I am creating a monthly sales commission report from Sales Analysis. The report is based on paid transactions. I run the Set Invoice Paid Indicator.

I want to include all transactions that were paid for the month. So far so good, filtering on the Date Paid field. The problem is when an invoice is partially credited, the credit appears in the current month, whereas the invoice won't appear until a later month (when the customer pays the balance).

Is there any way I can get around this timing problem?

Thanks

Steve

Hello Steve Schwartz,

The "Paid" indicator in SalesAnalysis is only set when the "current amount" field on an invoice is set to $0.00 or the invoice disappears completely from Receivables (implying that it has been paid and purged). We have found that this works well in all but the most complicated commission environments.

What are you trying to accomplish that cannot be met with this rule?

I want a credit note that is applied against an invoice to remain open until the invoice itself has a zero balance. This is not what happens when the credit note is for less than the invoice amount.

Hi Steve Schwartz,

So, does this mean that the salesman has the credit note commission "taken back" before the invoice has been paid?

Exactly, that's the problem.

Hi Steve Schwartz,

Sorry, I don't think there's a solution other than not issuing the credit note until the client pays the invoice (not that I'm suggesting this). It does all even out in the end though.

With a really complicated Crystal report (that might not even be do-able), it might be possible to exclude credit notes except for those that have been applied to fully paid invoices. That's pretty complicated linking though. Fortunately, SalesAnalysis has enough information to allow you to link back into the AR transaction file. The client would also need to be careful about moving transactions to history so that you would know which file it would be in.