Generating historical reports for sales commission payments
Menu path
Invoice ➔ Reports
➔ Sales
commissions ➔
Commission history
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 reports on the history of
the payment of sales commissions to sales employees.
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 the historical report for the sales commission payments?
-
In the Invoices > Reports > Sales
commissions > Commission history screen, define the search criteria.
-
Click Display. For more information, see Historical report for sales commission payments.
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 and Debtor.
From the list, make your selection and click Select.
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
want to filter the report by debtors.
Sales commission section
Completed
Select Yes or No to include or exclude,
respectively, the completed sales commissions from the report. Select All
to include both completed and incomplete sales commissions in the report.
Buttons
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
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Document ID: |
18.767.891 |
| Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
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