You use this program to produce a report of sales commissions due to each salesperson as a result of sales made during the month.
| Field | Description |
|---|---|
| Month/year to print | |
| Month | Indicate the month (within the year selected), for which the report must be generated. |
| Year | Indicate the year for which the report must be generated. |
| Options | |
| Reprint | Select this to print a commission report that has been printed at least once before for the selected month and year. |
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).
The value of commission is determined by the basis and source of commission that you have defined (Sales Order Setup - Commission tab):
- The basis of commission can be according to merchandise sales after discounts have been applied; the profit gained from net merchandise sales; or the merchandise sales quantity multiplied by the list price of the item being sold.
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The source of commission can be according to the commission percentage held against the salesperson (Browse on Salespersons), or the commission percentage held against the commission code for the price code used in the order.
![[Note]](images/note.png)
The percentage used to calculate the commission amount on the report depends on the basis and source of commission defined (Sales Order Setup - Commission tab) at the time of generating the report.
If any of these setup options is changed, then the results generated by the report are changed accordingly. This may result in the incorrect commission being calculated at the time the report is run.
For example,
If the source of commission is according to the commission percentage held against the salesperson, then the percentage commission used to calculate the commission value is the percentage commission held against the salesperson at the time the report is processed.
This means that if you change the rate against the salesperson, then the changed rate is applied when calculating commission when the report is run. The percentage at the time of transaction processing is not saved and therefore the report calculates the commission based on each salesperson's current percentage as it runs the report.
Therefore, if you intend changing any percentages or the basis of commission, then you need to run the report before the change to record the commission earned before the change.
The report columns printed vary according to the setup options selected (Sales Order Setup - Commission tab) as follows:
- when the option: Using percentage against sales person is selected, the Commissionable Sales and Commissionable Amount columns are printed.
- when the option: Using code against price is selected, only the Commissionable Amount column is printed.
- when the option: No commission calculation is selected, only the Commissionable Sales column is printed.
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You should run the Sales Analysis Update program before generating the Sales Analysis Commission. The Sales Analysis Update extracts the sales transaction information used to produce the Sales Analysis Commission from the Accounts Receivable and Sales Order modules.
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Commission details for transactions processed in the current month are only available to be reported on once you have run the Sales Analysis Update program.
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Commission details that were created in the current month are deleted when you run the Purge option of the Sales Analysis Update program, providing that you have printed details on the Sales Analysis Commission and the number of months you are retaining sales commissions has been exceeded (Sales Analysis Setup - History tab).