Commission Report

Does anyone have a commission report to share that takes credit
memo's into consideration?

Thanks,

Mark Smith
Hi, all!

Correct me if I'm wrong. As I understand it, the commission report draws
the salesperson's name(s) from the Sales Order. We put two names in the
Salesperson field. An inside rep and an outside rep. The order entry
people tell me it is drawing the inside rep's name from a field in the Ship
To and dropping it in this field on the order entry screen. Apparently,
sometimes the entry folks "forget" to add the outside rep to the order,
denying him/her commission on the sales.

Assuming the above is correct, is there any way to have it automatically
drop the outside rep's name in the Salesperson field, along with the inside
rep, eliminating human error, so that they will both receive commission for
all sales to their respective customers?

Thanks in advance.

Gary Grenier
IT Manager
Bell Manufacturing Co.
207-784-2961 x245
mailto:ggrenier@...
I don't think so. We've wanted this for a long time and have not seen it. A lot of our customers have plants in multiple territories so the outside reps in HQ territory and plant territory each get a split on orders going to the plant. I have some VB form check boxes that work in conjunction with some simple checking reports to "proof" that the order have been entered correctly but no way I can see to automatically "feed" the SO. Each month I end up doing half a dozen commissions corrections.

A weak workaround might be to create some combo reps and make them the default for the customer to signal to manually change to two real entries on the SO.

-Todd C.

-----Original Message-----
From: ggrenier@... [mailto:ggrenier@...]
Sent: Thursday, June 12, 2003 12:47 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission Report


Hi, all!

Correct me if I'm wrong. As I understand it, the commission report draws
the salesperson's name(s) from the Sales Order. We put two names in the
Salesperson field. An inside rep and an outside rep. The order entry
people tell me it is drawing the inside rep's name from a field in the Ship
To and dropping it in this field on the order entry screen. Apparently,
sometimes the entry folks "forget" to add the outside rep to the order,
denying him/her commission on the sales.

Assuming the above is correct, is there any way to have it automatically
drop the outside rep's name in the Salesperson field, along with the inside
rep, eliminating human error, so that they will both receive commission for
all sales to their respective customers?

Thanks in advance.

Gary Grenier
IT Manager
Bell Manufacturing Co.
207-784-2961 x245
mailto:ggrenier@...




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[Non-text portions of this message have been removed]
Perhaps you should not enter a default salesperson in the customer master
ship to. You will have to make sure to enter two sales rep on the
commission entry of order entry. Only the first one entered in the
commission screen shows on the invoice, but both salesrep show on the
commission report. I just test it in the training library.

-----Original Message-----
From: ggrenier@... [mailto:ggrenier@...]
Sent: Thursday, June 12, 2003 1:47 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission Report


Hi, all!

Correct me if I'm wrong. As I understand it, the commission report draws
the salesperson's name(s) from the Sales Order. We put two names in the
Salesperson field. An inside rep and an outside rep. The order entry
people tell me it is drawing the inside rep's name from a field in the Ship
To and dropping it in this field on the order entry screen. Apparently,
sometimes the entry folks "forget" to add the outside rep to the order,
denying him/her commission on the sales.

Assuming the above is correct, is there any way to have it automatically
drop the outside rep's name in the Salesperson field, along with the inside
rep, eliminating human error, so that they will both receive commission for
all sales to their respective customers?

Thanks in advance.

Gary Grenier
IT Manager
Bell Manufacturing Co.
207-784-2961 x245
mailto:ggrenier@...




Yahoo! Groups Sponsor




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l/S=:HM/A=1482387/rand=964281381>

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. )
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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:
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[Non-text portions of this message have been removed]
Happy New Year:

Hi, does anyone out there have a commision report written in RB that
calculates splits, and rep rates? Need a little help.

Thanks in advance,

Mark Smith
IT Manager
Innerpac, Inc
I had to do this via an extract to CSV then import to an external Access database. But once upon a time I was sent an example RB (form Mark Pladson I believe) that uses multiple alias links to various tables to accomplish this. I'll see if I can dig that up in case it could be the core of such a report.
-Todd C.

-----Original Message-----
From: innerpac_il [mailto:mark_smith@...]
Sent: Tuesday, January 06, 2004 11:28 AM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Commission Report


Happy New Year:

Hi, does anyone out there have a commision report written in RB that
calculates splits, and rep rates? Need a little help.

Thanks in advance,

Mark Smith
IT Manager
Innerpac, Inc




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. )
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[Non-text portions of this message have been removed]
Todd:



Thanks!



-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Tuesday, January 06, 2004 11:32 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RE: Commission Report



I had to do this via an extract to CSV then import to an external Access
database. But once upon a time I was sent an example RB (form Mark
Pladson I believe) that uses multiple alias links to various tables to
accomplish this. I'll see if I can dig that up in case it could be the
core of such a report.
-Todd C.

-----Original Message-----
From: innerpac_il [mailto:mark_smith@...]
Sent: Tuesday, January 06, 2004 11:28 AM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Commission Report


Happy New Year:

Hi, does anyone out there have a commision report written in RB that
calculates splits, and rep rates? Need a little help.

Thanks in advance,

Mark Smith
IT Manager
Innerpac, Inc




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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ADVERTISEMENT
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roupweb/S=1705007183:HM/EXP=1073496512/A=1853618/R=0/*http://www.netflix
.com/Default?mqso=60178338
<http://rd.yahoo.com/SIG=12cmlq9vv/M=267637.4116732.5333197.1261774/D=eg
roupweb/S=1705007183:HM/EXP=1073496512/A=1853618/R=0/*http:/www.netflix.
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[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:
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<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
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[Non-text portions of this message have been removed]
Hello Everyone,
I hope someone has had a similar problem and can help me. We've been
using Vantage for a year and this January brought up another company
live in Vantage. This company has commissioned Sales Reps. We just
ran the Commission Report and found that some of the Customer Master
Files did not have the correct Sales Rep account.

Does anyone have a utility that would allow me to change the Sales
Rep on an Invoice? I can change the Sales Rep in the order, but that
does not change it for the invoice. Epicor does not have a fix for
this issue.

I would really appreciate some ideas.

Thank you for your help,
Karen Morgan
J.M. Murray Center
A potential way around this is to create a report using the
customer.salesrep field.

Frank Zeigafuse
Innovative Office Products
General Manager
Direct Phone: 610-559-6369
Email: fzeigafuse@...



-----Original Message-----
From: karenm0303 [mailto:karenm@...]
Sent: Tuesday, February 01, 2005 12:56 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission Report




Hello Everyone,
I hope someone has had a similar problem and can help me. We've been
using Vantage for a year and this January brought up another company
live in Vantage. This company has commissioned Sales Reps. We just
ran the Commission Report and found that some of the Customer Master
Files did not have the correct Sales Rep account.

Does anyone have a utility that would allow me to change the Sales
Rep on an Invoice? I can change the Sales Rep in the order, but that
does not change it for the invoice. Epicor does not have a fix for
this issue.

I would really appreciate some ideas.

Thank you for your help,
Karen Morgan
J.M. Murray Center





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
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Hello.

Has anyone had success exporting the Commission Report to Excel? I'm
running 5.2, and I've come close to getting what I need, but some of my
results are quirky. Thanks!

Rebecca
P-K Tool


[Non-text portions of this message have been removed]
I ended up exporting to Access in order to get the reporting I needed. Wrote a little RB report that creates a CSV that I then import/append to a table in Access. Main issue was reporting split commissions and sorting them within rep territory and state. Worked fine for 3+ years now. Still needs minor direct editing of the table after the import due to split and rate goofs on the sales orders but otherwise the basic process works. Perhaps you could use the RB export and see if it gets what you need in Excel. Let me know off-list if you want to try it.
-Todd C.

-----Original Message-----
From: Rebecca Schmuck [mailto:rschmuck@...]
Sent: Monday, May 16, 2005 4:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission Report


Hello.

Has anyone had success exporting the Commission Report to Excel? I'm
running 5.2, and I've come close to getting what I need, but some of my
results are quirky. Thanks!

Rebecca
P-K Tool


[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



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[Non-text portions of this message have been removed]
Thanks, Todd. I didn't try RB, I'll give it a shot.


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Todd Caughey
Sent: Tuesday, May 17, 2005 8:42 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Commission Report

I ended up exporting to Access in order to get the reporting I needed.
Wrote a little RB report that creates a CSV that I then import/append to a
table in Access. Main issue was reporting split commissions and sorting
them within rep territory and state. Worked fine for 3+ years now. Still
needs minor direct editing of the table after the import due to split and
rate goofs on the sales orders but otherwise the basic process works.
Perhaps you could use the RB export and see if it gets what you need in
Excel. Let me know off-list if you want to try it.
-Todd C.

-----Original Message-----
From: Rebecca Schmuck [mailto:rschmuck@...]
Sent: Monday, May 16, 2005 4:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission Report


Hello.

Has anyone had success exporting the Commission Report to Excel? I'm
running 5.2, and I've come close to getting what I need, but some of my
results are quirky. Thanks!

Rebecca
P-K Tool


[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



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[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:
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Yahoo! Groups Links
Can anyone tell me if the standard commission report that comes with
Vantage is editable and where to find it. Report name seems to indicate
it should be located in the following location ar/arr60.w. When I look
in that folder I can find a file name with a .r extension but no .w.



Vantage 6.10.530



[Non-text portions of this message have been removed]
I tried this several years ago and hit a dead end. I was quoted a couple thousand dollars for custom programming to add one additional sort option in the Progress report. I even pursued having another site with source code and the programming skills to do it make a mod for us but due to license restrictions they could not. So I ended up exporting the info I need to Access and made my own report there.
-Todd C.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of Chris Crosta
Sent: Thursday, March 02, 2006 1:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission Report


Can anyone tell me if the standard commission report that comes with
Vantage is editable and where to find it. Report name seems to indicate
it should be located in the following location ar/arr60.w. When I look
in that folder I can find a file name with a .r extension but no .w.



Vantage 6.10.530



[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




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[Non-text portions of this message have been removed]
I use crystal. My .02

Innovative Office Products, Inc.
Frank Zeigafuse
General Manager
610-559-6369
fzeigafuse@...


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Todd Caughey
Sent: Thursday, March 02, 2006 2:36 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Commission Report


I tried this several years ago and hit a dead end. I was quoted a
couple thousand dollars for custom programming to add one additional
sort option in the Progress report. I even pursued having another site
with source code and the programming skills to do it make a mod for us
but due to license restrictions they could not. So I ended up exporting
the info I need to Access and made my own report there. -Todd C.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of Chris Crosta
Sent: Thursday, March 02, 2006 1:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission Report


Can anyone tell me if the standard commission report that comes with
Vantage is editable and where to find it. Report name seems to indicate
it should be located in the following location ar/arr60.w. When I look
in that folder I can find a file name with a .r extension but no .w.



Vantage 6.10.530



[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




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Manufacturing
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ring+software&w2=Membership+database+software&w3=Database+mortgage+softw
are&w4=Pda+database+software&w5=Database+management+software&w6=Database
+marketing+software&c=6&s=188&.sig=OG5F3819UOUOg63i0bu6kA> software
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ufacturing+software&w2=Membership+database+software&w3=Database+mortgage
+software&w4=Pda+database+software&w5=Database+management+software&w6=Da
tabase+marketing+software&c=6&s=188&.sig=N5BGdur84p-jyuOomcQdbQ>
database software Database
<http://groups.yahoo.com/gads?t=ms&k=Database+mortgage+software&w1=Manuf
acturing+software&w2=Membership+database+software&w3=Database+mortgage+s
oftware&w4=Pda+database+software&w5=Database+management+software&w6=Data
base+marketing+software&c=6&s=188&.sig=8rvcSQnCqJhTCZu-0Si39A> mortgage
software
Pda
<http://groups.yahoo.com/gads?t=ms&k=Pda+database+software&w1=Manufactur
ing+software&w2=Membership+database+software&w3=Database+mortgage+softwa
re&w4=Pda+database+software&w5=Database+management+software&w6=Database+
marketing+software&c=6&s=188&.sig=u3KQrTRPAQfsWIT39aHDkg> database
software Database
<http://groups.yahoo.com/gads?t=ms&k=Database+management+software&w1=Man
ufacturing+software&w2=Membership+database+software&w3=Database+mortgage
+software&w4=Pda+database+software&w5=Database+management+software&w6=Da
tabase+marketing+software&c=6&s=188&.sig=R3CF3ODPY4gwjDZjykQYvw>
management software Database
<http://groups.yahoo.com/gads?t=ms&k=Database+marketing+software&w1=Manu
facturing+software&w2=Membership+database+software&w3=Database+mortgage+
software&w4=Pda+database+software&w5=Database+management+software&w6=Dat
abase+marketing+software&c=6&s=188&.sig=lmBkRUiBtvHI1u5dkymDcw>
marketing software

_____

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_____




[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 Links
Frank,

How do you break out multiple reps in crystal?



_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Frank Zeigafuse
Sent: Thursday, March 02, 2006 11:40 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Commission Report



I use crystal. My .02

Innovative Office Products, Inc.
Frank Zeigafuse
General Manager
610-559-6369
fzeigafuse@...


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Todd Caughey
Sent: Thursday, March 02, 2006 2:36 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Commission Report


I tried this several years ago and hit a dead end. I was quoted a
couple thousand dollars for custom programming to add one additional
sort option in the Progress report. I even pursued having another site
with source code and the programming skills to do it make a mod for us
but due to license restrictions they could not. So I ended up exporting
the info I need to Access and made my own report there. -Todd C.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of Chris Crosta
Sent: Thursday, March 02, 2006 1:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission Report


Can anyone tell me if the standard commission report that comes with
Vantage is editable and where to find it. Report name seems to indicate
it should be located in the following location ar/arr60.w. When I look
in that folder I can find a file name with a .r extension but no .w.



Vantage 6.10.530






_____



[Non-text portions of this message have been removed]
I only have single reps, however how do you plan to handle them go buy
the rep split %? Or a different way?

Innovative Office Products, Inc.
Frank Zeigafuse
General Manager
610-559-6369
fzeigafuse@...


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Chris Crosta
Sent: Thursday, March 02, 2006 3:07 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Commission Report


Frank,

How do you break out multiple reps in crystal?



_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Frank Zeigafuse
Sent: Thursday, March 02, 2006 11:40 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Commission Report



I use crystal. My .02

Innovative Office Products, Inc.
Frank Zeigafuse
General Manager
610-559-6369
fzeigafuse@...


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Todd Caughey
Sent: Thursday, March 02, 2006 2:36 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Commission Report


I tried this several years ago and hit a dead end. I was quoted a
couple thousand dollars for custom programming to add one additional
sort option in the Progress report. I even pursued having another site
with source code and the programming skills to do it make a mod for us
but due to license restrictions they could not. So I ended up exporting
the info I need to Access and made my own report there. -Todd C.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of Chris Crosta
Sent: Thursday, March 02, 2006 1:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Commission Report


Can anyone tell me if the standard commission report that comes with
Vantage is editable and where to find it. Report name seems to indicate
it should be located in the following location ar/arr60.w. When I look
in that folder I can find a file name with a .r extension but no .w.



Vantage 6.10.530






_____



[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 Links