Commission report

Yahoo Archive
1
Thanks Rick - appreciate the info!



Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

<mailto:mevb@...> mevb@...

_____

From: Ludwig, Rick [mailto:RickL@...]
Sent: Thursday, December 16, 2004 4:18 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] COMMISSION REPORT



Michelle-

We used to do the same thing - copy all those invoices and mail them
along with an Excel spreadsheet listing them out in order to calculate
the commission owed. Now, however, we use the system's Commission
Report. We accrue commissions "AT INVOICE" and pay commissions "AT
PAYMENT". For those outside sales reps, before we run/print the report
selection, we go into the "Workforce Maintenance" and select "AT
PAYMENT" (in the "Workforce Maintenance" section of Accounts Receivable)
for each outside sales rep. It is "fairly" accurate, however, it is not
completely relied upon to issue a commission check, this is because our
commission structure doesn't fit well with Vantage (X% for the first
year of a new part, then reverting to Y% thereafter). Because the way
the system works, we (accounting) are dependent upon Order Entry getting
the commission rate correct at order entry because the system does not
allow any changes on the back-end (i.e. prior to posting the invoice).

Hope this helps!

Thanks!



Rick Ludwig



-----Original Message-----
From: Michelle Vonbokern [mailto:mevb@...]
Sent: Tuesday, December 14, 2004 12:54 PM
To: vantage@yahoogroups.com
Subject: [Vantage] COMMISSION REPORT


Looking to see what type of report you supply to your reps with the
commission check so that they can reconcile their records. Previously,
we
were supplying copies of the invoices that we were paying commissions
on, as
well as the vantage commission report. That was getting way out of hand
and
too time consuming. I am looking for a report that list invoices paid
that
month with the commissions due-sorted by rep, invoice#, customer name,
corresponding so#, customer po#, and commission due. I am absolutely
worthless in trying to create a report in report builder , or even
export
utility.

Does anyone have something like this that they are willing to share?
Maybe
Xmas will come a little early for me lol ......



Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

<mailto:mevb@...> mevb@...





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



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<http://groups.yahoo.com/group/vantage/files/>
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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links






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business.yahoo.com/domains/> click here



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[Non-text portions of this message have been removed]
2
Looking to see what type of report you supply to your reps with the
commission check so that they can reconcile their records. Previously, we
were supplying copies of the invoices that we were paying commissions on, as
well as the vantage commission report. That was getting way out of hand and
too time consuming. I am looking for a report that list invoices paid that
month with the commissions due-sorted by rep, invoice#, customer name,
corresponding so#, customer po#, and commission due. I am absolutely
worthless in trying to create a report in report builder , or even export
utility.

Does anyone have something like this that they are willing to share? Maybe
Xmas will come a little early for me lol ......



Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

<mailto:mevb@...> mevb@...





[Non-text portions of this message have been removed]
3
I have something close but missing some of the fields you desire. Due to commission splits I had to resort to exporting to an Access DB. The data is extracted as a CSV file using RB then imported to the database. The fields missing would be only be SO# and PO# so easily added. The Access report we use does not show invoice details - just customer totals within rep but that would be an easy enough change.

If this sounds like a good enough starting place email me off list at caugheyt@... and I'll send a PRL and an empty database (Access-95 but easily upgradeable).

-Todd C.

-----Original Message-----
From: Michelle Vonbokern [mailto:mevb@...]
Sent: Tuesday, December 14, 2004 11:54 AM
To: vantage@yahoogroups.com
Subject: [Vantage] COMMISSION REPORT


Looking to see what type of report you supply to your reps with the
commission check so that they can reconcile their records. Previously, we
were supplying copies of the invoices that we were paying commissions on, as
well as the vantage commission report. That was getting way out of hand and
too time consuming. I am looking for a report that list invoices paid that
month with the commissions due-sorted by rep, invoice#, customer name,
corresponding so#, customer po#, and commission due. I am absolutely
worthless in trying to create a report in report builder , or even export
utility.

Does anyone have something like this that they are willing to share? Maybe
Xmas will come a little early for me lol ......



Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

<mailto:mevb@...> mevb@...





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



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links



Yahoo! Groups Sponsor

ADVERTISEMENT
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[Non-text portions of this message have been removed]
4
Michelle-

We used to do the same thing - copy all those invoices and mail them
along with an Excel spreadsheet listing them out in order to calculate
the commission owed. Now, however, we use the system's Commission
Report. We accrue commissions "AT INVOICE" and pay commissions "AT
PAYMENT". For those outside sales reps, before we run/print the report
selection, we go into the "Workforce Maintenance" and select "AT
PAYMENT" (in the "Workforce Maintenance" section of Accounts Receivable)
for each outside sales rep. It is "fairly" accurate, however, it is not
completely relied upon to issue a commission check, this is because our
commission structure doesn't fit well with Vantage (X% for the first
year of a new part, then reverting to Y% thereafter). Because the way
the system works, we (accounting) are dependent upon Order Entry getting
the commission rate correct at order entry because the system does not
allow any changes on the back-end (i.e. prior to posting the invoice).

Hope this helps!

Thanks!



Rick Ludwig



-----Original Message-----
From: Michelle Vonbokern [mailto:mevb@...]
Sent: Tuesday, December 14, 2004 12:54 PM
To: vantage@yahoogroups.com
Subject: [Vantage] COMMISSION REPORT


Looking to see what type of report you supply to your reps with the
commission check so that they can reconcile their records. Previously,
we
were supplying copies of the invoices that we were paying commissions
on, as
well as the vantage commission report. That was getting way out of hand
and
too time consuming. I am looking for a report that list invoices paid
that
month with the commissions due-sorted by rep, invoice#, customer name,
corresponding so#, customer po#, and commission due. I am absolutely
worthless in trying to create a report in report builder , or even
export
utility.

Does anyone have something like this that they are willing to share?
Maybe
Xmas will come a little early for me lol ......



Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

<mailto:mevb@...> mevb@...





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



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links



Yahoo! Groups Sponsor

ADVERTISEMENT

<http://us.ard.yahoo.com/SIG=129uffj6c/M=294855.5468653.6549235.3001176/
D=groups/S=1705007183:HM/EXP=1103133377/A=2455396/R=0/SIG=119u9qmi7/*htt
p://smallbusiness.yahoo.com/domains/> click here

<http://us.adserver.yahoo.com/l?M=294855.5468653.6549235.3001176/D=group
s/S=:HM/A=2455396/rand=340381132>


_____

Yahoo! Groups Links


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* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>


* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .




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