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Summary
This is a spec of a Transfer feature.
Transfer of commission data (items & adjustments) directly from one RPM subscriber (start) to another RPM subscriber (end) in the same deployment.
Transfer setup
In their own settings section, a staff user in the end subscriber enters their agent username & password from the start subscriber. If the logon is valid, the user can then setup up to one transfer per supplier. Any supplier from the start subscriber can be mapped to any supplier in the end subscriber (although they will usually be the same).
Unique
Any connection (a logon at another subscriber) can only be used once per supplier to supplier.
- In other words, "from subscriber" + "from agency" + "from supplier" + "to supplier" must be unique.
- Examples:
- I can setup 2 transfers from the same subscriber & agency to the same supplier as long as they come from separate suppliers
- Alternatively, I can setup 2 transfers from the same subscriber and supplier to the same supplier if the 2 agencies are different.
- I can not have 2 transfers from the same subscriber, agency, and supplier going to the same supplier.
Items
Commission items paying an agent commission or a referral commission to the agency representing the end subscriber are copied to commission items in the end subscriber.
Origin
Items can now be "Uploaded" (was "Imported"), "Added manually", or "Transfered". We'll make "Origin" a column and filter for commission item views.
Matrix
From
- Net billed
- Agent comm (or Referral comm)
- Wholesale
- Margin
- Contract value
- Quantity
- Each item & product variable that isn't hidden (start subscriber)
- Rep ID
- Agency
- Rep
- Customer
- Account
To
- Net billed
- Gross comm
- Wholesale
- Contract value
- Quantity
- Each item & product variable (end subscriber)
- Rep ID
- Customer
- Account
Matrix types
- Anything can be mapped to a text field
- Anything except text can be mapped to a code field
- All other fields must match the type
Matrix default
Everything but the custom variables are matched up except Agent comm from the start subscriber is mapped to Gross comm on the end subscriber.
Adjustments
Adjustments that have the agency representing the end subscriber and a supplier that is setup in a transfer are copied to adjustments in the end subscriber. Adjustments are automatically transfered along with items for a given supplier.
- Adjustments with no supplier are not transfered.
Data map
- Net billed => Net billed
- Gross comm => (not transfered)
- Agent comm => Gross comm
- Supplier => Supplier (as per transfer setting)
- Agency => (not transfered)
- Note => (not transfered)
- Note for agent => Note with "From {SUBSCRIBER}: " added to beginning.
- Example: Note for agent in adjustment at start subscriber (Super Telco) is "This is a fix". If this adjustment is transfered then the note in the resulting adjustment at the end subscriber is "From Super Telco: This is a fix"
- So this means all the new adjustments will always have a blank agent comm, agency, and note for agent.
Referrals
Referrals being paid to the agency are brought down as adjustments.
Data map
- Net billed => Net billed
- Gross comm => (not transfered)
- Referral comm => Gross comm
- Supplier => Supplier (as per transfer setting)
- Agency => (not transfered)
- Note => (not transfered)
- Note for agent => "Referral commission on {CUSTOMER}"
- Example: "Referral commission from Acme Tools, Inc."
The transfer
A transfer is done through a wizard launched from the imports page. Transfers from multiple subscribers, suppliers, and agencies can be done at once. Also, multiple to suppliers can be done at once. All the adjustments and items end up in the buffer at once, so the items & adjustments in the buffer for a given supplier may have come from multiple sources. If later on a new transfer or upload is done it will replace all those items and adjustments if they are still in the buffer. In other words, the buffer for a supplier is cleared before a transfer (or set of transfers from one wizard) or upload is done.
Security
Availability
- The "Commissions" module and "Transfer" feature are required. If not:
- Hide the toolbar and any transfer web boxes on the import settings page
- Hide the transfer link in the toolbar on the import comm items page
- Don't allow the Transfer comm items page to be displayed
Staff users
- Transfer setup requires the "Subscriber settings" privilege.
- Doing the transfer requires the "Commission data import" privilege.
Agent users
- n/a
More
History
- Phoenix: Feature added
- This page was last modified 16:18, 26 Sep 2006.
- This page has been accessed 1938 times.