UC-12 · On-shipment invoice true-up
An On-Shipment order can be invoiced at a different price, quantity, or cost. The invoice then posts an adjusting entry for the difference. The original shipment entry stays intact.
Expected result: a shipment earns $500. An invoice at a higher price adds an adjusting +$50 entry, for a line total of $550 across two entries.
Setup
Same as UC-11: a 5%-of-sales plan with Default Trigger = On Shipment, one agent at 100%, and a sales order for 100 × $100.
Step 1 — Post the shipment
Post the shipment (100 × $100 = $10,000). The app creates one entry: Commission $500, Calculated.
Step 2 — Invoice at a higher price
Post the invoice at 100 × $110 = $11,000.
Result
The invoiced amount is $1,000 more than the shipped amount. The app posts an adjusting entry for 5% of that difference:
| Entry | Basis | Commission |
|---|---|---|
| Shipment | 10,000 | 500.00 |
| Invoice true-up | 1,000 | +50.00 |
| Line total | 550.00 |
The adjusting entry points to the original shipment entry (through Source Ledger Entry No.), so the two are clearly connected. The app does not commission the full $11,000 twice — only the $1,000 delta.
Notes
- The same true-up logic goes through the caps, the draws, the manager hierarchy, and the splits. A positive delta produces a matching delta in each.
- An invoice at a lower price, or a partial return, produces a negative true-up through the same mechanism.
→ Related: UC-11 · Ledger & audit