Under the item Sales Furnishings, the facilities used in the sales modules are maintained. To fill in the fields in the sales master data and sales documents, the corresponding data must first be maintained in the sales setup.
In the Commission setup, various billing types for the agent commission can be stored. The billing types are assigned to the respective agent by means of a commission code.
The following setup options are available to you in commission:
| Field | Explanation |
|---|---|
| Code | The commission code |
| Kind | Describes the revenue basis relevant to the commission calculation. Possible Choices: Net Sales, Gross Sales |
| Description | A description explaining the commission code |
Additional function calls are available.
The billing rules and commission rates for the commission code are stored in the lines.
| Field | Explanation |
|---|---|
| Provisionscode | The commission code |
| Minimum amount | Describes the minimum turnover amount from which the deposited commission rate is to be used. The amount is determined per sales document. |
| Maximum discount | Describes the maximum discount up to which the deposited commission rate is to be used. |
| Provision % | The commission rate to be billed for this facility |
Here you will find an overview of all representatives. For example, you can set the commission of the agents or determine the number of sub-agents.
In Representative, you can set up the following options:
| Field | Explanation |
|---|---|
| Code | the code of the representative |
| Provision % | Indicates the agreed commission in %. |
| Provisionscode | Specifies the commission code. A commission code can be used to set up more complex commission billing models. |
| No commission | If the "no commission" indicator is activated, the agent is excluded from commission accounting. For example, for internal agent codes or for external commission accounting processes. |
| Paid receipts only | Only receipts that have already been paid for are taken into account in the commission statement. |
| Description | An additional description of the agent code. For example, the name of the representative. |
| Number of sub-agents | Specifies the number of sub-representatives. see the "Sub-Representatives" function |
| Billing type | Specifies the type of billing. The agent's commission can be settled against the agent with a sales credit note (debitoric) or a purchase invoice (vendor). |
| Assigned No. | Depending on the billing type, specifies the customer number or vendor number of the agent through which the settlement is made. |
| Sachkonto Provision | Specifies the ledger account to which the agent's commission expense is posted. |
Additional function calls are available.
This function calls the sub-agents assigned to the representative.
| Field | Explanation |
|---|---|
| Main agent number | The code of the main agent |
| Sub-agent number | The code of the associated sub-agent |
| Name (sub-agent) | The name/description of the associated sub-agent |
| Provisionscode | Specifies the commission code of the sub-agent. A commission code can be used to set up more complex commission billing models. |
| Provision % | Indicates the agreed commission of the sub-agent in %. |
This function starts the billing process for the marked representatives.
PAV - Commission Accounting Representative
Here you can divide the customers into groups: for example, in boutiques, major customers or outlets. Accounts receivable groups are used to structure customers for evaluations.
A customer group can be assigned to a customer in the customer card.
In customer groups, you can set up the following options:
| Field | Explanation |
|---|---|
| Code | The code of the customer group |
| Description | The description of the customer group |
Cancellation reasons are used to evaluate cancellations in sales orders. You can set up individual cancellation reasons as you wish. A cancellation reason can be assigned to a sales line in the sales order during the "Activate Cancellation" function.
| Field | Explanation |
|---|---|
| Code | Code des Stornogrundes |
| Description | Description of the reason for cancellation |
Here you will find an overview of all order types. Order types are used to structure and evaluate sales orders and purchase orders, and taxes are also used to check item availability and use of seasonal colors in sales orders.
The order type is selected in the document header when creating a sales order or purchase order.
The following setup options are available for order types:
| Field | Explanation |
|---|---|
| Kind | Specifies whether this order type is used for purchase documents or sales documents. Choice: Purchasing, Sales |
| Code | Specifies the code of the order type. |
| Description | Specifies an explanation of the order type. |
| Check availability | Specifies whether the availability check is enabled in sales orders. |
| Check seasonal colors | Specifies whether seasonal colors are used in sales orders. |
Here you can find out everything about the payment terms. You can set the parameters of the payment terms: for example, due formula or cash discount.
In terms of payment, the following setup options are available:
| Field | Explanation |
|---|---|
| Code | Specifies a code to identify the payment terms. |
| Maturity formula | Specifies a formula to calculate the due date when you create an invoice, for example. |
| Discount formula | Displays the date formula if the payment terms include a possible discount. |
| Discount % | Specifies the percentage of the invoice amount (amount including VAT is the default) that a possible cash discount can consist of. |
| Discount on credit note. | Specifies that a discount, discount, discount date, and due date are calculated for credits with these payment terms. |
| Description | Specifies an explanation of payment terms. |
Here you will find information regarding the forms of payment. In addition, you can customize and add to the payment methods.
The following setup options are available to you in payment forms:
| Field | Explanation |
|---|---|
| Code | Specifies a code to identify the form of payment. |
| Description | Specifies descriptive text for the form of payment. |
| Offset account type | Specifies the type of account to which an offset item is posted, for example, BANK for a cash account. |
| Offset account no. | Specifies the number of the G/L, customer, vendor, or bank account to which the offset item is posted, such as a cash account for cash purchases. |
| Collect on delivery | Indicates that the payment methods to delivery are cash. |
| Cash on delivery bank | Specifies the bank account for cash on delivery. |
| Debit | Specifies whether the payment form is used for direct debits. |
| Payment term code direct debit | Specifies the payment terms that will be used when the Direct Debit payment form is used. |
| Definition of the payment export line | Specifies the data exchange definition in the data exchange framework that is used to export payments. |
| Bank payment type | Specifies the payment type that the AMC Banking 365 Fundamentals extension requires when you export payments that have the selected payment method. |
All relevant service providers for the delivery and delivery of goods are managed in the delivery companies. Each delivery person is uniquely described by a code and a name. In addition, a tracking URL can be stored for standardized service providers with parcel tracking. For each delivery person, there can be a number of services in the form of so-called delivery service modes of transport. These correspond to common services such as Standard, Express, Over Night, etc.
In addition to procurement, delivery staff also play an important role in the internal transit of goods (stock transfers) and the delivery of customers in sales. In sales, additional resources for calculating freight costs and an interface format for connecting web services (e.g. for printing shipping labels) can be linked to the delivery staff.
(This is the same list that can be found in the menu item Purchasing Furnishings .)
The following setup options are available to you in Deliverer:
| Field | Explanation |
|---|---|
| Code | Sets a delivery code. |
| Name | Specifies a description of the delivery person. |
| Paketverfolgungs-URL | Specifies the URL for the delivery person's parcel tracking system. To allow users to track specific packages, add %1 to the URL. When users track a package, %1 is replaced with the tracking number. Example, "http://www.providername.com/track?awb=%1". |
| Resource No. | Specifies the resource number for calculating freight costs. |
| Interface type | Specifies the interface type for connecting the shipping service providers. |
Several delivery modes can be defined for each delivery person. These primarily determine the selected transport service in more detail. Information regarding the selected holiday calendar and the transport time can be stored.
Depending on the type of interface at the delivery person, further settings may have to be specified here with regard to the respective web service. These include, among other things, specific product codes and extensions of the service providers. You will also find the setup of the delivery company labels.
| Field | Explanation |
|---|---|
| Delivery code | Code of the associated delivery person |
| Code | Transport type code |
| Description | Description of the transport time |
| Transport time | Estimated duration of transport |
| Basecalendarcode | Definition of a calendar for date calculation |
| Hanging/flat-packed goods | Indication of whether the shipment is suitable for hanging or flat-packed goods |
| Shipping is free | Marking whether the shipment should be free and without charge |
| Our customer no. | Deposit of your own customer number. at the shipping service provider |
| Frachtpapiere | Marking whether freight documents are necessary |
| Fur Paper Formular | Definition of the corresponding form for the freight documents |
| DPD sticker | Marking as DPD label |
| Country/Region Code | Associated country/region code |
| Port of Destination Code | Assigned port of unloading |
| Port of Departure Code | Assigned loading port |
| DL Proponent Code | DHL product code according to DHL interface |
| DHL partial delivery allowed | Setting for DHL as to whether partial deliveries are allowed |
| DHL multi-parcel shipment | Marking of the DHL service as a multi-parcel shipment |
| DHL Participation | DHL Participant Code |
| DHL Go Green | Labeling of the service for climate-neutral shipping |
| DHL Shipping Confirmation | Marking whether a shipping confirmation should be sent |
| DHL return enclosed | Indication of whether a separate return label should be included |
| DHL Export Dokument | Marking of the service as an export document |
| DHL Undeliverable Message | Marking whether a bounce message should be sent |
| DHL transport insurance | Marking whether transport insurance is available |
| Transport insurance amount | Definition of the amount of transport insurance |
| UPS Multi-Parcel Shipment | Marking the UPS service as a multi-parcel shipment |
| UPS Service Code | UPS Service Code according to UPS interface |
| UPS Return Shipment | Labeling of UPS return shipments |
| UPS Return Shipment Code | Definition of UPS Retourendienst Codes |
| DPD Ship. Service | Marking of the DPD Service Code |
| PCH ServiceGroupID | Marking of the ServiceGroupID of Swiss Post |
| PCH Basic Service Code | Marking of the Basic Service Code of Swiss Post |
| PCH Return Delivery | Marking whether return delivery is required for Post Switzerland |
All agreements relevant to trade and movement of goods are managed in the terms of delivery. These are used to control the receipts in both procurement and sales. In sales, it is also controlled whether freight/transport costs are passed on to the invoice recipient.
(It's the same list that can be found in Purchasing Facilities .)
The following setup options are available to you in terms of delivery:
| Field | Explanation |
|---|---|
| Code | Specifies a code for the delivery term. |
| Description | Specifies a description of the delivery term. |
| Calculate Freight | Specifies whether the freight is charged. |
Here you will find an overview of all shipping units. You can adapt and add to them as you wish. The shipping units are stored in the individual packages during the shipping process and are used, among other things, in the process of calculating shipping costs.
In shipping units, you can set up the following options:
| Field | Explanation |
|---|---|
| Code | Specifies a shipping unit code. |
| Description | Specifies a description of the shipping unit. |
| Length (inside) cm | Specifies the length (inside) in cm. |
| Width (inside) cm | Specifies the width (inside) in cm. |
| Height (inside) cm | Specifies the height (inside) in cm. |
| Weight kg | Specifies the weight of the shipping unit in kg. |
| Volume m³ | Specifies the volume of the shipping unit in square meters. |
| Method of calculation | Specifies the basis of the calculation for the shipping cost. Selection: weight, volume, number of shipping units |
| Calculation | Specifies the basis for calculating shipping costs. Selection:Per shipping unit, Per shipment |
In this facility, calculation rules and the amount of shipping costs to the customer are stored. In the shipping calculation process, the amount of shipping costs to be calculated is determined based on the shipping unit of the package, the delivery information, the country of delivery and other characteristics.
The following set-up options are available in shipping costs:
| Field | Explanation |
|---|---|
| Method of calculation | Specifies the type of calculation. |
| Delivery code | Specifies the delivery code. |
| Delivery person name | Specifies a description of the delivery person. |
| Carrier transport type code | Specifies the delivery mode code. |
| Shipping unit | Specifies shipping unit. |
| Country code | Specifies the country code. |
| Weight up to (kg) / Volume up to m³ / Up to number of shipping units | Specifies the maximum value for which these shipping costs are to be used. The value refers to the type of calculation and depicts weight, volume or a number. |
| Currency code | Specifies the currency code of the shipping cost. |
| Fee | Specifies the amount of shipping costs to be charged. |
| Description | Provides a description of the shipping cost. |
| Domestic/International | Indicates whether shipping costs are used domestically or internationally. |
In this facility, the possible types of document delivery to the customer are recorded. The type of invoice delivery is assigned to the customer on the customer card. This device is used in the invoice sending process.
The following setup options are available for invoice delivery:
| Field | Explanation |
|---|---|
| Code | Specifies a code for the type of invoice delivery. |
| Description | Specifies a description for the method of invoice delivery. |
| Document | Specifies the document type for the type of invoice delivery. Selection: Sales Invoice, Sales Credit Memo |
| In the package | Specifies whether the document with the package will be shipped. |
| Letter | Specifies whether the receipt should be sent as a letter. |
| Specifies whether the receipt should be sent as an email. | |
| EDI | Specifies whether the document is to be sent as an EDI document. |
In this setup, batch processes for the creation and processing of picking suggestions can be entered.
The following setup options are available in Batch Processing Setup Picking Suggestion:
| Field | Explanation |
|---|---|
| Code | Specifies a code for configuration. |
| Description | Specifies a description for the pick suggestion. |
| Active | Specifies whether the batch configuration is active. |
| Type of processing | Specifies the preparation type. Selection:Propose Allocation, Propose Allocation, and Create Goods Issues |
| Next Document Date | Specifies the next date on which the batch job starts. |
| Last version | Specifies the last run of the batch job. |
| Order | Specifies the order. If multiple configurations are running on the same day, this field controls the order in which they are processed. |
| Interval | Specifies an interval at which the batch job runs. Selection:Daily, Weekly, Monthly, Decade |
| Create WA for orders up to % | Specifies the percentage of order fulfillment from which the goods issues of the orders are created. Prerequisite: Processing type is set to Propose Allocation and Create Goods Issues. |
Describe!
