Columns for Sales Credit Report

You can select the columns to display on your report.

Contents

Field Description
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 monetary amount you expect to receive for direct consultant fees related to the contract.
Contract Reimbursable Allowance This column displays the reimbursable allowance amount related to the contract.
Contract Total This column displays the sum of Contract Compensation, Contract Direct Consultant, and Contract Reimbursable Allowance amounts for the contract.
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.
Contract Include in Fees This column displays Yes or No to indicate whether or not the Include in Fees option is selected for the related contract.
Contract Number This column displays the transaction's contract number.
Contract Request Date This column displays the date that was entered as the Request Date for the related contract.
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 Type This column displays the contract type for the related contracts.
Employee This column displays the employee number, last name, and first name.
Employee Name This column displays the employee's full name: first, middle, and last name, with prefix and suffix.
Employee Organization Name This column displays the organization to which the employee is assigned. If your firm is not using organizations, this column is not available.
Employee Status This column displays an employee's status: Active, Inactive, Terminated, or Terminated (cannot reactivate).
Project Name This column displays the name of the project that is associated with the record.
Project Number This column displays the project number that is associated with the record.
Project Organization Name This column displays the organization to which the project is assigned. This columns is not available if your firm is not using organizations.
Project Stage This column displays the stage of the project that is associated with the record.
Project Type This column displays the type of project (for example, Educational, Commercial, Medical, or Federal).
Row Count This column displays the row number of a line item.