Set Commission Rates And Tax Using @Edit
Several hidden fields on the Client and Debtor forms enable
you to access tax and commission rate fields directly within
the report writer. You can set commission and tax percentages
and their breakdown settings on many accounts at once
using a Client or Debtor loop and the @ EDIT report writer
command. You can also filter the list of accounts using
criteria to determine which to include.
Commission Rate Field Codes For Client
The report codes for the fields on the Client's Commission Rates form are:
@cl.cra
@de.cr1
@de.cr2
@de.cr3
The report code for the commission breakdown check boxes is:
@cl.cro
The code @cl. cro 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 use it in a writeback
report. How to do this is described later in this document.
Commission Rate Field Codes For Debtor
The report codes for the fields on the Debtor's Commission Rates form are:
@de.cr1
@de.cr2
@de.cr3
@de.cr4
The report code for the commission breakdown check boxes is:
@de.cro
The code @de.cro 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 use it in a writeback report. How
to do this is described later in this document.
Tax Rate Field Codes For Client
The report codes for the fields on the Tax form are:
@cl.tr
@cl.tr1
@cl.tr2
@cl.tr3
The report code for the tax breakdown check boxes is:
@cl.tro
The code @cl.tro 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 use it in a writeback report. How to
do this is described later in this document.
Tax Rate Field Codes For Debtor
The report codes for the fields on the Tax form are:
@de.tr1
@de.tr2
@de.tr3
@de.tr4
The report code for the tax breakdown check boxes is:
@de.tro
The code @de.tro 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 use it in a writeback report. How to
do this is described later in this document.
Accessing The Bit Values For Check Boxes
Before you run your report on a series of clients or debtors,
you need to obtain the bit values for the options.
Once you know what the values are, you can just
do a writeback and set them for all your accounts.
To do this, 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 debtor loop, you
can write these values and this will set the same
switches for each of your debtors.
You can do the same for the client @cl.cro values. If
you are setting the same values at the Client level,
you can use the same value that you obtained for @de.cro.
They are the same behind the scenes. The same number
sets the same switches.
Set Rates And Check Boxes For Clients
To set rates and switch on commission rates and tax settings
for each Client, create a writeback report as follows.
//You can run this on all your clients or use criteria to filter
@cl no total
@SETcl.cro =3843 // This is the actual value you obtained above.
@SETcl.cra = 10.00
@SETcl.cr1 = 20.00
@SETcl.cr2 = 30.00
@SETcl.cr3 = 40.00
@SETcl.tro = 290 // This is the actual value you obtained above.
@SETcl.tr = 6.00
@SETcl.tr1 = 3.00
@SETcl.tr2 = 2.00
@EDITcl.tr3 = 1.00
@cl
Whenever you have several fields to edit, you use @SET
for every entry except the last one. This registers all the settings
and then writes once to the database with the @EDIT line to
commit all the settings at once.
After this report runs, you will see that each Client has the
same Commission settings and switches. The rates will match
the rates you entered in your report for each one of the rate fields.
The check boxes that are switched ON will match the Client you
used to set this up.
Set Rates And Check Boxes For Debtors
To set rates and switch on commission rates and tax settings
for each Debtor, create a writeback report as follows.
//You can run this on all your debtors or use criteria to filter
@de no total
@SETde.cro = 3843 // This is the actual value you obtained above.
@SETde.cr1 = 10.00
@SETde.cr2 = 20.00
@SETde.cr3 = 30.00
@SETde.cr4 = 40.00
@SETde.tro = 290 // This is the actual value you obtained above.
@SETde.tr1 = 6.00
@SETde.tr2 = 3.00
@SETde.tr3 = 2.00
@EDITde.tr4 = 1.00
@de
Whenever you have several fields to edit, you use @SET
for every entry except the last one.This registers all the settings
and then writes once to the database with the @EDIT line to
commit all the settings at once.
After this report runs, you will see that each debtor has the
same Commission and Tax settings and switches. The rates
will match the rates you entered in your report for each one of
the rate fields. The check boxes that are switched ON will
match the Debtor you used to set this up.
Summary
This process is much faster than setting rates manually.
You can use criteria to filter the list of clients and debtors to
include. Although the fields written to with this process are
not visible on the Client or Debtor form, their values may be
retrieved with the report writer and changed with the @SET
and @EDIT commands.
See Also
- Report Topics Index
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