Creating Commission Rules

Commission Rules are used to calculate the payable amounts for agent-based enrolment commissions.

Commission Rules are assigned within the enrolment wizard via a drop down selection in this area:

To manage your Commission Rules, open the Configuration Manager by choosing Manage > Configuration from the menus. The Configuration Manager displays an alphabetically ordered explorer tree.

 

Adding a new Commission Rule

  • Right-click Commission Rules and choose Add Commission Rule.

This will open the Commission Rule Wizard:

  • Enter a Name for the Commission Rule.
  • Optionally enter a Code for the Commission Rule.
  • Optionally provide a Description for the Commission Rule
  • This Commission Rule is archived indicates if the Commission Rule should be archived. If ticked, the Commission Rule will be added/moved to the Archived Commission Rules branch.
  • Commission model dictates the payee details. Press the [Info] area for more granular detail explaining the commission model types.
  • Select a relevant Ledger for this Commission Rule
  • Commission rate allows you to set the calculation percentage/flat amount (ex GST) for this item.
  • Generate agency commission invoice is used to determine the details of when this Accounts Payable invoice is to be paid, calculated off a set amount of days from a date/status of your choosing.
  • Finally, select the relevant Pricing Items to apply this Commission Rule to - specifying what pricing items within the Enrolment will be used to calculate the commission amount.
  • Click Next and then Finish.

 

Editing an existing Commission Rule

  • Expand Commission Rules.
  • Right-click the Commission Rule and choose Edit Commission Rule.

This will open the Commission Rule Wizard, where you can make changes.

 

Deleting a Commission Rule

  • Expand Commission Rules.
  • Right-click the Commission Rule and choose Delete Commission Rule.
  • Click Yes when asked to confirm the delete.

If an error occurs, the Commission Rule has likely been used previously and is included in historical data. In this case, you will need to archive the Commission Rule to remove it from active use.

 

Viewing the Commission Rule report

  • Right-click Commission Rules and choose Show Commission Rule report.

The report will be displayed in a new tab/window.

 

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