Linha Microsiga Protheus - Inglês

Páginas filhas
  • Commission Report (MATR540 - SIGAFIN)
  • Criado por Usuário desconhecido (thayna.souza), última alteração em 03 mar, 2022


Important!

Statute nº 13,709 - General Data Protection Law - In order to adapt the Protheus® system to the General Data Protection Law, we needed to adapt the presentation of routine data, in order to carry out the treatment of sensitive and/or personal data using the Access Control' and Audit Log processes. Access Control defines if the user or a group of users has permission to access/view the sensitive and/or personal data available in the routines and/or reports screens when applicable. The System Admin is the responsible party establishing whether the information control rules will be applicable to a single user or a group of users. The configuration of the access of sensitive and personal data to this user/group of users is available in the  Configurator (SIGACFG) module through accesses 192 and 193 (Accesses x Routine List). For further details on the Security Policy, click here. The Audit Log enables to audit the Data Dictionary and the User Registration updates, the access authentication to routines with sensitive and/or personal fields, as well as the possible access rejections to such data. For further details, refer to the Audit Rules chapter in the  Security Policy. The Protheus® System makes some routines available for the generation of the Audit Logs. The procedures for the configuration and generation of these reports are obtained through the Log and Audit Routines.


01. OVERVIEW

   This report shows the commissions calculated and generated for each sales representative, according to the routine for the calculation of commissions.
   It presents all the information relating to commissions, like original bill value, base amount for calculation, percentage, and commission amount.

02. EXAMPLE OF USE

  1. In Commissions List, click Parameters.
  2. Configure them according to the field help instructions.
  3. Check the configurations and confirm printing the report.

03. PARAMETERS SCREEN

List by

Select if the list to be printed will consider only commissions generated in the bill's "Issuance", "Posting" or "Both". 

Important!

Return Invoices will always be printed on the issuance, regardless of the sales representative record setting for generating commission.

Consider Date

Enter the start date of the date interval to be considered for the report.

To Date

Enter the end date of the date interval to be considered for the report.

From Sales Representative

Enter the initial code of the sales representative code interval to be considered for the commission report. The [F3] key is available to query the Sales Representatives Registration.

To Sales Representative

Enter the final code of the sales representative code interval to be considered for the commission report. The [F3] key is available to query the Sales Representatives Registration.

Consider which

Use the dropdown list to select if the report considers commissions "To Pay", "Paid" or Both.

List adjustments

Select "Yes" to have any commission adjustments issued. The adjustments are made in the routine present in "Miscellaneous" + "Commission Recalculation", or "No" otherwise.

Which Currency

Select the currency to be considered in the report generation: "Currency 1", "Currency 2", "Currency 3", "Currency 4", or "Currency 5."

Zeroed commissions

Select "Yes" for the report to consider zeroed commissions; otherwise, select "No".

Income Tax Rate

Enter the Income Tax rate to be considered for calculation in the report generation.

Skip page by Sales Rep

Enter if the report will skip pages by sales representative.

Report Type

This indicates the report template used.

Print source details

Enter if the system must print the bills that originated the bill that generated the commission (ex.: settled bills)

Note: This parameter is not considered for settlements generated through the FINA460 routine. In the case of FINA460, the source bill will always be printed.

Customer Name

Select "Reduced Name" to print the customer's reduced name as in the record, or "Corporate Name" to print the corporate name as the name.

Type of Sales Rep

This indicates the type of sales representative to be printed in the report.

Select Branch

Select "Yes" so that the screen for the selection of branches to be considered in the report issuance is presented, or "No" so that only the system's current branch is considered.

04. REPORT

  • Example of report print:



  •  The total commission percentage is calculated as follows: (Total commission * 100) / Total base amount, i.e., in the example above, we have: (1500*100)/30000.

05. TABLES USED

  • SA3 - Sales Representatives
  • SE3 - Commissions
  • SE1 - Accounts Receivable