Linha Microsiga Protheus - Inglês

Páginas filhas
  • Commission Forecast - FINR610
  • 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 presents, by sales representative, the forecast of commission amounts per issue and per posting, and the total to be paid.

   This prediction is based on the bills issued, as well as open sales orders.   

02. EXAMPLE OF USE

      To issue the commission forecast report:

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

03. PARAMETERS SCREEN

Question

Description

From Sales Representative

Select the initial code of the range of sales representative codes to be considered for the report generation. The [F3] key is available to query the Sales Representatives Registration.

To Sales Representative

Select the final code of the range of sales representative codes to be considered for report generation. The [F3] key is available to query the Sales Representatives Registration.

From due date

Enter the start date of the range of bill due dates to be considered for the report generation.

To due date

Enter the end date of the range of bill due dates to be considered for the report generation.

Which Currency

Enter the currency to issue the report.

From Issue Date

Enter the start date of the range of bill issuance dates to be considered for the report generation.

To Issue Date

Enter the end date of the range of bill issuance dates to be considered for the report generation.

Zero Commission

Select "Yes" so that the sales representative's commission, when zeroed, is considered in the report generation. Otherwise, select "No".

Consider Sales Order

Select "Yes" so that sales orders that have not yet been billed are considered in the report generation. Otherwise, select "No".

Important!

In the case of sales orders, the values may change since the calculation of certain taxes only takes place at the time of actual invoicing.

Rate I. Income

Enter the income tax rate to be considered when generating the report.

Other currencies

Select "Convert" if you want bills in other currencies to be considered, or "Do not print", so that only bills in the same currency as the report currency are displayed.

Skip Page by Sales Rep

Select "Yes" to print one sales representative per page. Otherwise, select "No".

Customer Name

Select "Reduced Name" to have the customer printed by the reduced name as registered, or "Company Name", to have the name be the company name.

Consider by 

Select "Original bills" to consider the information of the source bills of the renegotiated bills, or "Renegotiated Bills" to consider the information of the bills generated by some kind of negotiation.

Important!

When processing by the original bill, the issue date and due date ranges will consider only the bills that originated the negotiated bills, displaying them regardless of their due dates.

Select Branches

Select "Yes" if you want to select the branches for issuing the report, or "No" so that only information from the system's current branch is considered.

Consider Interest

Indicate whether the "Interest" value entered when generating the settlement will be considered in the calculation of the commission.

Consider Discount

Indicate whether the "Discount" value entered when generating the settlement will be considered in the calculation of the commission.

04. REPORT

  • Example of report print:

05. TABLES USED

  • SA1 – Customers
  • SA3 - Sales Representatives
  • SE1 - Accounts Receivable
  • SE3 - Commissions