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 Old report includes invoice detail for only unpaid invoices where the 'invoice date' plus a user defined 'number of days unpaid' puts the date within the captured period date range.
Developmental report is the most unique. It provides a customer summary breaking down the invoice totals into the following columns:
The Developmental spreadsheet lists invoices in this period
regardless of whether they are fully paid or not.
This report however, does not report on sales margin or trade
total.
Note: These reports respect the Service is Commissionable
flag in Services.
These Commissions reports do not respect the Invoices to Exclude from Commission Reports.
They do not convert currency exchange, and they do not respect the
Divisional Restricted Views assigned to
the operator.
The output always reports in the Invoice currency with no exchange
rate applied. For information purposes the currency or the exchange
rate is included in a column on the spreadsheet output.
The prompts include:
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.
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.
ACTIONS:
Additional actions provided by buttons on the Developmental
Salesman Commission Report selection screen include:
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