Developmental Salesman Commission Report


Reports Menu -> Commissions -> Developmental Salesman Commission Report

This commissions report generates a spreadsheet for invoices in the selection period with values for Rentals, Sales, Waiver, Services, Disposals, Grand Total, Sales Margin, and Trade Total (TD) on which the trade discount is based.
The Invoice History files (IHIH, IHID, IHIS) are used to obtain all these values, except for Sales Margin which uses the summarized Sales History (INSH).

The Calculate Commission Information utility is provided to capture the data before the report is run allowing the report to be run later quickly for the captured period.
There are three report options that all use the capture data.

The prompts include:

SALESMAN, "ALL" OR "SEL"
Select one of the following salesman filters:

A flag in the Required Document Information of the Company Contract Parameters can be set to make the salesman a mandatory field on all documents.


CALCULATION METHOD
Select one of the following reporting options:
  • Select Mature to list all paid and unpaid invoices dated within the period date range defined by the CAPTURE.
    A new tab is created in the spreadsheet for each salesman with the salesman code, invoice number, division, invoice date, customer number, name and the invoiced amounts for rental, sales, waiver, services, disposals, total, and exchange rate.
    The sales margin, amount given a trade discount, parent customer number, names, business source, date account opened and the date of re-engagement where applicable, are also listed.
  • Select Developmental to list customer totals for all paid and unpaid invoices dated within the period date range, showing the Current versus Previous Period totals, and the Current versus Previous Year totals, and Last Years totals, for the rental, sales, waiver, services, disposals, total, and invoice currency.
    The customer alpha key, parent customer number, name, date account opened and the date of re-engagement where applicable, are also listed.

    Note: This is a summarized report and details by invoice are not provided.

  • Select Old to list only unpaid invoices where the invoice date plus the Days Unpaid defined in the Calculate Commission Information, fall within the period date range defined by the CAPTURE.
    A new tab is created in the spreadsheet for each salesman with the salesman code, invoice number, division, invoice date, customer number, name and the invoiced amounts for rental, sales, waiver, services, disposals, total, and exchange rate.
    The sales margin, amount given a trade discount, parent customer number, names business source, date account opened and the date of re-engagement where applicable, are also listed.

    DAYS UPDAID
    The number of unpaid days used to calculate the date eligibility of old invoices is displayed for reference, as defined in the Calculate Commission Information.

LAST CAPTURE
These dates are displayed for reference to show the dates the last time the Calculate Commission Information was run:
CAPTURE DATE
This is the date the last capture was actual run.
FROM DATE
This is beginning date of the capture period for the data that will be reflected in the output.
TO DATE
This is ending date of the period captured for the data that will be reflected in the output.

Finished?
Click ACCEPT to generate the spreadsheet or CANCEL to abort.

ACTIONS:
Additional actions provided by buttons on the Developmental Salesman Commission Report selection screen include:


Topic Keyword: ARSM05 (4392)
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