Breaking Changes in Version 5.1
Summary
Version 5.1 includes some changes to additional salespeople, detailed commission entries, and sales stats, that might affect customizations or reports. If you have any extensions or custom reports that use data from these tables, please read below.
We do our best not to break anything in our updates. Unfortunately some changes were required in order to pave the way for all of the features that we intend to implement in the future, and all of them have been introduced in this release.
We have done our best to minimize its impact but, if you have any customizations based on our app, please update it first in a sandbox and check any warnings that might appear. As mentioned at the end of this document, if you have any questions or doubts related to this changes, please, do not hesitate to contact us.
Additional Salespeople
Due to all the improvements added to additional salespeople in this version, we've decided to rename the old tables (all of which included the word "split" in their name, as that was its original purpose). The basic structure of the table is the same, though, so if you had any references to this table, you should be able to just change the reference to the new table/page name (as shown in the warning that you will receive) and be good to go.
Commission Entries
The previous "Base Amount" field has been split in two: "Sales Amount (LCY)" and "Margin Amount (LCY)". This way both amounts are available in the table, and the field names are more correct with the values stored in them.
Detailed Commission Entries
The table has been renamed from "IDPCOS Commiss. Detailed Entry" to "IDPCOS Detailed Commiss. Entry". There have been several internal changes to this table, in order to make it easier to extend and use in reports, but these should not affect most customizations based on this table, which should work fine just by changing the table name.
Note that, for now, the old "IDPCOS Commiss. Detailed Entry" will still exist and be updated when commissions are generated, so that existing customized reports will keep working just fine when you upgrade to v5.1. We do recommend you to update your reports and customizations to the new table, though, so that they keep working when the table is finally obsoleted, and in order to access all of the new info that is/will be included in the new table.
Sales Statistics
While sales statistics were being generated in previous versions of the app, these were mostly internal use of the app. In this version statistics have been greatly improved, not to help in the processes of the app, but also to be useful in external PowerBIs and reports.
If you were using "IDPCOS Global Sales Stats" in any way, this table has been replaced by "IDPCOS Sales Stats", that contains a record for each sales invoice or credit memo in the app, including extra info such as the effective payment date and generated commissions.
In addition to that, "Salespeople Sales Statistics" has been replaced by "IDPCOS Detailed Sales Stats", that includes detailed info on the amounts that belong to each of the salespeople involved in the sale.
In previous versions, when an additional salesperson was getting part of the main salesperson commission, the specified % was taken into account as if the additional salesperson had achieved that % of the sale towards any specified sales targets, but this amount was not being taken from the main salesperson, so both of them were getting that amount recognized toward sales targets. Now there is an option to specify how the sales amounts should be split, and additional salespeople will not get assigned any part of the sale unless specified explicitly.
Events
Any event that referenced one of the tables marked as obsolete has also been marked as obsolete. Events that were raised when obtaining the payment date of a particular invoice have also been marked as obsolete.
All of this events will still be raised in the current version, so any customizations that used them should still work, but the events will be removed in a future version, so we recommend you to migrate to the new ones (as specified in the warning that you will get for each one of them).
Further info
If you had any customizations or reports based on any of this tables and have questions on how to migrate them to the new version, please do not hesitate to contact us through our support portal.