Overview
This article explains how users can approve a commission. When a commission is approved its state changes to processed. Processed commissions are visible to the agent that generated them and can no longer be Deleted.
Approval is also described as processing in some parts of Cumulus. Approval is the act of changing a commission to the processed status.
Commissions that are ready for approval can be found by following the instructions below in the Approving a Commission section. Commissions can also be approved from the Pending tabs, follow the instructions below in the Processing a Commission section to see how.
Approving a Commission
Navigate to the Commissions > Manage then open the requiring approval tab for the type of commission you want to delete:
- For bounties open Bounties Requiring Approval.
- For trails open Trails Requiring Approval.
- For product sales open Product Sales Requiring Approval.
This page lists all the commissions of a specific type (Bounty, Trail or Product Sale) that are ready for approval.
You can use the fields at the top of the table to filter the results.
To mark a commission for approval, check the box in the rightmost column next to the commission.
When you have finished selecting commissions press Approve Selected Bounties*.
* For Trails, this button will be called Approve Selected Trails. For Product Sales this button will be called Approve Selected Product Sales.
Processing a Commission
Navigate to the Commissions > Manage then open the pending tab for the type of commission you want to delete:
- For bounties open Pending Bounties.
- For trails open Pending Trails.
- For product sales open Pending Product Sales.
The pending page lists all the commissions of a specific type (Bounty, Trail or Product Sale).
Commissions that have already been Processed or Withdrawn will also appear in this list, they can be filtered out by selecting Created in the Status field.
You can use the fields at the top of the table to filter the results. Once you have found the commission you wish to process press Process in the rightmost column.
Press the magnifying glass icon on the left of a commission to check the commission against the required business rules.
The Process button can appear in situations where the pending commission cannot currently be processed. Clicking on it in this state will not process the commission.
Press the magnifying glass icon to find out why it's not being processed. For example: the customers invoice may still need to be paid or approved.
Commissions that are ready to be processed will appear in the appropriate * Requiring Approval tab.
