Commission Report By Commission Type
Reports Menu -> Commissions ->
Commission Report By Type
This commissions report provides the ability to define
commission plans or types with their own rules for commission
payments including different rates by class and service.
It also allows reduced commission percentages for discounts given
to a customer.
Commissions types can be setup in Salesman
Commission Types, with unique exceptions by Product Class and
Service code as defined in Commission
Exceptions By Class and Commission
Exceptions By Service.
The commission type can then be assigned to the sales people in
Salesman Codes, so that all invoicing
originating from the salesman reflect the designated commission
plan.
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
This Commissions report provides the ability to select the
invoice date range, paid invoices only, payment date ranges,
specific sales reps, commission types, and a number of other
details.
Printing multiple sales reps can create one report (new page) per
rep if necessary and printing to Excel can create a new worksheet
in the excel file for each rep.
The detail output includes the calculated commission and discount
percentages.
Any invoices that were entered in the Invoices to Exclude from Commission Reports window
in Bad Debts or in Collections will not be reflected in this
commissions report calculations.
The invoices included in the report output are restricted by
division according to the Access Values
assigned to the operator.
For more information on this security feature refer to Divisional Restricted Views.
If your firm uses the currency exchange feature, in dealing with
customers from other countries and currency codes the commissions
report converts the "Total Price" from any sales, rentals,
services, and disposals, to your firms currency using the exchange
rate in Currency Codes as of the time the
invoice was generated and posted.
The prompts to generate the commission report by type are:
-
- FROM INVOICE DATE
- Accept the first day of the current month, or enter a preferred
starting invoice date for the report date range.
- TO INVOICE DATE
- Accept the last day of the current month, or enter a preferred
ending invoice date for the report date range.
PAID INVOICES ONLY
- Select one of the following payment filter options:
- Select Yes to only include paid invoices, where the
invoice is in the Invoice Date range defined above, and the
payment is dated in the Payment Date range defined
below.
The Date Paid of the invoice prints on the report.
-
Select No to include all invoices in the Invoice
Date range, both paid and unpaid.
The Payment Date range fields are disabled as they do not
apply to this option.
-
Select Specialized to generate a spreadsheet that
includes all invoices in the Invoice Date range, both paid
and unpaid, and the payment is dated in the Specialized
range defined below.
This option is very specialized and is not available in report
output. Following are additional controls on the Specialized
option:
- If the invoice is not paid or is fully paid but the last
payment date is outside the specified 'payment date range', then
the invoice will be flagged with a 'Y' in the 'Outside Range'
column.
Invoices paid within the 'payment date range' show an 'N' in the
'Outside Range' column.
- This option does not consider 'excluded invoices' from the bad
debts/collections screen on the spreadsheet output.
- This option does not recognize parent/child relationships.
- This option does not respect class alternate prorate info.
- If an invoice was billed at a monthly rate but there is a
weekly rate on the contract, then the weekly rate is used for the
commission calculations.
-
- FROM PAYMENT DATE
- Accept the first day of the current month, or enter a preferred
starting payment date for the report date range.
- TO PAYMENT DATE
- Accept the last day of the current month, or enter a preferred
ending payment date for the report date range.
NEW PAGE PER SALESMAN
- Uncheck this box to prevent paging between salesman codes.
Check this box to list the commission information for each salesman
on a new page of the report.
FROM SALESMAN
- Leave this field blank to include all salesmen in the report,
or enter a starting salesman code for the report range, or select a
starting salesman code from the drop-down list, as setup in
Salesman Codes.
- TO SALESMAN
- Leave this field blank to include all salesmen in the report,
or enter an ending salesman code for the report range, or select an
ending salesman code from the drop-down list.
SALESMAN TO USE
- Select one of the following salesman source options:
Note: 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.
COMMISSION TYPE, "ALL" OR "SEL"
- To select the commission types to be included in the report
choose one of the following:
- Type ALL to include all commission types as setup in Salesman Commission Types.
- Enter a single specific commission type for the report, or
select one from the drop-down list.
- Type SEL to make a selection of commission types to include in
the report, as outlined in Select Commission
Type.
REPORTING SET, "ALL" OR "SEL"
- To utilize the Set selection option choose one of the
following:
- Type ALL to include all Sets as setup in Reporting Sets, in the commissions report.
- Enter a single specific Set code for the report, or select one
from the Reporting Set Search
window.
- Type SEL to select a range of Sets or to select Sets by Owner
to include in the report, as outlined in Select Reporting Sets.
SERVICE CODE, "ALL" OR "SEL"
- Note: Damage Waiver is always included in the Services.
To select the service codes to be included in the report choose
one of the following:
- Type ALL to include all services as setup in Services Codes.
- Enter a single specific Service code for the report, or select
one from the Service Search window.
- Type SEL to make a selection of service codes to include in the
report, as outlined in Select Service
Codes.
Note: Only the services flagged in Service
Codes as Service is Commissionable will be included in
the output.
INVOICES TO INCLUDE
- Select one of the following invoice status options:
- Select Account to include only invoices charged On
Account.
- Select Cash to include only Cash invoices.
- Select Both to include Cash invoices and On Account
invoices.
REPORT TYPE
- Select one of the following report options:
- Select Summary to generate the summarized report by
salesman listing only one line per invoice with the date, Invoice
#, customer name, totals for Rentals, Sales, Services, with the
commissions for Rentals, Sales, Services and the total
commission.
- Select Detail to generate the detailed report listing
the breakdown on each invoice by individual products and
services.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: ARSCT10