Related Information Examples & Tutorials
Want on-line debtor negotiation portal? Contact our friendly sales team to find out how!
“ Collect! continues to evolve and improve without major costs to us. ” Dana M.

Set Commission Rates And Tax During Import

Several hidden fields on the Client, Debtor and Transaction forms enable you to access tax and commission rate fields directly within the import field specifications. This enables you to easily set commission and tax percentages and their breakdown settings during an import.

Commission Rate Field Names For Client

The field definitions for the fields on the Client's Commission Rates form are:

Commission Rate
Commission Rate 1
Commission Rate 2
Commission Rate 3

The field definition for the commission breakdown check boxes is:

Comm Rate Options

The Comm Rate Option value is actually a combination of bit values for all the check boxes on the Commission Rates form. It is easy to figure out the value and then set it in the Default for the field specification. How to find this value is described later in this document.

Top of page.

Commission Rate Field Names For Debtor

The field definitions for the fields on the Debtor's Commission Rates form are:

Commission Rate 1
Commission Rate 2
Commission Rate 3
Commission Rate 4

The field definition for the commission breakdown check boxes is:

Comm Rate Option

The Comm Rate Option value is actually a combination of bit values for all the check boxes on the Commission Rates form. It is easy to figure out the value and then set it in the Default for the field specification. How to find this value is described later in this document.

Top of page.

Commission Rate Field Names For Transaction

The field definitions for the fields on the Transaction's Commission Rates form are:

Commission Rate
Commission Rate 1
Commission Rate 2
Commission Rate 3

The field definition for the commission breakdown check boxes is:

Comm Rate Option

The Comm Rate Option value is actually a combination of bit values for all the check boxes on the Commission Rates form. It is easy to figure out the value and then set it in the Default for the field specification. How to find this value is described later in this document.

Top of page.

Tax Rate Field Names For Client

The field definitions for the fields on the Client's Tax form are:

Tax Rate
Tax Rate 1
Tax Rate 2
Tax Rate 3

The field definition for the tax breakdown check boxes is:

Tax Rate Options

The Tax Rate Options value is actually a combination of bit values for all the check boxes on the Tax form. It is easy to figure out the value and then set it in the Default for the field specification. How to find this value is described later in this document.

Top of page.

Tax Rate Field Names For Debtor

The field definitions for the fields on the Debtor's Tax form are:

Tax Rate 1
Tax Rate 2
Tax Rate 3
Tax Rate 4

The field definition for the tax breakdown check boxes is:

Tax Rate Option

The Tax Rate Option value is actually a combination of bit values for all the check boxes on the Tax form. It is easy to figure out the value and then set it in the Default for the field specification. How to find this value is described later in this document.

Top of page.

Tax Rate Field Names For Transaction

The field definitions for the fields on the Transaction's Tax form are:

Tax Rate
Tax Rate 1
Tax Rate 2
Tax Rate 3

The field definition for the tax breakdown check boxes is:

Tax Rate Options

The Tax Rate Options value is actually a combination of bit values for all the check boxes on the Tax form. It is easy to figure out the value and then set it in the Default for the field specification. How to find this value is described later in this document.

Top of page.

Accessing The Bit Values For Check Boxes

Before you can set the value for Commission or Tax Rate Options, you need to obtain the bit values for the options. Once you know what the values are, you can just use this value as the Default in the import field specification for the Comm Rate Option or the Tax Rate Option.

To determine the value that sets the switches you need, go to one debtor and set up the Commission Rates and Tax exactly as you want them to be, switching ON check boxes with a check mark as needed. Then, go off the Debtor form to commit the settings. Then print to screen @de.cro and @de.tro. This will give you two numbers, for example. 3843 and 290 or 16386 and 258. The numbers won't seem to make any logical sense, but actually they are a combination of switch values and Collect! knows exactly what they mean. In your import field specifications, you can simply put these values in to the Default field and Collect! will set the switches when the import runs.

You can do the same for the Client Comm Rate Options and Tax Rate Options, and the Transaction Comm Rate and Tax Rate Options. If you are setting the same values at the Client or the Transaction level, you can use the same values that you obtained above. They are the same behind the scenes. The same number sets the same switches in each case.

Top of page.

Summary

This process is much faster than setting rates manually. While importing records, the Commission and Tax Rates may be set for up to four values. Commission and Tax switches may be set using the Comm Rate Option and Tax Rate Option bit switch values.

Top of page.

See Also

- Import/Export Topics

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments: helpinfo@collect.org

Collection Advisor
HIPAA One® Certified Seal
ACA Member DBA RMA