To calculate commissions, perform the following procedure:
- Click the drop down list adjacent to the Select Calculation Type field and select the calculation type. The available options are the following:
- Calculate All Plans
- Calculate Selected Plans
- Click the drop down list adjacent to Select Sub Calculation Type field and select the calculation sub type. The available options are the following:
- Payee Name
- Plan ID
- Payee Job Category
- Depends on the selection, follow the following procedure:
- Payee Name: If Payee Name is selected, enter the payee name keyword or the complete name before clicking
button to pick a Payee name from the Lookup
- Plan ID: Select the check box adjacent to the plans IDs. The available options are the following:
- Commission Plan
- Group Insurance Comm Plan
- Manager Comm Plan
- Medicare Commission Plan
- Zenith Incoming Comm Plan
- Payee Job Category: Select the check box adjacent to the job categories. The available options are the following:
- Agent
- House
- Manager
- Sales Rep
- Click
Once executed, the calculation is performed with the entered values and the results are displayed on Payee’s commission statement.
Once the calculation is completed, a confirmation message is displayed as “Calculation process completed.”.
You can also view the error report by clicking the Error Log Report link. The error log displays Summary and Detail information.