Commissions Report

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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.
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* Do we need html version?
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== Preliminary Design ==
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** No
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* Customer Start Date - need details.
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** answered
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* Sales person - single select?
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** multi
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* More filters?
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** no
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* If Sales = 0 do we need to list that Client on the report?
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** yes
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== Solution ==
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Location: Acc >> Reports
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=== Hard coded conditions ===
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[[CT#Created On Date]] must be a later or same date as [[Client_Companies_(component)#Sales_Person_Start_Day]]
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=== User defined conditions ===
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See [[#Figure 1]]
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=== Output ===
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See [[#Figure 2]].
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Tabs are used to group results per Sales Person.
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=== Related Client Profile functionality ===
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See [[Client_Companies_(component)#Commissions_functionality]]
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== Figures ==
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=== Figure 1 ===
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[[File:Commissions Report filters.JPG]]
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=== Figure 2 ===
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[[File:Commissions Report xls.JPG]]
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== History ==
== History ==

Revision as of 22:50, 17 May 2010


Contents

Gen

  • parent: [650]

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.

Preliminary Design

History

m1878

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