Overview
This Manage Commissions section of Cumulus is for users who are responsible for approving and managing the status of commissions. It can accessed by navigating to Commissions > Manage.
The commission management section is split into six tabs:
- Three tabs for commissions that are ready for approval:
- Bounties Requiring Approval
- Trails Requiring Approval
- Product Sales Requiring Approval
- Three tabs for viewing all other commissions:
- Pending Bounties*
- Pending Trails*
- Pending Product Sales*
On the tabs marked with an asterisk(*) users can press on the magnifying glass button to the left of a commission record. This will display a message indicating the commissions state regarding business rules.
Managing Commissions
The Manage screen is made up for several tabs that are used to examine and action commissions.
Filters are provided to enable quick search and retrieval of commissions that you are interested in. You can filter by:
- Agent account number
- Agent account name
- These return commissions for a given Agent
- Ref ID – returns the commissions for a particular product, package plan, service plans, service feature or bolt-on
- Ref – Returns the commissions for all products, package plans, service plans, service features or bolt-ons
- Status – Returns commissions based on their status
Where possible, Emersion provides hyperlinks to relevant information so you can access more detailed information easily. For example:
- Clicking on the Subscription ID of a commission entry on the bounties or trails tab, will take the user to the package plan, service plan, bolt-on or service feature for which the commission was for.
- Clicking on the source cardline of a commission entry on the bounties or trails tab, will take the user to the cardline on the customer’s account for which the commission was for.
Processing Commissions
This section details how commissions can be treated based on their status.
Created but not able to be processed
When a commission entry is first generated via the submission of an order, or by a product purchase, the commission will be in a status of created. Clicking on the View Details icon will show the user more detailed information on business rules that have yet to be met before the commission can be processed.
For these commissions, users can:
Created and ready to be processed
When the business rules have been satisfied, the system will display the commission in a a status of created but with additional actions available. Clicking on the View Details icon will show the user that the business rules have been met as shown below.
For these commissions, users can:
Upon processing the commission, the status will change to Approved. Upon deleting the commission, the status will change to Deleted.
Commissions that have been deleted
Deleted commissions can be retrieved via the search criteria. Once a commission has been deleted, no actions are available to the user.
Commissions that have been processed
Processed commissions can be retrieved via the search criteria. Once a commission has been processed, no actions are available to the user.