In e-manage|ONE, handling Direct Bill jobs, including GSA Jobs, which require displaying a quote sell price while accurately tracking the income you receive, is made easy with the Vendor Commission feature. This guide will walk you through the steps to configure the Vendor settings to ensure seamless management of Direct Bill projects and Vendor Commissions.
Configuring Vendor Commission Settings:
To set up Vendor Commissions for Direct Bill projects, follow these steps:
Vendor Window: Within the Vendor Window, you will find two important fields. You can set these values at the Vendor level so that when you proceed to create a Project that is marked as a Direct Bill project and it line items are added for that Vendor, it will recognize these inputted values at the Vendor level and atuomatically set the commission on the line item.
Commission Percentage: Enter the commission percentage you would receive from the Vendor for every Direct Bill project. This percentage represents the compensation you earn for each sale.
Use Profit Margin: Alternatively, you can choose to base commissions on profit margins. If this option is selected, any changes to the Bill of Materials (BOM) that affect profit margins will automatically update the Vendor Commission.
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Note: Only one of these values can be set per vendor, depending on your preferred commission structure. |
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Company Location Window: In this window, you will discover a checkbox labeled "Is Direct Bill." Activate this checkbox if the majority of the projects you create for this location are Direct Bills.
Activating this checkbox will remind users creating new projects for this company to consider the Direct Bill option in the Project Information Module before saving the project.
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Using Vendor Commissions for Direct Bill Projects:
When you import a Bill of Materials, add parts using Spec, or any other method, and the project is set as a Direct Bill, the system will automatically apply the appropriate Vendor Commission or "Use Profit Margin" setting to new items. If "Use Profit Margin" is selected, any changes to the BOM affecting profit margins will be reflected in the Vendor Commission.
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In the "View Quotes" tab, in “Quote Settings”, you can select the Location/Vendor in the "Direct Bill" dropdown within the "Create/Edit Customer Quote" window. This choice specifies the Location/Vendor to which the Customer Purchase Order (PO) needs to be sent and will be displayed on the Summary Page of the proposal. To populate the locations in this dropdown, make sure you activate the "Direct Bill" checkbox in the company record.
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Processing Vendor Commissions:
When the Bill of Materials is processed in the Order Entry Module, the commission percentage and amount will be applied for each different percentage specified in the Vendor settings. All items that are non-vendor items, such as labor, freight, and products from other manufacturers, will be processed with their full amounts. This represents the money to be collected from the Direct Bill Vendor.
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During the Purchase Order processing, you can use the quick "Zero Cost on Selected" button to clear the cost on all line items. This is particularly useful for Direct Bill scenarios where you won't receive an invoice from the Vendor; instead, you'll receive a pre-determined Vendor Commission check.
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When creating the customer invoice, there may be instances where you need to adjust the "Bill To" company, especially if it wasn't modified at the Order Entry stage. Additionally, you'll need to manually allocate the amounts to the appropriate GL (General Ledger) accounts. To ensure accurate mapping, reference the Bill of Materials (BOM) for the breakdown of product types and align them with the corresponding GL accounts. |