Printing Commission Reports
Reports may be printed from the Commissions Processing process.
To print a sales rep/broker Commission Processing Summary report:
1. From the commission processing summary screen, press F3 to print the commission summary report.
2. Command options will appear allowing you to print or choose from a set of other print options.
The following information will print:
- ID – The sales rep or broker ID code
- Sales Rep/Broker – The sales rep or broker name
- Weight – The total weight of all items sold
- Dollars – The total dollar amount of all items sold
- Cost – The total cost of all the items sold
- Commission – The total commission to be paid to the sales rep or broker, in dollars, for all the items sold
- Accrual – The commission which has been earned but not yet paid.
To print an Accrual Report
1. Follow Step#1 - #4 in Using Commission Processing - Running Commission Processing.
2. Command options will appear; select Print(X).
3. Command options will appear:
- Accrual Report – Select Accrual Report to print the Accrual Report
- Regular Reports(X) – Select Regular Reports(X) to print the reports for sales commissions payable and the sales commission accrued.
Select Accrual Report.
4. The following message will display: "Subtotal by Order? No/Yes."
- Select no if you do not want the report to include subtotals by order.
- Select yes if you want the report to include subtotals by order.
Select whether the report will include subtotals by order.
5. Command options will appear allowing you to print or choose from a set of other print options.
The following information will print:
- Tx – The type of transaction:
- Date – The date of the transaction
- Cust – The customer ID code
- Ref – The transaction number
- Item – The item sold or transaction description
- Weight – The total weight of the item sold
- Sales Dollars – The total dollar amount of the item sold
- Commis – The total commission paid to the sales rep or broker, in dollars, for the items sold
- Accrued Commis – The amount of the sales rep or broker commission price exception
- Variance – The commission amount minus the commission type price exception
- Rate – The commission rate, in percent or dollars per invoicing unit of measure
- Gross Profit – The gross profit of the sales
- Com Typ – The commission type.
To print a Regular Report
1. Follow Step#1 - #4 in Using Commission Processing - Running Commission Processing.
2. Command options will appear; select Print(X).
3. Command options will appear:
- Accrual Report – Select Accrual Report to print the Accrual Report
- Regular Reports(X) – Select Regular Reports(X) to print the reports for sales commissions payable and the sales commission accrued.
Select Regular Reports(X).
4. The following message will display: "Subtotal by Order? No/Yes."
- Select no if you do not want the report to include subtotals by order.
- Select yes if you want the report to include subtotals by order.
Select whether the report will include subtotals by order.
5. Command options will appear allowing you to print or choose from a set of other print options.
Two reports will print – a payables report followed by an accrual report. The following information will print:
Payables Report
- Tx – The transaction type:
- Date – The date of the transaction
- Cust – The customer ID code
- Cust PO # – The customer purchase order number for the sales order or credit order
- Ref – The transaction number
- Item – The item sold or transaction description
- Weight – The total weight of the item sold
- Sales Dollars – The total dollar amount of the item sold
- Commis – The total commission paid to the sales rep or broker, in dollars, for the item sold
- Rate – The commission rate, in percent or dollars, per invoicing unit of measure
- Cost – The cost of items sold
- Gross Profit – The gross profit
- Days Paid – The number of days it took for the invoice balance to become fully paid
- Com Type – The commission type
- XX Totals – Totals for weight, sales dollars, commission, cost, and gross profit will display for the sales rep or broker
- The journal entry associated with the commissions payable
Accrual Report
- Tx – The transaction type:
- Date – The date of the transaction
- Cust – The customer ID code
- Customer PO # – The customer purchase order number for the sales order or credit order
- Ref – The transaction number
- Item – The item sold or transaction description
- Weight – The total weight of the item sold
- Sales Dollars – The total dollar amount of the item sold
- Commis – The total commission paid to the sales rep or broker, in dollars, for the item sold.
- Rate – The commission rate, in percent or dollars per invoicing unit of measure
- Cost – The cost of items sold
- Gross Profit – The gross profit
- Days Paid – The number of days it took for the invoice balance to become fully paid
- Com Typ – The commission type
- XX Totals – Totals for weight, sales dollars, commission, cost, and gross profit will display for the sales rep or broker
- The suggested journal entry for the commissions accrued.
For more information on Commission Processing, see Commission Processing.
Security Required : Payables - Commissions