Commission Report (SAR330)

Using reports

Use the Commission Report to print a listing of commission information to determine which invoices have commissions eligible for payment.

Commissions can be based on the percentage assigned to the salesperson, customer or item and is set up in the SM Company Control F/M. Commissions are then calculated based on sales or gross margin depending on the flag set in the SA Static Control F/M.

Through the Flag Commissions for Payment program, you can flag which invoices have been paid by customers and then choose to print paid and/or unpaid invoices on the report. The optional update removes only printed invoices with the status of paid.

Report information includes:

Summary: salesperson number and name, customer number and name, invoice number, invoice date, branch, sales dollars, commission %, commission $, status (pay or hold) and costing information (optional) (cost, gross margin $ and gross margin %).
Detail: summary information and breaks down each invoice and prints all information for each line-item including quantity and price.

Pay and hold totals are included by customer (optional), salesperson and report.

The total number of salespeople listed is also included.

FACTS Report formatter and multiple output options

This report has access to the FACTS Report Formatter and Multiple Output option. The Multiple Output option allows you to print to more than one output for each instance of a report. For example, a report can print to Excel, the viewer, and to a printer all in one print run. To access the multiple output feature simply choose the Multiple option from the Print Options screen. The FACTS Report Formatter allows you to expand your reporting capabilities beyond defining a printer (in Printer F/M). To access the FACTS Report Formatter, select Custom Report Layout> Customize Report from the menu bar.