In 2018, we created a new version of the Sales Order form for the Agency version of OASIS called the F2018 form set. Currently, this form set is "opt-in", meaning the previous form set, called Legacy, is used unless a user selects the new F2018 form set in the manufacturer editor.
This article will explain the changes made and how to enable the F2018 form set for a manufacturer. Note: if you would like to set up all manufacturers in OASIS to use the F2018 forms, please contact OASIS Support at support@oasissalessoftware.com for assistance.
F2018 Form Changes
The primary motivator for the F2018 forms is to include the "net" or "base" price from which the manufacturer calculates overage. Regardless of the heading and final position, the base price upon which the manufacturer calculates overage is to be added to the "Dist Net" column on the F2018 form.
Here are some notes from the example below:
- The first line does not have any overage. The Sell Price is used to calculate final commission earnings at 10%.
- The second line has overage.
- Commission is calculated from the Overage/Net column at the commission rate of 12%.
- Overage is calculated by subtracting the Sell Price from the Dist Net column, and the value is shown in the "Over Total" column.
Legacy Form Example
F2018 Form Example
Changes to Addresses
| Field | Purpose |
|---|---|
| Sold To | The address of the customer to whom this order is sold. This comes from the customer's contact information. |
| Bill To | The customer's billing address. This comes from the customer's contact information. |
| Ship To | The address to which the order will be shipped is pulled from the customer contact information but can be changed on the Addresses tab of the order. |
| Alternate Address | You can specify an alternate address for shipping under certain conditions. This is configured on the Addresses tab of the order. |
Changes to Bill of Material
| Field | Purpose |
|---|---|
| Rel | The actual quantity of items that will be released on the order at that time |
| Hold | The actual quantity of items that will be held within the order |
| Type | The fixture type |
| Part / Description | The catalog/part number |
| Quote | The quote number for the part |
| Sell Price | The selling price for each part |
| Extended | The total price for all parts on that line |
| Comm % | The commission percentage owed for the sell price |
| Comm $ | The commission owed in dollar amount |
| Dist Net | The net amount that the distributor receives |
| Total Overage | The overage earned for the sell |
| Total Due Agency | The amount the agency will receive |
| Earn % | The percent earned for the sell |
Changes to Totals
| Fields | Purpose |
|---|---|
| Total Price | Total sell price of order pulling from bill of material |
| Agency Commission | Total standard commission due to agency per commissions % |
| Agency Overage | Total overage due to agency per overage % |
| Total Due Agency | Total earnings (commission and overage) due to agency |
| Earn % | Percentage of total sell price that is commission and overage |
Enabling the F2018 Form Set
1. Open a manufacturer editor.
2. Click the Terms tab, then click the Order Terms subtab.
3. Using the Version of form to send to Manufacturer field, select F2018 from the drop-down list.
4. Save and close.
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