Commission reports

system · March 20, 2002, 3:46pm

I used the tilde technique to parse the list and get the reps. The
reporting issue came in trying to develop a report with a saleperson's
"share" of the sales $ spread across the page in monthly columns and grouped
(with sub-totals for group) as:
Saleperson (newpage)
State (of the customer)
Customer ----> monthly total columns and a YTD total for just this
salesperson's share

On another report just "this month" was needed but each invoice line needed
to be dealt with (and shown) from 1 to 5 times sorted into each
salesperson's list of invoices (eith just their share of the invoice $).

Access crosstab reporting handled this very nicely where as RB could not
"re-read" each invoice line for each referenced salesperson.

-Todd C

-----Original Message-----
From: Carol Engen [mailto:cengen@...]
Sent: Wednesday, March 20, 2002 2:12 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission reports

It is possible to create reports on Salespersons even in multiple
Salesperson scenarios. The critical thing to have is a consistent number of
characters allowed for the Salesperson ID. Then you will be able to parse
out the Salesperson number 19 from any location. It also helps if you know
you will never have more than a 3 way split (limits the length of your
formulas). I've done reports on Sales Orders by Rep (open orders and
bookings for a month), Invoiced by Rep, Cost of Sales reports by Rep...all
parsing from fixed 2 character limit salespersons. It wasn't easy and you
can only pick one rep at a time. But you could then export and combine your
exports for sorts if you wish.

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system · March 20, 2002, 3:09pm

It is possible to create reports on Salespersons even in multiple
Salesperson scenarios. The critical thing to have is a consistent number of
characters allowed for the Salesperson ID. Then you will be able to parse
out the Salesperson number 19 from any location. It also helps if you know
you will never have more than a 3 way split (limits the length of your
formulas). I've done reports on Sales Orders by Rep (open orders and
bookings for a month), Invoiced by Rep, Cost of Sales reports by Rep...all
parsing from fixed 2 character limit salespersons. It wasn't easy and you
can only pick one rep at a time. But you could then export and combine your
exports for sorts if you wish.

system · March 20, 2002, 3:18pm

The only tricks I'm aware of in dealing with the SalesRepList field in
regards to report builder are:
Create a calculated field called "Tilde" = CHR(126)
Create a calculated field called "First_Rep" = ENTRY(1,SalesRepList,Tilde)

This will pluck out the first entry, so you can run a report dealing with
the first reps, maybe a second report for reps in the second position,
etc... Hopefully you always have the split commissions entered by rep in
Alfa order so one rep will not show on both reports.

Good Luck

Patrick

-----Original Message-----
From: Carol Engen [mailto:cengen@...]
Sent: Wednesday, March 20, 2002 2:12 PM
To: vantage@yahoogroups.com
Subject: [Vantage] commission reports

It is possible to create reports on Salespersons even in multiple
Salesperson scenarios. The critical thing to have is a consistent number of
characters allowed for the Salesperson ID. Then you will be able to parse
out the Salesperson number 19 from any location. It also helps if you know
you will never have more than a 3 way split (limits the length of your
formulas). I've done reports on Sales Orders by Rep (open orders and
bookings for a month), Invoiced by Rep, Cost of Sales reports by Rep...all
parsing from fixed 2 character limit salespersons. It wasn't easy and you
can only pick one rep at a time. But you could then export and combine your
exports for sorts if you wish.

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/

system · March 20, 2002, 3:27pm

We wrote an Access based commissions report for one of our customers and it
was somewhat tricky to get commissions to split properly. If you have
questions on exactly what we did, feel free to contact me offline.

Oleg Tumarkin
Intelligent Systems Integration
(330) 335-5291
olegt@...

"Making Intelligent Use of Technology"

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