Lab - Create a sales order and work with commissions

  • 20 minutes

Read this first - before you start the lab!

Important

For this lab, you CAN'T sign in with your own credentials. Use the following steps to sign in to your lab environment with the correct credentials.

  1. Ensure that you're signed in to Microsoft Learn.
  2. Select Launch VM mode or Sign in to launch VM mode in this unit.
  3. In the Resources tab on the lab side bar, select the T icon next to Password in the Finance and Operations box, to have the administrator password for the Virtual Machine (VM) entered for you.
  4. Select Enter.
  5. Select No in the Networks page.
  6. Microsoft Edge opens. Wait for it to navigate to the Sign in page for finance and operations. If you experience an issue with the Sign in page loading, try to restart the browser in the VM.
  7. On the Microsoft Sign in page in finance and operations, place your mouse cursor into the Username field.
  8. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to Username, then press Enter.
  9. Your mouse cursor is now in the Password page.
  10. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to select Password, then press Enter.
  11. In the Save password window, select Never.
  12. Select Accept in the Permissions requested page.
  13. To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

Scenario - Create a sales order

In this scenario, you'll create a sales order in the USMF company.

Enter sales order header details

To enter sales order header details, follow these steps:

  1. In company USMF, go to Sales and marketing > Sales orders > All sales orders.

  2. Select New.

  3. In the Customer account field, select the dropdown menu to open the lookup.

  4. In the list, find and select customer US-004.

  5. Select OK.

  6. Select Sales order line.

  7. Select Dimensions.

  8. For this example, select the Color, Site, and Warehouse dimensions. The dimensions that you select appear in the sales order grid. If you want your selections to persist, set the Save setup option to Yes.

  9. Select OK.

  10. In the Item number field, select the dropdown menu to open the lookup.

  11. For this example, select item number T0004.

  12. In the Color field, select the dropdown menu to open the lookup.

  13. In the list, find and select Black.

  14. In the Quantity field, enter 1.

Review the order totals

To review the order totals, follow these steps:

  1. On the Action Pane, select Sales order.

  2. Select Totals. The Totals page displays details about the entire order, including:

    • Subtotal amount, which is a sum of all line net amounts that the system adjusts for eventual line discounts

    • Total invoice amount, which is a subtotal amount that the system adjusts for eventual order-level discount, charges, and sales tax

    • Customer credit limit situation

      The invoice amount is the amount that appears on the customer's invoice document.

  3. Select OK.

Scenario - Work with commissions

In the USMF company, you need to extend the commission calculation rule that expired on 12/31/2017. You need to have all necessary commission calculations set up to ensure that the system calculates the commission for customer US-013 for all items.

Create a commission calculation

To create a commission calculation, follow these steps:

  1. Go to Sales and marketing > Commissions > Commission calculation.

  2. Select New.

  3. In the Item code field, select All.

  4. In the Customer code field, select All.

  5. In the Sales rep code field, select All.

  6. In the Commission percentage field, enter 4.00.

  7. In the From field, enter 1/01/2023.

  8. In the To field, enter 12/31/2023.

Create a commission customer group

To create a commission customer group, follow these steps:

  1. Go to Sales and marketing > Commissions > Customer groups for Commission.

  2. Select New.

  3. In the Group field, enter 01.

  4. In the Name field, enter All customer group.

Add the commission share amount

To add the commission share amount, follow these steps:

  1. Go to Sales and marketing > Commissions > Sales groups.

  2. Select General on the Action Pane.

  3. Select Sales rep.

  4. Select Edit.

  5. Enter 4.00 in the Commission share field.

Create a sales order

To create a sales order, follow these steps:

  1. Go to Sales and marketing > Sales orders > All sales orders.

  2. Select New.

  3. In the Customer account field, select the dropdown menu to open the lookup.

  4. In the list, find and select US-013.

  5. Select OK.

  6. In the upper right of the page, select Header view.

  7. Expand the Setup section.

    The value in the Sales group field represents a group with one or more sales representatives who are assigned to it. The people in the group are those who receive commissions when the order is invoiced, according to the predefined rates and distribution. The system copies the value from the Customer card, but you can change it if you want. The system also copies the sales group to the sales order line. You can change the group so that it can differ from the one in the header and/or between lines.

    The value in the Commission group field represents a group that you create for one or more customers with the purpose of tracking commissions. The system copies the value from the Customer card, but you can change it if you want.

  8. In the upper right of the page, select Lines view.

  9. In the Item number field, select the dropdown menu to open the lookup.

  10. In the list, select D0001.

  11. In the Quantity field, enter 2.

  12. Make note of the line's Net amount. It represents the sales revenue, which in this example is the basis for commission calculation.

  13. Select Save.

  14. Select Pick and pack on the Action Pane.

  15. Select Generate picking list.

  16. Ensure that the information is correct and then select OK > OK.

  17. Select Picking list registration.

  18. Select the line and then select Update > Update all.

  19. Select Post packing slip.

  20. Select OK.

  21. On the Action Pane, select Invoice. You might need to select the ellipsis (...) menu to view the Invoice option.

  22. Under the Generate field group, select Invoice.

  23. Expand the Parameters section.

  24. In the Quantity field, select All.

  25. Select Yes in the Posting field.

  26. Select OK.

  27. Select OK. Allow the processing to complete and don't close the page.

Review the registered sales commissions

To review the registered sales commissions, follow these steps:

  1. On the Action Pane, select Invoice.

  2. Under the Journals field group, select Invoice.

  3. On the Action Pane, select Invoice.

  4. Select Commission transactions.

  5. The Overview tab displays lines that represent the commission amounts that are payable to sales representatives who are associated with the invoiced sales order.

  6. Close the page.

  7. Select Voucher. You can review the voucher transactions for the commission amounts that are posted to the predefined commission expense and commission payable accounts.

  8. Close all pages.

Close the lab environment

Now, you can close the lab environment.

  1. Select Done on the Instructions pane in the lab side bar.

  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.

Close the lab environment

  1. Select Done in the Instructions pane in the lab side bar.
  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.