Reports and the role center

The Commission Manager role center brings together the work of paying commission, and the reports answer the usual questions from salespeople, finance and auditors.

The Commission Manager role center

Choose the Commission Manager profile in My Settings.

What is owed, what waits and what needs attention.

• Payment: To Be Paid (LCY) and Open Settlements, and New Settlement.
• Needs Attention: Entries on Hold, Waiting for Release and Journal Lines.
• Navigation to settlements, commission entries, plans, assignments, salespeople, teams and every setup page.

Reports

Report	Answers	Options
Commission Statement	For each salesperson: to be paid at the start, earned, payable, paid and to be paid at the end, with detail lines. Word or Excel.	Starting Date, Ending Date
Commission Analysis	Every earning line with base, cost, margin, rate and commission, for pivot tables.	Salesperson, Plan, Customer, No. filters
Commission Forecast	What open quotes, orders and invoices will earn, per salesperson and shipment month.	Document filters, salesperson filter
Commission Liability	What is owed on a date: waiting for customer payment, payable but not paid, and on hold. Use it for month-end accruals.	As of Date
Commission Reconciliation	For each salesperson, from to-be-paid at the start to to-be-paid at the end, by type of entry.	Starting Date, Ending Date
Commission Exceptions	Sales that earned nothing, entries on hold or waiting for release, salespeople paid more than payable, and settlement purchase invoices not yet posted.	Starting Date, Ending Date
Commission Setup Check	Gaps in the setup as of the work date.
Commission Settlement	The payment advice of a settlement.	Settlement No.

Send statements to salespeople

Run Commission Statement for the period and send it with Send to, or schedule it. Each salesperson sees the descriptions you entered on journal lines.

Good to know

• Start month-end with Commission Exceptions and Commission Liability.
• If Accrue in G/L is on, compare Commission Liability with the Accrued Commission Account balance. See Accrue commission in the general ledger.