From RPM Wiki
| Table of contents |
[edit]
Summary
An adjustment is a direct manipulation of the commission data and totals in RPM. An adjustment is a one-time change that only affects the commission run it is done in.
[edit]
Item adjustment
Set the net billed, gross commission, and agent rate of a single item. When an item is adjusted it will use the new values and commission rules will no longer be applied.
- Use: directly manipulate a single item for any reason.
- Example: One time special rule
- Example: Fix bad data
- Example: Workaround when an addendum won’t work.
- Note: Does not automatically apply to future runs, must be redone manually if required.
[edit]
Adjustment
Affect the commission of an agency independent and/or supplier.
- Use: Modify the commission total (payout) of an agency.
- Use: Take care of discrepancies between the data and the actual deposit.
- Use: Handle a special one-time sale or bonus.
- Example: Loan / loan payment
- Example: A chargeback that didn't show up in the commission data
- Example: Make up for errors in past runs
- Note: Does not automatically apply to future runs, must be redone manually if required.
[edit]
Security
[edit]
Staff users
- In commission reports
- Adding adjustments requires the "Edit commission items, adjustments" privilege.
- Viewing, adjustments requires the "View commission items, adjustments" privilege.
- In processes management
[edit]
Agency managers
- In commission reports
- Agency managers may view adjustments that reference their agency.
[edit]
Agency reps
- n/a
[edit]
Modules
- The adjustment requires the "Commissions" module.
[edit]
Adding an adjustment
Items are adjusted from the "Item details" page, click "Adjust value". Adjustments are managed on the adjustments page, click "Adjustments" on the commission run page.
[edit]
More
[edit]
History
- Phoenix: Separate supplier and agency adjustments replaced with a unified adjustment.
- This page was last modified 20:14, 19 Dec 2007.
- This page has been accessed 1328 times.