Support Alert......!!!! Sales Force Segmentation in AX2009 CRM:0027486

Sales Force Segmentation in AX2009

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
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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.

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Faiqa Usman, Support Manager,