re: Community Webinar 33: Scenario - Editing the Invoice Screen

Method_Danny — Tue, 09 Nov 2010 23:13:48 GMT

Hi jnoneiliv1,

I think it is important to note that the webinar wasn't meant to give the most optimal way to setup commission but more on creating a simple example that could be taught in a 30 minute webinar. Most users getting started would be lost if they were trying to create it using the outline you provided. Sounds like you are ahead of the curve. :)

re: Community Webinar 33: Scenario - Editing the Invoice Screen

jnoneiliv1 — Sat, 06 Nov 2010 18:31:01 GMT

Webinar 33 shows the example of adding calculation for a Commission on an Invoice. The Webinar demonstrates adding a field "Commission" to the Employee Table to store the Commission Rate. To lookup this value the Action Sequence must first lookup the Sales Rep name in the Sales Rep table based on the Sales Rep Initials stored on the Sales Order and Invoice THEN lookup the Commission in the Employee List.

This implementation would appear to be a bad idea for several reasons. First, the Sales Rep must also be an Employee. Secondly, for the lookup to work the Sales Rep name and the Employee name must be IDENTICAL, unless the Action lookup allows for partial string searches. As far as I can tell there would be nothing to prevent the user from spelling the Sales Rep names and Employee Names differently.

Would it not be a better solution to store the Commission Rate in the Sales Rep table? Then Commission Rate is just a one step lookup from Sales Rep Initials as stored on Sales Order and Invoice Headers.

If an Employee is also a Sales Rep, the Employee List table could have a lookup field into the Sales Rep table based on Sales Rep initials. Data integrity would hold since Sales Rep and Employee List records are related, ideally one to one, but not necessarily.

Furthermore you could also create a lookup between Vendors and the Sales Rep table in case the sales person is not also an employee. Subsequent sales reports could be created that determine monthly commission checks to Sales Reps who are Vendors.

re: Community Webinar 33: Scenario - Editing the Invoice Screen

Method_Danny — Fri, 17 Sep 2010 13:33:40 GMT

This webinar has now been uploaded and added to the Method Community Webinar page.

www.methodintegration.com/.../Method-Community-Webinars.aspx

Danny