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
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
--- In vantage@y..., Carol Engen <cengen@w...> wrote:
> 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 ½ hours.
>
>
>
> -----Original Message-----
> From: Todd Caughey [mailto:caugheyt@h...]
> Sent: Monday, March 25, 2002 10:25 AM
> To: 'vantage@y...'
> 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@e...]
> Sent: Monday, March 25, 2002 7:18 AM
> To: 'vantage@y...'
> 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@h...]
> Sent: Wednesday, March 20, 2002 3:04 PM
> To: 'vantage@y...'
> 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@h...]
> Sent: Wednesday, March 20, 2002 2:50 PM
> To: 'vantage@y...'
> 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@g...]
> Sent: Wednesday, March 20, 2002 2:27 PM
> To: 'vantage@y...'
> 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@h...]
> Sent: Wednesday, March 20, 2002 1:55 PM
> To: 'vantage@y...'
> 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@g...]
> Sent: Wednesday, March 20, 2002 12:43 PM
> To: vantage@y...
> 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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> 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]
>
>
> ------------------------ Yahoo! Groups Sponsor
>
> 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
>
> Your use of Yahoo! Groups is subject to
> http://docs.yahoo.com/info/terms/