Commission report

system · March 25, 2002, 1:00pm

I've got one I'd be willing to share. I'm testing on a 3.5 GB DB and
it runs in 5-10 minutes for 10 month range.

Problem: all invoices in DB have only one rep/invoice, so I can't
fully test the logic.

If someone could send me the PRL, I'd like to check the results
against the Epicor report.

Someone with multiple reps/invoice would then need to test it.

Lonnie

system · March 20, 2002, 1:43pm

I am at a loss. When I run the commmission report it is only picking
up certain invoices. When I called support they told me that you can
remove or add the salesperson when you enter a sales order or
invoice. When I checked the invoices I did see that some of them had
no sales person listed. There are only two of us in our office and
neither one of us knew you could do this, So I am wondeering how it
is happening. Has anyone else encountered this problem? Also, does
anyone have an RB report for commission? or a report that will pull
pd invoices and seperate the shipping charges? thanks

system · March 20, 2002, 2:55pm

This is a really tangled mess. It took us awhile to learn how to handle
commissions and especially split commissions. We then found out that the
way the info is stored in the database makes it pretty well impossible to
report the way we wanted using RB. A caveat... I don't enter orders or
directly work with this day-to-day so my recollections may be fuzzy. Also
this is all 4.0 based.

An order picks up the sales person from the customer master. This goes into
the "Salesperson...." info on the order header. No sales person on the
customer then non on the header. If you need to split a commission you must
add any addtional salespersons to the header. This list will be
automatically created for each line on the order. If you want to change a
particular line you have to use the "Commissions" buton on the line to alter
just that line. This is all carried over to the invoice but I believe it
can be overriden there too on a line by line basis. So if a customer always
has one salesperson and they are on the customer master and all their
purchases are comissionable it works pretty well. Once you have splits and
exceptions it is a matter of taking care to make sure the order is setup
correctly.

The big mess comes in trying to create reports. The provided Commissions
report does not sub-total by customer within salesperson. It would be
really nice to be able to tell the sales people which customers earned them
the most. We had to export to Access and do all the sales commission
reporting there because the way the split info (% and rate) is stored in a
table on each invoice line made it impossible to link to the salesperson
table and also sort each invoice within rep (and also report that reps
"share" of the sales $). I went around and around on this for months before
dumping the info to Access.

-Todd C.

-----Original Message-----
From: chrissygal60177 [mailto:chris@...]
Sent: Wednesday, March 20, 2002 12:43 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission report

I am at a loss. When I run the commmission report it is only picking
up certain invoices. When I called support they told me that you can
remove or add the salesperson when you enter a sales order or
invoice. When I checked the invoices I did see that some of them had
no sales person listed. There are only two of us in our office and
neither one of us knew you could do this, So I am wondeering how it
is happening. Has anyone else encountered this problem? Also, does
anyone have an RB report for commission? or a report that will pull
pd invoices and seperate the shipping charges? thanks

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system · March 20, 2002, 3:34pm

There is a salesperson listedÂ for each customer in the customer master
and there are no split commissions. which is why we can't figure out why
there is no sales person on the invoice. My problem now is thatÂ I need
to go back through the entire year and re-figure the commission and at
this point the only thing that I can be sure will be accurate is to look
at all the invoices that were paid and use a spreadsheet to figure the
commission.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 1:55 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

This is a really tangled mess.Â It took us awhile to learn how to handle
commissions and especially split commissions.Â We then found out that
the
way the info is stored in the database makes it pretty well impossible
to
report the way we wanted using RB.Â A caveat... I don't enter orders or
directly work with this day-to-day so my recollections may be fuzzy.Â
Also
this is all 4.0 based.

An order picks up the sales person from the customer master.Â This goes
into
the "Salesperson...." info on the order header.Â No sales person on the
customer then non on the header.Â If you need to split a commission you
must
add any addtional salespersons to the header.Â This list will be
automatically created for each line on the order.Â If you want to change
a
particular line you have to use the "Commissions" buton on the line to
alter
just that line.Â This is all carried over to the invoice but I believe
it
can be overriden there too on a line by line basis.Â So if a customer
always
has one salesperson and they are on the customer master and all their
purchases are comissionable it works pretty well.Â Once you have splits
and
exceptions it is a matter of taking care to make sure the order is setup
correctly.

The big mess comes in trying to create reports.Â The provided
Commissions
report does not sub-total by customer within salesperson.Â It would be
really nice to be able to tell the sales people which customers earned
them
the most.Â We had to export to Access and do all the sales commission
reporting there because the way the split info (% and rate) is stored in
a
table on each invoice line made it impossible to link to the salesperson
table and also sort each invoice within rep (and also report that reps
"share" of the sales $).Â I went around and around on this for months
before
dumping the info to Access.

-Todd C.

-----Original Message-----
From: chrissygal60177 [mailto:chris@...]
Sent: Wednesday, March 20, 2002 12:43 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission report

I am at a loss. When I run the commmission report it is only picking
up certain invoices. When I called support they told me that you can
remove or add the salesperson when you enter a sales order or
invoice. When I checked the invoices I did see that some of them had
no sales person listed. There are only two of us in our office and
neither one of us knew you could do this, So I am wondeering how it
is happening. Has anyone else encountered this problem? Also, does
anyone have an RB report for commission? or a report that will pull
pd invoices and seperate the shipping charges? thanks

Yahoo! Groups SponsorÂ Â Â Â Â

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system · March 20, 2002, 3:50pm

Is there any chance the commisionable flag on the order line is getting
un-checked? Also does each salesperson have a default rate? I think there
was a case of if no rate then the comissionable flag defaulted to un-checked
and even if you entered a rate on the order line it got ignored. This is
stretching my memory but may be worth checking out.
-Todd C.

-----Original Message-----
From: Christine White [mailto:chris@...]
Sent: Wednesday, March 20, 2002 2:27 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

There is a salesperson listed for each customer in the customer master
and there are no split commissions. which is why we can't figure out why
there is no sales person on the invoice. My problem now is that I need
to go back through the entire year and re-figure the commission and at
this point the only thing that I can be sure will be accurate is to look
at all the invoices that were paid and use a spreadsheet to figure the
commission.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 1:55 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

This is a really tangled mess. It took us awhile to learn how to handle
commissions and especially split commissions. We then found out that
the
way the info is stored in the database makes it pretty well impossible
to
report the way we wanted using RB. A caveat... I don't enter orders or
directly work with this day-to-day so my recollections may be fuzzy.
Also
this is all 4.0 based.

An order picks up the sales person from the customer master. This goes
into
the "Salesperson...." info on the order header. No sales person on the
customer then non on the header. If you need to split a commission you
must
add any addtional salespersons to the header. This list will be
automatically created for each line on the order. If you want to change
a
particular line you have to use the "Commissions" buton on the line to
alter
just that line. This is all carried over to the invoice but I believe
it
can be overriden there too on a line by line basis. So if a customer
always
has one salesperson and they are on the customer master and all their
purchases are comissionable it works pretty well. Once you have splits
and
exceptions it is a matter of taking care to make sure the order is setup
correctly.

The big mess comes in trying to create reports. The provided
Commissions
report does not sub-total by customer within salesperson. It would be
really nice to be able to tell the sales people which customers earned
them
the most. We had to export to Access and do all the sales commission
reporting there because the way the split info (% and rate) is stored in
a
table on each invoice line made it impossible to link to the salesperson
table and also sort each invoice within rep (and also report that reps
"share" of the sales $). I went around and around on this for months
before
dumping the info to Access.

-Todd C.

-----Original Message-----
From: chrissygal60177 [mailto:chris@...]
Sent: Wednesday, March 20, 2002 12:43 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission report

I am at a loss. When I run the commmission report it is only picking
up certain invoices. When I called support they told me that you can
remove or add the salesperson when you enter a sales order or
invoice. When I checked the invoices I did see that some of them had
no sales person listed. There are only two of us in our office and
neither one of us knew you could do this, So I am wondeering how it
is happening. Has anyone else encountered this problem? Also, does
anyone have an RB report for commission? or a report that will pull
pd invoices and seperate the shipping charges? thanks

Yahoo! Groups Sponsor

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system · March 20, 2002, 4:04pm

Skip that last reply. I just tried it in our test db and the commissionable
flag is checked. In working thru it though I now recall the issue may have
been related to the percentage getting set to zero but I can't remember the
scenario that caused it. I'll ask some people around here if they remember.
-Todd C.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 2:50 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Is there any chance the commisionable flag on the order line is getting
un-checked? Also does each salesperson have a default rate? I think there
was a case of if no rate then the comissionable flag defaulted to un-checked
and even if you entered a rate on the order line it got ignored. This is
stretching my memory but may be worth checking out.
-Todd C.

-----Original Message-----
From: Christine White [mailto:chris@...]
Sent: Wednesday, March 20, 2002 2:27 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

There is a salesperson listed for each customer in the customer master
and there are no split commissions. which is why we can't figure out why
there is no sales person on the invoice. My problem now is that I need
to go back through the entire year and re-figure the commission and at
this point the only thing that I can be sure will be accurate is to look
at all the invoices that were paid and use a spreadsheet to figure the
commission.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 1:55 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

This is a really tangled mess. It took us awhile to learn how to handle
commissions and especially split commissions. We then found out that
the
way the info is stored in the database makes it pretty well impossible
to
report the way we wanted using RB. A caveat... I don't enter orders or
directly work with this day-to-day so my recollections may be fuzzy.
Also
this is all 4.0 based.

An order picks up the sales person from the customer master. This goes
into
the "Salesperson...." info on the order header. No sales person on the
customer then non on the header. If you need to split a commission you
must
add any addtional salespersons to the header. This list will be
automatically created for each line on the order. If you want to change
a
particular line you have to use the "Commissions" buton on the line to
alter
just that line. This is all carried over to the invoice but I believe
it
can be overriden there too on a line by line basis. So if a customer
always
has one salesperson and they are on the customer master and all their
purchases are comissionable it works pretty well. Once you have splits
and
exceptions it is a matter of taking care to make sure the order is setup
correctly.

The big mess comes in trying to create reports. The provided
Commissions
report does not sub-total by customer within salesperson. It would be
really nice to be able to tell the sales people which customers earned
them
the most. We had to export to Access and do all the sales commission
reporting there because the way the split info (% and rate) is stored in
a
table on each invoice line made it impossible to link to the salesperson
table and also sort each invoice within rep (and also report that reps
"share" of the sales $). I went around and around on this for months
before
dumping the info to Access.

-Todd C.

-----Original Message-----
From: chrissygal60177 [mailto:chris@...]
Sent: Wednesday, March 20, 2002 12:43 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission report

I am at a loss. When I run the commmission report it is only picking
up certain invoices. When I called support they told me that you can
remove or add the salesperson when you enter a sales order or
invoice. When I checked the invoices I did see that some of them had
no sales person listed. There are only two of us in our office and
neither one of us knew you could do this, So I am wondeering how it
is happening. Has anyone else encountered this problem? Also, does
anyone have an RB report for commission? or a report that will pull
pd invoices and seperate the shipping charges? thanks

Yahoo! Groups Sponsor

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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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
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system · March 25, 2002, 8:20am

Since there were a lot of recent inquiries on commission reports through
report builder, we have placed a sample commission report (PRL) on the
Support Center's Miscellaneous Downloads page. You can download and modify
to fit your specific needs if necessary.

Tim

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 3:04 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Skip that last reply. I just tried it in our test db and the commissionable
flag is checked. In working thru it though I now recall the issue may have
been related to the percentage getting set to zero but I can't remember the
scenario that caused it. I'll ask some people around here if they remember.
-Todd C.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 2:50 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Is there any chance the commisionable flag on the order line is getting
un-checked? Also does each salesperson have a default rate? I think there
was a case of if no rate then the comissionable flag defaulted to un-checked
and even if you entered a rate on the order line it got ignored. This is
stretching my memory but may be worth checking out.
-Todd C.

-----Original Message-----
From: Christine White [mailto:chris@...]
Sent: Wednesday, March 20, 2002 2:27 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

There is a salesperson listed for each customer in the customer master
and there are no split commissions. which is why we can't figure out why
there is no sales person on the invoice. My problem now is that I need
to go back through the entire year and re-figure the commission and at
this point the only thing that I can be sure will be accurate is to look
at all the invoices that were paid and use a spreadsheet to figure the
commission.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 1:55 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

This is a really tangled mess. It took us awhile to learn how to handle
commissions and especially split commissions. We then found out that
the
way the info is stored in the database makes it pretty well impossible
to
report the way we wanted using RB. A caveat... I don't enter orders or
directly work with this day-to-day so my recollections may be fuzzy.
Also
this is all 4.0 based.

An order picks up the sales person from the customer master. This goes
into
the "Salesperson...." info on the order header. No sales person on the
customer then non on the header. If you need to split a commission you
must
add any addtional salespersons to the header. This list will be
automatically created for each line on the order. If you want to change
a
particular line you have to use the "Commissions" buton on the line to
alter
just that line. This is all carried over to the invoice but I believe
it
can be overriden there too on a line by line basis. So if a customer
always
has one salesperson and they are on the customer master and all their
purchases are comissionable it works pretty well. Once you have splits
and
exceptions it is a matter of taking care to make sure the order is setup
correctly.

The big mess comes in trying to create reports. The provided
Commissions
report does not sub-total by customer within salesperson. It would be
really nice to be able to tell the sales people which customers earned
them
the most. We had to export to Access and do all the sales commission
reporting there because the way the split info (% and rate) is stored in
a
table on each invoice line made it impossible to link to the salesperson
table and also sort each invoice within rep (and also report that reps
"share" of the sales $). I went around and around on this for months
before
dumping the info to Access.

-Todd C.

-----Original Message-----
From: chrissygal60177 [mailto:chris@...]
Sent: Wednesday, March 20, 2002 12:43 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission report

I am at a loss. When I run the commmission report it is only picking
up certain invoices. When I called support they told me that you can
remove or add the salesperson when you enter a sales order or
invoice. When I checked the invoices I did see that some of them had
no sales person listed. There are only two of us in our office and
neither one of us knew you could do this, So I am wondeering how it
is happening. Has anyone else encountered this problem? Also, does
anyone have an RB report for commission? or a report that will pull
pd invoices and seperate the shipping charges? thanks

Yahoo! Groups Sponsor

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<
http://rd.yahoo.com/M=215002.1818248.3328688.1261774/D=egroupweb/S=17050
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mai
l/S=1705007183:HM/A=847665/rand=518117781>

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/.>
< http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.> >
< http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
< http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.> > >
(2) To search through old msg's goto:
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<http://groups.yahoo.com/group/vantage/messages>
< http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages> >
< http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
< http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>
< http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links> >
< http://groups.yahoo.com/group/vantage/links
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<http://groups.yahoo.com/group/vantage/links> > >

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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/.>
< 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
<http://groups.yahoo.com/group/vantage/messages>
< http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>
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<http://groups.yahoo.com/group/vantage/links> >

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<http://rd.yahoo.com/M=215002.1818248.3328688.1261774/D=egroupweb/S=17050071

83:HM/A=847665/R=0/*
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<http://us.adserver.yahoo.com/l?M=215002.1818248.3328688.1261774/D=egroupmai

l/S=1705007183:HM/A=847665/rand=123483854>

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/.>
< 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
<http://groups.yahoo.com/group/vantage/messages>
< http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>
< http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links> >

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3eM=215002.1818248.3328688.1261774/D=egroupweb/S=1705007183:HM/A=847665/R=1>

<http://us.adserver.yahoo.com/l?M=215002.1818248.3328688.1261774/D=egroupmai
l/S=1705007183:HM/A=847665/rand=844335121>

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
<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
<http://groups.yahoo.com/group/vantage/links>

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]

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:
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system · March 25, 2002, 8:48am

Nicely done.

Patrick

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, March 25, 2002 7:18 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Since there were a lot of recent inquiries on commission reports through
report builder, we have placed a sample commission report (PRL) on the
Support Center's Miscellaneous Downloads page. You can download and modify
to fit your specific needs if necessary.

Tim

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 3:04 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Skip that last reply. I just tried it in our test db and the commissionable
flag is checked. In working thru it though I now recall the issue may have
been related to the percentage getting set to zero but I can't remember the
scenario that caused it. I'll ask some people around here if they remember.
-Todd C.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 2:50 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Is there any chance the commisionable flag on the order line is getting
un-checked? Also does each salesperson have a default rate? I think there
was a case of if no rate then the comissionable flag defaulted to un-checked
and even if you entered a rate on the order line it got ignored. This is
stretching my memory but may be worth checking out.
-Todd C.

-----Original Message-----
From: Christine White [mailto:chris@...]
Sent: Wednesday, March 20, 2002 2:27 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

There is a salesperson listed for each customer in the customer master
and there are no split commissions. which is why we can't figure out why
there is no sales person on the invoice. My problem now is that I need
to go back through the entire year and re-figure the commission and at
this point the only thing that I can be sure will be accurate is to look
at all the invoices that were paid and use a spreadsheet to figure the
commission.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 1:55 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

This is a really tangled mess. It took us awhile to learn how to handle
commissions and especially split commissions. We then found out that
the
way the info is stored in the database makes it pretty well impossible
to
report the way we wanted using RB. A caveat... I don't enter orders or
directly work with this day-to-day so my recollections may be fuzzy.
Also
this is all 4.0 based.

An order picks up the sales person from the customer master. This goes
into
the "Salesperson...." info on the order header. No sales person on the
customer then non on the header. If you need to split a commission you
must
add any addtional salespersons to the header. This list will be
automatically created for each line on the order. If you want to change
a
particular line you have to use the "Commissions" buton on the line to
alter
just that line. This is all carried over to the invoice but I believe
it
can be overriden there too on a line by line basis. So if a customer
always
has one salesperson and they are on the customer master and all their
purchases are comissionable it works pretty well. Once you have splits
and
exceptions it is a matter of taking care to make sure the order is setup
correctly.

The big mess comes in trying to create reports. The provided
Commissions
report does not sub-total by customer within salesperson. It would be
really nice to be able to tell the sales people which customers earned
them
the most. We had to export to Access and do all the sales commission
reporting there because the way the split info (% and rate) is stored in
a
table on each invoice line made it impossible to link to the salesperson
table and also sort each invoice within rep (and also report that reps
"share" of the sales $). I went around and around on this for months
before
dumping the info to Access.

-Todd C.

-----Original Message-----
From: chrissygal60177 [mailto:chris@...]
Sent: Wednesday, March 20, 2002 12:43 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission report

I am at a loss. When I run the commmission report it is only picking
up certain invoices. When I called support they told me that you can
remove or add the salesperson when you enter a sales order or
invoice. When I checked the invoices I did see that some of them had
no sales person listed. There are only two of us in our office and
neither one of us knew you could do this, So I am wondeering how it
is happening. Has anyone else encountered this problem? Also, does
anyone have an RB report for commission? or a report that will pull
pd invoices and seperate the shipping charges? thanks

Yahoo! Groups Sponsor

ADVERTISEMENT

<
http://rd.yahoo.com/M=215002.1818248.3328688.1261774/D=egroupweb/S=17050
<http://rd.yahoo.com/M=215002.1818248.3328688.1261774/D=egroupweb/S=17050>
< http://rd.yahoo.com/M=215002.1818248.3328688.1261774/D=egroupweb/S=17050
<http://rd.yahoo.com/M=215002.1818248.3328688.1261774/D=egroupweb/S=17050> >

071
83:HM/A=847665/R=0/*
http://ads.x10.com/?bHlhaG9vbW9uc3RlcjcuZGF0=1016649809%
<http://ads.x10.com/?bHlhaG9vbW9uc3RlcjcuZGF0=1016649809%>
< http://ads.x10.com/?bHlhaG9vbW9uc3RlcjcuZGF0=1016649809%
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3eM=215002.1818248.3328688.1261774/D=egroupweb/S=1705007183:HM/A=847665/
R=1>

<
http://us.adserver.yahoo.com/l?M=215002.1818248.3328688.1261774/D=egroup
<http://us.adserver.yahoo.com/l?M=215002.1818248.3328688.1261774/D=egroup>
< http://us.adserver.yahoo.com/l?M=215002.1818248.3328688.1261774/D=egroup
<http://us.adserver.yahoo.com/l?M=215002.1818248.3328688.1261774/D=egroup> >

mai
l/S=1705007183:HM/A=847665/rand=518117781>

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/.>
< http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.> >
< http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
< 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
<http://groups.yahoo.com/group/vantage/messages>
< http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages> >
< http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
< http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>
< http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links> >
< http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>
< http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links> > >

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

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

Yahoo! Groups Sponsor

ADVERTISEMENT

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/.>
< http://groups.yahoo.com/group/vantage/files/.
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system · March 25, 2002, 11:08am

I'm a member of the vantage group. I've been getting e-mails for a long
time. I want to pull down the commissionr report and look at it, but I
don't know how to do it. Please help me. Thnks

system · March 25, 2002, 11:15am

Tammy,
I think this one is on the Epicor site, so you'll need to be able to log on there with your siteID, etc.

Troy

system · March 25, 2002, 11:24am

Thanks Tim (and Mark!). I will play around with this. At first glance
looks like I missed the route to gathering multiple Order (or Invoice)
records for each salesperson. If this handles what I am doing with Access
it will be a lot easier to run each month. Thanks again for the "extra
effort" to post it.
-Todd C.

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, March 25, 2002 7:18 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Since there were a lot of recent inquiries on commission reports through
report builder, we have placed a sample commission report (PRL) on the
Support Center's Miscellaneous Downloads page. You can download and modify
to fit your specific needs if necessary.

Tim

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 3:04 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Skip that last reply. I just tried it in our test db and the commissionable
flag is checked. In working thru it though I now recall the issue may have
been related to the percentage getting set to zero but I can't remember the
scenario that caused it. I'll ask some people around here if they remember.
-Todd C.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 2:50 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Is there any chance the commisionable flag on the order line is getting
un-checked? Also does each salesperson have a default rate? I think there
was a case of if no rate then the comissionable flag defaulted to un-checked
and even if you entered a rate on the order line it got ignored. This is
stretching my memory but may be worth checking out.
-Todd C.

-----Original Message-----
From: Christine White [mailto:chris@...]
Sent: Wednesday, March 20, 2002 2:27 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

There is a salesperson listed for each customer in the customer master
and there are no split commissions. which is why we can't figure out why
there is no sales person on the invoice. My problem now is that I need
to go back through the entire year and re-figure the commission and at
this point the only thing that I can be sure will be accurate is to look
at all the invoices that were paid and use a spreadsheet to figure the
commission.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 1:55 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

This is a really tangled mess. It took us awhile to learn how to handle
commissions and especially split commissions. We then found out that
the
way the info is stored in the database makes it pretty well impossible
to
report the way we wanted using RB. A caveat... I don't enter orders or
directly work with this day-to-day so my recollections may be fuzzy.
Also
this is all 4.0 based.

An order picks up the sales person from the customer master. This goes
into
the "Salesperson...." info on the order header. No sales person on the
customer then non on the header. If you need to split a commission you
must
add any addtional salespersons to the header. This list will be
automatically created for each line on the order. If you want to change
a
particular line you have to use the "Commissions" buton on the line to
alter
just that line. This is all carried over to the invoice but I believe
it
can be overriden there too on a line by line basis. So if a customer
always
has one salesperson and they are on the customer master and all their
purchases are comissionable it works pretty well. Once you have splits
and
exceptions it is a matter of taking care to make sure the order is setup
correctly.

The big mess comes in trying to create reports. The provided
Commissions
report does not sub-total by customer within salesperson. It would be
really nice to be able to tell the sales people which customers earned
them
the most. We had to export to Access and do all the sales commission
reporting there because the way the split info (% and rate) is stored in
a
table on each invoice line made it impossible to link to the salesperson
table and also sort each invoice within rep (and also report that reps
"share" of the sales $). I went around and around on this for months
before
dumping the info to Access.

-Todd C.

-----Original Message-----
From: chrissygal60177 [mailto:chris@...]
Sent: Wednesday, March 20, 2002 12:43 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission report

I am at a loss. When I run the commmission report it is only picking
up certain invoices. When I called support they told me that you can
remove or add the salesperson when you enter a sales order or
invoice. When I checked the invoices I did see that some of them had
no sales person listed. There are only two of us in our office and
neither one of us knew you could do this, So I am wondeering how it
is happening. Has anyone else encountered this problem? Also, does
anyone have an RB report for commission? or a report that will pull
pd invoices and seperate the shipping charges? thanks

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system · March 25, 2002, 11:47am

I took a look at this report on Friday. Be sure to read the Report Builder
Note that warns of large database size and timing. If you start by
selecting one or two salespeople to work with, then it's not such a hog.

I ran a report for the month of February for approximately 100 Salespersons
on a 1.16 Gig (Vantage size) and it took about 3 Â½ hours.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Monday, March 25, 2002 10:25 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Thanks Tim (and Mark!). I will play around with this. At
first glance
looks like I missed the route to gathering multiple Order
(or Invoice)
records for each salesperson. If this handles what I am
doing with Access
it will be a lot easier to run each month. Thanks again for
the "extra
effort" to post it.
-Todd C.

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, March 25, 2002 7:18 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Since there were a lot of recent inquiries on commission
reports through
report builder, we have placed a sample commission report
(PRL) on the
Support Center's Miscellaneous Downloads page. You can
download and modify
to fit your specific needs if necessary.

Tim

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 3:04 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Skip that last reply. I just tried it in our test db and
the commissionable
flag is checked. In working thru it though I now recall the
issue may have
been related to the percentage getting set to zero but I
can't remember the
scenario that caused it. I'll ask some people around here
if they remember.
-Todd C.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 2:50 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

Is there any chance the commisionable flag on the order line
is getting
un-checked? Also does each salesperson have a default rate?
I think there
was a case of if no rate then the comissionable flag
defaulted to un-checked
and even if you entered a rate on the order line it got
ignored. This is
stretching my memory but may be worth checking out.
-Todd C.

-----Original Message-----
From: Christine White [mailto:chris@...]
Sent: Wednesday, March 20, 2002 2:27 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

There is a salesperson listed for each customer in the
customer master
and there are no split commissions. which is why we can't
figure out why
there is no sales person on the invoice. My problem now is
that I need
to go back through the entire year and re-figure the
commission and at
this point the only thing that I can be sure will be
accurate is to look
at all the invoices that were paid and use a spreadsheet to
figure the
commission.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, March 20, 2002 1:55 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] commission report

This is a really tangled mess. It took us awhile to learn
how to handle
commissions and especially split commissions. We then found
out that
the
way the info is stored in the database makes it pretty well
impossible
to
report the way we wanted using RB. A caveat... I don't
enter orders or
directly work with this day-to-day so my recollections may
be fuzzy.
Also
this is all 4.0 based.

An order picks up the sales person from the customer master.
This goes
into
the "Salesperson...." info on the order header. No sales
person on the
customer then non on the header. If you need to split a
commission you
must
add any addtional salespersons to the header. This list
will be
automatically created for each line on the order. If you
want to change
a
particular line you have to use the "Commissions" buton on
the line to
alter
just that line. This is all carried over to the invoice but
I believe
it
can be overriden there too on a line by line basis. So if a
customer
always
has one salesperson and they are on the customer master and
all their
purchases are comissionable it works pretty well. Once you
have splits
and
exceptions it is a matter of taking care to make sure the
order is setup
correctly.

The big mess comes in trying to create reports. The
provided
Commissions
report does not sub-total by customer within salesperson.
It would be
really nice to be able to tell the sales people which
customers earned
them
the most. We had to export to Access and do all the sales
commission
reporting there because the way the split info (% and rate)
is stored in
a
table on each invoice line made it impossible to link to the
salesperson
table and also sort each invoice within rep (and also report
that reps
"share" of the sales $). I went around and around on this
for months
before
dumping the info to Access.

-Todd C.

-----Original Message-----
From: chrissygal60177 [mailto:chris@...]
Sent: Wednesday, March 20, 2002 12:43 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission report

I am at a loss. When I run the commmission report it is only
picking
up certain invoices. When I called support they told me that
you can
remove or add the salesperson when you enter a sales order
or
invoice. When I checked the invoices I did see that some of
them had
no sales person listed. There are only two of us in our
office and
neither one of us knew you could do this, So I am wondeering
how it
is happening. Has anyone else encountered this problem?
Also, does
anyone have an RB report for commission? or a report that
will pull
pd invoices and seperate the shipping charges? thanks

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