According to Shauns Request per email on 6 April 2021
Comm Reports:
Must be populated based on invoiced and paid jobs from 20th of previous month to 19th of current month.
All values must be ex VAT.
Each rep must be able to view their report at any point in the month.
Sales Manager and super users can view all sales reps comm reports
Comm to be calculated at 10% of turnover ex VAT.
Comm is payable from R 100 001+ for all users except Kim and Amron who are calculated from R 0.00. Olwethu and Charl are also exempt however I still want comm reports populated for them.
Super Users must be able to select this option and the rand value i.e. payable from R XXXX,00 on the sales person user profile.
Comm report was created with the following:
A list of invoices that have been allocated (no unallocated invoices will show) and where unallocated amount = 0 (no part paid invoices)
Only invoices allocated in the period for which the report is run (ie by pmt date)
Filters have been added to select either all reps or a specific rep as well as being able to select a specific date range
Columns include Total ex vat invoice amount, Credit notes and Comm Value (Comm Value = Total - Credits)
Userfields have been created for
Comm Threshold
Comm %
This can be found by navigating to Setup>My company. Then double click on a staff members name to open the staff detail screen.