Thursday, June 7, 2018

NAV - Modify the Commission Report

The default functionality of the commission % on the T13 Salesperson/Purchaser is to calculate commission based on Sales.
We want to calculate commission based on payments recieved


  • When calculating and posting statements, NAV salesperson information is not populated to the customer ledger entry tables
  • Modify R115 Salesperson - Commission to add a calculation based on payments only, hide other commissions
    • Invoice Date, Invoice No, Customer Name, Amount Paid, Comm%, Comm Amt, Remarks (payment no.)
    • Group by Salesrep
    • Total Amount Paid, Comm Amt
    • Filter by invoice date and salesrep
    • SR Signature, Manager Signature
  • Other Objects
    • T21 Cust. Ledger Entry
    • Detailed Cust. Ledg. Entry (T379)
      • Need the sum of this to get unapplied amounts
    • T18 Customer
  • Modification Notes
    • T21 document type: 1 (Payment)



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