Commissions 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:

• Select Invoice to generate the commission report for the Salesman code assigned to each product detail on the posted Invoice.
  Note: Generally this will be the same as the Salesman on the invoice header, but the product detail can be re-assigned to a different Salesman using Change Sales History Salesman if required to give the correct salesman the commission.

• 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.

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.