We are setting up some salesmen with commissions for the first time in Epicor. I've been able to set up everything I needed for the commission report to show us the commission amounts to be paid. One of the orders belonging to the commissioned salesperson is already an invoice. I've searched the group and found Tim's posting that he successfully created an updateable BAQ to fix invoices that were posted without the correct sales commission information. I've been able to update all invoice fields except that pesky salesreplist. Is there a secret to updating that field? Sue
Currently, we only pay our representatives their commission once we receive payment from our customer for the sales order. Once the representative is paid, the commissions report on our existing system no longer lists the commission. In Epicor, we see commissions pop up as soon as the product ships and looks to stay on the commissions report indefinitely. Is there a report or tracker that shows what commissions have been paid? Are there any settings to change when the commissions show up on the commissions report so they don't appear until the customer actually pays the AR invoice?
--- In vantage@yahoogroups.com, "Tim Vonderhaar" <tvonderhaar@...> wrote:
>
> Currently, we only pay our representatives their commission once we receive payment from our customer for the sales order. Once the representative is paid, the commissions report on our existing system no longer lists the commission. In Epicor, we see commissions pop up as soon as the product ships and looks to stay on the commissions report indefinitely. Is there a report or tracker that shows what commissions have been paid? Are there any settings to change when the commissions show up on the commissions report so they don't appear until the customer actually pays the AR invoice?
>
> Thanks,
> Tim
>
I can't even get commissions to show up on the commissions report so I evidently haven't even gotten as far as you have. I must be missing something..
--- In vantage@yahoogroups.com, "Tim Vonderhaar" <tvonderhaar@...> wrote:
>
> Anyone?
>
> --- In vantage@yahoogroups.com, "Tim Vonderhaar" <tvonderhaar@> wrote:
> >
> > Currently, we only pay our representatives their commission once we receive payment from our customer for the sales order. Once the representative is paid, the commissions report on our existing system no longer lists the commission. In Epicor, we see commissions pop up as soon as the product ships and looks to stay on the commissions report indefinitely. Is there a report or tracker that shows what commissions have been paid? Are there any settings to change when the commissions show up on the commissions report so they don't appear until the customer actually pays the AR invoice?
> >
> > Thanks,
> > Tim
> >
>
I did find that the Workforce ID for the reps need to have the Commissions section set to Payment instead of the default Invoice. That at least keeps them from showing up until we get paid. Still have not found a good way to remember that they have been paid.
As far as them not showing up, the sales order line(s) need to have a the Workforce ID of the rep in the Commissions list. The Split % need to be 100% (they are considered for 100% of the sale) then a Rate % that corresponds to what percentage they are due for the sale. Once the SO ships and an invoice is created, these numbers come across on the AR Invoice so you can double check them there.
One other note, when we have had mistakes of the SO not having the correct values, I have been successful in writing an update-able BAQ that can update the invoice record and then have the correct numbers show up on the commissions report.
HTH
Tim
--- In vantage@yahoogroups.com, <james.daniel1127@...> wrote:
Tim,
I can't even get commissions to show up on the commissions report so I evidently haven't even gotten as far as you have. I must be missing something..
--- In vantage@yahoogroups.com, "Tim Vonderhaar" <tvonderhaar@...> wrote:
>
> Anyone?
>
> --- In vantage@yahoogroups.com, "Tim Vonderhaar" <tvonderhaar@> wrote:
> >
> > Currently, we only pay our representatives their commission once we receive payment from our customer for the sales order. Once the representative is paid, the commissions report on our existing system no longer lists the commission. In Epicor, we see commissions pop up as soon as the product ships and looks to stay on the commissions report indefinitely. Is there a report or tracker that shows what commissions have been paid? Are there any settings to change when the commissions show up on the commissions report so they don't appear until the customer actually pays the AR invoice?
> >
> > Thanks,
> > Tim
> >
>