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.
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.
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.
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.
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.
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.
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.
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.
See Also
- Import/Export Topics
| 
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