ANSWER ID:6326If you have salespeople employed on a commission basis, you may need to calculate commission based on their sales for a particular period. A template is provided at the bottom of this support note to allow for automatic Salesperson Commission calculations in conjunction with Microsoft Excel. This template, named ZSALSP.xlt, is an excel spreadsheet which links to the Analyse Sales (Salesperson) report in AccountRight. Its use relies on the following: - You must be using the Salesperson field on your invoices.
- The report that you send from AccountRight to Excel must be filtered for a period CONSISTENT with the TARGET Lookup table contained on the template. For example, if your target lookup table has Sales targets for a MONTH, then you must filter the MYOB report for a month also.
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title | 2. Using the commission template |
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| - In your MYOB software, go to the Reports menu and choose Index to Reports.
- Click the Sales tab.
- Under the Salesperson heading, click the Analyse Sales report.
- Filter the report for the period you wish to calculate commission for.
- Click Display.
- Click Send To and choose Excel.
- When the information has filtered into the Excel worksheet, click the Calculate Commission button.
- Click the Target Analysis button. For the automation to work, you must click Calculate Commission before Target Analysis.
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