Commission Settings updates

Commission Settings List form:

• Tabs:
  • the “Commission Penalty” tab was deleted:
  • after the user opens the List form -> the “Commission Settings” tab is opened;
• “Penalty Rules” column:
  • the new column is added to the Datagrid;
  • is added next to the “Commission Base” column;
  • in the column is displayed the Qty of Commission Rules in the next format:
    • N Rules;
  • the label is clickable -> after clicking on the label the Commission penalty panel is opened with linked rules;
• “Commission Penalty” side panel:
  • contains:
    • “Delete” button:
      • if no one row is checked -> the button is disabled;
      • after clicking on the button -> the checked rows are hidden from the Datagrid -> the deleting is performed after clicking on the Save button (in the bottom of the form);
    • Datagrid:
      • “# of Overdue Days From” column:
        • is editable;
        • only numbers are allowed;
        • the integer field;
      • “# of Overdue Days To” column:
        • is editable;
        • only numbers are allowed;
        • the integer field;
        • To field cannot be less than From field;
        • if less the validation is displayed: “# of Overdue Days To cannot be less than From”;
      • “Value” column:
        • is editable;
        • is required;
        • can contain “0”;
        • can be negative;
        • only numbers are allowed;
        • decimal field;
        • if a Penalty rule was added and the payment on the Invoice was overdue within the period specified by the rule, then a penalty is applied to the final commission of the Sales Rep;
      • Exceptions:
        • in the column is displayed the Qty of Customers and Customer Types in next format:
          • N Customers M Customer Type;
        • the label is clickable -> after clicking on the label the “Customer Exceptions” pop-up is opened;
      • “Customer Exceptions” pop-up:
        • “Customer Type” drop-down:
          • multi-select;
          • contains the list of customer types;
        • “Customer” drop-down:
          • single-select;
          • contains the list of active customers in the system;
          • if the customer was selected -> customer is added to the list below;
        • List of selected customers:
          • Customer Name;
          • “Delete” button;
        • “Cancel” button:
          • after clicking on the button -> the pop-up is closed without changes;
        • “Save” button:
          • after clicking on the button:
            • the pop-up is closed;
            • adds Customer and Customers types for whom such penalty % aren’t calculated;
    • Buttons -> are added at the bottom of the panel:
      • “Cancel” button:
        • should be always clickable;
        • after clicking -> the panel is closed without changing;
      • “Save” button:
        • if at least one Rule was added to the Datagrid and the Validation isn’t displayed -> the button is clickable;
        • after clicking on the button:
          • the panel is closed;
          • in the Datagrid for selected Commission Settings -> are enabled Commission Rules.

Commission Report by Rep List form:

• Datagrid:
  • “Customer” column:
    • is displayed next to the “Order Number” column;
  • if “Item Total Sold” = 0:
    • the invoice is hidden from the report list;
• Filters panel:
  • “Show Paid only” checkbox:
    • was renamed to -> “Paid Invoices” checkbox;
    • logic isn’t changed;
  • “Show Unpaid only” checkbox:
    • was renamed to -> “Open Invoices” checkbox;
    • logic isn’t changed;
  • “Paid Commission” checkbox:
    • was added next to the “Show Cost” checkbox;
    • if the checkbox is checked:
      • is displayed Orders which was Paid by Commission;
  • “Unpaid Commission” checkbox:
    • was added next to the “Paid Commission” checkbox
    • if the checkbox is checked:
      • are displayed Orders which weren’t Paid by Commission or weren’t fully Paid by Commission.

Commission Report List form:

• Filters panel:
  • “Date Range” date picker:
    • was renamed to “Order Date” date picker;
    • if the date is filled -> after clicking on the “Search” button:
      • Datagrid is filtered based on the “Order Date” column;
  • “Payment Date” date picker:
    • was added next to the “Order Date” date picker;
    • if the date is filled -> after clicking on the “Search” button:
      • Datagrid is filtered based on the “Payment Date” column.

Dashboard -> Sales by Rep tab:

• “Potential Commission” value:
  • Paid Invoices:
    • is displayed the sum of Paid Invoices Amounts;
  • Open Invoices:
    • is displayed the sum of Open Invoices Amounts;
• “Shipping Date by Customer” value:
  • is calculated the sum of Item Amounts from the Sale Orders which are marked as Freight;
• “Actual Shipping Cost” value:
  • LTL Carrier:
    • the sum of Expanses Items from Bill Orders which were created from Quote Requests;
  • Small Parcel (FedEx):
    • the sum of Expanses Items from Bill Orders which were created based on Expense items in SO.

Sale Order edit form -> Commission panel:

• Top bar:
  • Order Total:
    • read-only;
    • displays the SO total;
  • Commission%: 
    • read-only;
    • displays the commission %;
  • Commission:
    • displays the commission value;
    • is calculated the same as on Commission Report;
  • Override Commission:
    • if Bill is not created on Commission Report -> is editable;
    • only numbers are allowed;
    • the decimal field;
    • auto-calculated based on the “Override” column;
  • “Apply” button:
    • disable if Override Commission is empty;
    • after clicking on the button -> the Overriden Commission is distributed between items on the panel in the “Override” column;
• Datagrid:
  • displays the list of items from SO with linked commissions;
  • each commission line contains:
    • Invoice #:
      • read-only;
      • is displayed the linked to SO Invoice#;
    • Item: 
      • read-only;
      • by default taken from SO;
    • User Group: 
      • read-only;
      • by default is taken from the Commission settings;
    • Category:
      • read-only;
      • by default is taken from the Commission settings;
    • User:
      • read-only;
      • by default is taken from the Commission settings;
    • Value:
      • read-only;
      • by default is taken from the Commission settings;
    • Commission Base:
      • read-only;
      • by default is taken from the Commission settings;
    • Penalty Rules:
      • displays the rules linked to the commission;
      • after clicking on the rule -> is opened read-only Commission Penalties pop-up with linked penalties;
    • Total Commission:
      • read-only;
      • by default is taken from the Commission settings;
• “Cancel” button:
  • after clicking on the button -> the panel is closed without changes;
• “Save” button:
  • after clicking on the button:
    • the panel is closed;
    • Override commission шы saved on related SO and added to the Commission Report:
      • Commission %; 
      • Commission.