Commission Inquiry

Menu Path: Customer Service Images\bluerarw.gif Order Options Images\bluerarw.gif Commissions Images\bluerarw.gif Inquiries and Reports Images\bluerarw.gif Commission Inquiry

Purpose

View commission detail for sales representatives/customers for specified periods or dates.

Overview

Use Commission Inquiry to display commission details for sales representatives that were defined as sales representative type first or second, by period or invoice date range.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the 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.

Order Detail

Click this button to display Order Edit, which allows you to view and update information for the order associated with the selected commission record.

Note If you are not authorized to use Order Edit, the Order Entry window appears instead, and allows you to view and update information for the associated order. If you are not authorized to use Order Edit or Order Entry, the Order Inquiry window appears instead, and allows you to view order information for the associated order.

This button is only available if the Results tab is displayed.

Select Tab Fields and Buttons

Field or Button

Description

Sales Representative Type

Select whether to display commission information for First or Second type sales representatives.

All Sales Representatives

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

From (Sales Representative)

Enter the first sales representative in a range of sales representatives for which to display commission information, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All Sales Representatives check box.

To (Sales Representative)

Enter the last sales representative in a range of sales representatives for which to display commission information, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All Sales Representatives check box.

All Sales Teams

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

From (Sales Team)

Enter the first sales team in a range of sales teams for which to display commission information, or click the Lookup button to select a sales team. This field is only enabled if you clear the All Sales Teams check box.

To (Sales Team)

Enter the last sales team in a range of sales teams for which to display commission information, or click the Lookup button to select a sales team. This field is only enabled if you clear the All Sales Teams check box.

All Customers

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

Code

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

Name

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

Periods/Dates

Select one of the following options:

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

  • Dates - Display data for a date range. If you select this option, commissions set up as payable by payment appear in the inquiry only if the payment date is within the selected range of dates.

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 (Date)

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 Dates radio button.

To (Date)

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 Dates radio button.

As of Date

Enter a date, or click the drop-down arrow to select a date if you are using Payable at Payment type commissions (see Commission Rate Maintenance).  You can age the invoices to see what the commissions are as of this date.

Show Zero Commissions

Select this check box to display all zero commission invoice line transactions.

Display Unpaid Invoices

Select this check box to display commission amounts for unpaid invoices in the Unpaid Commission column in the Results grid.

Results Tab Fields and Buttons

Field or Button

Description

Results

This grid displays commission information based on the criteria specified on the Select tab. Double-click a commission to display Order Inquiry, which allows you to view detailed information for the associated order.