IN51 Sales-Rep Copy - Report Details

The Sales Rep Copy of the Invoice displays the following Commission and Pricing fields:

  • Commission Code - the Commission Code can change between the time of Order Entry and Invoicing. When the Use Order Commission Code field is selected in Company Control Initialization (CC00/Order Entry), the Commission Code at the time of Order Entry is used. If this field is not selected, the Commission Code at the time of Invoicing is used.

  • Rate - the Commission Rate defined in Maintain Commission Rates (SA02).

  • Amount - the Commission Dollar Amount as calculated by Enterprise. The calculation is:

    Sales Dollars - Ticket Price * Commission Rate

  • Ticket Price - refers to the Ticket Price associated with the product. Note: When the Exclude Ticketing and Misc. checkbox is selected in SA02:

    • The Ticket Price is subtracted from the Selling Price before the commission is calculated.
    • The Ticket Price is factored into the Effective Discount calculation.

  • Reference Price - the Reference Price list is determined by Maintain Discount Limits (OE04) depending on the Item Status, Order Type and Price List. The Reference Price list may change during the life cycle of a Sales Order depending on the Use Order Reference Price checkbox in CC00/Order Entry:

    • When selected, the Reference Price in effect at the time the Order was placed is used.
    • When not selected, the Reference Price list in effect at the time of Invoicing is used.

  • Effective Discount - Compares the Selling Price to the Reference Price in order to determine the Effective Discount. The Ticket Price may be factored into this calculation, depending on whether the Exclude Ticketing and Misc. checkbox is selected in SA02. The Effective Discount calculation is:

    (Reference Price - Selling Price + Ticket Price/Reference Price) * 100

Explanation of the Sales-Rep Copy (Example 1):

  1. In Example 1, the price of the product is $50.00, the Reference Price is $100.00 and the Ticket Price is $5.00. Sales Rep, AB, has an SA02 record with a Commission Code of AAAA, Order Type of Regular and the Exclude Ticketing and Misc. checkbox is selected, resulting in the Ticket Price being factored into the Effective Discount calculation.

    Here is a sample of the Sales-Rep Copy Report:

    Print Sales-Rep Copy
    Print Sales-Rep Copy Example 1

  2. The Effective Discount calculation is:

      (Reference Price - Selling Price + Ticket Price/Reference Price) * 100
      (100.00 - 50.00 + 5.00 / 100.00) * 100 = 55%

    The Effective Discount is 55%.

    Note: If the Exclude Ticketing and Misc. field was not selected, the Effective Discount calculation works out to be:

      (Reference Price - Selling Price / Reference Price) * 100
      (100.00 - 50.00 / 100.00) * 100 = 50%

  3. The Ticket Price is excluded so the Commission is based on the Sales Dollars less the Ticket Price. The Sales Rep Commission rate for giving a 55% discount is 1% (as defined in SA02).

    The calculation for the Commission Amount is:

      (Sales Dollars - Ticket Price) * Commission Rate
      (50.00 - 5.00) * 1% = $0.45

    The Commission Amount is $0.45

Explanation of the Sales-Rep Copy (Example 2):

  1. In Example 2, the CA Price is $30.00 and the Reference Price is $25.50 and the Ticket Price is $0.25. The OE04 Reference Price list for Order Type of FOB, Master Price list of CA and Item Status of B, is FOBLOW. Although the Sales Rep gave a 25% discount to the customer, the Reference Price on the FOBLOW Price List is lower than the CA Price List, so the discount works out to only 12.75%.

    Note: The Sales Rep Copy of Invoices in Example 2 does not display the Reference Price list is FOBLOW.

    Here is a sample of the Sales-Rep Copy Report:

    Print Sales-Rep Copy
    Print Sales-Rep Copy Example 2

  2. With a Selling Price of $30.00 and the Sales Rep giving a 25% discount, the Extension displays an amount of $22.50.

  3. The Effective Discount is calculated without the Ticket Price because the Exclude Ticketing and Misc. field is selected in SA02. The Effective Discount calculation is:

      (Reference Price - Sale Price + Ticket Price / Reference Price) * 100
      (25.5.50 - 22.50 + 0.25 / 25.50) * 100 = 12.75%

    The Effective Discount is 12.75%.

  4. The Sales Rep Commission Rate for giving a 12.75% discount is 6% (as defined in SA02).

    The calculation for the Commission Amount is:

      (Sales Dollars - Ticket Price) * Commission Rate
      (22.50 - 0.25) * 6% = $1.34

    The Commission Amount is $1.34.

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