Commissions Report

From UG

Contents 1 Gen 2 Needs and Requirements 3 Solution 3.1 Hard coded conditions 3.2 User defined conditions 3.3 Output 3.4 Related Client Profile functionality 4 Figures 4.1 Figure 1 4.2 Figure 2 5 History 5.1 m1878

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.

• 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

Location: Acc >> Reports

Hard coded conditions

CT#Created On Date must be a later or same date as Client_Companies_(component)#Sales_Person_Start_Day

User defined conditions

See #Figure 1

Output

See #Figure 2.

Tabs are used to group results per Sales Person.

Related Client Profile functionality

See Client_Companies_(component)#Commissions_functionality

Figures

Figure 1

Figure 2

History

m1878

• 0001878: (*ph1)(Sales Commission) Create this new report; Add "percentage" field into Client Company profile
• see #Solution
• link to this version: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Commissions_Report&oldid=9616