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Multi-Year Commission Structure - Auto Generate
Synopsis:
The Sales Entity has been enhanced to handle multiple commission timelines (up to three), with a rule to validate the incremental start year increases. The Commission Detail creation process was enhanced to generate multi-year commissions records based on the associated Sales Entity.
New business logic has been added to deactivate all existing commission records when changing the Sales Rep, Broker or Agent on a client, and generate a new set based on the new sales entity record.
On activation logic has been added to update the effective and expiration date of the existing commission records relative to the contract effective date on the Client Master.
New configurable soft error has been added to the ClientMaster (SE_WarnSalesRepChange) to warn the user that changing the Sales Rep or assignedto when the Client Master status is not ‘Prospect’ or ‘Submitted’ will not update the existing commission records.
Video:
NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm