YTD numbers on Salesman Card.

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Do they get updated during the year end Receivables close. YTD should move to last year and last year should go away. The customer worked fine during the process but Salesman numbers seemed to be ignored. Is this normal? Thanks in advance for any help provided.

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Mahmoud Saadi 32,738 on at

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When running Year End Closing, the salesman commissions YTD values are transformed into the (Last Year), that's the normal behavior, such as territory and customers.

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Community Member on at

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Any idea why that did not happen?

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L Vail 65,271 on at

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Hi Tom,

I just went through a Receivables close on my test machine and it followed what Mahmoud said. It worked for both the salespersons and the territories. It's part of the RM close, there isn't a separate routine you need to run.

Kind regards,

Leslie

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Community Member on at

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Thanks Leslie I did the same thing after posting on the forum and it worked on my test box. The only thing that is different is that this Customer uses collection Management but I can`t imagine that should affect the salesman card.

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sandipdjadhav 18,306 on at

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Tom,

While doing year end procedure what option you have selected 'Fiscal Year' or 'Calendar Year'? Even though if you are on Calendar year i.e. Jan1 st to Dec 31 you should have select 'Fiscal Year' otherwise Last YTD total won't get corrected.

How about Customer,Vendors Last year to balance is it correct?

Thanks

Sandip

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Community Member on at

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Both were selected according to the receivable screen. Customers cleared fine but Salesman and territories did not. I did not do the procedure but when I did a test of a backup everything was fine on the redo. I think it will remain a mystery. Thanks all for your help and if I ever figure it out I will post.

I am looking at maybe updating sales and COGS figures in the RM00301(salesman Master) and RM00305 (territories Master) tables. It seems that is where the information is being pulled from. I will of course do my due diligence before implementing.

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L Vail 65,271 on at

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Hi Tom,

I did have collection management installed on mine.

Leslie

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