Providers Earnings Report

Full Order Entry Reports User Guide

Order Entry>Reports>Provider Earnings

This selection allows performing the Print and Post routine for Provider records that have been entered on customer orders. Two distinct steps are required to pay service providers. 

Step One-Print

First, select  Preliminary Print.  Only records that are unpaid will show up on this report.  You may wish to run this report prior to doing payroll to make sure that all of the installers' charges have been posted. This report can be run as often as desired without affecting the status of each record. 

Select a combination of the available fields to specify a variety of framing parameters.  For example, you can print & post for a single provider or for all providers by clicking on the down arrow to the right of the Provider name field.  Additionally, you can specify date ranges that maybe correspond to the payment cycles.

Step Two-Post

The second step is where you tell the system that the records appearing on the Preliminary Report should be marked as paid.  This is referred to as the FINAL PRINT & POST routine. 

Doing this will produce a report that contains the same information as selection Preliminary Print and in addition, marks all unpaid records as "paid."  They will not show on any subsequent earnings reports. 

These figures are not automatically posted to the payroll file.  That must be done manually when preparing payroll or when writing accounts payable checks.

Un-posting Provider Records

Select UNPOST.

This section allows earnings to be Un-posted by the date paid that was entered when the Print & Post routine was done.  Go to http://www.rfms.com/ for an access code.