Hi All,
In November 2019, we reported to Softrak that the Set Paid Indicator that you can run in Sales Analysis to update the status of any invoice paid in full was not working properly. Softrak (Andrew Bates) eventually said they were going to investigate.

We have a number of client sites that rely on the Set Invoice Paid processing in Sales Analysis to calculate commissions on invoices when the invoice is paid in full or loyalty points programs that also rely on an invoice being paid in full in a defined monthly period, before calculating and doing payouts. When the Sales Analysis program is not working properly (and it is not), the result can be overpayments on commissions or loyalty points allocations. And can be big $.

The specific issue in Sales Analysis on the set invoice payment dates occurs if any credit is issued against a fully paid invoice. The result is the original payment date is erased. For some of our clients, it meant that a sales rep gets paid their commission multiple times for any invoices that credits are issued after the original invoice is paid and commission paid. In some situations, over $10,000 was paid out in error because the program is not operating properly. And it's difficult to try to go back and collect after the over payments have been made. The bigger issue is that most client sites are unaware of the issue and so are not checking for duplicated sales commissions if based upon an invoice being paid in full.

Given we have no idea of if and/or when a resolution is forthcoming from Softrak and a need to resolve our clients' dilemma, we have reacted quickly and created a utility that will restore the original invoice paid in full date within the Sales Analysis database. Our installed solution from Link2Systems costs $600 including $100 annual software upgrade maintenance, and works best with Gridview installed. Installation and training is about an hour.

Let us know if you need this utility to solve your commission overpayments resulting from the errors in the set invoice paid processing in Sales Analysis.

Best, and Happy New Years.
Brian