Printing Standard Sales Reports
Printing the Salesperson Compensation Report
The Salesman Compensation Report shows salesperson compensation for the month-to-date. It can be sorted by salesperson number or salesperson name.
The Salesman Compensation Report includes the following information:
Parameter settings from the (L7) screen
Compensation type (net sales or gross profit margin)
Compensation percentage
Total sales
Profit margin
Gross percent
Compensation amount
Location.
There are no default sorts for this report.
This report can include the following information, depending on how compensation is calculated:
Customer name
Invoice number
Invoice date
Pay code
Item number
Company
Description.
Note: If you are authorized for the Furniture Commissions feature using the Furniture Rolling Split Commissions parameters, you use the (UR) [S] screen to run Rolling Split Commissions Reports.
In the (UR) screen, select the [S] Salesman Compensation Report code.
Limits define the information included in a report. You set limits by specifying a range of information (account numbers, item numbers and customer names, for example). Information falling within the range is included in the report; information outside the range is excluded. For example, when generating a salesperson report, you can limit the report to only salesperson numbers within a certain range, or even to one specific salesperson number.
You can set several limits for a report. However, a record must meet all the limits to be included in the report.
To limit the report, tab to the fields you want to limit by and enter the beginning range in the From field. Enter the ending value of the range in the To field. To limit the report to a single piece of information, enter the same thing in both From and To fields.
To include all of the applicable information, press Enter. Go to Step 10.
Use the Slsm From and To fields to limit by salesperson number.
Use the Cust From and To fields to limit by customer number.
Use the Invoice From and To fields to limit by assigned invoice numbers and their extensions. If you specify invoice numbers with no extensions, all invoices with the specified number print.
Use the Contract From and To fields to limit by contract number.
Use the Dates From and To fields to limit by invoice date.
Use the District From and To fields to limit by tax district.
Use the Writer From and To fields to limit by order-taker number.
Use the I Dept From and To fields to limit by inventory department.
Use the Paycode and To fields to limit by paycode.
In the Calculate Compensation For field, specify for whom to calculate compensation.
To calculate compensation for salespeople, type S.
To calculate compensation for order-writers, type W.
To calculate compensation for verifiers, type V.
To calculate compensation for order pullers, type P.
In the Print In Salesman Name Order field, specify the order in which to print.
To print the report in salesperson name order, type Y.
To print the report in salesperson number order, type N.
In the Only Print Lines That Have A Match In Compensation Table field, to exclude any line item not defined in the compensation table, type Y.
To include all line items in the report, type N.
In the Print No Charge Invoices field, specify whether to include pay code zero invoices. A pay code of Ø is a no-charge invoice. To include pay code zero invoices in the report, type Y.
To exclude pay code zero invoices from the report, type N.
Use the Report Cost field to specify whether to include cost on the report.
To include the profit margin and the gross profit percentage for each line, type Y. If you do not want profit margin and gross profit percentage for each line to print on the report, type N.
Use the Cost Type field to specify which cost prints on the report.
To print the manufacturer’s cost on the report, type M. The manufacturer’s cost is the current cost to buy the item from your manufacturer. This cost is displayed in the Direct Buy/Cost boxes in the Item Master tab. If no manufacturer’s cost is specified for an item, the cost defaults to the wholesaler’s cost. If a manufacturer’s record exists for an item but has no cost, the report prints a zero cost.
To print the wholesaler’s cost on the report, type W. The wholesaler’s cost is the current cost to buy the item from your wholesaler. This cost is displayed in the Primary (Whl.)/Cost boxes in the Item Master tab. If no wholesaler’s cost is specified for an item, the cost defaults to the average or actual cost. If a wholesaler’s record exists for an item but has no cost, the report prints a zero cost.
To print the average or actual cost on the report, type A. The average or actual cost is the one listed in the Purchasing/Cost boxes in the Item Master tab at the time of the order. It also can be the cost from a received purchase order. Both of these costs are in the file JOUR-S. If you have accurate on-hand inventory, this is your true cost.
To print the pricing cost on the report, type P. The pricing cost is the cost in file JOUR-S that is assigned to the customer in order entry when an item is sold.
If a pricing cost does not exist for an item, the cost default to the average or actual cost.
If you specified % in the Cost Type field in Step 5, the Cost Type prompt appears. Enter the cost type to use as you did before. If you did not use the % Cost Type, go to Step 9.
In the Percent To Up Cost field, enter the percentage by which to increase the cost on the report. If the number you enter is only one character, press Tab. The percentage changes for this report only.
Notes: You can only specify whole percentages. Partial percents, such as .5, are invalid.
Increasing the cost that appears on the report lowers the margin.
In the File field, enter the sales journal from which to gather the information for this report.
To accept the default sales journal, JOUR-S, press Tab.
To print this report using information from a previous month’s sales journal, enter the name you gave that file during the month-end procedure. (At the end of each month, you rename the sales journal.)
In the Volume field, enter the volume serial of the unit where the file is located. To accept the default volume serial, press Tab. The default volume serial comes from the Sales Jour field in the Volume Serials Record of the (LØ) Global Master Parameters screen.
In the Location field, press Tab to use location 1, or enter another G/L location. Space through the field to include all G/L locations.
In the Printer field, enter the name of the printer to use.
Note: You must use wide paper or set your printer for compressed print (17 characters per inch) to print this report. To set your printer for compressed print, change the print setting manually. Refer to your printer manual for instructions.
In the Copies field, enter the number of copies to print.
In the Totals Only field, specify whether you want to print the entire report or totals only. To print totals only, type Y. The report includes:
Totals by customer for each salesperson
Sales totals
Gross margin totals
Gross profit percentages
Subtotals for each bracket
Subtotals for each salesperson
Commission totals.
To print the entire report, type N.
The report prints.
See also: