This proposal covers the Mass Update to update Assemblies as commissionable.

Proposal summary

We will perform a mass update in items, transactions(sales order and invoices) to set the “commissionable” as true. Also we need to perform another ass update on the broker records to update the percentage value.

Requirement 

I have several Assemblies that were setup without “Commissionable” being checked.

I need to Mass Update all Open Sales Orders for these Items AND all Invoices (Paid or Unpaid)  for these items to make them Commissionable.

ALSO The Broker Record for this account was setup initially at 3% but should have been 5%. I need all Sales Orders and Invoices to reflect the correct %.

Prerequisites

• Test SO, and the invoice in different statuses. (Also the details of the  financial impact of the fields  “Commissionable” and “commision percentage” on the transactions )
•  Items list in which “Commissionable” should be made true. Ie, import data.
•  Brokers list in which “commision percentage” should be made as 5%. Ie, import data.

Our Solution

As we understand, we need to perform the following.

1)Perform a mass update to set “Commissionable” as true for some of the items.

So please provide us with the items data in which “Commissionable” should be made true?

2)Since we are sourcing the “Commissionable” value from item record to transaction line field, the above update will not be reflected in the transaction. So we have to perform the mass update on all the “Open Sales Orders for these Items AND all Invoices (Paid or Unpaid)” as you suggested.

So to perform the same we need to load the transactions. And then we have to reselect all the item details in the transactions and save again.

So the above action will perform in the following transactions:

• Sales orders with status open (statuses like pending approval, pending billing, partially fulfilled, pending fulfillment)
• Invoices with status open and paid in full.

We will provide you the list of transactions that we are going to be updated for your confirmation before we start updating.

3)As we understood, we need to perform a mass update on the Broker records to set the commission percentage as 5%.

So please provide us with the broker’s list in which “Commission rate” should be made to 5%

After updating the broker records, we also need to update the following transactions and set the new commission percentage to the field “commision %” under the accounting section of the transactions.

• Sales orders with status open (statuses like pending approval, pending billing, partially fulfilled, pending fulfillment)
• Invoices with status open and paid in full.

Assumptions

• We assume that the “commissionable“ field is an independent check box field and it won’t have any financial impact like amount change etc, even if we check or uncheck the “commissionable” field.  If there is any impact, please let us know the details.

• As far as we understood, none of the accounting periods are closed in the account. So we assume that there won’t be any financial impact even if the edit saves the fully paid transactions.

Risks 

• We would like to get confirmation from your side that no scripts are existing in the account while editing and saving of the sales orders / invoices which will affect the transaction details.