to enter FIRST. Press F2 or
to search existing codes.
Use the Commission Report program to print a listing of commission information to determine which invoices have commissions eligible for payment.
Commissions may be based on the percentage assigned to the salesperson, customer or item and is set up in the SM Company Controls 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:
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.
1. Beginning Salesperson
Enter the first salesperson you want to appear on the report. Press F1 or
to enter FIRST. Press F2 or
to search existing codes.
2. Ending Salesperson
Enter the last salesperson that you want to appear on the report. Press F1 or
to enter LAST. Press F2 or
to search existing codes.
3. Branch
Enter the branch number for which you are running this report. The program defaults to the branch assigned to the terminal on which you are working. Press F3 or
to enter ALL branches. Press F2 or
to search existing branches.
4. Beginning Date
Enter the invoice date with which you want the report to begin. Press F1 or
to default to the FIRST date in the system.
5. Ending Date
Enter the invoice date with which you want the report to end. Press F1 or
to enter the LAST date in the system, i.e. the system date.
6. Include Status
Enter whether to print invoices that have been P-pay (paid) and/or H-hold (unpaid) invoices. Press F1 or
to default to both.
7. Zero Comm. Invoice
Indicate whether or not you want to include zero commission invoice information on the report. The program defaults to unselected.
8.Cost Info
Indicate whether or not you want to include cost and gross margin information on the report. This information includes cost, gross margin % and gross margin $. The program defaults to unselected.
9. Scope
Enter whether to print S-summary or D-detail information. The program defaults to S-summary. Summary information includes 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 information includes all the information that would print on a summarized report and also breaks down each invoice and prints all information for each line-item including quantity and price.
10. Check Commission Report. Do you want to remove paid invoices now? Zero-commission records will also be removed.
Verify that the information on the report is correct. To remove all the PAID invoices that appeared on the report select OK. (If you did not include the zero commission invoices on the report, the system also displays the message: "Zero-commission records will also be removed".) To cancel the update select Cancel. The program defaults to Cancel.
Viewing reports on screen (using the viewer)