Master Records > Salesperson > Salesperson Reports

The Commissionable Sales Report function allows you to generate a report that provides information on sales that you have identified to be subjected to commissions.

The report can be used to calculate and review sales commissions.

Note: You can choose how the system tracks the sales subject to commissions in the General Information page of the AR Module Setup or SO Module Setup function.

To print a Commissionable Sales Report, perform the following steps:

1.Access the Commissionable Sales Report function from the Reports group under the Reports main menu in the Accounts Receivable module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the desired report filters. You may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.

6.Select which of the following you want to use as basis for the commissionable sales calculation:

•If the commission is set to be based on Inventory, perform the following:

oCommission Based on Net Ext Price

Mark this checkbox if you want to base the commissionable sales on the invoice line item’s net extended price.

oCommission Based on Payment

Mark this checkbox if you want to base the commissionable sales on the paid invoice amount.

oCommission Based on Profit Margin

Mark this checkbox if you want to base the commissionable sales on the invoice line item’s profit margin.

•If the commission is set to be based on sales order/invoice, perform the following:

oCommissionable Based on Invoice Subtotal

Mark this checkbox if you want to base the commissionable sales on the invoice subtotal amount.

oCommissionable Based on Gross Profit

Mark this checkbox if you want to base the commissionable sales on the gross profit per invoice, which is calculated by deducting from the invoice subtotal amount the extended item cost of all line items and adjusted for the freight amount if the Include Freight in Commission checkbox is selected.

7.If applicable, mark any or all of the following checkboxes:

oInclude Freight in Commission

This checkbox appears only when the commission is set to be based on SO/Invoice rather than on inventory. Mark this checkbox if you want to add the freight amount to the commissionable amount.

oInclude Adjustment in Commission

This checkbox appears only when the commission is set to be based on SO/Invoice rather than on inventory. Mark this checkbox if you want to add the invoice adjustment to the commissionable amount.

oInclude Freight in Invoice Total

This checkbox appears only if the commission is set to be based on SO/Invoice rather than on inventory. Mark this checkbox if you want to include the freight amount in the invoice total shown on the report.

oInclude Sales tax in Invoice Total

This checkbox appears only if the commission is set to be based on SO/Invoice rather than on inventory. Mark this checkbox if you want to include the sales tax amount in the invoice total shown on the report.

oInclude Adjustment in Invoice Total

This checkbox appears only when the commission is set to be based on SO/Invoice rather than on inventory. Mark this checkbox if you want the invoice adjustment to be added to the invoice total amount.

oShow Upsell Line Items Only

This checkbox appears only if the commission is set to be based on inventory rather than on SO/Invoice. Mark this checkbox if you want to display in the report only the commissionable line items that are included in the invoice as upsell items.

oShow Extended Cost

Mark this checkbox if you want to display in the report the extended item cost.

8.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Commissionable Sales Report function also provides you with flexibility to perform the following:

•Set up user-defined configuration macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oSalesperson #

AccountMate displays the Salesperson Profile when you double-click the salesperson number in the report.

oCustomer #

AccountMate displays the Customer Profile when you double-click the customer number in the report.

oItem #

AccountMate displays the Item Profile when you double-click the item number in the report.

oInvoice #

AccountMate displays the Invoice document when you double-click the invoice number in the report.

Commissionable Sales Report

Commissionable Sales Report

See Also