Brokerage Checklist

This activity allows you to view the brokerage checklist report which is a comprehensive unique no-wise list of brokerage sale value, criteria (%), amount received and %, brokerage %, booking date, agreement number, agreement date and service tax number. This report helps to review the reasons behind brokerage not getting processed. Based on the selected mode, an excel report is generated.

Select the “Brokerage Checklist” activity under the “Sales Report – IMS” business component.

The “Brokerage Checklist” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details in the “Filter criteria” group box:

Scheme Code	The code identifying the scheme for which you want to view the brokerage checklist details. Mandatory
Broker Code	The code identifying the broker for whom the checklist report has to be generated.
Mode	Use the drop-down list box to specify the mode of the checklist. The combo is loaded with “Individual / Corporate - Criteria Met”, “Individual / Corporate - Criteria Not Met”, "Consortium - Criteria Met" and "Consortium - Criteria Not Met". The system displays “Individual / Corporate - Criteria Met” by default on launch of the page.

Click the “View report” push button to view the report of the brokerage checklist.

An excel report will be generated.