Developmental Salesman Commission Report

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 Mature report includes invoice detail for all invoices dated within the captured period date range, regardless of being fully paid or not.

• 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:

  CP = current period, which is the date range defined in the capture
  PP = previous period, which is the current period as of one year ago
  CY = current year, which is always Jan 1 to end of current period
  PY = previous year, which is Jan 1 one year ago to end of period one year ago
  LY = last year, which is Jan 1 to Dec 31 of previous full year

  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:

SALESMAN, "ALL" OR "SEL"

Select one of the following salesman filters:

• Type ALL to include all Salesmen as setup in Salesman Codes.
• Enter a single specific Set code for the report, or select one from the Salesman Code Search window.
• Type SEL to select several Salesman codes to include in the report, as outlined in Select Salesman Codes.

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.

CALCULATION METHOD

Select one of the following reporting options:

• Select Mature to list all paid and unpaid invoices dated 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.

• 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.

  DAYS UPDAID

  The number of unpaid days used to calculate the date eligibility of old invoices is displayed for reference, as defined in the Calculate Commission Information.

LAST CAPTURE

These dates are displayed for reference to show the dates the last time the Calculate Commission Information was run:

CAPTURE DATE

This is the date the last capture was actual run.

FROM DATE

This is beginning date of the capture period for the data that will be reflected in the output.

TO DATE

This is ending date of the period captured for the data that will be reflected in the output.

Finished?

Click ACCEPT to generate the spreadsheet or CANCEL to abort.

ACTIONS:
Additional actions provided by buttons on the Developmental Salesman Commission Report selection screen include:

• Capture the Data for the Report:
  To speed up the reporting process, click the CAPTURE button to define the dates for the period in the Calculate Commission Information before running the Developmental Salesman Commission Report.