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Preview Statements

2 views 0 June 23, 2021 kbadmin

Perform the following procedure to preview the statements:

  1. Click the drop down list adjacent to Year field and select a year.
  2. Click the drop down list adjacent to Period field and select a period. This field displays the periods, depending on the year you have selected.
  3. Enter a payee name in the Payee Name field and click icon to select the required value from the Lookup
  4. The Payee ID field is auto populated with the Payee ID of the payee you have selected in the Payee Name
  5. Click the drop down list adjacent to Statement Template field and select a template.
  6. Click the The Report is generated with the following details:

The header of the report displays Payee ID, Plan ID, Gross Payout Amt, Balance, Payee Name, Period, Draw/Adv Adjustment, Territory ID, Position, Cap Adjustment, Currency, Fiscal Year, Minimum Pay Adjustment, Other Adjustment, Adjustment To Payout, Recovery From Payout, and Net Payout Amt

Column Name Description
Txn Displays the transaction ID.
Date Displays the effective dates of the transaction.
Type Displays the transaction type.
Group Displays the transaction group.
Customer Displays the customer name.
Policy ID Displays the policy ID.
Product ID Displays the product ID.
Sales Amount Displays the total sales amount of the transaction.
Credit Amount Displays the total credit amount of the transaction.
Comm Rate Displays the rate of the commission.
Paid Amount Displays the total amount paid.

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