Entering a Manufacturer Rep sales order

Use these procedures to create an order to record commission paid for a Manufacturer Rep order.

You must complete the prerequisites before entering this order type.

See Implementing Manufacturer Rep order processing.

Note: To copy a Quote Order to a Manufacturer Rep order, select Manufacturer Rep Order in the Convert To field in Sales Order Entry-Copy.

Select Sales > Order > Entry.
Specify the ordering customer in the Customer # field.
This is your customer who ordered the product from the manufacturer, not the manufacturer vendor customer.
Select Manufacturer Rep Order in the Order Type field.
Click Next.
On the Manufacturer Rep Order window, specify this information:
Manufacturer Customer

Specify the customer number for the manufacturer vendor. This is number of the Customer Setup record created where the manufacturer vendor number is specified in the Manufacturer Vendor field.

Use the lookup to search for Customer Setup records that are flagged as Manufacturer Vendors only. When you select a record, both the Customer Setup number and the linked Vendor Setup number are displayed on the Manufacturer Rep Order window.

Order Type
In the Order Type field select from these options:
- Manufacturer Sales Order
  Select this manufacturer rep order type if you know the products and quantities on the order placed with the manufacturer. You can also change salesreps and commission amounts on this order type.
- Total Sales Order
  Select this manufacturer rep order type if you have no information about the items for which commission was paid by the manufacturer. The Manufacturer Total Sales Item assigned to the warehouse in Product Warehouse Description Setup-Extended is entered on the order line that is created automatically. This is to ensure that salesreps that are paid based on individual line items earn the proper commission amount for the order.
Invoice To

If you specified a manufacturer vendor in the Manufacturer Customer field that is set up in Customer Setup with an Invoice To (floorplan) customer, that floorplan customer number is displayed in the Invoice To field.

If the Manufacturer Customer is not associated with a floorplan customer, the Invoice To field is not displayed. In this case, the specified Manufacturer Customer is automatically assigned on the order as the Invoice To customer. This Manufacturer Customer pays the commission in Customer Cash Receipt Entry.

Calculate Sales Rep Commission From

This is a default value from the Customer Setup record for the manufacturer customer, as either Earned Commission or Sales Amount. It can be overridden. The selection you make here applies to all lines on the order.

Select Earned Commission to calculate commission during SM Commission Report for your inside and outside salesreps as a percentage of the total commission paid by the manufacturer.

Select Sales Amount to calculate commission as a percentage of the total sale amount.

Manufacturer Vendor

The Manufacturer Vendor assigned to the floorplan customer you specified in the Manufacturer Customer field is displayed as the default value from Customer Setup. It cannot be changed.

Total Sales Amount

This field is displayed if you select Total Sales Order in the Order Type field. This represents the total sales of the order.

Total Commission Earned

This field is displayed if you select Total Sales Order in the Order Type field. This is the amount the vendor paid on this order that represents the commission you earned.
Click Submit.
If you selected Manufacturer Sales Order in the Order Type field, specify the products for which you are being paid commission. The price and commission for each line is calculated based on your system settings.
If you selected Total Sales Order in the Order Type field, the Manufacturer Total Sales Item from Product Warehouse Description Setup is added to the first order line, and the value you specified in the Total Sales Amount is the default order line price. You can specify additional items on the order.
Verify the values in the Manufacturer Commission or Manufacturer Percent fields in the Extended section match the commission and rate paid by the manufacturer. Make any changes, if necessary. The Overridden flag is selected if changes are made to the default values.
The default Manufacturer Amount reflects the commission amount calculated against the Net Amount of the selected order line based on the Sales Manufacturer Commission Setup record.

Note: If you change the Product, Unit, or Quantity Ordered, a new search is initiated for a qualifying Sales Manufacturer Commission Setup record. In this case, the Overridden flag is not set. If you change the Quantity Shipped, the Amount and Percent is updated automatically, but any overridden values in the Manufacturer Commission, Percent, or Amount fields remain overridden.
On the Customer Order Settings view, specify this information:

Expected Commission Payment

This reflects the date by which the expected commission is due to be paid by the manufacturer. This is a calculated field, based on the terms of the order and the Requested Ship Date. If you specify a date in the Actual Manufacturer Shipment field, the Expected Commission Payment is recalculated based on the shipment date and the terms of the order.

Note: The terms are updated based on the Manufacturer Customer, or, the Invoice To customer if one is assigned to the Manufacturer Customer in Customer Setup.

Actual Manufacturer Shipment

If you know the date that the manufacturer shipped the order to your customer, specify that date. The shipment date is used to calculate the Expected Commission Payment date. When you specify a value in the Actual Manufacturer Shipment field, the Manufacturer Order Status is changed to Manufacturer Shipped.
Click Save and return to the Advanced Line Entry view.
Click Finish.

The Manufacturer Rep order is automatically placed on hold. If you use operational hold codes, the hold code set up in SA Table Code Value Setup-Operational Hold Code for Manufacturer Rep orders is assigned to the order.