Exact Globe

Generating performance reports for sales commissions

Menu path

Invoice ➔ Reports ➔ Sales commissions ➔ Commission report

Note: This menu path is available only if you select the Use sales commission check box under the Sales commissions section in Order settings or Invoice settings. For more information, see Order settings or Invoice settings.

Introduction

In this screen, you can generate detailed or summarized performance reports for sales commissions by a combination of sales employees, classification, debtors, territories, and item assortments in the Microsoft Excel format.

What version are you using?

The information in this document is applicable to product update 421 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I generate performance reports for the sales commissions?

In the Invoice > Reports > Sales commissions > Commission report screen, define the search criteria.
Click Excel.

Fields

You can filter the invoices that you want to list by defining one or more of the following criteria and clicking Display. The invoices that match the defined criteria are then listed. A list of options will be displayed if you click at Sales employee, Debtor, Classification, and Territory. From the list, make your selection and click Select.

Layout section

Display

Select Summary or Details to generate a summarized or detailed report, respectively.

Group by

Select one of the following options to display the report by the corresponding grouping. The options available depend on the commission method selected at Commission method under the Sales commissions section in Order settings or Invoice settings.

Options	Commission methods
Options	Margin	Total sales amount	Item percent/ amount
Sales employee/Debtor — By default, this option is selected. Selecting this option will group the report by sales employees and debtors.
Sales employee/Classification — Selecting this option will group the report by sales employees and classifications.
Sales employee/Item assortment — Selecting this option will group the report by sales employees and assortments. Once selected, it is mandatory to select an assortment at Item assortment in the Item section.
Sales employee/Territory — Selecting this option will group the report by sales employees and territories.
Territory/Debtor — Selecting this option will group the report by territories and debtors.
Territory/Sales employee — Selecting this option will group the report by territories and sales employees.
Classification/Debtor — Selecting this option will group the report by classifications and debtors.
Item assortment — Selecting this option will group the report by assortments. Once selected, it is mandatory to select an assortment at Item assortment in the Item section.

General section

Invoice date

Type or select an invoice date or a range of invoice dates to generate a report for invoices with the selected invoice date(s). Select the All check box to generate a report for invoices with any invoice date.

Sales employee

Type or select a sales employee or a range of sales employees to generate a report for invoices linked to the selected sales employee(s). Select the All check box to generate a report for invoices linked to any sales employee.

Note: A resource is considered as a sales employee if he is an employee, a contractor, student, temporary employee, or partner of an organization, who has been assigned with the Representative role, and is currently active. For more information, see Creating and maintaining entries for people and Overview of roles.

Debtor section

Debtor

Type or select a debtor or a range of debtors to filter the report by the selected debtor(s). Select the All check box if you do not wish to filter the report by debtors.

Classification

Type or select a classification or a range of classifications to filter the report by the order debtors linked to the selected classification(s). Select the All check box if you do not want to filter the report by classifications.

Note: This is available only if you have selected Margin or Total sales amount at Commission method under the Sales commissions section in Order settings or Invoice settings.

Territory

At Territory, type or select a territory or a range of territories to filter the report by the debtors linked to the selected territory(ies). Select the All check box if you do not want to filter the invoices by territories.

Item section

Item assortment

Select an item assortment in the first box and the assortment under the item assortment in the second box to filter the report by the items linked to the selected assortment. It is mandatory to select an item assortment if you have selected Sales employee/Item assortment or Item assortment at Group by under the Layout section.

Note: This section is available only if you have selected Item percent/amount at Commission method under the Sales commissions section in Order settings or Invoice settings. The number of item assortments displayed depends on the item assortments defined at Inventory ➔ Items ➔ Assortments. For more information, see Creating and maintaining assortments. For example, if you have defined three item assortments, three assortment boxes will be displayed. You can define up to 10 item assortments.