Sales Force Segmentation in AX2009
Posted Wednesday, March 24th, 2010
There are a few ways to slice and dice your sales personnel in Dynamics AX. Some are in the CRM module and some are in the AR module.
The Sales Unit: In order to report sales by department, team or individual, you must group sales personnel into sales units. Units can be defined by an area of responsibility such as geographical area, customer size, and customer type. From this form you can create a team or unit, staff it and assign managers, and assign activities. Sales targets are set by Sales units and Sales unit members.
CRM > Setup > Sales management > Sales unit/team
The Sales Group: Also known as the Sales Commission group, this is where you assign employees to the “commission groups” that have employee and commissions set to them. First you set up the group, then assign employees and their share of commissions.
AR > Setup > Commission > Sales group
On question I get from clients is “Can I assign a sales person to a customer?”. Well yes and no. You can assign a Sales group to a customer (NOTE! This is actually the Sales Commission Group). Since the sales group is tied to employees, then you are in effect tying employees to a customer. If you need to tie one employee to a customer, then create a one employee team with 100% of the distribution. It is important to note that both the Sales group and the Sales unit can both be designated on the sales order form.
Tags: ax sales commissions, ax sales management, AX sales units
Posted in AX - CRM - Sales & Marketing, Dynamics AX
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I havent read the whole topic. But it seems good so far.
The topic seems good so far.