Sales Responsibility (Inquiry)

Additional Information

The Sales Responsibility Inquiry allows you to review a consolidated view of employee sales commissions and sales responsibility for opportunities and change orders.

Restrictions

The inquiry includes the following default restrictions:

  Restriction Description
Employee Status Enter or select the status for employee. Status defaults to Active. Options include: Active, Inactive and Ignore.
  Employee Enter or select an employee to include in the inquiry results.
  Stage Outcome Select an available stage outcome. Stage outcome defaults to Won. Options include: Open, Won and Lost. This selection restricts opportunities and change orders.
  From Award Date Enter or select a date. This if the first date in the date range to include change orders with an award date.
  To Award Date Enter or select a date. This if the last date in the date range to include change orders with an award date.

For a list of the optional restrictions, see ClosedSales Responsibility Optional Restrictions.

The following optional restrictions are available:

  • Currency
  • Currency Type
  • Employee Bill Class
  • Employee Discipline
  • Employee Home Company
  • Employee Home Organization
  • Employee Location
  • Employee Map
  • Employee Map Level
  • Employee Organization Map
  • Employee Organization Map Level
  • Employee Resource Class
  • Employee Type
  • From Award Month
  • From Creation Date
  • Sales Type
  • Status
  • To Award Month
  • To Creation Date

Results

The inquiry contains a single level of opportunity information, which includes Employee Name, Sales Name, Sales Type, Sales %, Fee, Net Fee, and Factored Net Fee.

When the inquiry is run, the number of rows returned displays in parentheses. For a list of the optional columns, see ClosedSales Responsibilities Optional Columns.

The following optional columns of information are available:

  • Award Date
  • Award Month
  • Creation Date
  • Currency Code
  • Employee Bill Class Code
  • Employee Bill Class Name
  • Employee Code
  • Employee Discipline Code
  • Employee Discipline Name
  • Employee Home Company Code
  • Employee Home Company Name
  • Employee Home Organization Code
  • Employee Home Organization Name
  • Employee Location Code
  • Employee Location Name
  • Employee Map Level (2-6) Name
  • Employee Organization Map Level (2-6) Name
  • Employee Resource Class Code
  • Employee Resource Class Name
  • Employee Status
  • Employee Type
  • Factored Fee
  • Sales Code
  • Stage Name
  • Stage Outcome
  • Status