M9-AR-1215 AR Commission Report with Job Number SubSort

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Contents

Synopsis

This Extended Solution to the Accounts Receivable module adds a Job Number sort option to the A/R Commission Report. When this option is selected, the report will only print Commissions Payable when certain conditions are met.

This Sage Extended Solution is not compatible with AR-1049, Enhanced Salesperson Commission Report.


The A/R Setup questions ‘Commissions Paid on Paid Invoices Only’ and ‘Integrate with Job Cost’ must be checked in order for this to function.


Installation

Before installing any Extended Solution, please verify that the version level referenced on your installation file is the same version level as your MAS 90 MAS 200 installation. (For more information please call (800) 425-9843). It is recommended to have a complete and tested backup prior to installing any application on your Sage MAS 90 MAS 200 platform.

Extended Solutions Control Center

Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available:

  • Merge Installation Files
  • Extended Solutions Setup options

Custom Office

If you customize your MAS 90 MAS 200, then you must run the Update Utility every time you install this Extended Solution.

Setup

Upon completion of software installation, you will need to access Extended Solutions Setup from the Accounts Receivable Setup menu. Select this part number, and the Setup screen for this Extended Solution will appear (Figure 1). Check the ‘Enable Extended Solution’ box to activate this Extended Solution.

AR-1215 Setup Options


You should visit this Setup screen after each upgrade or re-installation of this Extended Solution.

Role Maintenance
The following Task has been added to Accounts Receivable, Setup Options:

  • Extended Solutions Setup

Please review your security setup in Role Maintenance and make appropriate changes.

Operation

The A/R Salesperson Commission Report has been modified with two additional options (Figure 2):

AR-1215 Salesperson Commission Report
Figure 2


SPECIFY SORT BY JOB NUMBER:check this box to sort the records by Job Number.
FLAG PAYABLE COMMISSION RECORDS FOR PURGE: check this box to flag records deemed payable for the selected criteria for purge during Salesperson Commission Purge Utility.

When you check the Sort by Job Number, Crystal uses
AR_1215_001_SALESPERSONCOMMISSION.RPT found in the ...\mas90\reports directory. If you create a Report Setting, this file can be copied to the Report Setting directory and modified using Crystal.

‘Job Number’ has been added to the selection grid and can be used to filter the selection regardless of whether the ‘Sort by Job Number’ option is checked. The Job Number will be obtained by using the Invoice Number in the AR Salesperson Commission record and then querying the AR Open Invoice file.

The Salesperson Commission Report will list each of the Invoices that reference that Job Number, sorted first by Salesperson, then by Customer within Salesperson, then by Job within Customer (Figure 3). Invoices which do not reference a Job Number will sort to the top of the Customer listing. There will be subtotals by Job, by Customer and by Salesperson. Revised Contract Amount will print to the left of the Job Number on each Job Number’s subtotal line.

AR-1215 Salesperson Commission Report


When ‘Sort by Job Number’ is checked, commissions will only be considered payable for all Invoices that reference the same Job Number and the following is true:

  • ‘Revised Contract’ is equal to ‘Total Sales Subject to Commission’ and
  • ‘Invoice Amount Paid’ is greater than or equal to ‘Total Invoiced Amount’

If both conditions are met, then the Commission Payable amounts for each Invoice for that Job will print. If you checked the option Flag Payable Commission Records for Purge, these records will have their Ready for Purge flag set to Yes. If both conditions are not met, then the Invoices will still list on the Commission Report, but the amounts in the Commission Payable column will be zero. These records will not have their Ready for Purge flag set to Yes.

Salesperson Commission Purge Utility
A ‘Ready for Purge’ field has been added to the Salesperson Commission file. Only those commission records flagged for purge from the report, as outlined above, are eligible for purge.

ODBC Dictionary

The files listed below have been added or changed in the ODBC Dictionaries by this Extended Solution for Crystal Reports purposes.

AR-1215 ODBC Dictionary

Be aware that the ODBC Dictionaries may contain other files and data fields that will be unavailable without their corresponding Extended Solutions installed.

What’s New

With the 11-03-08 release:

  • Added ‘Flag Payable Commission Record for Purge’ option to Salesperson Commission Report screen

With the 04-24-08 release:

  • Converted to the Business Framework


Upgrades and Compatibility

The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade.


Documentation

Only changes made by Blytheco, LLC to the standard operation of Sage Software, Inc. MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document.

Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200.


Acknowledgments

Copyright © 2010 Blytheco, LLC. MAS 90 and MAS 200 are registered trademarks of Sage Software, Inc.


Revision Note: 4.4

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