Program Description
This program can be found on the Billing Reports Sales Reports menu (BI-4-2-7). This report allows you to view or print commission totals made by sales reps for selling machines and items. You can enter a range of sales reps, update the sales rep records with sales and cost information, and print profit information if desired. It can be sorted by product class or invoice number, and printed in summary or detail.
Rev 15 Changes
On a sale of a serialized machine, the report will now take the Commission Cost from the Serial File (SERIALD) on the sale of the machine. If that field is 0, or the machine is not found, the report will do the original logic. The original logic is to use the Commission Cost from the Item File (ITEM) if it is not 0. If the Item’s Commission Cost is 0, it will use the cost from the invoice.
There is one issue that needs to be addressed with this feature. There is a remote possibility that the Commission Cost in the Serial File is used when the machine is linked to a sale if a serialized part, accessory or supply through Service Plan Linkage. The report uses the Service Plan Linkage Serial Number and the Item Number being sold to find the record in the Serial File. It will not know if it is a sale of the machine, or just a normal Service Plan Linkage of a sale of a part, accessory or supply.
If the item being billed is serialized (ie. a serialized drum), and when the order is entered, it was linked to the Serial Number of the copier using Service Plan Linkage, the report will use the Item Number of the drum, and the Serial Number of the copier to check the Serial File. 99.99% of the time, this will be invalid and not found in the Serial File. So, the report will revert to using the Commission Cost from the Item File or the Cost from the invoice. But, there is a remote chance that the combination of drum Item Number and copier’s Serial Number are valid. The report would use the Commission Cost from this Serial record if it is not equal to zero. This would be wrong in this case because it isn’t the sale of the machine.
Rev 14 Changes
N/A
Rev 13 Changes
An enhancement was made to Invoice Entry, Credit Memo Entry, Order Entry, Order File Maintenance and Service Invoicing to allow sales rep split that is not 50% / 50%. The user can choose the percentage to go to sales rep 1 and the percentage to go to sales rep 2. This report has been changed to look at that percentage split. The sale amount and cost amount will be split out based on the split percentage. This will in turn effect the commission amount and the gross profit amount.