Option 2Adjustments

This function is used to enter adjustments to the Unpaid Commissions and Sales History records, which were created for specified salespeople during commission posting or invoice posting from Accounts Receivable or Order Entry. If your system does not include the Accounts Payable application, you can also use this function to enter hand payments for commissions.

Under normal circumstances, the system maintains the Payment field on all Unpaid Commission records. It is only when you want to make hand payments for commissions should you need to use this function to adjust this field.

Select “Adjustments” from the Data Entry option on the Transaction Processing menu. Here is the Adjustments entry screen:

Adjustments screen

When the key value for a particular record is requested, you can review all the records in the file by selecting the Scan option. The records will be presented on an “Access” screen, and you will be allowed to scan the available data until you find the record you want. Then, position the cursor by that record and press RETURN; the record will be displayed for editing.

Data items for the preceding screen are described below:

Transaction No

The system automatically numbers transactions in sequence beginning with ‘1’.

Salesperson

Enter a valid salesperson number to identify the salesperson on the Unpaid Commissions record that you want to adjust. You can use the Scan option to find an appropriate entry. The system displays the salesperson’s name so that you can verify your entry.

Apply To

Required

Enter up to eight characters for the “apply to” invoice number of the Unpaid Commissions record you are adjusting.

Amount

To adjust the Cr Liability amount on the Unpaid Commissions record, enter up to seven digits and two decimals for the amount of the adjustment. A positive adjustment increases the liability; a negative adjustment reduces the liability.

Adjustment Date

This field indicates the date of the adjustment. By default, the system displays today’s date. You may change this date.

Post Mo/Yr

Enter up to two characters each to identify the calendar month and year to which this transaction is to be posted. Valid entries are:

l - 13: Calendar period

EY

End-of-Year

Payment?

Enter ‘Y’ or ‘N’ to indicate whether this transaction is a payment on an existing commission or an adjustment to an existing commission:

Y: This transaction is a commission payment. A positive Amount decreases the Cr Liability and Balance Due amounts on the Unpaid Commissions record for the salesperson and “apply to” invoice specified. It also increases the Commission Paid amount on the Sales History record for this salesperson and the posting year identified on the control group header. A negative Amount has the exact opposite effect.

N: This transaction adjusts an existing commission. A positive adjustment amount increases the Commission, Cr Liability, and Balance Due amounts on the Unpaid Commissions record for the salesperson and “apply to” invoice specified. It also increases the Commission Earned amount on the Sales History record for this salesperson and the posting year identified on the control group header. A negative Amount has the exact opposite effect.

Description

If desired, enter up to 24 characters to describe this adjustment.

The entered data is validated. Press RETURN to save the information on this screen.

Select the Next Record option to go to the next Adjustments Entry record.

At this screen the use of the MODE keys—ADD, DEL, CHG, or INQ—pertain to those records in the Adjustments Entry file.