Sales Representative Commission Inquiry

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Purpose

View sales representative commission summary and drill down to details.

Overview

Use Sales Representative Commission Inquiry to display sales representative commission information, with drill down options for more detail.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Sales Representative Commission Inquiry window.

Show Data

Click this button to display commission information on the Results tab, based on the criteria selected on the Select tab.

Select Tab Fields and Buttons

Field or Button

Description

All (Sales Locations)

Select this check box to display commission information for all sales locations. This check box is selected by default.

Sales Location

Enter a sales location prefix for which to display commission, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All check box. For more information on sales locations, see Sales Location / Shipping Location.

Name (Sales Location)

Enter a sales location name for which to display commission, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All check box. For more information on sales locations, see Sales Location / Shipping Location.

All (Sales Teams)

Select this check box to display commission information for all sales teams. This check box is selected by default.

Sales Team ID

Enter a sales team ID for which to display commission, or click the Lookup button to select a sales team ID.

Note The Lookup window that appears when you click the Lookup button only displays sales teams marked as active in Sales Team Maintenance.

This field is only enabled if you clear the All check box.

All (Sales Representatives)

Select this check box to display commission for all sales representatives. This check box is selected by default.

Sales Representative ID

Enter a sales representative ID for which to display commission, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All check box.

Name (Sales Representative)

Enter a sales representative name for which to display commission, or click the Lookup button to select a sales representative name. This field is only enabled if you clear the All check box.

All (Customers)

Select this check box to display commission for all customers. This check box is selected by default.

Customer Code

Enter a customer code for which to display commission, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box.

Name (Customer)

Enter a customer name for which to display commission, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box.

All ( Product Categories)

Select this check box to display commission for all product categories. This check box is selected by default.

Category

Enter a category ID for which to display commission, or click the Lookup button to select a category ID. This field is only enabled if you clear the All check box.

Name (Product Category)

Enter a category name for which to display commission, or click the Lookup button to select a category name. This field is only enabled if you clear the All check box.

Period/Months

Select one of the following options:

  • Periods - Display data for a range of accounting periods.

  • Months - Display data for a date range.

From (Period)

Click the Lookup buttons to select the first period and year for which to display commissions. These buttons are only enabled if you select the Periods radio button.

To (Period)

Click the Lookup buttons to select the last period and year for which to display commissions. These buttons are only enabled if you select the Periods radio button.

From (Months)

Enter the first date for which to display commissions, or click the drop-down arrow to select a date. This field is only enabled if you select the Months radio button.

To (Months)

Enter the last date for which to display commissions, or click the drop-down arrow to select a date. This field is only enabled if you select the Months radio button.

Display

Select whether to display commissions for sales locations, sales teams, or sales representatives.

Drill Down

Select whether to drill down to sales representatives, customers, or product categories on the Results tab.

Currency

Click the Lookup button to select a currency for monetary values displayed on the Results tab. The field defaults to the default general ledger currency.

Results Tab Fields and Buttons

Field or Button

Description

Results

This grid displays commission information for the criteria specified on the Select tab. You can double-click a row in this grid to drill down to more detailed data based on the Drill Down option you selected on the Select tab.

Total Net Sales

This field displays the total net sales, calculated as the sum of the net sales values in the Net Sales column in the Results grid.

Total Net Costs

This field displays the total net sales, calculated as the sum of the net costs values in the Net Costs column in the Results grid.

Total Gross Margin Amount

This field displays the total gross margin, calculated as the sum of the margin values in the Gross Margin column in the Results grid.