Commission data transfer examples

From RPM Wiki

Test cases for the Commission data transfer

Table of contents
1 Simple

1.1 Overview
1.2 Setup
1.3 Transfer

2 More examples
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Simple

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Overview

Two Canadian master agents are using RPM as subscribers, Calgary Telecom (CT) and Bandwidth Place (BP). In addition, CT is an agency of BP since they use BP for Sprint business. Before the transfer feature, John Smith, a CT employee, would log into the BP subscriber as an agent manager, download the commission items to Excel, and then log into CT as a staff and do the commission import. The transfer feature simplifies that by allowing a direct transfer.

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Setup

John Smith logs into the CT RPM using his staff user logon. In the commission import settings area he selects "Sprint" then clicks "Add a transfer". This requires him to enter a logon and John enters his agent manager username & password for his agent manager access to BP. The systems checks his access then provides him with a list of suppliers that BP has. John selects "Sprint" as the from supplier then completes the matrix to map BP's custom variables to his own.

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Transfer

BP closes their July 2005 run and notifies all their agents. John logs into CT and goes to the commission run imports page. In the tool bar he sees "(1 new)" beside the transfer link. He clicks the link and starts the transfer wizard. The first page shows all new transfers (haven't been downloaded yet) and by default they're all (in this case only one) checked. John clicks "Finish". The next page shows a progress meter while the transfer is completed. After a few seconds a "Finished" page is shown that confirms the items are all in the buffer. From this page John clicks the buffer link and can see the new items in his Sprint buffer.

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More examples

TO DO

  • Adjustments
  • Multiple transfers => 1 supplier
    • Same subscriber, different agencies
    • Same agency, different "from suppliers"
    • Different subscribers
  • Multiple "to suppliers"
  • Error: Logon disabled
  • Error: Missing variables
  • Error: Incomplete matrix
  • Problem: From supplier re-opens run
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