Exact Globe+

Generating royalties report for sales orders

Menu path

Order ➔ To be processed ➔ Commission invoice ➔ Royalties

Introduction

Royalties are usage-based payments made by one party (the licensee) to another (the licensor) for ongoing use of an asset, mainly intellectual property right. This screen allows you to search for all the assigned and unassigned royalties. The report generated also allows you to obtain an overview of all the completed sales orders and royalties, which can be assigned by applying item rules to the sales orders.

Note: This screen is available only if you have E-Commission invoices included in your license.

Fields

You can filter the sales orders that you want to display by defining your search criteria and clicking Display. The sales orders that match the search criteria you have defined are displayed. A list of options will be displayed if you click at Rule and Selection code. From the list, make your selection and click Select.

General section

Warehouse

Select the warehouse of the sales orders that you want to display.

Sales order date

Type or select the start date and end date to display sales orders that are created within that period. By default, the All check box is selected. This means all completed sales orders will be displayed.

Note: Typing or selecting only the start date will display sales orders that are fulfilled on and after the selected date. Typing or selecting only the end date will display sales orders that are fulfilled on and before the selected date.

Item

Type or select the item code or item code range of the item rules to display sales orders with the selected item rule. You can also select the All check box to display sales orders with any item rules. By default, the All check box is selected.

Selection code

Type or select the selection code of the sales orders that you want to display.

Show

There are three options available. Select Not assigned to view all the completed sales orders that have not been assigned item rules, select Assigned to view all the completed sales orders that have been assigned item rules, or select All to view all the completed sales orders that have been assigned item rules and all the sales orders that have not been assigned item rules.

Sales order lines section

Assortments

Click this and select the assortment(s) to display sales orders with item(s) linked to the selected assortment(s). “In use” and a green check mark will be displayed once one or more assortments are selected.

Note: To select more than one assortment, hold down CTRL and click the assortments that you want. Alternatively, hold down SHIFT and click to select all assortments between the two selected ones.

Buttons

Display

Click this to view the report of the sales orders based on the defined search criteria. For more information, see Royalties report for sales orders.

Close

Click this to exit.