You can access the Carrier Commission Reconciliation Report by clicking the Carrier Commission Reconciliation Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Payee ID, Period Number, and Select Year parameters and Value fields to display the corresponding parameter values. By default the Value field of Period Number is filled with the value “1” and Select Year is filled with the value “ALL”.
You can click the (lookup) buttons adjacent to the Payee ID, Period Number, and Select Year parameters to pick the required values. Upon clicking this button, the Lookup windows are displayed with all the available values.
The Lookup window for Payee ID displays the Payee Name, Payee ID, and Payee Job Category values of all the available payees. You can click on any of these values to select a payee.
The Lookup window for Period Number displays all the available periods of a year. You can click on any of these values to select a period.
The Lookup window for Select Year displays all the available fiscal years. You can click on any of these values to select a year.
You can also use the Search field to find a value present in the Search windows.
Click the button. The search operation is performed using the entered Payee ID, Period Number, and Select Year parameters and the report is generated. A sample report is displayed in the following diagram:
The report header displays Payee ID, Plan ID, Payee Name, and Period.
The contents of the report are the following:
|Displays the transaction ID.
|Displays the product name.
|Displays the name of the customer.
|Displays the name of the first agent.
|Displays the name of the second agent.
|Displays the amount.
|Carrier Calc Comm
|Displays the commission calculated by the carrier.
|Displays the commission rate.
|Company Comm Calc
|Displays the commission calculated by the company.
|Displays the difference between the commission amount calculated by the Carrier and the Company.
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.