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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Report Modification on...
Microsoft Dynamics GP (Archived)

Report Modification on sales comission

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Posted on by Mayra Humprey 3,125

Good day,

Microsoft GP 10 SP4

I need to include 2 columns but i can seem to find them specifically for this report "RM Salesperson Comission Summary"

a.) Trade discount amount

b.) Sales body -Trade discount amount = Net sales (from this is what we pay comissions to the sales clerk

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  • L Vail Profile Picture
    L Vail 65,271 on at

    Mayra,

    I don't think you can add this information to this report as it is. I think the information you want is living in the Sales Transaction header file. I think you may need to write a custom report to get all of this information. I'm hoping you only have one salesperson per invoice. It would be much easier that way. Another complication, do you pay commission on the sale, or when the invoice is paid.

    Perhaps someone will come up with a better solution (maybe even the query) for you.

    Kind regards,

    Leslie

  • Mayra Humprey Profile Picture
    Mayra Humprey 3,125 on at

    Good day Ms. Vail,

     Thank you very much for your ideas i'll try creating the report myself but yes it is quite troublesome because we have both ways of paying comission on the sale and once the invoice is paid a certain percentage is applied.

     For example:

    If the customer pays cash the whole invoice then the salesperson gets a 3% of the invoice.

    If the customer pays cash partially the invoice then the salesperson gets a 3% of the invoice if he pays in the first 30 days, if it's 60 days then a 2% and if it's 90 days 1%.

  • L Vail Profile Picture
    L Vail 65,271 on at

    Hi Mayra,

    Well, you can do it - all of the information is there. If you have any budget for it, you might check out Ethotech's Commission Plan http://www.ethotech.com/?cid=5&pid=142&ct=Products&pt=Commission+Plan. They are the defacto standard on commission solutions.

    Kind regards,

    Leslie

  • Mayra Humprey Profile Picture
    Mayra Humprey 3,125 on at

    Good day Ms. Vail,

     Thanks but ethotec is not in our budget during this moment. Although i'm still testing if there can be something done.

    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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