Set Up a Sales Rep Hierarchy

Use the Sales Commission Hierarchy Maintenance (SCHM) program to set up a hierarchy that determines how sales reps are assigned to a sales order or line. You can also set up a rate hierarchy that determines which commission rates apply to a sales order or line. See Background and Road Map for more information.

When you select Rep Assignment and click OK, the program displays lists existing levels in the sales rep hierarchy.

Field Name	Displays
Level	The hierarchy level
Customer group	Customer: Specific customers Cust type: Customers of a certain type Cust prc class: Customers in a customer price class Cust comm class: Customers in a customer commission class Cust sls region: Customers in a sales region Blank: No customer group
Item group	Item: Specific items Product class: Items in a product class Subclass: Items in a product subclass Item prc class: Items in an item price class Item comm class: Items in an item commission class Blank: No item group

Choose the appropriate options:

To	Do This
Add a level to the hierarchy	Click Add. See step 2
Delete a level from the hierarchy	Highlight the line and click Delete. See Delete.
Copy a level in the hierarchy	Highlight the line and click Copy.
Display a level in the hierarchy	Highlight the line and click Select or double click the line. See step 2
Print the sales rep hierarchy	Click Print. See Print.
Exit the sales rep hierarchy display	Click OK. See Set Up a Sales Rep or Commission Rate Hierarchy.
Return to the menu	Click Exit.

Enter or change data in these fields:

Field Name

Type / Max Length

Action / Description

Level

Required

Accept the displayed level number or enter a different one. The commission routine starts with the lowest number and moves up the hierarchy. Therefore, you should assign specific types (for example, customer/item) to lowest levels and general categories (for example, customer type/product class) to highest levels.

This field cannot be changed after the level is created.

Customer group

Optional

Select	To set up sales reps for
Cust comm class	Customers in a customer commission class
Cust prc class	Customers in a customer price class
Cust sls region	Customers in a sales region
Cust type	Customers of a certain type
Customer	Specific customers

Item group

Optional

Select	To set up sales reps for
Item	Specific items
Item comm class	Items in an item commission class
Item prc class	Items in an item price class
Product class	Items in a product class
Subclass	Items in a product subclass

Choose the appropriate options:

To	Do This
Change a field	Move the cursor to the field and make changes. Click Apply to accept the changes or click Cancel to reject the changes.
Delete the display level	Click Delete. See Delete.
Change the level number	Click Level. This button displays only when you are adding a level.
Return to the sales rep hierarchy	Click OK. If you added this level, the program prompts Level. See step 2 to add another level or click Cancel to return to the sales rep hierarchy.