With the Serv. Contract - Salesperson report, you can print a list of service contracts for each salesperson for a selected period. The following information is shown for each service contract: customer number, name, description, starting date and the annual amount. The report can be used, for example, to calculate and document sales commission.
If you want to include more information, you can select additional fields to be included in the report. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the report will include all your records.
To print the report, click the Print button. To see the report on screen, click Preview. If you want to save your report and print it later, click Cancel (the program automatically saves your report).
To filter the information in the report, in the Filter field, fill in the relevant information as follows:
Salesperson Code: Enter a salesperson code if you only want the report to include contracts assigned to a particular salesperson/purchaser. To see the existing salesperson codes, click the Filter field, then click the AssistButton that appears to the right.
Status: Enter the status of the service contracts that you want to include in the report. You can choose between signed or canceled.
Contract No.: Enter the numbers of the service contracts that you want to include in the report.
Starting Date: Enter the starting date of the service contracts that you want to include in the report.
Click the up-arrow in the lower left-hand corner of the window to see the result of the filters that you have defined for the table.
Entering Criteria in Filters