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ReportI would like a report which can be used to pay commissions on invoices which have been paid, not on sales. This is a repquest from our Credit Manager.
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I would like a report which can be used to pay commissions on invoices which have been paid, not on sales. This is a repquest from our Credit Manager.
*This post is locked for comments
Rosemary,
There are several issues with customized reports, I know, I have done many of them and they always need maintenance. Consider The Commission Plan from Ethotech. It solves the major issue of which invoices to pay when. When an invoice is paid a record is entered in the commissions payable list and when this is paid it is marked paid, something that does not happen when you simply report off a list of paid documents. It also allows, if you want, that partial payments be partially commissioned.
(Interesting that a Question in this forum is marked as the Verified answer!)
Rosemary,
'Remove paid transactions' simply moves fully applied transactions from open to history tables...so from RM20101 to RM30101. If you include both of these tables in your report, you should be safe.
If you take a look at the first SQL view link from my previous post you will see that it is a union of the records in RM20101 and RM30101.
Thanks Ian and Victoria, the option to 'pay commission after invoice has been paid' was taken at the initial setup. Because we may have different rates as per product type or salesperson I just want to pull the data for the Finance people. I am looking at the files Frank mentioned.
How does the 'remove paid transactions' affect a report as this?
What we typically do when commissions are tied to customer payments is create the report starting with payments. In other words, first find all the payments in your date range, then see what invoices they were applied to. Some views that might help:
All posted AR transactions:
victoriayudin.com/.../sql-view-with-all-posted-receivables-transactions
AR apply detail:
Hi Rosemary, just adding my two cents worth...
You will want to select transactions where the amount remaining (CURTRXAM) = '0'. These are fully paid documents. You will also probably want to select those documents where the latest payment date is in the last month - otherwise you will be paying commissions repeatedly on fully paid documents!! - to get this data you will want to look at the Apply tables.
Your other option is to use the GP commissions functionality. There is an option in Tools >> Setup >> Sales >> Receivables... 'Pay Commissions after Invoice is paid', which may be of interest.
Best regards,
Ian.
Yes, it does, thanks much
Then you'll likely want to use SOP30200, SOP30300, RM20101, RM20201, RM30201.
Hope this helps,
Sales Transactions
Do you use Sales Transactions, Invoicing Transactions or Receivables Transactions to do your invoicing?
Which RM tables would be the most appropriate to use?
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