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Summary
This is the functional spec for commission adjustments.
A commission adjustment is used to modify the commission values of a supplier and/or agency. This can solve many real world issues including issue resolution, loans, and bonuses.
Details
References
A commission adjustment references a supplier and/or an agency. If a supplier is referenced the adjustment values will affect the totals of that supplier. If an agency is references the values will affect the totals of that agency and the adjustment will be shown to agent manager users of that agency. If both an agency and supplier are referenced both rules apply. An adjustment always belongs to one commission run.
Values
A commission adjustment has a net billed, a gross commission, and an agent commission value. Values are dollar amounts that may be positive, negative, or zero. A value left blank is taken as zero. Even if the adjustment has an agency reference, the gross commission value is never shown to agent users.
Notes
A commission adjustment has a note and a note for agents. Either may be blank. Agent users only ever see the note for agents.
Management
- Adjustments are added, edited, and deleted in the open run.
- An adjustment in a closed run can not be edited or deleted.
Security
Staff users
- Viewing adjustments requires a "Commission run data" privilege of "Read only" or higher.
- Adding, editing, and deleting adjustments requires a "Commission run data" privilege of "Read & edit".
Agent users
- Agent manager users see adjustments that reference their agency.
History
- Phoenix: Switch to generic adjustment format instead of separate supplier & agency
- This page was last modified 16:11, 26 Sep 2006.
- This page has been accessed 915 times.