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

Announcing the EthoTech release of EthoSeries 10.00.55 & SmartSort 12.00.300

July 22, 2014

Build 10.00.55 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 columns ASI_Split_Commission_Rate and ETI_CP_RolldownHdrSplit to table ETI_SOP_HDR_Integration (ETI28305)..If you are using the Commission Plan integration table to automatically override normally calculated commissions for sales documents, you’ll need to update your custom code to account for these new columns – please see the Commission Plan Integration Guide for details.
  • 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 – 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 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 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 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, price, and cost.
  • Commission Plan – when using Quotas with the Commission Recognition Date From set to either GL Posting Date or Document Paid Date, the commissionable sale and cost amounts were both set to zero if either amount was edited in the Commission Plan Detail Entry window and the commission recognition date was blank (meaning the document was unposted or was not fully relieved, depending on the Commission Recognition Date From setting).
  • Commission Plan – commissions for unposted invoices were not reduced for terms discounts taken.
  • 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 – when saving a new inventory item in the EthoSeries alternate Item Maintenance window and the Sale Amount From option in the Commission Plan Setup window was set to Based on Item, the Sale Amount Multiplier for the item was set to 0%, resulting in a zero dollar commissionable sale amount for each sales document line item for that item. Likewise, if the Cost Amount From option in the Commission Plan Setup window was set to Based on Item, the Cost Amount Multiplier for the item was set to 0%, resulting in a zero dollar commissionable cost amount for each sales document line item for that item.
  • Commission Plan – when a salesperson was manually entered in the Commission Plan Entry window, the SOP Type column was blank for the commission record in the Commission Plan SmartList.
  • Commission Plan – when the Enable Commission Processing When or Returns Considered Paid when option on the Commission Plan Setup window was changed, unprocessed commission adjustment records not linked to sales documents were set to Not Ready. Run the following SQL script against the company database(s) to update the commission status for affected commission adjustment records:
UPDATE ASI28301 SET ASIDTIPD = DOCDATE, ASICOMMST = 3
WHERE ASICOMMST < 4 AND SOPTYPE = 50
AND SOPNUMBE IN (SELECT ETI_CP_AdjustmentNumber FROM ETI28920 WHERE ETI_CP_LinkToSopDoc = 0)  
  • Commission Plan – when updating from the EthoSeries 10.00.49 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 – the Edit > Delete Row functionality of the Commission Plan Quotas window allowed quota ranges for a commission period with processed commissions to be deleted.
  • Commission Plan – when the Enable Commission Processing When option on the Commission Plan Setup window was set to Based on Salesperson and the Enable Commission Processing When option was set to Document is Paid for a salesperson, a commission status of Ready was displayed in the Commission Plan Entry window when viewing commission records for posted, unrelieved sales documents for that salesperson. A status of Not Ready should have been displayed in this scenario. This was a display issue only - the salesperson’s commissions for unrelieved sales documents were not released for processing, and the Commission Plan reports and inquiries displayed the correct status.
  • Commission Plan – the ETI_CP_SOPHDRComm and ETI_CP_SOPLINEComm SQL views displayed an incorrect commission status for processed commission adjustments that were linked to sales documents.
  • Commission Plan – window Commission Plan Quota Periods Setup is now included in security task ETI_CP_SETUP_001.
  • Quick Track – when using the EthoSeries alternate Sales Transaction Entry window, the Freight drill-back functionality was not enabled. 

 Build 12.00.300 added the following functionality to SmartSort:

Feature Changes 
  • Added support for Dynamics GP 2013 R2.
  • When the Customers lookup window is opened from the Sales Transaction Entry window, SmartSort functionality is now enabled.