Important!
This report presents, by sales representative, the forecast of commission amounts per issue and per posting, and the total to be paid.
This prediction is based on the bills issued, as well as open sales orders.
To issue the commission forecast report:
Question | Description |
|---|---|
From Sales Representative | Select the initial code of the range of sales representative codes to be considered for the report generation. The [F3] key is available to query the Sales Representatives Registration. |
To Sales Representative | Select the final code of the range of sales representative codes to be considered for report generation. The [F3] key is available to query the Sales Representatives Registration. |
From due date | Enter the start date of the range of bill due dates to be considered for the report generation. |
To due date | Enter the end date of the range of bill due dates to be considered for the report generation. |
Which Currency | Enter the currency to issue the report. |
From Issue Date | Enter the start date of the range of bill issuance dates to be considered for the report generation. |
To Issue Date | Enter the end date of the range of bill issuance dates to be considered for the report generation. |
Zero Commission | Select "Yes" so that the sales representative's commission, when zeroed, is considered in the report generation. Otherwise, select "No". |
Consider Sales Order | Select "Yes" so that sales orders that have not yet been billed are considered in the report generation. Otherwise, select "No". Important! In the case of sales orders, the values may change since the calculation of certain taxes only takes place at the time of actual invoicing. |
Rate I. Income | Enter the income tax rate to be considered when generating the report. |
Other currencies | Select "Convert" if you want bills in other currencies to be considered, or "Do not print", so that only bills in the same currency as the report currency are displayed. |
Skip Page by Sales Rep | Select "Yes" to print one sales representative per page. Otherwise, select "No". |
Customer Name | Select "Reduced Name" to have the customer printed by the reduced name as registered, or "Company Name", to have the name be the company name. |
Consider by | Select "Original bills" to consider the information of the source bills of the renegotiated bills, or "Renegotiated Bills" to consider the information of the bills generated by some kind of negotiation. Important! When processing by the original bill, the issue date and due date ranges will consider only the bills that originated the negotiated bills, displaying them regardless of their due dates. |
Select Branches | Select "Yes" if you want to select the branches for issuing the report, or "No" so that only information from the system's current branch is considered. |
Consider Interest | Indicate whether the "Interest" value entered when generating the settlement will be considered in the calculation of the commission. |
Consider Discount | Indicate whether the "Discount" value entered when generating the settlement will be considered in the calculation of the commission. |
