Hi all,

 

I am looking at implementing sales commission in the AR module in Axapta.
Requirement is that Sales Reps (Employees in the HR module) should be
grouped into sales teams.  This is no problem in Axapta and get stored in
table.CommissionSalesRep and table.CommissionSalesGroup.

 

Further requirement is that sales reps / sales teams should have targets
assigned to them and there will be appraisals/councelling based on the sales
targets and whether you reach them or not.  This can be done in the CRM
module and gets managed in table.smmSalesTargets and table.smmSalesUnit and
table.smmSalesUnitMembers (the sales unit members again coming from the HR
module).  

 

As far as I can ascertain, however, this CRM tables do not get used anywhere
else in Axapta than just in a very isolated fashion in CRM.  Are there any
links between 

A)      The CRM sales units & accompanying sales rep targets AND

B)      The Accounts Receivable module & the commission sales rep groups on
which sales commission is based.

 

Or are sales units in CRM entirely different form sales rep groups in Sales
Ledger?  Did anyone ever attempted to join the two and intergrate sales
targets into commission?

 

Hennie

____________________________________________________________________________
Hennie Potgieter  - Senior Business Analyst
UTi | cnr Olievenhoutbush & Brakfontein Rd | Centurion | Gauteng |  0061
South Africa
[EMAIL PROTECTED] | O (+27) 12 673 2340 | F (+27) 12 673 2344 

 



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