Perform the following procedure to generate the year to date summary statements:
- Enter a payee name in the Payee Name field and click
icon to select the required value from the Lookup
- Click the drop down list adjacent to Fiscal Year field and select a year.
Click button. The report is generated and is displayed, as depicted in the following sample figure:
The header of the report displays Payee ID, Payee Name, and Year.
Report provides you the following details for the four quarters of the selected fiscal year.
- Goals
- Incentive / Goal / Attainment / Attainment (%)
- Carrier Adjustments
- Premium Commission
- Special Expenses
- Credits
- Carrier Adjustments
- Premium Commission
- Special Expenses
- Adjustment
- Commission
- Incentive / Goal / Attainment / Attainment (%)