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Páginas filhas
  • Commission Payment Update - MATA530 - Financials - P12
  • Criado por Usuário desconhecido (thayna.souza), última alteração em 11 out, 2021

01. OVERVIEW

This routine updates the payment of commissions to sales representatives in a selected period, also updating the commission maintenance file with the payment date and, based on the parameters selected, allows the following transactions:

  • Generate payable trade notes for selected sales representatives (Financial environment) or commission proceeds directly in payroll (Personnel Management environment).

Also, refer to the topic Integration with the Personnel Management environment.

  • Selects the commissions that will be generated during processing, which means, those generated by issue, by posting, or both;
  • Allows the definition of a period for the update to be processed.
  • Allows the selection of sales representatives that will participate in the process;
  • Informs the payment date.
  • Establishes transaction accounting, which means, indicates if it is online when confirming the transaction, or off-line.
  • Filters a range of commissions due dates to be processed and establishes the date to be considered as commission payment date if the due date of the commission or the date considered in the previous parameter Payment Date.


02. EXECUTION

To update the commissions' payment:

  1. In the Commission Payment Update maintenance window, the routine description screen is displayed.
  2. Click Parameters.
    The system displays the configuration window.
  3. Configure the parameters according to the field help instructions.
  4. Check and confirm data.
    The system displays the routine description screen.
  5. By confirming it, a new screen is displayed requesting confirmation of the routine.
  6. Confirm.
  7. After processing, the system updates the commissions' payment date.


03. PARAMETERS APPLIED


    Question

    Description

    Generate by?

    Indicate which commissions are to be considered in the processing, those generated by issue, by posting, or whether both are to be considered.

    1.   Issue date

    2.   Posting

    3.   All

    4.   Manually

    Consider from date?

    Enter the initial date of the commission issuance period to be processed.

    To the date?

    Enter the final date of the commission issuance period to be processed.

    From Sales Representative?

    Enter the initial code of the sales representatives to be processed.

    To Sales Representative?

    Enter the final code of the sales representatives to be processed.

    Payment Date?

    Inform the payment date of the commissions processed.

    Enable payment interface?

    This information enables/disables the payment of commission using Accounts Payable or Payroll according to the payment information in the sales representative table.

    1.   Yes

    2.   No

    Online Booking?

    It indicates whether accounting is online or offline. When online, it happens individually at the moment of each transaction (when a bill is added, posted, deleted, etc.). When offline, all entries are accounted for in a batch process.

    1.   Yes

    2.   No

    Display accting entry?

    Indicate if the accounting entry must be displayed in the event of online accounting.

    1.   Yes

    2.   No

    From due date?

    Enter the initial due date of the commissions to be processed.

    To due date?

    Enter the final due date of the commissions to be processed.

    Consider Date?

    Enter which date should be considered as the commission payment date: the commission due date or the payment date entered above.

    1.   Due Date

    2.   Payment

    Select Branch?

    Enter whether to select the system branches.

    Branch From?

    Enter the filter's initial branch.

    Branch to?

    Enter the filter's final branch.

    Parameter

    Description

    Default Content

    MV_FORNCOM

    Indicate the default code for the sales representative in the Suppliers file when implementing a bill payable.                                

    VENDER

    MV_3DUPREF

    Field or data to be saved in the bill prefix. When it is generated automatically by the Commission Update routine (E2_PREFIXO).    

    COM 




    04. ENTRY POINTS

    Below is the list of entry points available in the Commission Payment Update routine (MATA530)

    Entry Point

    Note

    M530FIL

    Filter sales representatives.
    Document: http://tdn.totvs.com/display/public/PROT/M530FIL+-+Filtra+vendedores

    M530AGL.

    Filter for selected conditions.
    Document: M530AGL - Filter for selected conditions

    M530TIT

    Bill data handling.
    Document: M530TIT - Bill data handling

    M530DIRF

    Entering fields for DIRF in the commission payment.
    Document: M530DIRF - Entering fields for Dirf in the commission payment

    MSE2530

    Update the commission payment date.
    Document: http://tdn.totvs.com/display/public/PROT/MSE2530

    M530FIM

    Date update.
    Document: M530FIM - Date update

    05. STANDARD ENTRY

    The Standard Entries used in this routine are the same as those used when adding a bill in Accounts Payable (FINA050).

    06. NOTE

    • When the commission value is negative or 0, it will not generate bills payable nor will it pay the commission. For more information, read the Technical Document.

    07. OTHER INFORMATION

    Commissions Report