Tweaks for commission

Commission Report:

• Filters panel:
  • Date Range:
    • on “Billed” tab -> by default when you are opening up the commission date range is selected “Last month” ;
  • “Bill #” textbox:
    • was added to the “Billed” bucket;
    • Search by Bill #;
  • “Show Paid Only” checkbox:
    • if the checkbox is checked:
      • data is automatically sorted by payment date from old to new;
  • “Group by Bill” checkbox:
    • the checkbox was added to the Billed bucket;
    • is checked by default;
    • if checkbox is checked -> data is grouped by Bill #:
      • Sales Rep -> displays name of Sales;;
      • Order # -> is displayed a list of numbers -> is clickable;
      • Order Date ->  is hidden;
      • Customer -> is displayed a list of  names;
      • Order Total -> is summed;
      • Penalty % -> is hidden;
      • Commission -> is summed;
      • Commission %  -> is hidden;
      • Open Balance -> is summed;
      • Payment Date -> is displayed the newest;
      • Days to pay -> is hidden;
      • COGS -> is hidden;
      • Margin -> is hidden;
      • Margin % -> is hidden;
      • Bill # -> is displayed;
• Column selector:
  • was added;
• Datagrid:
  • all columns are sortable;
  • “Payment Date” column:
    • column payment date is matched to the payment date from invoice;
    • is displayed the actual payment date -> not the date of applying payment to invoice;
• Create Bill:
  • After clicking on the “Create Bill” button -> Bill is opened in a new tab -> Cancel Bill: 
    • the commission is stayed as Unbilled if Bill was not saved.

Bill edit form:

• Save Draft:
  • if Bill was created from the commission report -> after clicking on the Save Draft -> Commission is moved to the Billed bucket;
• Delete Bill:
  • if Bill was created from the commission report -> after clicking on the “Delete Order” button -> the message “This bill linked with commissions. Delete it anyway? Commission will be moved to Unbilled status automatically” is displayed;
• Memo:
  • if Bill was created from Commission report -> the memo is filled by the commision period:
    • Text: “Commission was paid for period from N to M”;
    • where N – “Date From” in the Commission report;
    • M – ‘Date To” in the Commission report.