Sales Commission Dashboard/BAQ

Yahoo Archive
1
Hi Mark,



Look just to the left of the table name in the Selected Tables section of the phrase builder. You will see a checkbox. If you click on this checkbox then you can add the table without seeing all the details. You then have to create a calculated field something like:



Total(InvcTax.TaxAmount) (I didn’t look up the actual field name so may be incorrect)



This will give you the total of the tax amount for all the lines on the invoice.



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Mark Wagner
Sent: Thursday, April 08, 2010 11:15 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Sales Commission Dashboard/BAQ





Hey Linda, after reading this again I wanted to follow up with you . When you say click on summarize what do you mean? Shows summaries?

--- On Thu, 4/8/10, Linda Lowney <llowney@... <mailto:llowney%40pridesigns.com> > wrote:

From: Linda Lowney <llowney@... <mailto:llowney%40pridesigns.com> >
Subject: RE: [Vantage] Sales Commission Dashboard/BAQ
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Thursday, April 8, 2010, 9:23 AM



Hi Mark,

There is an invoice tax table InvcTax that will give you the tax amount for each line. You could attach it to your query and click Summarize. Then you could create a calculated field for the total tax amount.

Linda

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Mark Wagner
Sent: Wednesday, April 07, 2010 10:48 AM
To: Vantage User Group
Subject: [Vantage] Sales Commission Dashboard/BAQ

Does anyone have a dashboard that shows the invchead with subtotal and taxes displayed separately? I'm trying to create a sales commission dashboard that shows the subtotal of the lines before taxes, the tax amount, and then certain misc charges. Invoice tracker shows there is an invchead.dspsubtota l but it looks like it is pulling from either a temp table or a hidden table

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
2
Does anyone have a dashboard that shows the invchead with subtotal and taxes displayed separately? I'm trying to create a sales commission dashboard that shows the subtotal of the lines before taxes, the tax amount, and then certain misc charges. Invoice tracker shows there is an invchead.dspsubtotal but it looks like it is pulling from either a temp table or a hidden table




[Non-text portions of this message have been removed]
3
Hi Mark,



There is an invoice tax table InvcTax that will give you the tax amount for each line. You could attach it to your query and click Summarize. Then you could create a calculated field for the total tax amount.



Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Mark Wagner
Sent: Wednesday, April 07, 2010 10:48 AM
To: Vantage User Group
Subject: [Vantage] Sales Commission Dashboard/BAQ





Does anyone have a dashboard that shows the invchead with subtotal and taxes displayed separately? I'm trying to create a sales commission dashboard that shows the subtotal of the lines before taxes, the tax amount, and then certain misc charges. Invoice tracker shows there is an invchead.dspsubtotal but it looks like it is pulling from either a temp table or a hidden table

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
4
Yeah, I ended up creating the dashboard based on the invoice detail and not using the invchead (although there is no invoice date on the lines which is a shame) and that way I just totaled up the line quantities and price to get the line totals without the tax. I had to do it that way because I had to bring in certain line misc charges as well (reps only get paid based on certain misc charge codes)
Â
Arent commission reports fun?!

--- On Thu, 4/8/10, Linda Lowney <llowney@...> wrote:


From: Linda Lowney <llowney@...>
Subject: RE: [Vantage] Sales Commission Dashboard/BAQ
To: vantage@yahoogroups.com
Date: Thursday, April 8, 2010, 9:23 AM


Â



Hi Mark,



There is an invoice tax table InvcTax that will give you the tax amount for each line. You could attach it to your query and click Summarize. Then you could create a calculated field for the total tax amount.



Linda



From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Mark Wagner
Sent: Wednesday, April 07, 2010 10:48 AM
To: Vantage User Group
Subject: [Vantage] Sales Commission Dashboard/BAQ





Does anyone have a dashboard that shows the invchead with subtotal and taxes displayed separately? I'm trying to create a sales commission dashboard that shows the subtotal of the lines before taxes, the tax amount, and then certain misc charges. Invoice tracker shows there is an invchead.dspsubtota l but it looks like it is pulling from either a temp table or a hidden table

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]











[Non-text portions of this message have been removed]
5
Good Day Mark:

In BAQ, can't you add the Invhead file, link it to the Invdetail
file, get the Date?

I have just gone through the on-line training for BAQ, so it is a
question, not a suggestion.
Is BAQ good enough to have the needed link of Invdet to invhead,
since there are multiple details for each header; thus, Invdet would
have to have the inv-number as a field?

Sun Is on M2K (Informix) but,
Going to: Epicor 9, 9.04.505B ( maybe 9.05), SQL (go live date is
8/1/10 ? )


PS: My spell checker indicates that "invhead" should be changed to
"pinhead" - must be an O'Reilly fan.


len.hartka@...
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@...

www.Sunautomation.com <http://www.sunautomation.com/>




________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wagner
Sent: Thursday, April 08, 2010 10:04 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Sales Commission Dashboard/BAQ




Yeah, I ended up creating the dashboard based on the invoice detail and
not using the invchead (although there is no invoice date on the lines
which is a shame) and that way I just totaled up the line quantities and
price to get the line totals without the tax. I had to do it that way
because I had to bring in certain line misc charges as well (reps only
get paid based on certain misc charge codes)

Arent commission reports fun?!

--- On Thu, 4/8/10, Linda Lowney <llowney@...
<mailto:llowney%40pridesigns.com> > wrote:

From: Linda Lowney <llowney@...
<mailto:llowney%40pridesigns.com> >
Subject: RE: [Vantage] Sales Commission Dashboard/BAQ
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Thursday, April 8, 2010, 9:23 AM



Hi Mark,

There is an invoice tax table InvcTax that will give you the tax amount
for each line. You could attach it to your query and click Summarize.
Then you could create a calculated field for the total tax amount.

Linda

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf Of Mark Wagner
Sent: Wednesday, April 07, 2010 10:48 AM
To: Vantage User Group
Subject: [Vantage] Sales Commission Dashboard/BAQ

Does anyone have a dashboard that shows the invchead with subtotal and
taxes displayed separately? I'm trying to create a sales commission
dashboard that shows the subtotal of the lines before taxes, the tax
amount, and then certain misc charges. Invoice tracker shows there is an
invchead.dspsubtota l but it looks like it is pulling from either a temp
table or a hidden table

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]






This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.


[Non-text portions of this message have been removed]
6
Yes exactly, thats what I did to get the invoice date (set your table relation to first instead of each invchead) otherwise you will get a header record for each detail line
Â
Yes, invoice number is on the invcDtl table as well so the only reason for bringing in the invchead table is to get the invoice date

--- On Thu, 4/8/10, Len Hartka <len.hartka@...> wrote:


From: Len Hartka <len.hartka@...>
Subject: RE: [Vantage] Sales Commission Dashboard/BAQ
To: vantage@yahoogroups.com
Date: Thursday, April 8, 2010, 10:11 AM


Â



Good Day Mark:

In BAQ, can't you add the Invhead file, link it to the Invdetail
file, get the Date?

I have just gone through the on-line training for BAQ, so it is a
question, not a suggestion.
Is BAQ good enough to have the needed link of Invdet to invhead,
since there are multiple details for each header; thus, Invdet would
have to have the inv-number as a field?

Sun Is on M2K (Informix) but,
Going to: Epicor 9, 9.04.505B ( maybe 9.05), SQL (go live date is
8/1/10 ? )


PS: My spell checker indicates that "invhead" should be changed to
"pinhead" - must be an O'Reilly fan.


len.hartka@sunautom ation.com
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@sunautom ation.com

www.Sunautomation. com <http://www.sunautom ation.com/>

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Mark Wagner
Sent: Thursday, April 08, 2010 10:04 AM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] Sales Commission Dashboard/BAQ

Yeah, I ended up creating the dashboard based on the invoice detail and
not using the invchead (although there is no invoice date on the lines
which is a shame) and that way I just totaled up the line quantities and
price to get the line totals without the tax. I had to do it that way
because I had to bring in certain line misc charges as well (reps only
get paid based on certain misc charge codes)

Arent commission reports fun?!

--- On Thu, 4/8/10, Linda Lowney <llowney@pridesigns. com
<mailto:llowney% 40pridesigns. com> > wrote:

From: Linda Lowney <llowney@pridesigns. com
<mailto:llowney% 40pridesigns. com> >
Subject: RE: [Vantage] Sales Commission Dashboard/BAQ
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Date: Thursday, April 8, 2010, 9:23 AM

Hi Mark,

There is an invoice tax table InvcTax that will give you the tax amount
for each line. You could attach it to your query and click Summarize.
Then you could create a calculated field for the total tax amount.

Linda

From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
Behalf Of Mark Wagner
Sent: Wednesday, April 07, 2010 10:48 AM
To: Vantage User Group
Subject: [Vantage] Sales Commission Dashboard/BAQ

Does anyone have a dashboard that shows the invchead with subtotal and
taxes displayed separately? I'm trying to create a sales commission
dashboard that shows the subtotal of the lines before taxes, the tax
amount, and then certain misc charges. Invoice tracker shows there is an
invchead.dspsubtota l but it looks like it is pulling from either a temp
table or a hidden table

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

[Non-text portions of this message have been removed]











[Non-text portions of this message have been removed]
7
Hey Linda, after reading this again I wanted to follow up with you . When you say click on summarize what do you mean? Shows summaries?

--- On Thu, 4/8/10, Linda Lowney <llowney@...> wrote:


From: Linda Lowney <llowney@...>
Subject: RE: [Vantage] Sales Commission Dashboard/BAQ
To: vantage@yahoogroups.com
Date: Thursday, April 8, 2010, 9:23 AM


Â



Hi Mark,



There is an invoice tax table InvcTax that will give you the tax amount for each line. You could attach it to your query and click Summarize. Then you could create a calculated field for the total tax amount.



Linda



From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Mark Wagner
Sent: Wednesday, April 07, 2010 10:48 AM
To: Vantage User Group
Subject: [Vantage] Sales Commission Dashboard/BAQ





Does anyone have a dashboard that shows the invchead with subtotal and taxes displayed separately? I'm trying to create a sales commission dashboard that shows the subtotal of the lines before taxes, the tax amount, and then certain misc charges. Invoice tracker shows there is an invchead.dspsubtota l but it looks like it is pulling from either a temp table or a hidden table

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]











[Non-text portions of this message have been removed]