This report lists the invoices issued by each salesman, for the
time period requested.
The report may be produced for one or several salesmen, and for all
or selected Product Classes. A separate page prints for each
salesman, to maintain confidentiality between the salesmen.
The product description printed on the detailed report reflects the
product description from the invoice, which is not always the same
as the current primary description in the product file.
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 divisions included in the report output are restricted by 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.
A separate subtotal is printed for each of the following:
Rentals, Sales, Disposals (rental equipment sold), and
Services.
The Cost, List and Gross Margin appear for each item on the
invoice, so that the appropriate commission may be determined for
each salesman.
The Business Source prints on the
spreadsheet output of the Salesman Commission Report when
the invoice detail is printed, along with the date account opened
and the date of re-engagement where applicable, are also
listed.
The report may be printed by Product Class or by Invoice # and in summary or product detail.
The prompts are:
Check this box to include services in the commissions
report.
Damage Waiver is always included in the Services.
Note: Only the services flagged in Service Codes as Service is Commissionable will be included in the output.
Check this box to sort the report by Product Class and select a Report Type.
Select Detail to generate the detailed report listing each product #, description, invoice #, invoice date, quantity, total price, total cost, gross profit and margin %. It has the same subtotals as the Summary format. A new page begins with each salesman for privacy.
Check this box to sort the report by Invoice and select a Report Type.
Select Detail to generate the detailed report listing
each product #, description, invoice #, invoice date, quantity,
total price, total cost, gross profit, margin % and invoice
division.
The report output includes the same subtotals as the Summary
format, and prints each salesman on a new page begins for
privacy.
Select Customer to use the Salesman code as assigned to the customer in Customer Information regardless of the salesman on the invoice.
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.
When both the Print by Class and the Print by Invoice options are selected, two separate "Sheets" are generated on the same spreadsheet document.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |