Commission Report By Payment

This report is similar to Salesman Commission Report except that the invoices must be paid before they appear on the report, and a separate optional report can list the unpaid invoices.

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 report lists the Paid invoices issued by each salesman.
The selection parameter filters offers the choice to include all invoices paid within the payment date range, or to specify an invoice date range selection as well as the payment date range.
Produce the report for one or several salesmen, and for all or selected Product Classes.
Using the report output option, a separate page with totals prints for each salesman to maintain confidentiality between the salesmen.

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 report may be printed by Product Class or by Invoice #, in summary or detail.

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.

The prompts are:

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 list.

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.

FROM PAYMENT DATE

Accept the first day of the current month, or enter a preferred start date for the payment date range to apply to the commissions report.

TO PAYMENT DATE

Accept the last day of the current month, or enter the preferred end date for the payment range.

CHECK INVOICE DATE ON PAID INVOICES

Uncheck this box to include all invoices paid in the Payment From/To date range, regardless of the date of the invoice itself.

Check this box to only include invoices paid in the Payment From/To date range, and with an invoice date that falls within the defined Invoice From/To date range, as follows:

FROM INVOICE DATE

Accept the first day of the current month or enter a preferred start date for the invoice date range for the commissions report.

TO INVOICE DATE

Accept the last day of the current month or enter the preferred end date for the invoice range.

INCLUDE RENTALS

Uncheck this box to exclude rental information in the report
Check this box to include equipment rentals in the commissions report.

INCLUDE SALES

Uncheck this box to exclude sales information in the report.
Check this box to include product sales in the commissions report.

INCLUDE DISPOSALS

Uncheck this box to exclude disposal information in the report.
Check this box to include sales of rental equipment in the commissions report.

INCLUDE SERVICES

Uncheck this box to exclude services in the report.

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.

PRINT BY PRODUCT CLASS

Uncheck this box if the report does not need to be sorted by Product Class.

Check this box to sort the report by Product Class and select a Report Type.

REPORT TYPE

Select one of the following reporting options:

• Select Summary to generate the summarized report by Product Class with totals for Rentals, Sales, Disposals and Services.

• Select Detail to generate the detailed report listing each product #, description, invoice #, invoice date, quantity, total price, total cost, gross profit and margin %.
  The subtotals are supplied on the Print report output option.

PRINT BY INVOICE

Uncheck this box if the report does not need to be sorted by Invoice.

Check this box to sort the report by Invoice and select a Report Type.

REPORT TYPE

Select one of the following reporting options:

• Select Summary to generate the summarized report by invoice with totals on Rentals, Sales, Disposals and Services.

• Select Detail to generate the detailed report listing each product #, description, invoice #, invoice date, quantity, total price, total cost, gross profit and margin %.
  The subtotals are supplied on the Print report output option.

PRINT REPORT OF EXCLUDED UNPAID INVOICES

The output for paid invoices is always generated.

Check this box to generate a second report listing the unpaid invoices in the selected date range.
Uncheck this box to suppress the unpaid invoices report.

SALESMAN TO USE

Select one of the following salesman source options:

• Select Invoice to generate the commission report for the Salesman code assigned on the header information on the Invoice document.
  Note: If required, the Salesman code can be corrected on posted invoices in Change Salesman in Invoice History.

• Select Customer to use the Salesman code as assigned to the customer in Customer Information regardless of the salesman on the invoice header or detail.

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.

PRINT REPORT TOTAL ON NEW PAGE

This option only applies to the Print output option, as report totals do not print on the spreadsheet.

Check this box to print the final report totals on a new page.
Uncheck this box if a separate page is not required for totals.

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.

When the Print by Class, the Print by Invoice and/or Excluded Unpaid Invoices reports are selected, the resulting reports are output to separate "Sheets" on the same spreadsheet document.

Information for each salesman begins on a new page when the output is generated to a document or printer using the Print option.
This paging by salesman feature does not apply to Excel spreadsheet output.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.