Commission Details
Form ID: (AR403000)
You can use this form for quick inquiries about commissions payable to salespersons on sales to specific customers. You can select a salesperson, a commission period, a customer, and a specific customer location. You can then view the commission information and drill down to the details of the payment or billing document.
Before you can view the commission for an open period, collect the commission information by using the Calculate Commissions (AR505500) form. For more information, see Commission Configuration and Calculation.
The form is available if the Commissions feature is enabled on the Enable/Disable Features (CS100000) form.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Selection Area
You can use the elements in this area to select a salesperson and commission period to view the summary on all customers meeting these criteria. Also, you can specify a customer and one of the customer's locations to view more details.| Element | Description |
|---|---|
| Salesperson | The salesperson whose commission details you want to view. Leave this box blank to view the commissions for all salespersons. |
| Commission Period | The commission period for which you want to display data. Periods are configured on the Accounts Receivable Preferences (AR101000) form. |
| Customer |
A customer associated with the salesperson. You can select a customer from the list or leave the box blank to view documents for all customers. The list of customers available for selection
may be limited based on the role or roles assigned to the user account to which you are
signed in if the Customer and Vendor Visibility Restriction feature is enabled on
the Enable/Disable Features (CS100000) form. In this case, the
Restrict Visibility To box appears on the
Financial tab of the Customers (AR303000) form. With the feature enabled, a
customer is available for selection if one of the following is true:
|
| Location | The customer location related to the sales, if a customer has been specified. |
Table
This table contains the list of documents matching the criteria specified in the Selection area. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Doc. Type | The type of document. If the commission is calculated on open invoices, it is a type of billing document (invoice or memo). If the commission is calculated on payments, it is one of the payment document types. |
| Reference Nbr. | The identification number of the document for which the commission is calculated. Click the link to view the details of the document. |
| Original Doc. Type | The type of the billing document for the payment document specified earlier in the line. The original document is referred to only if the commission is calculated for payments. Click the link to view the details of the document. |
| Original Ref. Nbr. | The identification number of the original billing document. |
| Doc. Amount | The document amount. |
| Commissionable Amount | The amount that was used as a base for commission calculation. |
| Commission % | The commission percent used for the document. |
| Commission Amount | The commission amount earned by the salesperson on the document. |
| Currency |
The base currency of the documents. The column appears on the form if the Multiple Base Currencies feature has been enabled on the Enable/Disable Features (CS100000) form. |
| Customer ID | The customer to whom the goods or services were sold. |
| Customer Name | The name of the customer as it is stored in the system. |
| Location ID | The customer location related to the sales. |
| Location Name | The name of the customer location. |