Commissions Report

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(Needs and Requirements)
Line 9: Line 9:
Purpose of the report is to calculate commissions per Client Company in USD for specific Sales Person during specific time frame.
Purpose of the report is to calculate commissions per Client Company in USD for specific Sales Person during specific time frame.
-
* Do we need html version?
+
* Do we need html version?  
-
* Customer Start Date - need details...
+
** No
 +
* Customer Start Date - need details.
 +
** answered
* Sales person - single select?
* Sales person - single select?
 +
** multi
* More filters?
* More filters?
 +
** no
* If Sales = 0 do we need to list that Client on the report?
* If Sales = 0 do we need to list that Client on the report?
 +
** yes
== Solution ==
== Solution ==
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=== Output ===
=== Output ===
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 +
=== Related Client Profile functionality ===
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 +
See [[Client_Companies_(component)#Commissions_functionality]]
== Figures ==
== Figures ==

Revision as of 22:31, 1 April 2010


Contents

Gen

Needs and Requirements

Commissions Report is required by Acc Dept.

Purpose of the report is to calculate commissions per Client Company in USD for specific Sales Person during specific time frame.

  • Do we need html version?
    • No
  • Customer Start Date - need details.
    • answered
  • Sales person - single select?
    • multi
  • More filters?
    • no
  • If Sales = 0 do we need to list that Client on the report?
    • yes

Solution

Hard coded conditions

User defined conditions

Output

Related Client Profile functionality

See Client_Companies_(component)#Commissions_functionality

Figures

Figure 1

File:Commissions Report filters.JPG


Figure 2

File:Commissions Report xls.JPG

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