Commission Invoice Update

Menu Path: Customer Service $Images\bluerarw.gif$ Order Options $Images\bluerarw.gif$ Commissions $Images\bluerarw.gif$ Utilities $Images\bluerarw.gif$ Commission Invoice Update

Purpose

Update commission information for invoices.

Overview

Use Commission Invoice Update to change invoice lines for sales and commission reporting. You can use this window to fix commission assignments or override mistakes. Changes are made to the invoice and to commission history. You can manually update commission rates and the sales representatives who receive the commissions, or you can have the system recalculate the commissions based on the commission rate record stored in the database.

Updating Commissions

To manually update commissions:

Enter filter criteria for the commissions you want to update.
Click the Show Data button in the ribbon. The commissions that meet the filter criteria appear in the Results grid.
Click the Update button in the ribbon.
If you want to change the sales representative for a commission, double-click in the Override Sales Representative ID column, and select the sales representative.
If you want to change the rate for a commission, enter the rate in the Override Commission Rate column.
Select the Percent of Sales or Percent of Profit check box to calculate commissions based on a percentage of sales or profit.
Click the OK button in the ribbon. The commissions are updated.

Recalculating Commissions

If commission rates were not set up at the time of invoicing or were set up incorrectly and later changed in Commission Rate Maintenance, you may want to recalculate commissions. By recalculating commissions, you can make retroactive changes, which affect historical invoices.

Example A commission rate was set up for 2% of sales, and invoices were created. However, the commission rate should have been 3%. You change the rate in Commission Rate Maintenance, and want to fix the calculated commissions for the previously created invoices. To do this, you can recalculate commissions in Commission Invoice Update.

To recalculate commissions:

Enter filter criteria for the commissions you want to recalculate.
Click the Show Data button in the ribbon. The commissions that meet the filter criteria appear in the Results grid.
Click the Update button in the ribbon.
Select the check box in the Recalculate column for commissions you want to recalculate, or if you want to recalculate all displayed commissions, click the Select All button in the ribbon.
Click the Re-calculate Commission button in the ribbon. The Question dialog box appears, and asks you to confirm that you want to recalculate commissions.
Click the Yes button. The commissions are recalculated.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Commission Invoice Update window.
Update	Click this button if there are commission invoice lines in the Results grid that you want to update. After you click this button, you can edit the commissions in the grid.
OK	Click this button to accept updated commissions. This button is only available after you click the Update button in the ribbon.
Cancel	Click this button to cancel the commission update. This button is only available after you click the Update button in the ribbon.
Show Data	Click this button to display commission information in the Results grid, based on the criteria selected in the Select section.
Select All	Click this button to select the check box in the Recalculate column in the Results grid for every invoice line, so that you can recalculate commission on every line displayed in the grid. This button is only available after you click the Update button in the ribbon.
Deselect All	Click this button to clear the check box in the Recalculate column in the Results grid for every invoice line. This button is only available after you click the Update button in the ribbon.
Commission Rate Maintenance	Click this button to display Commission Rate Maintenance, which allows you to define sales representative commission rates.
Re-calculate Commission	Click this button to recalculate commissions for the commissions in the Results grid for which the Recalculate check box is selected. This button is only available after you click the Update button in the ribbon.

Lookup Tab Fields and Buttons

Field or Button	Description
All (Customers)	Select this check box to display commission information for all customers. This check box is selected by default.
Customer Code	Enter a customer code for which to display commission information, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box.
Name (Customer)	Enter a customer name for which to display commission information, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box.
Sales Representative Type	Select whether to display commission information for the First or Second sales representative type.
All (Sales Representatives)	Select this check box to display commission information for all sales representatives. This check box is selected by default.
Sales Representative ID	Enter a sales representative ID for which to display commission information, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All check box.
Name (Sales Representative)	Enter a sales representative name for which to display commission information, or click the Lookup button to select a sales representative name. This field is only enabled if you clear the All check box.
All (Reference Numbers)	Select this check box to display commission information for all invoice reference numbers. This check box is selected by default.
Reference #	Enter a specific invoice reference number for which to display commission information, or click the Lookup button to select a reference number. This field is only enabled if you clear the All check box.
From	Enter the first date in a range of dates for which to display commissions, or click the drop-down arrow to select a date.
To	Enter the last date in a range of dates for which to display commissions, or click the drop-down arrow to select a date.
Products	Select this check box to display commissions for products. This check box is selected by default.
Additional Charges	Select this check box to display commissions for additional charges. This check box is selected by default.
Write-offs	Select this check box to display commissions for write-offs. This check box is selected by default.
Display Options	Select one of the following options: All - Display all records for the selected criteria. No Sales Representative Assigned - Only display invoice lines for which the sales representative is not assigned.
Results	This grid displays commission for invoice lines based on the selected criteria. If you click the Update button in the ribbon, you can update the following columns for each line. Override Sales Representative ID - Double-click this column for an invoice line to display the Lookup window, which allows you to select an eligible sales representative. Override Commission Rate - Enter a commission rate (or zero if no commission should be paid). Percent of Sales - Select the check box in this column if the commission should be calculated as a percent of sales. Percent of Profit - Select the check box in this column if the commission should be calculated as a percent of profit. Recalculate - Select the check box in this column if you want to recalculate the commission for the invoice line. You can click the Select All button in the ribbon to select the check box for all invoice lines.