ICM: Commission Kickouts

Dan,

Before you change the values for a kickout, print any relevant transactions to shed light on what you should do.

Since this is a transaction reversing another transaction, I also look at the original transaction to see how commissions were handled.

The original credit was forced to $0 commissions.   I forced the adjusting entry to $0 commissions as well.

FYI, order entry would not have allowed an entry with “NO_PRC” price code.  

However, Credits and Direct invoicing did allow an entry using “NO_PRC”.  Both times, it kicked out during the commissions run.

This is necessary if a transfer needed to be reversed.

Use this program to see and correct commissions:

Commission table for importing into ICM:

SA_DETAIL_LINES

Program to "Fix" or adjust commissions.   This will mark the Conversion Flag as "Y" and fill the commission fields.

SCC_SA_COMMISSION_CVT_FLAG

        This program uses information in these additional tables:  

1. SCC_COMMISSION_SPEC_PART_CODES:  converts the sold PART_CODE to a different part code to "Share" ComRates
   1. all Canadian products share the commissions with the non-"C" part codes.
   2. special "no dye" or "green" or "TOX" or "V" part codes are converted to the normal part code for ComRates
   3. You need to fill these Manually in SQL for now.
      1. they will kickout in the commission run
         1. you add them to this table
         2. force the flag back to "N" so that it gets converted or force the values in commission fields 
2. PRICE_CODES:  Converts the PRICE_CODE to a different commission price code
   1. SCC_BASE_PRICE_CODE --> SCC_COMMISSION_PRICE_CODE  
      1. using PRICE_CODE & SCC_CVT_COMMISSION_CODE
   2. force a specific set of discounts for this price code other than what was used to get the line price.
      1. SCC_DISCOUNT_PERCENT_1 --> SCC_COMMISSION_DISCOUNT_PCT_1 weight discounts
      2. SCC_DISCOUNT_PERCENT_2 --> SCC_COMMISSION_DISCOUNT_PCT_2 level discounts
   3. convert from "D" to "E" or "W" ComRates
      1. Table:  SALESPERSONS  Salesperson_Code to get SCC_COMMISSION_PRICE_CODE 
         1. based on where the RM region is, it will change to "E" or "W"

There are 2 part codes, 2 price codes and 2 sets of discount breaks.  

The pricing codes:  

• PART_CODE 
• SCC_BASE_PRICE_CODE
• SCC_DISCOUNT_PERCENT_1
• SCC_DISCOUNT_PERCENT_2

The commission codes:

• SCC_COMMISSION_PART_CODE 
• SCC_COMMISSION_PRICE_CODE
• SCC_COMMISSION_DISCOUNT_PCT_1
• SCC_COMMISSION_DISCOUNT_PCT_2

Additional Commission fields:

• SCC_COMMISSION_DEDUCTION_FLAG   force commissions "Y" 
• SCC_COMMISSION_DEDUCTION_AMOUNT forced commissions amount   $0.00 or a specific commission amount
  •  you can calculate the commission if you are having trouble getting it to work.
• SCC_COMMISSION_CALC_AMOUNT  updates from ICM passed back to ROSS for future credits
• SCC_COM_LINE_ADJUSTMENT_PERCENT
• SCC_COMMISSION_NOT_PAID_FLAG        
  • Calculate normal commissions but do not pay the RM
  • Transaction was before the RM was in the Region
  • Rebate was based on transactions before the RM was in the Region
• SCC_DO_NOT_INCLUDE_SALES_FLAG

WAREHOUSE

SCC_SALES_PRICE_OVERRIDE

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Table:  SCC_COMMISSION_SPEC_PART_CODES

change the SI & ST for the 4 kickouts

in ICM table:  SADetailLines    change the lines here to avoid having to run the slow export program.

• Composer       SADetailLines        
• Row Editor        select the part code         click on it to replace the PartCode        leave the SoldPartCode        Submit Next

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 Edit & Copy

Paste and change from "E" to "CALMAD"  and "E-30K" to "CALMAD-NET"

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add missing commission rate

in ICM Composer  tables   ComRates

Click on the box and click Apply Filter

Change the EndDate to 01/01/2100

Find the Truckload "E" commission rate to copy

Edit line

Key the replacement price code

Change the date to the beginning of the year or month

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Dan,

Here is a kickout from today’s invoicing.

This happens occasionally.  

I am guessing that this is due to our MERGE Customers option. 

I think the credit program references SALES_ORDER_INVOICES not SA_DETAIL_LINES.  The merge only changes the SA_DETAIL_HEADERS & SA_DETAIL_LINES tables.

We merge customers and the drop ship addresses are not moved over.   Instead, we change them to “SHP01” address.

They could reference an invoice that where the history has been merged with another customer.

The old customer is terminated, the new customer does not have the address code of the original transaction.  999-04 address code for CN 822343 for customer  2244001.

  change to SHP01  

The Line needed to be changed but the header was already marked with SHP01

    SELECT   s.payee_number, l.salesperson_code,s.CODE_DESCRIPTION, s.location, a.SALESPERSON_CODE

,sum((l.sa_total_currency  - l.line_discount )* DORC_INDICATOR) as line_net 

,sum((l.SCC_product_net_sales )* DORC_INDICATOR) as prodNetSales          

 ,sum((l. SCC_COMMISSION_CALC_AMOUNT )) as ComAmt                  

  FROM [fin_prod].[dbo].[SA_DETAIL_LINES] L                  

  left outer join customers c  on c.customer_number = L.customer_number and c.sales_order_type <> 'EUORD'                                 

  left outer join customer_addresses A on A.customer_number = C.customer_number and A.address_code = L.delivery_address_code                            

 left outer join salespersons s on s.salesperson_code = l.salesperson_code                   

   left outer Join product_master M on m.part_code = L.part_code                         

  where l.transaction_date >= '16-Apr-2025' and l.transaction_date <= '30-APR-2025'  

  and SCC_DO_NOT_INCLUDE_SALES_FLAG <> 'Y'       

  and SCC_COMMISSION_NOT_PAID_FLAG <> 'Y'

  and l.salesperson_code <> '765' 

and SCC_TRANSACTION_QUANTITY <> 0 and (l.warehouse ='FG' or l.warehouse = 'BK')                             

group by  s.payee_number,l.salesperson_code,s.CODE_DESCRIPTION, s.location, a.SALESPERSON_CODE 

 order by   s.payee_number,l.salesperson_code

/* RM details by transaction_number */

     SELECT  s.payee_number,l.salesperson_code,l.transaction_type, l.transaction_number, l.transaction_Date,s.CODE_DESCRIPTION, s.location, a.SALESPERSON_CODE

,sum((l.sa_total_currency   - l.line_discount )* DORC_INDICATOR) as line_net  

,sum((l.SCC_product_net_sales )* DORC_INDICATOR) as prodNetSales             

 ,sum((l. SCC_COMMISSION_CALC_AMOUNT )) as ComAmt                       

  FROM [fin_prod].[dbo].[SA_DETAIL_LINES] L                          

  left outer join customers c  on c.customer_number = L.customer_number and c.sales_order_type <> 'EUORD'                            

  left outer join customer_addresses A on A.customer_number = L.customer_number and A.address_code = L.delivery_address_code                             

 left outer join salespersons s on s.salesperson_code = l.salesperson_code                     

   left outer Join product_master M on m.part_code = L.part_code                             

  where l.transaction_date >= '16-Apr-2025' and l.transaction_date <= '30-Apr-2025'   

  and SCC_DO_NOT_INCLUDE_SALES_FLAG <> 'Y'              

  and SCC_COMMISSION_NOT_PAID_FLAG <> 'Y'                 

and SCC_TRANSACTION_QUANTITY <> 0 and (l.warehouse ='FG' or l.warehouse = 'BK')

and l.SALESPERSON_CODE = '202'

group by  s.payee_number,l.salesperson_code,l.transaction_type, l.transaction_number,l.transaction_Date, s.CODE_DESCRIPTION, s.location, a.SALESPERSON_CODE                

 order by l.transaction_type, l.transaction_number,l.transaction_Date, s.payee_number,l.salesperson_code

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