Multiple Sales People for One Customer

system · March 16, 2007, 9:56am

It's being able to do things exactly like this, which would be incredibly helpful here, that really make me frustrated about what I am hearing about 8.0/8.03. The potential benefits are enormous...but the peril to our business in converting seems to be equally so. I drool for the capabilities that are available but shudder at the career ramifications if, by converting from 6.1, things don't work or are at all slower. My user base and management are absolutely intolerant of any disruptions no matter what great off-setting benefits there may be. There is so much I could do with 8.0 but it's not worth getting fired over....so we again (for third time?) postponed starting the migration for another year. I WANT it! - Yet I fear it. Arrrrrrgh!!!
-Todd C.

PS...if there is ANYONE out there who has converted from 6.1 and is live on 8.0+ amd has NOT seen a performance hit or disruptive bugs that were not in 6.1 please let me, and the group, know about this. Thank you!

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of Michael McWilliams
Sent: Friday, March 16, 2007 8:19 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Multiple Sales People for One Customer

I was able to make it work. I customized the Customer Screen and
added a couple UltraCombos. I tied them to the sales rep adapter.
Then I added all the percentages to VB number Fields next to the
UltroCombos.
On the order I Created a view to the customer an put in code to copy
the values over to the OrderHed and we can then autopopulate the info
on the order.
--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com, "Brian Stenglein" <bstenglein@...>
wrote:

>
> It is certainly not easy to do with the standard functionality.
>
> At Clow we routinely had 3 way splits on commission. We pay 40% to

the

> Rep who's location "Engineered" the part. We pay 40% to the Rep

who's

> location "Orders" the part. We pay 20% to the Rep who's location

is

> the "Ship To" for the part. Frequently the same Rep gets all 3

parts

> and 100% of the commission. Other times it could be split 60-40 or

80-

> 20, or 40-40-20. It was confusing as heck for Order Processing to

deal

> with on each Order they put in and if Ship To's changed they'd have

to

> remember to adjust the splits. It was a nightmare.
>
> Finally we decided to calculate commissions outside of Vantage. To
> facilitate that I created VB form fields for the Part, Buyer

(Customer

> Contact), and Ship To locations. Each of those got a rep code
> entered. If a part was ordered the Rep entered in the Part VB form
> would get 40% for the "Engineered" portion. The rep associated

with

> the Buyer would get 40% for the Ordered or Sold To portion. The

rep

> associated with the Ship To would get 20%.
>
> I pull all the relevant data into an Access program and calculate

the

> Commissions monthly. The whole process is very automated, and very
> little maintenance is required. I have "watch dog" reports that

show

> new Parts, Buyers, and Ship To's that don't have Rep Codes so they
> don't forget to associate a Rep Code with them, but once a code is
> entered it will not need to be touched unless a Rep Agency changes.
>
> Order Processing, Sales & Mkgt, and Accounting all love the

simplicity

> of the new process.
>
> Brian Stenglein
> Clow Stamping Co.
>
> --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com, "Michael McWilliams"
> <mmcwilliams22@> wrote:
> >
> > We currently have some customers that have 3 salesmen in which

the

> > commission is always split. I cannot figure out how to make this
> work.
> > I can only assign one Salesman to a customer, and I have to

manually

> > add others and split it. We are trying to streamline this so it
> > populates with the correct splits. Anyone know standard

fuctionality

> > that makes this happen. Someone on the implementationsays they

heard

> > about it in a class, but don't remember how.
> >
>

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

system · March 14, 2007, 6:35pm

We currently have some customers that have 3 salesmen in which the
commission is always split. I cannot figure out how to make this work.
I can only assign one Salesman to a customer, and I have to manually
add others and split it. We are trying to streamline this so it
populates with the correct splits. Anyone know standard fuctionality
that makes this happen. Someone on the implementationsays they heard
about it in a class, but don't remember how.

system · March 15, 2007, 6:08am

I don't think can be automated without customisation in v6.1. Maybe
vantage 8.03 BPM could do this? Haven't had any experience with it
though.

Depending on your requirements, may be a custom report would do it?

--- In vantage@yahoogroups.com, "Michael McWilliams"
<mmcwilliams22@...> wrote:

>
> We currently have some customers that have 3 salesmen in which the
> commission is always split. I cannot figure out how to make this

work.

> I can only assign one Salesman to a customer, and I have to manually
> add others and split it. We are trying to streamline this so it
> populates with the correct splits. Anyone know standard fuctionality
> that makes this happen. Someone on the implementationsays they heard
> about it in a class, but don't remember how.
>

system · March 15, 2007, 8:49am

It is certainly not easy to do with the standard functionality.

At Clow we routinely had 3 way splits on commission. We pay 40% to the
Rep who's location "Engineered" the part. We pay 40% to the Rep who's
location "Orders" the part. We pay 20% to the Rep who's location is
the "Ship To" for the part. Frequently the same Rep gets all 3 parts
and 100% of the commission. Other times it could be split 60-40 or 80-
20, or 40-40-20. It was confusing as heck for Order Processing to deal
with on each Order they put in and if Ship To's changed they'd have to
remember to adjust the splits. It was a nightmare.

Finally we decided to calculate commissions outside of Vantage. To
facilitate that I created VB form fields for the Part, Buyer (Customer
Contact), and Ship To locations. Each of those got a rep code
entered. If a part was ordered the Rep entered in the Part VB form
would get 40% for the "Engineered" portion. The rep associated with
the Buyer would get 40% for the Ordered or Sold To portion. The rep
associated with the Ship To would get 20%.

I pull all the relevant data into an Access program and calculate the
Commissions monthly. The whole process is very automated, and very
little maintenance is required. I have "watch dog" reports that show
new Parts, Buyers, and Ship To's that don't have Rep Codes so they
don't forget to associate a Rep Code with them, but once a code is
entered it will not need to be touched unless a Rep Agency changes.

Order Processing, Sales & Mkgt, and Accounting all love the simplicity
of the new process.

Brian Stenglein
Clow Stamping Co.

--- In vantage@yahoogroups.com, "Michael McWilliams"
<mmcwilliams22@...> wrote: