on 06-17-2008 10:18 AM
Hi Experts:
I have a requirement for one of my prospect - of generating sales commissions based on Sales Volume and Collections (actually there is a table of commissions to be paid to each sales employee based on the sales volume he achieved and the collections he made.
I do not see a way of achieving it -
Is there a ready made add-on available to this
regards
Manian
Define Sales Employee commision in 'Administration -> Setup -> General -> Sales Employees'
In the Marketing Documents enable 'Sales Employee' in the form settings.
Go to Query Manager and in System queries execute the query 'SP Commission by Invoices in Posting Date Cross-Section'
Check if this solves your requirement
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SRS,
You cannot define a staged commission rate setup in Business One. Out of the box, you assign specific rates.
In the past, I have created XL Reporter reports that handle all of this very nicely.
I am able to pull in the total sales amount for a given date range, and then adjust the commission percent in the report accordingly on the fly using standard Excel functionality.
The output of this report, is to show the user what each of the sales people commissions are, what they were based on, and provide grand totals.
I would suggest using XLR or writing a query to pull this information out of Business One.
Hope this helps,
Brad Windecker
Manian,
The system cannot handle your volume based commission requirement. Typically in these scenario's I would recommend creating a User Table and maintaining the Sales Person Code and the volumes and their associated commission percentage.
You could as well create user field in the Sales Employee table but the flexibility in using a User table is you could have different Sales Persons with different Sales volume levels and comm %
You UDT could look like
SlpCode VolFrom VolTo Commission
101...........0...........10000.........5
101...........10001....30000.........7.5
...
...
..
You will then have to create a Report to analyse the Sales Volume and calculate the appropriate commission using this table
Suda
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