Adjustment Type

This Help File Page was last Modified on 06/16/2016

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Adjustment Type

This Help File Page was last Modified on 06/16/2016

Commissions are a way of life in any Sales Oriented Business and every Commission System requires Adjustments from time to time.

The Adjustment Types Form is used to define the Types of Commission Adjustments that will be permitted within the Commissions Tracking System.

 

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu.

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.

 

Once the Maintenance Menu is displayed, Select Commissions and Choose Adjustment Types.

 

HelpFilesAdjustmentTypes

Adjustment Types Form

 

This Adjustment Types Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

Navigation Menu - The Navigation Menu is located at the top of the Adjustment Types Form.

 

HelpFilesNavigationBar-Generic

 

This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as a Search functions.

 

Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Adjustment Types Form.

 

HelpFilesAdjustmentTypesRecordEditingView

 

To define the Adjustment Types which will be used to characterize each Commission Adjustment:

Click the HelpFilesNavigationMenuNewIcon to start the Adjustment Type entry in the Record Editing section.

ID - This is the system assigned record number which is inserted automatically when the record is initially saved.

Description - Enter a brief Description for this Adjustment Type entry.

The Description may up to 40 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.

Click the HelpFilesNavigationMenuSaveIcon to record this Adjustment Types entry.

The system will assign an ID.

HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of the records.

 

HelpFilesAdjustmentTypesGridView

Attrition Types Form - List View

 

Click the List Icon to display the associated Grid Data.

The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

Navigation Menu shown with the List Options for Export & Print

 

Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.