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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Comissions report base...
Microsoft Dynamics GP (Archived)

Comissions report based on payment of credit

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Posted on by Mayra Humprey 3,125

Good day,

 I have been trying to figure how to sort out this problem with comissions, the ethotec option but it doesn't quite do what we need it to do.

We have 2 types of customer= cash and credit.

The problem is with the credit customers that they don't appear on the report>sales> comissions report.

 The procedure of how we input the payments is the following:

transactions>sales > entry of cash receipts, then the procedure is transactions>financtial> bank deposits and the cash receipt number is selected to be applied versus de bank deposit reference number.(this is the only that has worked out on how we need it to be done, but it doesn't allow us to calculate the comissions)

The problem is that for example if the customer owes us Lps.30000 for the invoice 20/06/2010. He pays Lps 10000.00 20/07/2010 the sales clerk gets a 2.5% of that recuperated money, then if the customer pays Lps 15,000.00 on 20/08/2010 the sales clerk gets 1%, then if the customer pays Lps. 5,000.00 on 20/09/2010 he gets a 1%.

 

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  • Mayra Humprey Profile Picture
    Mayra Humprey 3,125 on at
    Re: Re: Re: Comissions report based on payment of credit

    Good day Victoria,

    Up to now thankfully all the invoices are just of one sales clerk so the comissions aren't shared.

     

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: Re: Comissions report based on payment of credit

    This is a pretty common scenario when commissions are paid based on receipt of cash from customers.  As Leslie mentions, GP does not handle this well out of the box when there are partial payments involved.  What we have done in the past is create a custom report that looks at all cash receipts in the specified date range and returns the associated (applied) invoices, salespeople, commissions percentages, etc.  This can get more complicated if you have multiple salepeople on one invoice, as you then have to come up with the logic of how you want to prorate. 

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Comissions report based on payment of credit

    Hi Mayra,

    If you are wanting to pay the salesperson a portion of his commission if the customer pays a portion of his bill, then you cannot do that in GP (out - of - box). The salesperson's commission will only be released when the invoice is fully paid (or the balance fully applied by write-off or credit memo).

    Kind regards,

    Leslie

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