Sales Credit Report

Use the Sales Credit report to review employees’ sales credits for contracts assigned to the Contract Management tab in the Project Info Center. The contract information reported is only for WBS1 (not WBS2 or WBS3), since the sales credit percentages are assigned at the contract number (WBS1) level.

Configuration Settings

If you do not activate the Project Control module or the Accounting module, this report is not available.

Multicurrency

If you are using the Multicurrency feature, the currency selected on the Contract Management Options dialog box applies to all currency amounts shown on the report.

Multicompany

If you are using the Multicompany feature, this report displays data for the employee's home company.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.

Related Topics:

  • Display the Sales Credit Report
    The Sales Credit report is an employee report.
  • Sales Credit General Tab
    Use the General tab to select report options for the Employee List report and to save sets of options for reuse.
  • 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.
Parent Topic: Employee Reports Overview