Commissions Report By Class
Reports Menu -> Commissions ->
Commission Report By Class
This commissions report is based on percentages of posted sales
and rentals, as setup in Commission By
Class by Product Class, for each individual salesman.
The report for each salesman will list the invoices that generated
commissions, with the invoice date, customer number, name, rental
amount, sale amount, sale cost, and profit on the sale.
The Rental commission amount, Sales commission amount, and the
total earned are also printed.
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.
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.
The invoices included in the report output are restricted by
division according to the Divisional
Restricted Views assigned to the operator.
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 are:
-
- FROM DATE
- Accept the start date last used in Summarize For Inventory Reports By Period, or
enter the preferred start date for the commissions report.
- TO DATE
- Accept the ending date last used in Summarize For Inventory Reports By Period, or
enter the preferred end date for the commissions report.
DATE TO USE
- Select one of the following date options:
- Select Invoice Date to use the Invoice date for the date
selection of the report.
- Select Payment Date to apply the date selection using
the Payment date of the invoice.
FROM SALESMAN
- Leave this field blank to include all salesmen 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 or select an
ending salesman code from the drop-down
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.
FROM CLASS
- Leave this field blank to include all Product Classes or select
a starting class from the Product Class
Search window.
- TO CLASS
- Leave this field blank to include all Product Classes or select
an ending class from the window.
PRODUCTS TO USE
- Select one of the following product options:
- Select Rentals to include only Rental equipment in the
report.
- Select Sales to include only Sales parts in the
report.
- Select Both to include rental equipment and sales parts
in the commissions report.
PAID INVOICES ONLY
- Check this box to include only invoices that have been fully
paid, on the report.
Uncheck this box to include both paid and unpaid invoices, on the
report.
The Date Paid of the invoice prints on the
report.
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.
CALCULATE COMMISSION ON
- Select one of the following commission calculation options:
- Select Revenue to calculate the commission as a
percentage of the revenue amount, as printed in the Profit On
Sale column.
- Select Selling Price to calculate the commission as a
percentage of the Sale Amount from the invoice.
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?
- A printer can be confirmed or re-selected from the Printer
option located on the menu bar at the top of the screen.
Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: RSID38