3.0 Why is an invoice not showing on the salesperson commission - paid report?

Modified on Fri, 7 Nov at 12:59 PM

If a sales document has been invoiced and paid by the customer but is not showing on the commission by salesperson - paid report, there are some things you can check:

First, ensure that the salesperson is entered on the sales document. You can ensure this is the correct, or expected, salesperson by accessing Customer and then checking the salesman setup on the marketing tab.

Second, make sure that the GL accounts the invoice is posting to is set up for commission to be paid to that salesperson.

This can be verified in the application by accessing Zip Code Setup and then the icon with two people. Select the salesman from the drop down and make sure the GL accounts are listed in the grid.

Alternatively, you can verify this in SQL with the following query to join the work order with the commission setup tables:

Select * from GLDetail

JOIN WO ON GLDetail.InvoiceNo = WO.WONo

JOIN SalesmanCommission ON WO.Salesman = SalesmanCommission.Name AND (GLDetail.AccountNo = SalesmanCommission.AccountNo)

Where InvoiceNo = 'XXXXX'

If the work order is set up with a salesman and the accounts are set to pay commission to that salesman, you can then check AR inquiry and make sure that the AR balance for that sales document is zero. If there has been a journal entry, extra payment, or any other item entered that is applied to that invoice and causes it to not balance to zero, it will not be included in the report.

Example below with a journal entry against the invoice on top of a payment would cause it to not be included in the report, as the AR detail for that invoice does not equal zero. You can also use GL inquiry to review this and search by the invoice number to see if the invoice nets to zero in the AR GL.

Finally, if your company allows for invoice date adjustment (backdating the invoice), check the invoice date of the work order to make sure you are running the report for the correct date. For example, if an invoice was closed on December 2 but was backdated to an invoice date of November 30, the commission would pull into your report for November and would not be included on the December report as the report uses invoice date to determine the work orders to include.