson. Requirements for the ID are set by the SALESPER segmented key. For more information, see:About ID segmentation.
Is active	A check box that indicates (if selected) that the salesperson account is active.
Name	The salesperson's name as it should appear on documents.
Default commission %	The default percent of commission to be used for the salesperson. The field is available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.
Sales sub.	The subaccount associated with the salesperson.

The Customers tab

This tab contains a list of the salesperson's customers, and the applicable location and the commission percentage associated with each.

Column	Description
Customer no.	The customer's unique identifier. You can select a customer from the list of available customers.
Customer name	A read-only column showing the customer's name as it should appear on the documents.
Location	A read-only column with the default location of the customer with whom the salesperson works.
Location name	A read-only column that displays the name of the location.
Commission %	The commission percent on sales for the particular customer. The field is available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.
Default	When this check box is selected, this salesperson is the default salesperson of the customer.

The Commission history tab

This tab displays the history of commissions for the salesperson.

The tab is available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.

Button	Description
View details	Navigates to the Commission details (AR403000) window and displays the details of the selected document.

Column	Description
Commission period	The commission period in which the commission was incurred. The commission periods are set in the Customer ledger preferences (AR101000) window.
Commissionable amount	The amount used for commission calculation during the period. The commission is calculated on an invoice amount before VAT.
Commission amount	The amount of commissions earned during the period.
Payroll processed date	The date when the commission was processed in the Payroll module. This column is available only if the Payroll functionality is enabled in the Enable/disable functionalities (CS100000)window.