Commissions / General
Schedule downloads allows you to download an Excel spreadsheet export of all the commissions rules across all pay plans. commission groups, and suppliers. ...
Thu, 6 Sep, 2018 at 12:52 PM
A Bypass Code is used to represent various different things from regions to contracts and is used in RPM as a optional way to segment commission rules al...
Mon, 14 Sep, 2020 at 4:42 PM
Top menu >> Commissions >> Assignment Codes You can create or mass (re)assign Assignment Codes using the Assignment Code import template. I...
Mon, 3 Jun, 2019 at 10:25 AM
To investigate changes in RPM, history is the place to go. History captures and displays what's changed, who changed it, and when. Below is a list...
Mon, 4 Nov, 2019 at 5:53 PM
Supplier history displays changes made to Info, Notes for staff, Files, and Account group bypass codes. To view Supplier history, follow Suppliers >...
Mon, 4 Nov, 2019 at 5:51 PM
Supplier schedule history tracks changes to: Schedules, which includes changes to commission groups and rates. Pay plan, which includes added, edited, ...
Mon, 4 Nov, 2019 at 5:52 PM
Supplier pay plan history tracks when a pay plan is added, edited, and trashed. It does not include changes to rates under commission groups for the pay pla...
Mon, 4 Nov, 2019 at 3:17 PM
Supplier Imports and Transfers history details changes made to rows in an import matrix and to transfers. To view Supplier Import and Transfer history, ...
Mon, 4 Nov, 2019 at 3:19 PM
Agency history captures all changes made and related to an Agency including Schedules, Addendums, and Splits. To view agency history, follow Agencies &...
Mon, 4 Nov, 2019 at 12:05 PM
Customer history captures all changes made and related to a customer including Location, Merge, and Accounts. To view Customer history, follow Customers...
Mon, 4 Nov, 2019 at 3:24 PM