SM Commission Report overview
Function acronym: SMRC
Run this report for current or previously reported commissions by sales representative, invoice, or product detail. It can also be run for a specific invoice date. After the actual commission amount is calculated, it is stored in the Sales Commission Setup and Sales Salesrep Setup records.
With this report, you can print only or use the option to update commissions.
Commissions are only paid on these types of orders: Stock Order (SO), Direct Order (DO), Counter Sale (CS), Return Merchandise (commissions are reversed), Blanket Release (commissions are paid after invoice processing), or Correction Order (commissions are adjusted based on settings in Sales Commission Setup).
If the Commissions Type assigned in Sales Salesrep Setup is based on margin, the cost used in calculating the commission amount is determined by the Calc Commissions From option in . This is the only commission calculation using cost.
This report pays commissions according to the parameters set up in Sales Commission Setup. The commission type, set up in PD Pricing Setup- Customer Pricing, determines the commission plan used when you run this report in update mode.
If there is no commission type in PD Pricing Setup-Customer Pricing, the commission type in Sales Salesrep Setup is used. If no commission type is specified in either PD Setup Pricing Customer Pricing or Sales Salesrep Setup, commissions are paid only when the commission type is specified in Sales Maintain Commission Entry before you run this report in update mode.
There can be multiple commission types per order for different line items on the order, if both a PD Pricing Setup-Customer Pricing and an Sales Salesrep Setup record exist for each type.
If no Sales Commission Setup record exists for the commission type and sales representative you are paying, but a matching Sales Commission Setup record exists with a matching commission type and a blank Salesrep field, this record is updated when you run this report in update mode.
If any of these conditions apply to any lines on an order, commissions are not paid and the line does not print on this report:
- Commission Type in Sales Commission Setup is based on a quota percentage and a Sales Salesrep Setuprecord does not exist.
- Commission Type in Sales Commission Setup is based on a quota percentage and the Sales Salesrep Setup record quota figures total zero (0) for the period fields you are using
- Sales Commission Setup record does not exist with either a commission type and sales representative match or a commission type with a blank Salesrep field.
- No Sales Salesrep Setup record exists for the sales representative.
Manufacturer Rep orders
You can run this report to include regular sales orders, Manufacturer Rep orders, or both. You must have implemented Manufacturer Rep sales order processing to create Manufacturer Rep orders.
Typically, salesreps are paid commission on Manufacturer Rep orders based on the Earned Commission amount. This differs from how salesreps are paid on regular sales orders—by the sales amount on each order line. The commission calculation type for Manufacturer Rep orders is defined in the Calculate Sales Rep Commission From field on the Customer Setup-Ordering record you create for the manufacturer vendor and is stored on the sales order header. (It can be overridden during order entry.) The commission calculation type is stored as either blank for Earned Commission, or “S” for Sales Amount and is used when you run Sales Manager Commission Report for Manufacturer Rep orders to calculate the proper commission. If the type is blank, commission is calculated using the earned commission on the line. This is the amount of total commission your company was paid. Your salesrep(s) can be paid a percentage of this total commission. For example, your company received 20% of a sale made with the manufacturer vendor, and your outside salesrep earns 2% of that commission. You can define a specific inside and outside salesrep for each manufacturer customer in Customer Setup. The inside and outside salesrep commission rates are applied according to the existing Sales Commission Setup rates based on salesrep and commission target type.
If the commission calculation type is “S”, commission is calculated based on the sales amount of the line. For example, the line total on an order is $100.00. Your inside salesrep is paid 1% and your outside salesrep is paid 2%, for a total commission payment on the sale of $3.00.
The total commission paid on Manufacturer Rep orders are noted with “Manufacturer Order” in the Total Commission for Invoice# line when you print this report by Product Details. In addition, “EC” is printed next to the Calculated On amount to indicate Earned Commission when commission is calculated based on the commission amount for the lines, not each line amount.
If you print the report by Invoice Detail, “Manufacturer” is noted in the Type column for each invoice for a Manufacture Rep order.