Running the Commissions Report

The Commissions Report calculates the sales commissions for all or part of your company's sales force. Totals and grand totals are calculated for each salesperson. Because each company can use the Commission Report differently, see the Commissions Report Guidelines for more details about how the report pulls data from the system.

Important: Invoices with a zero ($0.00) A/R open amount are treated the same as a blank amount on the report.

To report on collective, or pooled, commissions, use the Pooled Commission report.

Note: If you run this report frequently, you can save your selections and associate those settings with your user ID. Use the File > Save Settings option to use this feature. When you run the report again, the system displays the selections you made the last time. If there is no default or saved setting, the field is blank. For more information, see How the System Saves Settings on Reports.

For a description of the report, see What the Report Shows at the end of the topic.

To select the information for the Commissions Report:

1. Open the Commissions Report window 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.

2. Use the General tab to define the report options you want to use.

   Field / Option	Description
   Branch/Territory/All	Enter the branches or territories to include in the report.
   Commissions Profile	Select if you want to use a commissions profile and, if so, which profile to use when running the report. Using a Commissions Profile limits the report to only those users assigned that profile. The system activates the Profile field and the Commission Posting area on the Additional tab.
   Period	Select the profile dates for the commission profile to use. Using a Commission Profile and Period populates the Start Date and End Date fields in view only mode. Skip to Step 5.
   Start Date	enter the date range of invoices to include in the report. The system populates the End Date field with the date entered in the Start Date field, however, you can change the date. Both fields accept variable dating. Note: The date here complies with your selection in the Invoices field, either invoiced or paid. You can enter an actual date or variable date. When you select Unpaid, the Start Date and End Date fields are as of dates. When you select Paid, the Start Date and End Date fields act as a date range. For example, you paid invoices on 02/09/2009, and ran the report from 02/01/09 to 02/28/2009. If you selected Paid when you ran the report, the report includes invoices that were paid between the date range you entered. If you select Unpaid, the report also includes invoices that were not paid as of 02/01/2009.
   End Date
   Unbilled Freight	Select how the system handles unbilled freight charges in the gross profit calculations. Add to Cost - The system adds the unbilled freight charges to the product cost. This is the default setting. Subtract from Net - The system deducts the unbilled freight charges from the net sale amount. If you subtract unbilled freight from the net sale amount, the calculated gross profit percent may be different from that calculated by adding unbilled freight to the cost. Ignore - The system ignores unbilled freight charges.
   Select Branch	Select Shipping or Pricing to define the type of branch on which to run the report.
   Select and Secondary Sort	Specify how to select and sort the orders below the branch. Select and Sort by Field on Commissions Report Option Selects orders by... Sorts orders by... Prints in alphabetical order... In Salesperson inside salesperson commission plan the inside salesperson, followed by the subtotals for each commission plan assigned to that salesperson and a total for the salesperson. Out Salesperson outside salesperson commission plan the outside salesperson, followed by the subtotals for each commission plan assigned to that salesperson and a total for the salesperson. Writer writer commission plan the writer, followed by the subtotals for each commission plan assigned to that writer and a total for the writer. Plan by Writer commission plan writer the commission plan, followed by the subtotals for each writer assigned to that plan and a total for the plan. Plan by In Salesperson commission plan inside salesperson the commission plan, followed by the subtotals for each inside salesperson assigned to that plan and a total for the plan. Plan by Out Salesperson commission plan outside salesperson the commission plan, followed by the subtotals for each outside salesperson assigned to that plan and a total for the plan.
   Calculate Commission Based on	Select how to determine what criteria the system uses to calculate commissions. Plan Comm Base - Uses each salesperson's commission base. This is the default. GP $ - Bases calculations on gross profit dollars. Sales $ - Bases calculations on sales dollars. Net Sales $ - Bases calculations on net sales dollars. This option subtracts cash discounts allowed from the sales dollars. Note: If you select anything other than Plan Comm Base, that value overrides the value in every included commission plan's Commission Base field, normally used to calculate the commissions for the salespeople on this report.
   Commission Plan Option	Select which commission plan option to report on.
   	The field displays one of the following, depending on the setting in the Assign Commission Plan At Time Of Invoice Process control maintenance record. Invoiced is the default if the control maintenance record is set to Y, otherwise, only Salesperson and Current display as options.
   	The system calculates commissions over the defined start and end dates for one of the following: Salesperson - The report ignores all overrides and Bill-to and Ship-to plans and reports commissions based on the plan currently assigned to the salesperson or writer, depending on how you run the report. Current - The report states commissions based on the first plan it finds in the following order: Line item override. Order level override. Currently assigned ship-to plan. Currently assigned bill-to plan. Currently assigned salesperson plan. Invoiced - The report states commissions based on the first plan it finds in the following order: Line item override. Order level override. Currently assigned ship-to plan. Currently assigned bill-to plan. Currently assigned salesperson plan.
   Salesperson/Writer ID	enter the user to run the report for. Use the Multiple button to select more than one ID. You must be assigned the COMMISSIONS.USER.AUTH authorization key to run the report for other users. Note: The transactions selected for a salesperson or writer are based on the salesperson or writer identified in the header of the sales order.
   Commission Plan	Enter the commission plan ID for which to run the report. Use the Multiple button to select more than one plan.
   Forced Commission Plan Override	enter a commission plan to calculate a commission report for people who get paid according to this commission plan without being associated with individual sales orders, such as a sales manager.
   	Use the Multiple button to run the report with multiple forced commission plan overrides. Note: When you select multiple plan overrides, for each override you enter the report runs with the override respected. The report is repeated for each commission plan entered. For example, if you select two overrides, the report runs on the first override, and then subtotal. Then the report runs on the next override, and then subtotal. Grand totals display in the report for all commission plans.
   Items Over Max Collection Days	Enter one of the following to determine how the system respects the settings on the Commission % by Collection Days in Commission Maintenance: Include - Includes orders that were paid after the maximum collection days. If there is a setting on the Commission % by Collection Days screen, then the percentage paid is based on the number of days to pay. Exclude - Does not include orders that were paid after the maximum collection days. Only - Includes only orders that were paid after the maximum collection days. If there is a setting on the Commission % by Collection Days screen then the percentage paid is based on the number of days to pay.
   	This field works only with respect to invoices paid after the maximum collection days, which is set in the Customer Maintenance Additional Customer Credit Data window. Note: The Maximum Collection Day Datecontrol maintenance record tells the system to calculate the number of days it took for the customer to pay, based on invoice date or due date.
   Directs	Indicate if you want to include directs on the report. The default is Include.
   Rentals	indicate if you want to include rentals on the report. The default for rentals is Exclude. Rental rate percentages are defined in the Default Rental Gross Margin Commission Percentagecontrol maintenance record. The gross profit percentage to use for calculating commissions on rentals is defined in the Commission Base Rental GP%control maintenance record.
   Mode	Select the level of report detail: Summary - Omits individual invoice details and lifecycle information. Detail - Includes every invoice for every customer on which a commission is calculated, along with the associated commission information. More The report shows the following in detail format: Salesperson and customer. Invoice number, date, and net amount of commission sales. Commission dollars and commission percentage. Customer override percentage and commission group.
   Invoices	Select an invoice type: Invoiced - Selects and calculates commissions for both paid and unpaid invoices. Paid - Selects and calculates commissions for paid invoices. Unpaid - Selects and calculates commissions for unpaid invoices. Note: The system uses data from converted A/R invoices. The commission report selects invoices that were paid within the date range specified on the report. The system considers the following scenarios to determine if an invoice is paid: An invoice is considered paid: If it was paid in full within the date range selected on the report. Partly paid invoices are not commissionable until the date that the balance is paid in full. If payments are made within and outside of the specified date range, as long as the final payment occurs within the date range selected on the report. For an invoice that contributed to a consolidated invoice, if the consolidated invoice was paid within the selected date range. The report shows the invoices that composed the consolidated invoice and not the consolidated invoice itself. If all or part of the invoice amount is adjusted to a general ledger account that is not listed in the Exclude Postings To These Accounts control maintenance record. If only part of the invoice amount is adjusted, the remaining balance must be paid before this invoice is considered paid. If an invoice has an amount adjusted to an account listed in the Exclude Postings To These Accounts control maintenance record, the amount is considered paid.

3. Review the Additional tab options. See More Options below.

4. Select Selection > Select Criteria to include additional options on the report, such as, customer bill-to, customer type, or ship via.

5. If you are running this report multiple times, such as for different branches, use the Options > Leave Window Open selection to keep the report driver displayed after starting a report generation.

6. Set options, if needed, and generate the report.

Note: If prompted for a display cost, select Generic Cost, Cost of Goods Sold, or None.

More Options for the Commissions Report

The following scenarios can be added to your Commissions Report output:

What the Report Shows

Use the Report Column Selection, described in step 6, above to select which of the following fields to display on the report. The Commissions Report can show the following information:

See Also:

Commissions Report Guidelines

Charging Back Commissions