• Home
  • Home
home/Knowledge Base/QC User Manual/Access Policy
Popular Search:Getting Started

Access Policy

4 views 0 June 1, 2021 kbadmin

You can access Policy sub-module by clicking the LHS link Master Data > Policy. Upon clicking this link, the Policy page is displayed as depicted in the following figure:

The Policy page displays existing Policy details such as Policy ID, Policy Type, Policy Status, Policy Start Date, Policy Duration, and Primary Payee ID. You can also click the  button to select additional details to be displayed. These include IsActive, Row Key, Payment Type, Line of Business, Policy Amt, Policy End Date, Policy Renewal Date, Qualified, Group Flag, NAICS Code, Cobra, Group Member Count, Agency ID, Control Number, Product ID, Commission Due Amount, and Policy Form.

This page also provides you options to search for existing Policy records, create new Policy records, edit existing Policy data, copy existing Policy data to create new record, and so on.

Was this helpful?

Yes  No
Related Articles
  • Payee Other information
  • Access Sales by Customer Job – Transaction Summary
  • Sales by Customer Job – Transaction Summary
  • Access Sales by Customer – Transaction Detail
  • Sales by Customer – Transaction Detail
  • Access Payees Incentive Commissions Report by Manager
Leave A Comment Cancel reply

Cloud Tags
Download Information Master Data Products
QC User Manual
  • Access Policy
  • Payee Other information
  • Access Sales by Customer Job – Transaction Summary
  • Sales by Customer Job – Transaction Summary
  • Access Sales by Customer – Transaction Detail
  • Sales by Customer – Transaction Detail
View All 864  
Popular Articles
  • post – with header image
  • Where do i post support query?
  • post – article feedback
  • post – related articles
  • Introduction
KB Categories
  • Billing
  • General Theme Questions
  • QC User Manual
About QCommission

QCommission is a powerful, flexible sales commission software. It calculates your sales people’s compensation accurately and reduces errors.

Support Links
  • FAQ
  • Forums
  • KnowledgeBase
  • Documentation
Useful Help Links
  • Community Home
  • Item support
  • Refunds
  • Market API
Frequent Visit Links
  • Licenses
  • Terms
  • Refunds
  • Privacy Policy
  • Privacy Policy
  • Terms of Use
  • Copyright @ 2021 CellarStone Inc. All Rights Reserved.

Popular Search:Getting Started