Sales Credit Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

Contents

Field Description
Row Count This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Contract Number This column displays the transaction's contract number.
Contract Status This column displays the contract's status: Negotiation, Pending, Sent for Signature, Approved & Signed, or Rejected. Your firm may have different contract statuses.
Contract Include in Fees This Yes/No column indicates whether or not the Include in Fees option is selected for the related contract.
Contract Request Date This column displays the date that was entered as the Request Date for the related contract.
Contract Type This column displays the contract type for the related contract.
Employee This column displays the employee's number, last name, and first name.
Employee Status This column displays the employee's status: Active, Inactive, or Terminated.
Employee Name This column displays the employee's full name: first, middle, and last name, with prefix and suffix.
Employee Organization Name If your firm uses organizations, this column displays the organization to which the employee is assigned.
Project Number This column displays the project number associated with the related contract.
Project Name This column displays the name of the project associated with the related contract.
Project Type This column displays the project type of the project associated with the related contract.
Project Organization Name If your firm uses organizations, this column displays the organization to which the project is assigned.
Contract Approved Date This column displays the date entered into the Approved Date field for the related contract.
Contract Period This column displays the accounting period entered into the Period field for the related contract.
Contract Compensation This column displays the compensation amount related to the contract.
Contract Direct Consultant This column displays the reimbursable consultant fees amount related to the contract.
Contract Reimbursable Allowance This column displays the reimbursable allowance amount related to the contract.
Contract Total

This column displays the total contract amount:

Contract Total = Compensation + Reimbursable Allowance + Direct Consultant

Contract Sales Credit Percent This column displays the sales credit percent for the employee for each project related to the contract.
Contract Sales Amount This column displays the contract total multiplied by the sales credit percent for each project related to the contract.