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Evo-ERP and DBA Classic >> Suggestions for Updates >> Commissions calculation on AR Vouchers
http://www.istechforum.com/YaBB.pl?num=1173754025

Message started by chrisbowden on 03/12/07 at 18:47:05

Title: Commissions calculation on AR Vouchers
Post by chrisbowden on 03/12/07 at 18:47:05

I would like to have the option to not calculate sales commissions on AR vouchers. To maintain flexibility of other users, I would suggest a default 'Y/N' setting option in the IS Tech config menu and then have a 'Y/N' flag for commissions on the AR-B Enter Voucher screen with the default 'Y/N' value pulled from the IS Tech config menu. An alternate option would be to add the Slsp 1 & 2 fields to the AR Voucher screen like they are on the Sales Order header so that I could zero the salesman numbers on a voucher-by-voucher basis. This is a less-desirable method but would achieve the same results.

99.99% of my AR vouchers (which total 75-100/month) are used to clean up open sales order issues (such as customer short-pays and valid deductions). For my application, these voucher entries should not calc commissions, but under the current configuration they do, and without access to the saleperson 1 & 2 fields, I cannot override sales commissions calculations on AR vouchers. This makes the Commissions Due report very messy and littered with erroneous comm. entries. This makes my comm. accrual difficult at month-end.

Thanks!
Chris

Title: Re: Commissions calculation on AR Vouchers
Post by Lynn_Pantic on 03/13/07 at 09:48:16

Vouchers do not calculate commissions at all. There is no place in voucher entry to enter a sales rep or commission percentage or anything. HOWEVER, using a voucher to pay off a commissioned invoice WILL post the commission that the invoice is entitled to just the same as a true custoemr payment. If the customer short pays or the price was entered wrong, you need to have the commission adjusted and not treat the voucher application the same as a payment. I think that is what is resulting in the commissions you are seeing. There should probably be an option in AR-C when applying credits to open invoices to skip commission posting.

Title: Re: Commissions calculation on AR Vouchers
Post by chrisbowden on 03/13/07 at 14:50:50

You are absolutely right! I stand corrected. Whenever we clear an open sales order balance with a credit memo, DBA calculates commissions on the open amount of the invoice even though no cash was received for the balance. I believe the commissionable amount is calculated when the sales order invoice is posted, yes? If that's correct, is it feasable to add a switch in AR-C to only calc commissions on the cash received or cash applied to a sales order? DBA doesn't currently differentiate between cash applied and credit memo applied to an open sales order/AR voucher, does it?

This may be more trouble than it's worth! Unless someone else is bugged by this, I retract the request.

Chris

Title: Re: Commissions calculation on AR Vouchers
Post by JNAPIER on 03/14/07 at 09:22:00

Hey Chris,

I have been down this road too. I have found the best way to not incure any additional comms is to offset any of these items with a discount during a CR for the customer. That way no voucher is entered and the SHORT pay with discount will keep the comms correct.

A little messy when looking at payment histories that actually don't match their check, oh well :P

Another way is to do a SO and have a line item for credits that is a commissioned part. Run as a credit and it will do a neg entry to comms.

John

Title: Re: Commissions calculation on AR Vouchers
Post by Lynn_Pantic on 03/14/07 at 15:40:58

Or we could add an option in AR-C when applying a credit to skip commission processing. So long as we didn't have to deal with partial calculations (apply a credit along with a check at the same time to pay down an invoice) it wouldn't be too difficult. Let's get some bugs swatted first and then we will take a look.