SM Commission Report ranges and options

Ranges

See Ranges.

Options

(S)alesrep, (I)nvoice, or (P)roduct Detail

Specify (S)alesrep to print only the total commissions earned by the sales representative for orders that have been invoice processed during the specified time frame. The commission is calculated for each line item on each invoice and totaled to produce one total per sales representative.

Specify (I)nvoice to print the commissions earned by the sales representative for each order that has been invoice processed during the specified time frame. The commissions are calculated for each line item and totaled to produce one total per invoice.

Specify (P)roduct Detail to print the commissions earned by the sales representative for each line item on an invoice processed during the specified time frame. Selecting this option may produce a very lengthy report if your ranges are left open.

Print (C)urrent, (P)revious or (N)one

This option allows you to choose what prints or does not print on the report.

Specify (C)urrent to print unpaid commissions earned within the specified ranges.

Specify (P)revious to reprint commissions that have previously been updated.

These options are ignored if you set this option to (P)revious: Update Commissions and Report on Cash Basis. You cannot update previously paid commissions.

Specify (N)one to update Sales Commission Setup and SM Salesrep Totals Setup without printing the report.

Update Commissions? (excluding previous)

Select Yes to update Sales Commission Setup, SM Salesrep Totals Setup, and Sales Order Entry line item totals. Select No to print the report without updating any totals. If you are running this report for previously paid commissions, this option is ignored.

If this option is set to No and the Print option is set to (N)one, this message is displayed:

Neither Updating nor Printing was Selected - Please check Parameters

Report On Cash Basis

Select No to include both Stage 4 (Invoiced) and Stage 5 (Paid) invoices. Select Yes to include, within the ranges specified, invoices paid in full, as well as individual line items that have been manually paid on invoices with outstanding balances due. If the report is run in update mode, the lines are listed as paid.

If you are updating commissions, the Cash or Accrual option in SA Administrator Options-Sales History-Rebate/Basis is used to determine which invoices are processed, and this option is ignored.

Subtract Vendor Rebates From Cost?

The SM Commission Report is the only Sales Manager function that does not honor the Subtract Vendor Rebate from Cost option in SA Administrator Options-Sales History-Rebate/Basis. You must specify in this option whether to have vendor rebates subtracted from cost and, therefore, considered in commission calculations.

Select Yes and the amount of any vendor rebate on an invoice is subtracted from the product cost before the commission is calculated. This includes both line-based and header-based commissions.

Select No and vendor rebates are not subtracted from costs before commissions are calculated.