ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Sales >> Commission transfer report
http://www.istechforum.com/YaBB.pl?num=1239200227

Message started by ddlong on 04/08/09 at 07:17:07

Title: Commission transfer report
Post by ddlong on 04/08/09 at 07:17:07

I've been over this several times with different people within our company. I have explained how the commissions & commission reports work, but is there any way to pick and choose which commissions I want to transfer and get a report reflecting only those with the invoice number they are representing. What would really make them happy is to have the commissions for orders being invoiced be transferred separately by invoice number to accounts payable so when picked the check stub can reflect each of the invoice numbers we are paying commission on.

They want it all...they would like to have it hit the AP as soon as it is invoiced (each invoice separately) so that they can decide when and who to pay and the invoice numbers to show up on the check stubs?

As far as I can see this is not an option at this time, but every time we get ready to go forward this gets thrown up again. So once again I said I would ask around if this is possible and at what cost.

Darla Long
CIG 12/21 update (but have not loaded the most recent patches)

Title: Re: Commission transfer report
Post by Lynn_Pantic on 04/08/09 at 10:15:01

If I understand correctly, you want invoice posting (rather than customer payment) to book the commission (which can currently be done based on CS-A setting for the rep) and then you want the invoice posting program to go one step further and transfer the entry to AP with a separate AP Voucher for each invoice. Is this what you want? If it is, I can quote you the customization.

Title: Re: Commission transfer report
Post by ddlong on 04/08/09 at 13:42:18

Yes, thats almost it. I just took this back for the controller to look at and he would like all that and one more thing. They want it to hit accounts payable individually - keeping the invoice number as reference at time of invoice...then he would also like a neat little report to run to let us know when we get paid by the customer so we can then pay the reps (like you get if you select to have it become a payable when we get paid)

I told him he was trying to have his cake and eat it too.

1. Show as a payable when we post the invoice - transferring to AP per individual invoice & showing the corresponding sales invoice number as the voucher number - so the invoice #s will show on the check stub.

2. Have a report that can then be run at the end of each month, listing commissions we should actually pay because we got paid - showing sales invoices paid during the month with commission amounts due.

That said...can you do it and how much?

Thanks

Darla Long