Salesman Commission Report

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:

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 DATE

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

TO DATE

Accept the last day of the current month or enter the preferred end date for the commissions report.

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 listing only one line per class with subtotals on Rentals, Sales, Disposals and Services. Each salesman begins on a new page.

• 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.

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 per invoice with subtotals on Rentals, Sales, Disposals and Services. Each salesman begins on a new page.

• 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.

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.

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.

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 both the Print by Class and the Print by Invoice options are selected, two separate "Sheets" are generated on the same spreadsheet document.

Finished?

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