This report, found at Orders & Items > Reports > Schedule, can be used to view the details of the orders and commission allocated to your sales reps and to create purchase transactions for the services of the reps.
Enter or search for the publication code you wish to run the report on
Sup Service Code
Enter or search for the issue code you wish to run the report on. Entering the same issue in the from and to fields will run the report on that issue only. You can run the report on a number of issues e.g. Jan12 - Apr12 by entering their codes in the from and to fields. Leaving these fields blank will run the report on all the issues in the specified publication.
Right clicking on the output option until the Excel button is available also brings up an extraDetailstick box. The report shows the following information (with the details box ticked)
This button is the default, and without pressing it, the report shows you the commissions due but does not send the data to the purchase ledger system. You can output the report as many times as you wish.
When the time comes to pay the reps their commission, press the total button, and two other options appear:
Clicking on the trial button changes the status to live. This sends the transactions to the accounting system's purchase ledger and creates purchase invoices for the money owed to the reps.
If changes are made to the orders, e.g. an advert is withdrawn or more money is charged for the advert, clicking on the Rerun button will create purchase invoices for the differences between the Live run and the new amount.
To run the report, click on the Excel button.