Commission Tables by Discount Rate SO-1217

Transcription

1 Commission Tables by Discount Rate SO-1217 Overview This Extended Solution adds commission tables to Customer Maintenance, Item Maintenance and Product Line Maintenance. These tables allow you to associate a commission rate with a discount tier. These discount tiers are the difference between the selling price and the item s Standard Price. Sage Extended Solution SO-1055: Commissions by Line Item must be installed and enabled for this Extended Solution to function. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. For detailed installation instructions, please refer to the Sage website at: Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. From the Sage FTP site When your Extended Solution is ready to be downloaded, you will receive an from extendedsolutions.na@sage.com telling you that it is ready. The will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions and a Shipping Manifest. If you have any problems with this order, please extendedsolutions.na@sage.com and we will assist you during normal business hours. 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: Extended Solutions Manuals Remove Extended Solutions Unlock Extended Solutions Merge Installation Files 2008 Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 1

2 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 Sales Order 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. The manual for this Extended Solution can be viewed by clicking the Manual button next to the Enable Extended Solution check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above). Figure 1 You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution. Role Maintenance The following Task has been added to Sales Order, Setup Options: Extended Solution Setup Users who are authorized to run any of the above should be granted permissions for the prospective tasks and security events. Please review your security setup in Role Maintenance and make appropriate changes Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 2

3 Operation Tables for commission by discount rate have been added for Items, Products Lines and Customers. The default commission rate for the line will be determined in the following order: SO-1217 table by Item SO-1217 table by Product Line SO-1217 table by Customer Standard MAS 90 MAS 200 Item Commission by Discount Rate A Comm Table button has been added to Inventory Maintenance (Figure 2). Click this to access Item Commission by Discount Rate (Figure 3). Figure 2 The table consists of three columns: Discount % From, Discount % To, and Commission Rate. The table allows for the entry of From Discount % and the Commission Rate. As a new tier is created, the To Discount % of the previous tier will be calculated based on the new tier s From %. An unlimited number of tiers is allowed Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 3

4 Figure 3 Click the Copy Pricing button to copy one Item s commission table to a range of Item numbers (Figure 4). Figure 4 Click the printer icon in the Item s commission table to print a listing (Figure 5). Figure Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 4

5 Product Line Commission by Discount Rate A Comm Table button has been added to Product Line Maintenance (Figure 6). Click this to access Product Line Commission by Discount Rate (Figure 7). New Items entered in Inventory Maintenance will default the Product Line Commission by Discount Rate into the Item Commission by Discount Rate table Figure 6 The table consists of three columns: Discount % From, Discount % To, and Commission Rate. The table allows for the entry of an unlimited number of ranges of discounts and the corresponding percentage rate. A unique table can be maintained for each Product Line. Figure Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 5

6 Click the Copy pricing button to copy one Product Line s commission table to a range of Product Lines (Figure 8). Figure 8 Click the printer icon in Product Line Commission by Discount Rate to print the commission table listing (Figure 9). Figure 9 Customer Commission by Discount Rate A Cm Table option has been added to Customer Maintenance (Figure 10). Click this to access Customer Commission by Discount Rate (Figure 11) Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 6

7 Figure 10 Figure 11 The table consists of three columns: Discount % From, Discount % To and Commission Rate. The table allows for the entry of an unlimited number of ranges of discounts and the corresponding percentage rate. A unique table can be maintained for each Customer. The Commission Tables by Discount Rate do not vary by Salesperson Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 7

8 Click the Copy Pricing button to copy one Product Line s commission table to a range of Product Lines (Figure 12). Figure 12 While you are in a Customer s commission table you may also print the commission table for that Customer by clicking the printer icon (Figure 13). Figure 13 Sales Order and S/O Invoice Entry During Sales Order and S/O Invoice Data Entry, a line that references an Inventory Item will have the line Item commission rate calculated as follows: 1) The line extension is compared to the extended Standard Price (Quantity * Standard Price). The percentage difference of the two numbers is determined. If a Sales Promotion price is in effect for an Item, the Sale Price will be considered to be the Standard Price. 2) The Item s commission table is accessed and the tier corresponding to the calculated discount rate is located. If there is no Item table, then the Product Line table is checked. If there is no Product Line table, then the Customer s table is checked. 3) For which ever of the above is used, the corresponding commission rate is applied to the line Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 8

9 4) For a Sales Promotion price, if you adjust the price downward from the Sale Price, the Commission table By Discount file is read with the percentage discount from the Sale Price and a commission rate is then determined. If an Item has a Sales Promotion and there is a Price Level record for that Item with a Pricing Method of Discount %, the Sales Promotion price will be used in place of the Standard Price, and the Price Level s tier discounts will be applied to that Sales Promotion. Example: Item A123 has a Standard price of It also has a Price Level of A set up with a one-tier 20% discount. There is a Sales Promotion for the month of July of $75. Price level A is referenced on a Sales Order line that contains Item A123 in July, the Unit Price will be $60 (20% off $75). Discount % used to determine commission rate will be 20%. Per Sage Extended Solution SO-1055: Commissions by Line Item, you may override the commission rate calculated by this Extended Solution. This Extended Solution assumes that the user has the S/O Setup question Allow Discount Rate By Detail Line unchecked. Crystal Reports and the ODBC Dictionary The files listed below have been added or changed in the ODBC Dictionaries by this Extended Solution for Crystal Reports purposes. File: AR.COMM_DR Field: Commission by Discount Rate 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 release Converted to the business framework No longer ships Hightower s P2 module 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 Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 9

10 Documentation Only changes made to the standard operation of 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 2008 Sage Software, Inc. All rights reserved. Sage Software, MAS 90 and MAS 200 are registered trademarks or trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners Sage Software, Inc. All rights reserved. SO-1217 (Revised 01/08) Page 10