Pay Commissions After Invoice Paid

[r***@gmail.com]

Great Plains has functionality where you can calculate commission based
on the amount paid on an invoice. If I have partial invoice paid off,
how GP is going to treat this one. I've been trying on my test system
but the database is all corrupt and the help on this field only says
following:
Pay Commissions After Invoice Paid
Mark to pay commissions to salespeople only after invoices have been
paid off. If you don't mark this option, commissions are payable once
the invoice has been posted.

Does this mean it's not going calculate commission if I have a
partially paid invoice? Is there a way to pay commission using partial
paid invoices?

Is there a way (third parties are ok) I can interface this to be
something like Vendor/Customer relationship where I can specify a
Vendor ID for each Sales Rep and when the Commission is calculated, it
allows you to print checks for commssion amount?

[pat]

If that checkbox isn't marked, then after you post an invoice and run
commissions it'll then "pay" that commissions record (mark as paid and print
on the report). If that checkbox is marked then _only_ if the document
Current Trx Amount field is $0 then will commissions be paid for that
document.

I haven't heard of any 3rd party products that do this although I would
there there would be some. It wouldn't be all that difficult (but not
trivial) to create a payables transaction invoice that you could do whatever
you wanted with (ie print a check or run as part of select checks). What
would you do if this came out to be a negative amount? (meaning a large
return perhaps and therefore negative commission?)

patrick
mbs developer support

This posting is provided "AS IS" with no warranties, and confers no rights.

Post by r***@gmail.com
Great Plains has functionality where you can calculate commission based
on the amount paid on an invoice. If I have partial invoice paid off,
how GP is going to treat this one. I've been trying on my test system
but the database is all corrupt and the help on this field only says
Pay Commissions After Invoice Paid
Mark to pay commissions to salespeople only after invoices have been
paid off. If you don't mark this option, commissions are payable once
the invoice has been posted.
Does this mean it's not going calculate commission if I have a
partially paid invoice? Is there a way to pay commission using partial
paid invoices?
Is there a way (third parties are ok) I can interface this to be
something like Vendor/Customer relationship where I can specify a
Vendor ID for each Sales Rep and when the Commission is calculated, it
allows you to print checks for commssion amount?

[r***@gmail.com]

Hi Patrick,

The current trx amount doesn't equal 0 until the invoice is paid in
full. This wouldn't work for us since the Commission needs to be paid
only on the amount paid. I know this wouldn't be difficult to do,
because at the moment we are doing this in Crystal Reports, but need
something that is integrated within GP.

If the amount comes out to be negative, the system should generate a
Credit memo for that Vendor (Sales Rep) which could be applied to the
other Invoices system generates to pay commission.

Thanks..

[pat]

Then this would turn out to be a much more complicated solution. Because
then what you are saying is:

Invoice for $1000
Pay $200 on it.

Run commissions and generate commissions on $200 (perhaps by taking Total
Commissions Amount * (200/1000)).
store the fact that $200 sales amount was paid already.

create the payables invoice for XXX.

Now later they pay $100.
run commissions again and note that paid amount is $300. Look in our
custom table and note that difference is $100 and generate commissions on
that.

Yes you could do it but GP is either paid/not paid and there would be tricks
involved when processing the commissions record because I don't believe the
commission history table would allow the duplicates. But I think this
process could be done. Take a good bit of work however.

patrick
mbs developer support

This posting is provided "AS IS" with no warranties, and confers no rights.

Post by r***@gmail.com
Hi Patrick,
The current trx amount doesn't equal 0 until the invoice is paid in
full. This wouldn't work for us since the Commission needs to be paid
only on the amount paid. I know this wouldn't be difficult to do,
because at the moment we are doing this in Crystal Reports, but need
something that is integrated within GP.
If the amount comes out to be negative, the system should generate a
Credit memo for that Vendor (Sales Rep) which could be applied to the
other Invoices system generates to pay commission.
Thanks..

[Victoria [MVP]]

To add to the complications, what if you unapply a payment and apply it to
another invoice with commissions? You'd need to build logic for that as
well.
--
Victoria Yudin
Microsoft MVP - Great Plains

Post by pat
Then this would turn out to be a much more complicated solution. Because
Invoice for $1000
Pay $200 on it.
Run commissions and generate commissions on $200 (perhaps by taking Total
Commissions Amount * (200/1000)).
store the fact that $200 sales amount was paid already.
create the payables invoice for XXX.
Now later they pay $100.
run commissions again and note that paid amount is $300. Look in our
custom table and note that difference is $100 and generate commissions on
that.
Yes you could do it but GP is either paid/not paid and there would be tricks
involved when processing the commissions record because I don't believe the
commission history table would allow the duplicates. But I think this
process could be done. Take a good bit of work however.
patrick
mbs developer support
This posting is provided "AS IS" with no warranties, and confers no rights.

Post by r***@gmail.com
Hi Patrick,
The current trx amount doesn't equal 0 until the invoice is paid in
full. This wouldn't work for us since the Commission needs to be paid
only on the amount paid. I know this wouldn't be difficult to do,
because at the moment we are doing this in Crystal Reports, but need
something that is integrated within GP.
If the amount comes out to be negative, the system should generate a
Credit memo for that Vendor (Sales Rep) which could be applied to the
other Invoices system generates to pay commission.
Thanks..

[pat]

Aaaaaaaah. You're making my head hurt.

patrick
mbs developer support

This posting is provided "AS IS" with no warranties, and confers no rights.

Post by Victoria [MVP]
To add to the complications, what if you unapply a payment and apply it to
another invoice with commissions? You'd need to build logic for that as
well.
--
Victoria Yudin
Microsoft MVP - Great Plains

Post by pat
Then this would turn out to be a much more complicated solution.

Because

Post by Victoria [MVP]

Post by pat
Invoice for $1000
Pay $200 on it.
Run commissions and generate commissions on $200 (perhaps by taking Total
Commissions Amount * (200/1000)).
store the fact that $200 sales amount was paid already.
create the payables invoice for XXX.
Now later they pay $100.
run commissions again and note that paid amount is $300. Look in our
custom table and note that difference is $100 and generate commissions on
that.
Yes you could do it but GP is either paid/not paid and there would be tricks
involved when processing the commissions record because I don't believe the
commission history table would allow the duplicates. But I think this
process could be done. Take a good bit of work however.
patrick
mbs developer support
This posting is provided "AS IS" with no warranties, and confers no rights.

Post by r***@gmail.com
Hi Patrick,
The current trx amount doesn't equal 0 until the invoice is paid in
full. This wouldn't work for us since the Commission needs to be paid
only on the amount paid. I know this wouldn't be difficult to do,
because at the moment we are doing this in Crystal Reports, but need
something that is integrated within GP.
If the amount comes out to be negative, the system should generate a
Credit memo for that Vendor (Sales Rep) which could be applied to the
other Invoices system generates to pay commission.
Thanks..

[r***@gmail.com]

To keep it simple, we go by payments. We have a monthly routine that
finds all the payment applied to invoices within that period and
calculates the commission based on that. You could also create a cut
off date and that should be the criteria for calculating commission. If
for some reason you unapply and reapply the payment to another invoice,
as long as SalesRep/Percent remains same, we don't care. If for some
reason Sales Rep from one invoice to the other invoice is different, we
generally manually adjust the commission. But it shouldn't be a big
problem to create a credit memo automatically when a payment is
unapplied from an invoice and then reapplied to an invoice. Let me know
your thoughts. If let's say we are doing a manual process somehow, and
it works, I think it has to work in a software - all we have to do is
to make some assumptions and make sure client knows about these
assumptions.

Let me know your thoughts..

[mnmbrush]

This may be a dead issue for you at this point.

My company pays some commissions based on actual invoice payment. We have
received similar requests to pay commissions based on partial payments.

Unfortunately, this is a bad business practice that requires too much work
and isn't possible with any system I have used (including SAP).

Here's how we've worked around this problem. Established a policy that we
only pay commission on fully paid invoices, for some whiney people we've
agreed to pay commission if an invoice is 90% paid (this assures that we at
least cover our costs plus the commission payment). Part of our month-end
closing routine includes manually reconciling partial payments and we
calculate commission payments at that time. It is ugly and painful, but it's
the best we've found.

Post by r***@gmail.com
To keep it simple, we go by payments. We have a monthly routine that
finds all the payment applied to invoices within that period and
calculates the commission based on that. You could also create a cut
off date and that should be the criteria for calculating commission. If
for some reason you unapply and reapply the payment to another invoice,
as long as SalesRep/Percent remains same, we don't care. If for some
reason Sales Rep from one invoice to the other invoice is different, we
generally manually adjust the commission. But it shouldn't be a big
problem to create a credit memo automatically when a payment is
unapplied from an invoice and then reapplied to an invoice. Let me know
your thoughts. If let's say we are doing a manual process somehow, and
it works, I think it has to work in a software - all we have to do is
to make some assumptions and make sure client knows about these
assumptions.
Let me know your thoughts..

[r***@gmail.com]

Thank you all for your help..