Applies to: RollMaster (RM) Core
Use this article as a reference for the Salesperson Payables History module, including centralized history tracking of all paid salesperson commissions across all branches, supporting on-screen data views and detailed commission split analysis.
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Reports 2 > Salesperson Payables History
For other Sales Processing programs, refer to the Sales Processing module documentation.
This module works similarly to the Salesperson Payables module, but gives you history on all Paid Commission items for all Salespeople in all Branches. When you enter this module, the system will prompt you to select a Processing Mode of either By Salesperson or By Branch. If you wish to view for only one Salesperson at a time, choose the By Salesperson option. If you wish to view for all Salespeople within a Branch or all Salespeople within all Branches, choose the By Branch option. Once you have selected your Processing Mode, the system will then prompt a Select Option box. From this box, you can use the Sort By option to sort data by Invoice Number or Job Number; you can use the Enter Date Range to set a date range for the data you wish to view or print a report for; you can View Paid Items on screen based on the sort criteria you previously entered; you can print a report of all commissions earned for a date range through the Print Commissions Report; or you can print a report of all items where commission has been paid through the Print Paid Item Report. Please Note: When printing Commissions Report, in order to see commission splits, you will see the following prompt: Show Commission Splits and Recalculate Sales Amount? This is the same prompt that prints in the regular Salesperson Payables module.
The next option appears as follows: Inquiry by Job, Invoice or Cust. When this option is selected, the system will prompt the following menu:
Based on your selection, the system will search the history file for matches for a customized report. You will get a customer lookup box if you select the Customer ID prompt. If you don’t wish to search by a particular Salesperson ID, you can select one Branch or all Branches and the system will search through all Salesperson Payables entries for matches. Also, the Item Paid date has been added to the Detail screen. In the Enter Date Range option, the system will prompt the following: Date Selection (S-Salesperson Paid Date / I-Invoice Date): S. The Salesperson Payables system and this History module are now storing the Salesperson Paid date along with the Invoice Date, therefore, you can now sort your history data by either a range of Salesperson Paid Dates or Invoice Dates. This prompt is defaulting to “S” for Salesperson Paid Date; hit enter to accept or type an “I” to sort by a range of Invoice Dates.