Accounting-File-Sales Commission-Print Commissions
Before running the payroll, this report should be run. Doing so allows printing the commission information for viewing prior to actually marking commission records as paid. This report can be run as many times as desired without affecting the records.
Only records with an 'UNPAID' status (Commission Paid field is blank) will appear on the pre-commission report. After the Print and Post Commissions has been completed, the records are marked as paid and will not print the next time the Print Commissions report is produced.
For example:
· 5 Orders with a May 30 delivery date are job costed for Tom Salesman.
· Print Commissions report shows all five orders as 'Unpaid.'
· Print and Post Commissions is completed, marking orders as 'Paid.'
· The next week, 10 orders with a June 5 delivery date are job costed for Tom Salesman.
· Print and Post Commissions is NOT completed.
· The next week, 8 orders with a June 14 delivery date are job costed for Tom Salesman.
· Print Commissions report (with an ending delivery date of June 30) shows 18 orders with a status of 'Unpaid.' It does not show the first five orders already marked as 'Paid.'
Ending Delivery Date
This refers to the job cost delivery date.
Ending Invoice Paid Date
If the pay type for the commission is set as Delivered and Paid, this date is the date of the customer's
payment.
Commission Date to Post
This field applies to Print and Post Commissions only.
Sort Details by
Select either Invoice number order or Customer Name Order.
Summary Report Only
Click this box to print totals only.
Line Commission Report
Click in this box if the system is set to pay Line Commissions.
Show Gross Profit Percent
Click in this box to print gross profit percent on the report.
Print by Billing Group
An option was added in version 10.6 for commissions on partial billing groups. Checking this option will include only orders in billing groups which have been completely billed. Commissions will not be reported if the Pay Commissions on Partials switch in Order Entry-Utilities-Commissions-Parameter Switches is not selected.
With this selected the option to Group Details by Salesman or Billing Group is available.
Subtotal each invoice on Line Commissions
Must check Line Commission report for this option to be valid.
Print Breakdown of line Commissions
Must check Line Commission report for this option to be valid.
This option gives a breakdown after each salesperson showing the total line commission at each percentage.
Print zero-percent Line Commissions
Must check Line Commission report for this option to be valid.
Print Gross Profit Amount
Click in this box to print the gross profit dollar amount on the report.
Output to CSV file
Click in this box to create a text file that can be used in other software applications such as Excel, etc. The default file name is SALESCOM.CSV, but this can be changed; however, keep the CSV extension so that other programs can recognize the file format.
Page Breaks
Print Preview
Click in this box to view the report on the screen before printing.
Print Ship To
Click in this box to print the Ship to Name on the report. This will also print the store codes on the reports.
Selecting a Sales Rep
The report can be printed for a single sales representative by single-clicking on the name that appears in the right-hand column. The report can also be printed for all sales representatives by clicking on the Tag All button.
Extra Sales People/Extra Sales People Roles
These are set in Order Entry- Utilities-Commissions- Additional Commissions, for adding commissions to a specific order. Choose the role in this column, and the extra salespeople with this role will be available in the middle column.
Days to Pay
This is compared to the delivery (job cost) date. If the customer order was paid before the order was job costed this number could be negative.
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