Alpha Software Mobile Development Tools:   Alpha Anywhere    |   Alpha TransForm subscribe to our YouTube Channel  Follow Us on LinkedIn  Follow Us on Twitter  Follow Us on Facebook

Announcement

Collapse

The Alpha Software Forum Participation Guidelines

The Alpha Software Forum is a free forum created for Alpha Software Developer Community to ask for help, exchange ideas, and share solutions. Alpha Software strives to create an environment where all members of the community can feel safe to participate. In order to ensure the Alpha Software Forum is a place where all feel welcome, forum participants are expected to behave as follows:
  • Be professional in your conduct
  • Be kind to others
  • Be constructive when giving feedback
  • Be open to new ideas and suggestions
  • Stay on topic


Be sure all comments and threads you post are respectful. Posts that contain any of the following content will be considered a violation of your agreement as a member of the Alpha Software Forum Community and will be moderated:
  • Spam.
  • Vulgar language.
  • Quotes from private conversations without permission, including pricing and other sales related discussions.
  • Personal attacks, insults, or subtle put-downs.
  • Harassment, bullying, threatening, mocking, shaming, or deriding anyone.
  • Sexist, racist, homophobic, transphobic, ableist, or otherwise discriminatory jokes and language.
  • Sexually explicit or violent material, links, or language.
  • Pirated, hacked, or copyright-infringing material.
  • Encouraging of others to engage in the above behaviors.


If a thread or post is found to contain any of the content outlined above, a moderator may choose to take one of the following actions:
  • Remove the Post or Thread - the content is removed from the forum.
  • Place the User in Moderation - all posts and new threads must be approved by a moderator before they are posted.
  • Temporarily Ban the User - user is banned from forum for a period of time.
  • Permanently Ban the User - user is permanently banned from the forum.


Moderators may also rename posts and threads if they are too generic or do not property reflect the content.

Moderators may move threads if they have been posted in the incorrect forum.

Threads/Posts questioning specific moderator decisions or actions (such as "why was a user banned?") are not allowed and will be removed.

The owners of Alpha Software Corporation (Forum Owner) reserve the right to remove, edit, move, or close any thread for any reason; or ban any forum member without notice, reason, or explanation.

Community members are encouraged to click the "Report Post" icon in the lower left of a given post if they feel the post is in violation of the rules. This will alert the Moderators to take a look.

Alpha Software Corporation may amend the guidelines from time to time and may also vary the procedures it sets out where appropriate in a particular case. Your agreement to comply with the guidelines will be deemed agreement to any changes to it.



Bonus TIPS for Successful Posting

Try a Search First
It is highly recommended that a Search be done on your topic before posting, as many questions have been answered in prior posts. As with any search engine, the shorter the search term, the more "hits" will be returned, but the more specific the search term is, the greater the relevance of those "hits". Searching for "table" might well return every message on the board while "tablesum" would greatly restrict the number of messages returned.

When you do post
First, make sure you are posting your question in the correct forum. For example, if you post an issue regarding Desktop applications on the Mobile & Browser Applications board , not only will your question not be seen by the appropriate audience, it may also be removed or relocated.

The more detail you provide about your problem or question, the more likely someone is to understand your request and be able to help. A sample database with a minimum of records (and its support files, zipped together) will make it much easier to diagnose issues with your application. Screen shots of error messages are especially helpful.

When explaining how to reproduce your problem, please be as detailed as possible. Describe every step, click-by-click and keypress-by-keypress. Otherwise when others try to duplicate your problem, they may do something slightly different and end up with different results.

A note about attachments
You may only attach one file to each message. Attachment file size is limited to 2MB. If you need to include several files, you may do so by zipping them into a single archive.

If you forgot to attach your files to your post, please do NOT create a new thread. Instead, reply to your original message and attach the file there.

When attaching screen shots, it is best to attach an image file (.BMP, .JPG, .GIF, .PNG, etc.) or a zip file of several images, as opposed to a Word document containing the screen shots. Because Word documents are prone to viruses, many message board users will not open your Word file, therefore limiting their ability to help you.

Similarly, if you are uploading a zipped archive, you should simply create a .ZIP file and not a self-extracting .EXE as many users will not run your EXE file.
See more
See less

Sales Rep Report

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Sales Rep Report

    We pay our sales reps once a month after the customer has paid the invoice. I need a report by month that will pull invoices by the payment date, not the inv date. I don't care what day the inv was created as the reps are paid based on the payment date, not the inv date.

    We only pay our sales reps for merchandise sales, not for shipping charges, sales tax, etc. This report will have to be able to pull only those inv lines that are related to merchandise sales.

    The report needs to include:
    Inv number
    Inv date
    Sub total (Only merchandise sales)
    SO #
    PO #
    Ship Date
    Payment Date
    Payment Amount
    Sales Rep

    Also, we do not pay commissions until the invoice has been fully paid. If an invoice has only been partially paid, we wait until it has been paid in full before paying the commission. If the report could not include it until it's paid fully that would be very helpful.

  • #2
    Re: Sales Rep Report

    Lindsay

    Is this question posted after the webinar or before?
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    Comment


    • #3
      Re: Sales Rep Report

      I don't remember....I tried to get an answer at the webinar but didn't get any help there either. I'm getting insanely frustrated trying to get help with this software. I've had it a week now and have gotten no help from forums, webinars, calling, nothing.

      Comment


      • #4
        Re: Sales Rep Report

        Originally posted by lindsay972 View Post
        I don't remember....I tried to get an answer at the webinar but didn't get any help there either. I'm getting insanely frustrated trying to get help with this software. I've had it a week now and have gotten no help from forums, webinars, calling, nothing.
        Lindsay

        As I remember, it was difficult to help you at the webinar because gotomeeting wasn't working on your system.

        Have you resolved that problem or is there another computer that we can use to connect with?

        Perhaps we can use another remote connection method to work on this. Do you use any others?
        Al Buchholz
        Bookwood Systems, LTD
        Weekly QReportBuilder Webinars Thursday 1 pm CST

        Occam's Razor - KISS
        Normalize till it hurts - De-normalize till it works.
        Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
        When we triage a problem it is much easier to read sample systems than to read a mind.
        "Make it as simple as possible, but not simpler."
        Albert Einstein

        Comment


        • #5
          Re: Sales Rep Report

          I never could get the gotomeeting to work. I would appreciate someone just telling me how to get the report and I can do it. I don't need to see it.

          Comment


          • #6
            Re: Sales Rep Report

            Lindsay

            I responded to your email for Professional Services to write this report.

            Thank you for your patience.
            Al Buchholz
            Bookwood Systems, LTD
            Weekly QReportBuilder Webinars Thursday 1 pm CST

            Occam's Razor - KISS
            Normalize till it hurts - De-normalize till it works.
            Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
            When we triage a problem it is much easier to read sample systems than to read a mind.
            "Make it as simple as possible, but not simpler."
            Albert Einstein

            Comment


            • #7
              Re: Sales Rep Report

              I am looking for the same kind of report, but I don't need as many fields. This post is pretty old...are there any examples of this type of report online or can someone quote me on the cost to create a report like this?

              Filters: include only payments received during a specific date range, include only invoices for selected sales reps

              Groupings: grouped by sales rep w/ page break between reps then grouped by customer

              Fields to include: sales rep, payment date, payment amount, invoices the payment was applied to, invoice dates, commission amount, commission rate

              Group totals: total commission for each customer, total commission for each rep.

              Calculation: commission = payment amount x the commission rate (which varies by customer and is not currently tracked in QB).

              Comment


              • #8
                Re: Sales Rep Report

                Wendy,
                Your report is definitely doable.....first place to start is to identify which tables have the data you want (sometimes there are more than one so have to pick the "best" one). Once that is done, then there has to be some way to link the data from one table to another in order to either create a set or to do preprocessing to get all the data into a single reporting table...this is the tricky part sometimes.

                I answered in a generic way as your question is actually very general and would require that I, or someone else, to get to know your data (usually via a portable company file) and then figure out where all the fields are in your specific case.

                Even your request for a quote to do this can be a hard question as QuickBooks allows data to be entered in various ways and this can change how we get the data out to process it. If you want to pursue learning QReportBuilder then maybe the best way would be to have someone "mentor" you on this first report--like online training but actually build the report with you instead of for you...it takes longer but then you will know more about the process for maintaining or doing additional reports yourself afterwards.

                So the choice is yours currently-----
                Ask specific questions to this board....and they will be answered.
                Have someone help you directly
                Hire someone to create the entire report.

                I noticed a few other questions you have posted and will try to attend to those as well......
                Mike
                __________________________________________
                It is only when we forget all our learning that we begin to know.
                It's not what you look at that matters, it's what you see.
                Henry David Thoreau
                __________________________________________



                Comment

                Working...
                X