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  EthoTech, Inc.
Phone: (678) 384 7500
Fax: (678) 384 7555
Email: info@ethotech.com

Announcing the EthoTech release of EthoSeries 11.00.23

March 11, 2013

Build 11.00.23 added the following functionality to the EthoSeries:

Feature Changes 

  • Commission Plan – added tab-style navigation to the Commission Plan Setup window, which greatly reduced the window size.
  • Commission Plan – added an option to roll down commission header splits to commission lines. If this option is selected in the Commissionable Amounts section of the Commission Plan Setup window, a split percentage entered for a commission record in the Commission Plan Entry window will appear on all commission lines and the commission lines will be recalculated (the commission header commission amount will no longer be directly reduced for the split); otherwise, a split percentage entered for a commission record in the Commission Plan Entry window will continue to reduce the commission header commission amount without affecting any commission lines.
  • Commission Plan – added an option to remove unprocessed commissions to the Commission Plan Utilities window.
  • Commission Plan – modified the range selection navigation in the Commission Plan Report window, which greatly reduced the window size.
  • Commission Plan – when determining the Date Document Paid for a return and Commission Plan is configured to enable commission processing for paid invoices and posted returns, the Date Document Paid for the return is set to the return’s GL Posting Date (unless the GL Posting Date falls before the Document Date, in which case the Date Document Paid is set to the Document Date). This allows the use of only a Date Document Paid range when processing commissions, rather than both a Date Document Paid range and a Document Date range.
  • Commission Plan – when commissions are processed, the range options selected on the Process Commissions window are now saved in table ETI_CP_Process_Log (ETI28914).
  • Commission Plan – added Adjustment Type setup option to the Commission Plan Setup window, and added Adjustment Type drop-down to the Commission Plan Adjustment Entry and Adjustment Inquiry Zoom windows.
  • Commission Plan – added column ETI_CP_AdjustmentType to tables ETI_CP_Adjustment_Docs (ETI28920) and ETI_CP_AdjDocImport (ETI28921). If you are importing commission adjustments, you’ll need to update your import routine to account for this new column – please see the Commission Plan Integration Guide for details.
  • Commission Plan – added an Inactive checkbox to the Salesperson Commission Plan Setup, Customer Commission Plan Setup, and Item Commission Plan Setup windows. The plan lookup windows do not display inactive plans by default.
  • Commission Plan – added Default Commission Type and Rate to the Salesperson Commission Plan Setup window, when the Standard matrix option is used.
  • Commission Plan – added Default Commission Type and Rate to the Commission Plan Matrix Setup window, when the Standard matrix option is used. When a new customer plan – item plan combination is added to a salesperson plan, the commission type and rate are set to the defaults.
  • Commission Plan – added a Create Entries for all Plan Combinations options menu to the Commission Plan Matrix Setup window, which creates entries for all customer plan – item plan combinations that do not already exist for the displayed salesperson plan.
  • Commission Plan – added 2 new values to table ETI_SOP_HDR_Integration (ETI28305): ASI_Split_Commission_Rat, and ETI_CP_RolldownHdrSplit. See the Commission Plan Integration Guide for details.
  • Commission Plan – added a new parameter, PreventCommCreation, to the UpdateCommissions method of the ETI_CP.CreateUpdateSOPDocCommissions COM callback object. See the Commission Plan Integration Guide for details. 
Problem Reports 
  • Commission Plan – when updating from the EthoSeries build 10.00.28 or earlier, under certain circumstances commissions were deleted when anything caused them to be updated (saving, posting, or applying payments to sales documents, running Commission Plan Utilities, etc).
  • Commission Plan – when a sales document line was deleted and re-entered with a different item number and commissions already existed for the sales document, the commission records did not reflect the new item number.
  • Commission Plan – when attempting to transfer a sales document and the document did not transfer, Commission Plan displayed an error prompting the user to review commissions for original sales document, even though the commissions were not affected by the failed transfer.
  • Commission Plan – when commissioning multiple salespeople attached to a Commission Plan User-Defined value with an Item Plan restriction, only one of the salespeople received commission.
  • Commission Plan – when running Commission Plan Check Links, all unprocessed Commission Adjustments were deleted.
  • Commission Plan – auto-complete was not enabled for the Customer Plan field on the EthoSeries alternate Customer Maintenance window.
  • Quick Track – when using the EthoSeries alternate Sales Transaction Entry window, the Freight drill-back functionality was not enabled.