The Commissions Report sums all gross profit dollars on items on orders for the respective salesperson, by commission group, within the tiered date range. The resulting gross profit dollars are compared with the assigned commission plan to calculate the commission percentage for the salesperson and the resulting commission dollars.
For tier date functionality to be available for a commission plan, the Pay Commissions On option must be set to "All" in Commission Plan Maintenance.
The tier date range is separate from the pay commission date range. The tier date calculates which tier the commission is paid from. The pay commission date range calculates the base commission amount. For example, the tier date range is Year-to-Date (January 1st through July 31st) and the current pay commissions date range is April 1st through June 30th (quarterly). You can enter actual dates or define variable dates for date ranges. This allows you to configure the Commissions Report to run quarterly, for example, while the tier date is set Year-To-Date.
Note: Sales order entry does not validate whether commission groups are assigned to products. You must configure and run a Report Writer report prior to running the Commissions Report to identify any products that do not have a commission group assigned.
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Important: The Commissions Report respects overrides on the Salesperson Split Commission Percentage screen. The Recalculating Salesman G/L Postings phantom routine ignores overrides on the Salesperson Split Commission Percentage screen. |
To report on tier date by commission group:
Create a commission plan where the Pay Commissions On field is set to "All."
Access the Commissions Report screen from one of the following paths:
From the Reports > End of Month Reports > Salesperson & Writer Reports menu, select Commissions.
From the Orders > Reports > Commissions Report, menu, select Commissions Report.
Complete the fields as described in Running the Commissions Report.
In the Tier Date area enter actual dates or define variable dates.
Press Esc to save your settings and return to the Commissions Report screen.
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