Recalculating Sales Commission on Altered Invoices

By | January 6, 2022

Sales Commission Application for Sage Intacct is beneficial for Sage Intacct users to calculate and pay a sales commission to the respective salesperson to achieve better efficiency and save time by excluding tedious work of calculating commission manually. Therefore, using this application Sage Intacct user can easily define commission rules and automate commission calculation on sales transactions.

In this blog, we share details on how to recalculate commissions for older or historical Invoices in the system, which were, altered post-to-earlier commission calculation depending on the state of the already calculated commission.

To perform recalculation, the user have to go to “View Invoice Commission” screen and has to delete the existing commission lines for the particular invoice. Only the commissions which are in Completed/Pending states have this possibility.

View Invoice Commission

Once the lines are deleted, there will be no attached commission lines for the concerned AR Invoice. See below (Go to AR Invoice > locate and view the invoice > Sales Commission tab).

Invoice

To calculate commissions or to recalculate the revised commissions for older Invoices,
 Go to Sales Commission > Add Invoice Commission.

Users can use the filters where they can enter date and Invoice ranges which is provided on the below screen. At least selection of one filter is mandatory. Please Note: The selected Invoice where should have a Commission Group attached before calculating commissions.

Sales Commission

On the AR Invoice’s Sales Commission tab, the recalculated commissions can be viewed as shown below:

AR Invoice

If required, user can edit as well as change the attached commission group in the calculated commission lines. The recalculated commission lines will be in Pending state, if prior to the calculations the customer is not been assigned with a commission group. The desired commission group to be applied must be manually selected and edited by the user.

Through the “Post Commission” screen the user can post the Commission Expenses, when all the relative commission lines are in Completed state. Normal routines will be followed for the commission posting and payment.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing. Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.

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