Différences

Ci-dessous, les différences entre deux révisions de la page.

--- en:addons:comissionsco [2025/09/23 10:05] – [Commission rate settings] ics02
+++ en:addons:comissionsco [2026/06/03 15:33] (Version actuelle) – [COMMISSIONSCO: Sales commissions * *] ics02
@@ Ligne 1: / Ligne 1: @@
-====== COMMISSIONSCO: Sales commissions * * ======
+====== COMMISSIONSCO: Sales commissions ======
-FIXME MIGRATION TO A1 FORMAT IN PROGRESS.
 ===== Overview =====
@@ Ligne 115: / Ligne 115: @@
   * if they achieve 1700, they will receive 1700 * 12%
   * if they achieve 3000, they will receive 3000 * 18%
+===== How it works =====
+//**Access:** Accounting->Receipts and Disbursement->Sales commissions//
+{{:en:addons:comco_06_en.png?direct&800|}}
+The screen displays the list of users (not archived) registered in Gestan. Initially, the **Commissions** column is set to zero, with a blue background.
+The **period** selector allows you to specify the period for which commissions are to be calculated.
+{{:en:addons:comco_07_en.png?direct&800|}}
+The **Calculate** button starts the calculation and fills in the **Commissions** column with the amount of commissions for the period.
+<bootnote>
+Commissions are calculated based on invoices with the status ‘transmitted’, ‘pending’ or ‘paid’ whose date falls within the selected date range, as well as based on credit notes with the status “transmitted” or ‘pending’.
+</bootnote>
+The **Print** button launches the commission statement for the period, with or without the corresponding invoice statement, depending on the extension settings. The table's context menu allows you to print it for a single user.
+{{ :en:addons:etat_cco1_bordereau_en.pdf |CCO1 Report - Commission Statement}}
+The **Detail** button (or double-clicking on the table after calculation) displays the details of the items taken into account and mentions the commission rule that has been applied.
+The **Send** button allows you to send the commission status for the period by email (with or without the corresponding invoice statement, depending on the extension settings), as an attachment to the email template selected in the settings, for all those whose **S** box is checked, if the commission amount is greater than zero. In the case of a period without commission, a standard email indicating the absence of commission for the period can be sent if it has been configured. The table's context menu allows you to send it individually.
+{{:en:addons:comco_08_en.png?direct&800|}}
+The detail screen specifies the rule (and, if it has been entered, the label that identifies it) applied for calculating the commission.
+The **Send** button allows you to send the commission status for the period by email (with or without the corresponding invoice statement, depending on the extension settings), as an attachment to the email template selected in the settings, for all those whose **S** box is checked, if the commission amount is greater than zero. In the case of a period without commission, a standard email indicating the absence of commission for the period can be sent if it has been configured. The table's context menu allows you to send it individually.
+{{:en:addons:comco_08.png?direct&800|}}
+The detail screen specifies the rule (and, if it has been entered, the label that identifies it) applied for calculating the commission.
+===== Versions =====
+^Version^Date^Description^
+| 3.A1.01.01 | 25/09/25 | Migration to A1 format |
+| 3.15.40.03 | 05/07/23 | Addition of a condition for taking into account invoices with settled status |
+| 3.15.40.02 | 09/05/23 | Licence availability |
+| 3.15.40.01 | 09/02/23 | Gestan 15.40 compliance |
+| 3.15.40.00 | 07/02/23 | Added check for presence of PDF file before sending email |
+| 3.15.39.14 | 30/11/22 | Added transmission of slips by email |
+| 3.15.39.10 | 19/11/22 | Added calculation method based on maximum bracket + consideration of discounts |
+| 3.15.39.05 | 18/11/22 | Added commission sheet + commission slip + improved calculation |
+| 3.15.39.01 | 17/11/22 | Option to exclude family types + general commission slip report + consideration of composite products + consideration of credit notes |
+| 3.15.39.00 | 12/11/22 | First version |
+-----------------
+{{:wiki:tags:voir_aussi.gif?nolink |}}**Other ‘Extensions’ articles**
+<nspages en:addons -nbCol=2 -textPages="" -h1 -r -simpleLineBreak >