Splits For An Event

Description

The Splits For An Event report allows you to review commission amounts due to suppliers for a specific event. The report uses configured supplier split rules and any event-level adjustments to determine the applicable commission amounts.

You can choose to include summary information, detailed information, or both. Additional options allow you to display splits by order or item, include product codes, show GL codes, and exclude records with no amount due to the supplier.

To review commission splits across multiple events within a date range, use the Splits by Date report instead.

Report Example

Configuring Split Rules

Commission split reports rely on supplier split rules being configured correctly. There are two important areas to review.

Supplier Split Rules

When a supplier is configured, default split amounts or percentages can be defined by revenue type.

For more information, see Setting Up Split Rules under supplier configuration and Dept and Revenue Types in Global Settings.

Event-Level Split Adjustments

When an event is created, suppliers are associated with the event along with their products.

If split adjustments are required for a specific event, you can modify the affected products using the Edit Multiple Products functionality.

See Suppliers and Products In an Event for more information about editing multiple products within an event.

Available Filters

Use the following filters to select the event, suppliers, revenue types, and level of detail included in the report.

Filter Details

Choose From Events In: Determines the date range used to populate the available events. Future is selected by default.

Event: Selects the event for which commission split information is displayed. The available events are determined by the date range selected under Choose From Events In. By default, the event list includes future events.

Display GL Code: Determines whether general ledger (GL) codes appear in the report. No is selected by default.

Sections to Include: Determines whether the report includes summary information, detailed information, or both. Summary and Detail are selected by default.

Detail Display: Controls how detailed commission information is organized. Select Orders to display order-level information, Items to display item-level information, or Orders and Items to include both. The default selection is not specified.

Details to Show: Determines whether booth numbers or order numbers are displayed in the report. Booth # is selected by default.

Exclude Zero Amounts Due Vendor: Determines whether records with no commission amount due to the supplier are excluded. Select Yes to omit these records. No is selected by default.

Sub Total on Item: Determines whether item-level subtotals are included in the report. No is selected by default.

Include Product Codes: Determines whether product codes appear alongside product information. No is selected by default.

Supplier(s): Allows you to select the suppliers whose commission amounts are included. The default depends on the user's security group. Some users may have no supplier selected, while others may be restricted to their own supplier organization.

Revenue Type(s): Allows you to limit commission information to selected revenue types. All revenue types defined in the system are included by default.

Tip: For a high-level review of supplier commissions, include the Summary section. To investigate how commissions are calculated for individual products, include Detail and select Items under Detail Display. You can also enable Exclude Zero Amounts Due Vendor to focus on records with commission amounts due.

Sample Report