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Sales Return Order Shipping

  • 1.  Sales Return Order Shipping

    TOP CONTRIBUTOR
    Posted 11 days ago
    I have a request from my Accounting Manager that may seem odd as I've talked to three different consultants who have advised against this. So I'm wondering what the correct answer is to appease his customization request.

    First, to give some background. Our customers are dealer and distributor based. Some of our distributors have multiple shipping locations. We currently use the Salesperson Code for the internal salesperson rather than outside sales. Our Sales guys get a commission based on their sales by location, so they may sell to a distributor located in California, and ship to the location in Florida. Our Florida sales person should get the commission.

    When there is a return order, by default the shipping information returns it to our location. This makes sense to me as that is where the person is shipping the return. However, the issue is accounting is trying to run reports using the shipping information to determine what commission the salesperson receives. They shouldn't receive a commission if the product was returned. His solutions is modify the system to automatically set the return shipping information to the dealer's ship-to information, rather than our information.

    Like I said, the three consultants I have talked to is hesitant to do this. So the question is what are others doing in a similar situation? Should he build his report a different way? Is there a different field we need to be using?

    Note: we are using Nav 2013 (upgrading to BC14 the end of the year).

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    Joshua McGee
    Information Systems Manager
    Cover-Pools, Inc
    West Valley City UT
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Sales Return Order Shipping

    TOP CONTRIBUTOR
    Posted 10 days ago
    When you are creating the sales return order are you using the "Get Posted Document Lines to Reverse" process?  Theoretically that should create a negative commission entry against the original transaction.  I have not thoroughly tested this at this point.  There are many reasons why firms don't use this function.

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    Jason Nicolaou
    Engagement Manager
    Sikich, LLP
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Sales Return Order Shipping

    NAVUG ALL STAR
    Posted 10 days ago
    I spent 12 years on the User side where Salesperson Commissions was a very serious matter.  We had a very similar situation where we needed to track returns to ensure the correct Salesperson was charged for the return.   We were also very much concerned about inventory control and customer satisfaction.  That meant, any Customer could return their Items to any of our Locations and the Location Code on the Return Order was the Location where the return was received.  We utilized the Salesperson Code on the original Sales Invoice to control who got "dinged" for the return.  I would investigate what tool is being used to track commissions.  Rather than spend money on a modification, I would spend money on a better commission tracking system.

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    Robb Delprado
    Senior Trainer and Consultant
    New View Strategies
    robb@newviewstrategies.com
    860.558.8032
    Houston, TX
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 4.  RE: Sales Return Order Shipping

    TOP CONTRIBUTOR
    Posted 10 days ago
    Thanks Robb. There's one piece I left out of this equation. We are a subsidiary of a larger company. It is the larger company that is managing the commission. We just have to report the data for each territory. We don't have control over changing the commission tracking. Also, our parent company uses Oracle while we use Nav.

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    Joshua McGee
    Information Systems Manager
    Cover-Pools, Inc
    West Valley City UT
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 5.  RE: Sales Return Order Shipping

    TOP CONTRIBUTOR
    Posted 9 days ago
    Edited by Andrew Good 9 days ago
    Since you are "reporting" to another system, I would suggest that you ensure that the "Applies to..." fields are filled in on the Sales Return Order (either manually or via the Copy Document action). When you generate your commission details update the logic to use the source document's location code.

    Applies To


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    Andrew Good
    President
    Liberty Grove Software
    Oakbrook Terrace IL
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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