Changing the account sale proposal

The Calculate function on the Settlement page provides a proposal for the account sale. However, you can modify the proposed account sale by changing either sales, commission, or costs. The following sections describe how you can make changes:

### Changing sales

On the Account Sale Revenue list page, you can change the specified gross, discount, or net revenue values within the corresponding fields. These fields initially display the values of the proposed gross revenue, proposed sales discount value, and proposed net revenue. However, you can change these values as they directly impact the Account Sale Net Revenue.

To modify the values on the Account Sales Revenue list page, follow these steps: 1. Navigate to the Account Sale page and click on the total net revenue highlighted in green, corresponding to the Sales line. The Account Sale Revenue List page opens. 2. Edit the values in the respective fields.

The Account Sale Gross Revenue, Account Sales Discount Value, Account Sales Net Revenue, and Account Sale Quantity fields are editable, allowing you to make the necessary changes.

3. Set the Modified checkbox. This checkbox is automatically enabled if you have changed the field values.

Changing quantity

Modifying the quantity in the purchase unit of measure reported back to the vendor. This Account Sale Quantity field is populated with the proposed quantity by default, but you can adjust it as needed. It's important to note that changing the quantity can impact the calculated commission values, particularly for commission types based on the amount per purchase unit of measure.

When you change the revenue values and/or quantities, the account sale revenue is recalculated accordingly when you navigate back to the Account Sale page. This recalculation also applies to any commissions that are based on the revenue. Therefore, modifying the account sales revenue triggers the recalculation of commissions (for more information, see Changing commission. The updated sales value, quantity, and commission are then used to determine a new Purchase Invoice Amount and a new Purchase Cost per Unit.

You can select the values in the Sales section if you want to see detailed information about how the system calculated the total gross or net revenue displayed on the Account Sale page.

Changing commission

When an agent makes a sale through an account sale transaction, a predetermined percentage or amount is paid as compensation, deducted from the gross, net, or net revenue based on the configuration. This extension allows you to modify this predetermined commission obtained from the setup table Commissions.

On the Account Sale Commission List page, you can change the specified values for commission percentage and/or per purchase unit within the respective fields. These fields initially display the proposed values but can be edited since they directly impact the Account Sale Commission.

To modify the values on the Account Sale Commission list page, follow these steps: 1. Navigate to the Account Sale page and click the total commission highlighted in green, corresponding to the Commission line. The Account Sale Commission List page opens. 2. Edit the values in the respective fields shown in bold.

The Account Sale Commission Value % and Account Sales Commission Value Per fields are editable, allowing you to make the necessary changes.

3. Set the Modified checkbox. This checkbox is automatically enabled if you have changed the field values. After modifying the commission values, the account sale commission is recalculated when you navigate to the Account Sale page. The updated commission value determines a new Purchase Invoice Amount and Purchase Cost per Unit.

Changing costs

Costs represent expenses incurred during purchasing, selling, producing, and transferring goods or services. The Cost Application Method field value determines how the Cost Amount is applied. However, you can change this value, as it directly impacts the Account Sale Cost.

To modify the value on the Account Sale Cost list page, follow these steps: 1. Navigate to the Account Sale page and click the total Costs (Deducted Revenue) or Costs, highlighted in green, which corresponds to the Cost line. The Account Sale Cost List page opens. 2. Edit the value in the Cost Amount (Account Sale) field.
3. Set the Modified checkbox. This checkbox is automatically enabled if you have changed the field value. After modifying the cost value, the account sale cost is recalculated when you navigate to the Account Sale page. The updated cost value determines a new Purchase Invoice Amount and Purchase Cost per Unit.