Account group

From RPM Wiki

Table of contents
1 Summary
2 Group membership
3 Commission rules
4 Security

4.1 Staff users
4.2 Agent users
4.3 Modules

5 Use
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Summary

An account group is group of accounts. Rules applied to the account group affect all the accounts in the group making account groups an easy way to manage a large number of accounts.

  • Use: Apply commission rules to a group of accounts at once.
  • Use: Group some accounts for reference purposes.
  • Example: Base transfer
  • Example: Referral group
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Group membership

Account group membership is defined by any number of accounts and master IDs.

A commission item can only belong to one account group. During calculation RPM will determine if each item belongs to an account group using the following precedence order:

  1. If the item itself has a master ID that belongs to a group
  2. If the rep ID of the item has a master ID assigned to it that belongs to a group
  3. If the account of the item belongs to a group
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Commission rules

Like an account, an account group may have agency addendums, split participants, or an agency referral. Commission rules setup at the account level will supersede commission rules setup at the account group level. Agency account group addendums will supersede the account group rate or schedule.

In addition, an account group may have commission rates directly set using one of 3 methods:

  1. A single commission rate.
  2. A modified, simple schedule. This allows a rate to be set per commission group.
  3. An agency schedule template can be selected. The group will use the schedule as it appears on the master schedule designer page.
    • Like agencies, if the template the account group is using is deleted, the account group is switched to the default template.
    • Unlike agencies, the template can't be modified for the account group.
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Security

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Staff users

  • Viewing, adding and editing account groups requires the "Edit master schedules, account groups" privilege.
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Agent users

  • Agent users do not see account group details at all. Account groups are represented in their commission summaries simply as "(multiple)" in the account column.
  • Agent users may see the name of an account group if that account group is referenced by a form they are a participant of and that reference is not "hidden".
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Modules

  • The account group requires the "Commissions" module.
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Use

  • Account groups are created from the "Account Groups" page. Click "Add" button.
Retrieved from "http://rpmsoftware.com/wiki/index.php/Account_group"
  • This page was last modified 16:16, 30 Mar 2007.
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