Commission Rate Inquiry

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Purpose

View commission rate and sales representative selection data.

Overview

Use Commission Rate Inquiry to display commission rate and/or sales representative selection data. You can filter the data by all or specific sales types, sales representatives, commission groups, customers, commission books, products, commission classes, additional charges, and commission rate start/end dates.

Using the Inquiry

To use the Commission Rate Inquiry:

  1. Select filter criteria for the commission rate and/or sales representative selection data you want to display.

  2. Select whether to display commission rate data only, sales representative selection data only, or both commission rate and sales representative selection data.

  3. Click the Show Data button in the ribbon. The Results tab displays based on the criteria you selected in steps 1-2.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Commission Rate Inquiry window.

Show Data

Click this button to display commission rate and/or sales representative selection data on the Results tab based on criteria selected on the Select tab.

Commission Rate Maintenance

Click this button to display Commission Rate Maintenance, which allows you to view and edit settings for the commission rate selected on the Results tab.

Select Tab Fields and Buttons

Field or Button

Description

All Sale Types

Select this check box to display data for all sale types, or click the Lookup button to select a sale type. This check box is selected by default.

From (Sale Type)

Enter a sale type for which to display data, or click the Lookup button to select a sale type. If you want to display data for a range of sale types, enter the first sale type in the range. This field is only enabled if you clear the All Sale Types check box.

To (Sale Type)

Enter the last sale type in a range of sale types for which to display data, or click the Lookup button to select a sale type. If you want to only display data for a single sale type, you can leave this field blank. This field is only enabled if you clear the All Sale Types check box.

All Sales Representatives

Select this check box to display data for all sales representatives, or click the Lookup button to select a sales representative. This check box is selected by default, and only enabled if the All Commission Groups check box is selected.

From (Sales Representative)

Enter a sales representative for which to display data, or click the Lookup button to select a sales representative. If you want to display data for a range of sales representatives, enter the first sales representative in the range. 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 data, or click the Lookup button to select a sales representative. If you want to only display data for a single sales representative, you can leave this field blank. This field is only enabled if you clear the All Sales Representatives check box.

List (Sales Representatives)

Click this button to display Sales Representative List, which allows you to select specific sales representatives for which to display data. This button is only enabled if you clear the All Sales Representatives check box. If you click this button and select sales representatives, the check box to the right of the button is selected.

All Commission Groups

Select this check box to display data for all commission groups, or click the Lookup button to select a commission group. This check box is selected by default, and only enabled if the All Sales Representatives check box is selected.

From (Commission Group)

Enter a commission group for which to display data, or click the Lookup button to select a commission group. If you want to display data for a range of commission groups, enter the first commission group in the range. This field is only enabled if you clear the All Commission Groups check box.

To (Commission Group)

Enter the last commission group in a range of commission groups for which to display data, or click the Lookup button to select a commission group. If you want to only display data for a single commission group, you can leave this field blank. This field is only enabled if you clear the All Commission Groups check box.

List (Commission Groups)

Click this button to display Commission Group List, which allows you to select specific commission groups for which to display data. This button is only enabled if you clear the All Commission Groups check box. If you click this button and select commission groups, the check box to the right of the button is selected.

All Customers

Select this check box to display data for all customers, or click the Lookup button to select a customer. This check box is selected by default, and is only enabled if the All Commission Books check box is selected.

From (Customer)

Enter a customer for which to display data, or click the Lookup button to select a customer. If you want to display data for a range of customers, enter the first customer in the range. This field is only enabled if you clear the All Customers check box.

To (Customer)

Enter the last customer in a range of customers for which to display data, or click the Lookup button to select a customer. If you want to only display data for a single customer, you can leave this field blank. This field is only enabled if you clear the All Customers check box.

List (Customers)

Click this button to display Customer List, which allows you to select specific customers for which to display data. This button is only enabled if you clear the All Customers check box. If you click this button and select customers, the check box to the right of the button is selected.

All Commission Books

Select this check box to display data for all commission books, or click the Lookup button to select a commission book. This check box is selected by default, and only enabled if the All Customers check box is selected.

From (Commission Book)

Enter a commission book for which to display data, or click the Lookup button to select a commission book. If you want to display data for a range of commission books, enter the first commission book in the range. This field is only enabled if you clear the All Commission Books check box.

To (Commission Book)

Enter the last commission book in a range of commission books for which to display data, or click the Lookup button to select a commission book. If you want to only display data for a single commission book, you can leave this field blank. This field is only enabled if you clear the All Commission Books check box.

List (Commission Books)

Click this button to display Commission Book List, which allows you to select specific commission books for which to display data. This button is only enabled if you clear the All Commission Books check box. If you click this button and select commission books, the check box to the right of the button is selected.

All Products

Select this check box to display data for all products, or click the Lookup button to select a product. This check box is selected by default, and is only enabled if the All Commission Classes and All Additional Charges check boxes are selected.

From (Product)

Enter a product for which to display data, or click the Lookup button to select a product. If you want to display data for a range of products, enter the first product in the range. This field is only enabled if you clear the All Products check box.

To (Product)

Enter the last product in a range of products for which to display data, or click the Lookup button to select a product. If you want to only display data for a single product, you can leave this field blank. This field is only enabled if you clear the All Products check box.

List (Products)

Click this button to display Product List, which allows you to select specific products for which to display data. This button is only enabled if you clear the All Products check box. If you click this button and select products, the check box to the right of the button is selected.

All Commission Classes

Select this check box to display data for all commission classes, or click the Lookup button to select a commission class. This check box is selected by default, and is only enabled if the All Products and All Additional Charges check boxes are selected.

From (Commission Class)

Enter a commission class for which to display data, or click the Lookup button to select a commission class. If you want to display data for a range of commission classes, enter the first commission class in the range. This field is only enabled if you clear the All Commission Classes check box.

To (Commission Class)

Enter the last commission class in a range of commission classes for which to display data, or click the Lookup button to select a commission class. If you want to only display data for a single commission class, you can leave this field blank. This field is only enabled if you clear the All Commission Classes check box.

List (Commission Classes)

Click this button to display Commission Class List, which allows you to select specific commission classes for which to display data. This button is only enabled if you clear the All Commission Classes check box. If you click this button and select commission classes, the check box to the right of the button is selected.

All Additional Charges

Select this check box to display data for all additional charges, or click the Lookup button to select an additional charge. This check box is selected by default, and is only enabled if the All Products and All Commission Classes check boxes are selected.

From (Additional Charge)

Enter an additional charge for which to display data, or click the Lookup button to select an additional charge. If you want to display data for a range of additional charges, enter the first additional charge in the range. This field is only enabled if you clear the All Additional Charges check box.

To (Additional Charge)

Enter the last additional charge in a range of additional charges for which to display data, or click the Lookup button to select an additional charge. If you want to only display data for a single additional charge, you can leave this field blank. This field is only enabled if you clear the All Additional Charges check box.

All Start Dates

Select this check box to display data for all commission rate start dates, or click the Lookup button to select a start date. This check box is selected by default.

From (Start Date)

Enter a start date for which to display data, or click the drop-down arrow to select a start date. If you want to display data for a range of start dates, enter the first start date in the range. This field is only enabled if you clear the All Start Dates check box.

To (Start Date)

Enter the last start date in a range of start dates for which to display data, or click the Lookup button to select a start date. If you want to only display data for a single start date, you can leave this field blank. This field is only enabled if you clear the All Start Dates check box.

All End Dates

Select this check box to display data for all commission rate end dates, or click the Lookup button to select an end date. This check box is selected by default.

From (End Date)

Enter an end date for which to display data, or click the drop-down arrow to select an end date. If you want to display data for a range of end dates, enter the first end date in the range. This field is only enabled if you clear the All End Dates check box.

To (End Date)

Enter the last end date in a range of end dates for which to display data, or click the drop-down arrow to select an end date. If you want to only display data for a single end date, you can leave this field blank. This field is only enabled if you clear the All End Dates check box.

Show Records

Select whether to display commission rate data, sales representative selection data, or both commission rate and sales representative selection data.

Results Tab Fields and Buttons

Field or Button

Description

Commission Rates/Sales Representative Selections

This grid displays commission rate and/or sales representative selection data based on the criteria selected on the Select tab after you click the Show Data button in the ribbon. Double-click a commission rate to display Commission Rate Maintenance, which allows you to view and edit settings for the selected commission rate.