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

Announcing the EthoTech release of EthoSeries 10.00.1

 

June 18, 2007

Build 10.00.1 adds the following functionality to the EthoSeries:

Security

  • Default tasks and roles are created for all EthoSeries modules when this build is installed. See the EthoSeries user guide for more information.

Navigation

  • EthoSeries windows are accessed via the corresponding Dynamics GP Area Pages. See the EthoSeries user guide for more information.

Commission Plan

  • When processing commissions, GL, Payables, and US Payroll transactions may now be created. GL transactions for commission accruals may now be created on a monthly or period basis for posted, unprocessed commissions.
  • All commissions processed in a given processing run are assigned a Commission Run ID, and new inquiry windows display summary information per run per salesperson. When you enter a Next Commission Run ID value in the Commission Plan Entry window (a new required field), summary information will be created for all existing processed commissions.
  • The commissionable sale amount may now be calculated using the sales document line item extended price or the item’s list price, and the commissionable cost amount may be calculated using the sales document line item extended cost or the item’s standard cost. Commissions for non-inventoried items will continue to use the sales document line item extended price and cost. Additionally, multipliers may be attached to the commissionable sale and cost amounts, enabling loaded or reduced commissionable amounts.
  • Two new commission types have been added. The No Commission type is now defaulted when a commission rate cannot be determined (the Margin type is still assigned to existing commission records where a commission rate could be determined). The Per Base Unit commission type is used to calculate commission from the line item base unit of measure quantity; the Per Unit commission type has been renamed to Per Selling Unit and is still used to calculate commission from the line item selling unit of measure quantity.
  • A Noncommissioned Salesperson Inquiry window is available from the Commission Plan Entry / Inquiry Zoom windows. This new window displays salespeople who were inactive at the time commissions were calculated for the sales document or whose commissions were deleted.
  • A Commission Line Trace window is available from the Commission Plan Detail Entry / Detail Inquiry Zoom windows. This new window displays all steps involved in calculating a commission line.
  • Using the Commission Report window, individual commission reports may now be printed and emailed to each salesperson within the selected range.

Customer Service Collection

  • The EthoSeries SOP Setup window was renamed to Customer Service Collection Setup and moved within the Customer Service Collection setup submenu.
  • The Check for Duplicate Purchase Orders feature may now be enabled or disabled per company using the Customer Service Collection Setup window.
  • The Move Sales Documents window is now accessed via the Customer Service Collection utilities submenu or the Customer Service Collection Setup window.

Historical Lot & Serial Number Tracking

  • The inquiry window no longer fills when it opens - you must click the Redisplay button to view data in the window. This prevents delays when companies tracking many serial or lot numbers access the window.

Salesperson Enhancements

  • Salesperson By Ship To Location is now a feature of the Salesperson Enhancements module, and the setup options were moved to the Salesperson Enhancements Setup window, which is located in the Sales Area Page >> Setup > Salesperson Enhancements submenu.
  • Salesperson By Ship To Location may now be enabled or disabled per company using the Salesperson Enhancements Setup window.