Incentives Functional User Manual

Incentives

Reports 

Incentive Type: Commission

Step 1: Click on drop down icon and select Incentive Type

Step 2: Select Settlement

Step 3: Click drop down icon and select Contract Name

Step 4: Click on Generate Report

System will display loading pop up as report generated

After loading completed system will generate the report as per selections

Click on Doc No as you want to check details

Change the selections and Generate Report as following system will display other options to select

Click on Incentives amount

Click on Settlement No as you want to see report

Incentive Type: Billback Chargeback

Step 1:  Click and select Billback & Chargeback Type

Step 2: Select Chargeback Period Start and End Date

Step 3: Select Report Type  

Note: When Report Type-> Detailed View system auto selects Report View -> Data Grid and disabled 

Step 4: Select Chargeback Basis

Step 5 Click Generate Report

Click on Action system display options

Chargeback Basis-> Customers

Report Type-> Summary View And Report View -> Pivot Grid 

Report Type-> Summary View and Report View -> Pivot Grid and Chargeback Basis-> End Users

Click on Field Chooser Icon system opens a pop up for field chooser

Un-select fields system will change report result accordingly

Report Type-> Summary View and Report View -> Data Grid

Drag and drop any column and sort data as you want.

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