Commission Report By Commission 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:

• 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.

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.