Use the Pooled Commission Report to calculate individual commissions for each salesperson who is part of a commission pool. Pooled commission plans are set up in Commission Plan Maintenance.
To run the Pooled Commission Report:
From the Orders > Reports > Commission Reports menu, select Pooled Commission Report to display the Pooled Commission Report screen.
Note: If prompted, log on to the character-based system.
In the Br/Tr/All field, enter the branch or territory for which you want to generate the report. Enter ALL to generate reports for all branches and territories.
In the Start Date and End Date fields, press F10 and specify the desired calendar date range.
In the Detail/Summary field, press F10 and specify whether you want to run a detailed or summarized version of the report.
In the Invoiced/Paid field, press F10 and specify whether you want to report on commissions for orders that have been invoiced, or orders that have been paid.
In the Sort by Price Branch (Y/N) field, enter Y or N to specify whether you want to sort by price branch. The default is Y.
In the Secondary Sort field, press F10 and specify one of the following: Plan by Writer, Plan by In Salesperson, or Plan by Out Salesperson.
Note: Your company's sort options may be different than these defaults, depending on what your commission plans are named.
In the Pooled Commission Plan Override field, press F10 and choose the commission plan you want to report on.
In the Directs (Include/Exclude/Only) field, specify whether the report should include directs, exclude directs, or include only directs.
Note: When using the Multi hot key to run the report for multiple commission plans, keep in mind that the Secondary Sort option you select in the main screen will dictate which commission plans you can choose. If you include commission plans that contain multiple types of employees (such as inside and outside salespeople) and then select a Secondary Sort option such as "Plan by In Salesperson," the sort will only work for inside salespeople.
See Also: