Commission report, help with ShipTo / Customer Sales reps

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1
Hi Ken,



No, Crystal. Sorry, I didn't realize you were using a BAQ.



Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of kenjirak
Sent: Tuesday, March 10, 2009 4:58 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Commission report, help with ShipTo / Customer
Sales reps



Linda,

Are you talking about in the BAQ?
Start with Invoice detail, then customer, then add ship to and highlight
Customer when adding the ship to in the phrase builder?

Thanks
Ken

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Linda Lowney" <llowney@...> wrote:
>
> Add the ShipTo table and link to InvcDtl table using Company,CustNum
and
> ShipToNum. Add a formula like:
>
>
>
> if isnull({ShipTo.ShipToNum}) or {ShipTo.SalesRepCode} = "" then
>
> {Customer.SalesRepCode}
>
> else
>
> {ShipTo.SalesRepCode}
>
> ;
>
> Then use this code to group on. This will only work if you have one
> salesperson per invoice line.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of kenjirak
> Sent: Monday, March 09, 2009 2:00 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Commission report, help with ShipTo / Customer
Sales
> reps
>
>
>
> I am trying to pull Sales dollars from InvDtl.ExtPrice and put into a
> crystal commission report grouped by salesman. my problem is I cannot
> figure out how to assign the correct sales amount to the appropriate
> sales person. I appears that the InvDtl.ExtPrice goes to the customer,
> which uses the sales rep in the customer. We use quite a few of the
ship
> to locations that have different sales reps assigned depending on the
> location. It appears I am double dipping as my commission report
revenue
> is quite a bit greater that my financial statement revenue.
>
> Has anyone figured a way to first look at the sales order to confirm
the
> ship to sales rep and then only include the extended order (or
invoice)
> price after it is shipped and invoiced? Is there an easier way?
>
> We are running V803.406A
>
> Thank you
> Ken
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
2
I am trying to pull Sales dollars from InvDtl.ExtPrice and put into a crystal commission report grouped by salesman. my problem is I cannot figure out how to assign the correct sales amount to the appropriate sales person. I appears that the InvDtl.ExtPrice goes to the customer, which uses the sales rep in the customer. We use quite a few of the ship to locations that have different sales reps assigned depending on the location. It appears I am double dipping as my commission report revenue is quite a bit greater that my financial statement revenue.

Has anyone figured a way to first look at the sales order to confirm the ship to sales rep and then only include the extended order (or invoice) price after it is shipped and invoiced? Is there an easier way?

We are running V803.406A

Thank you
Ken
3
Add the ShipTo table and link to InvcDtl table using Company,CustNum and
ShipToNum. Add a formula like:



if isnull({ShipTo.ShipToNum}) or {ShipTo.SalesRepCode} = "" then

{Customer.SalesRepCode}

else

{ShipTo.SalesRepCode}

;

Then use this code to group on. This will only work if you have one
salesperson per invoice line.



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of kenjirak
Sent: Monday, March 09, 2009 2:00 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission report, help with ShipTo / Customer Sales
reps



I am trying to pull Sales dollars from InvDtl.ExtPrice and put into a
crystal commission report grouped by salesman. my problem is I cannot
figure out how to assign the correct sales amount to the appropriate
sales person. I appears that the InvDtl.ExtPrice goes to the customer,
which uses the sales rep in the customer. We use quite a few of the ship
to locations that have different sales reps assigned depending on the
location. It appears I am double dipping as my commission report revenue
is quite a bit greater that my financial statement revenue.

Has anyone figured a way to first look at the sales order to confirm the
ship to sales rep and then only include the extended order (or invoice)
price after it is shipped and invoiced? Is there an easier way?

We are running V803.406A

Thank you
Ken





[Non-text portions of this message have been removed]
4
Linda,

Are you talking about in the BAQ?
Start with Invoice detail, then customer, then add ship to and highlight Customer when adding the ship to in the phrase builder?

Thanks
Ken

--- In vantage@yahoogroups.com, "Linda Lowney" <llowney@...> wrote:
>
> Add the ShipTo table and link to InvcDtl table using Company,CustNum and
> ShipToNum. Add a formula like:
>
>
>
> if isnull({ShipTo.ShipToNum}) or {ShipTo.SalesRepCode} = "" then
>
> {Customer.SalesRepCode}
>
> else
>
> {ShipTo.SalesRepCode}
>
> ;
>
> Then use this code to group on. This will only work if you have one
> salesperson per invoice line.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of kenjirak
> Sent: Monday, March 09, 2009 2:00 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Commission report, help with ShipTo / Customer Sales
> reps
>
>
>
> I am trying to pull Sales dollars from InvDtl.ExtPrice and put into a
> crystal commission report grouped by salesman. my problem is I cannot
> figure out how to assign the correct sales amount to the appropriate
> sales person. I appears that the InvDtl.ExtPrice goes to the customer,
> which uses the sales rep in the customer. We use quite a few of the ship
> to locations that have different sales reps assigned depending on the
> location. It appears I am double dipping as my commission report revenue
> is quite a bit greater that my financial statement revenue.
>
> Has anyone figured a way to first look at the sales order to confirm the
> ship to sales rep and then only include the extended order (or invoice)
> price after it is shipped and invoiced? Is there an easier way?
>
> We are running V803.406A
>
> Thank you
> Ken
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
5
Sounds like the BAQ that I just did.
Â
Look at the post a few minutes ago.
Invchead has the SalesRepList that should have the correct SalesRep.
It can be split into the different SalesRepCodes.

--- On Tue, 3/10/09, kenjirak <kenjirak@...> wrote:

From: kenjirak <kenjirak@...>
Subject: [Vantage] Re: Commission report, help with ShipTo / Customer Sales reps
To: vantage@yahoogroups.com
Date: Tuesday, March 10, 2009, 3:57 PM






Linda,

Are you talking about in the BAQ?
Start with Invoice detail, then customer, then add ship to and highlight Customer when adding the ship to in the phrase builder?

Thanks
Ken

--- In vantage@yahoogroups .com, "Linda Lowney" <llowney@... > wrote:
>
> Add the ShipTo table and link to InvcDtl table using Company,CustNum and
> ShipToNum. Add a formula like:
>
>
>
> if isnull({ShipTo. ShipToNum} ) or {ShipTo.SalesRepCod e} = "" then
>
> {Customer.SalesRepC ode}
>
> else
>
> {ShipTo.SalesRepCod e}
>
> ;
>
> Then use this code to group on. This will only work if you have one
> salesperson per invoice line.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
> Of kenjirak
> Sent: Monday, March 09, 2009 2:00 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Commission report, help with ShipTo / Customer Sales
> reps
>
>
>
> I am trying to pull Sales dollars from InvDtl.ExtPrice and put into a
> crystal commission report grouped by salesman. my problem is I cannot
> figure out how to assign the correct sales amount to the appropriate
> sales person. I appears that the InvDtl.ExtPrice goes to the customer,
> which uses the sales rep in the customer. We use quite a few of the ship
> to locations that have different sales reps assigned depending on the
> location. It appears I am double dipping as my commission report revenue
> is quite a bit greater that my financial statement revenue.
>
> Has anyone figured a way to first look at the sales order to confirm the
> ship to sales rep and then only include the extended order (or invoice)
> price after it is shipped and invoiced? Is there an easier way?
>
> We are running V803.406A
>
> Thank you
> Ken
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



















[Non-text portions of this message have been removed]