Introduction: Transaction Report (02-21)
Overview
This selection lists all salesperson activity during the payroll period, including selling price, cost, and spiffs for each item on the transactions.
In addition to “commission-generating transactions” (TW, DZ, and SZ), all “non-commission transactions” are listed for documentation purposes. These transactions are flagged to the right of the report with one of the following codes:
- “WD” – When Delivered
- “WP” – When Paid
- “WDP – When Delivered and Paid
- “EXC” – if the item’s department has been chosen as an Exception Department
NOTE: You are not required to print this report before calculating commissions and interfacing them to payroll. It simply provides each salesperson with the complete documentation of all transactions for the payroll period.