Split

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Table of contents

1 Summary 2 Commission rule 2.1 Precedence 3 Security 3.1 Staff users 3.2 Agent users 3.3 Module 4 Adding a split 5 Deleting a split

Summary

Splits are a commission rule that will also compensate reps other than the actual selling rep. Splits are setup by adding any number of split participants to an account or account group. Unlike referrals, the split allocates some of the net billed and gross commission to each participant.

Commission rule

When RPM encounters a split rule it will create multiple commission items from the original item based on the split percentages. The item is split at the highest level (net billed, wholesale, and gross commission) then each rep’s own commission rules are used.

• Use: When more than one rep worked on a sale and they want to share compensation.
• Scope: Setup at the account or account group level.
• Note: Each account or account group can have any number of split participants.
• Note: The split only occurs when the sale is made by one of the split participants.
• Note: No net billed or gross commission is ever lost, if the split percentages don't add up to 100% the remainder goes to the selling rep.

Precedence

A split setup on an account will supersede a split setup on an account group.

1. Account
2. Account group

Security

Staff users

• Adding, editing, and deleting splits requires the "Edit agency schedules" privilege.

Agent users

• Agent users see splits percentages on commission items and accounts they can view the details of.

Module

The split requires the "Commissions" module.

Adding a split

Splits are added from the details page of the account or account group to be split. Click "Add a split participant" in the "Split" box.

Deleting a split

• Split participants are deleted by clicking the "Delete" link
  • Any split items in the open run are deleted as well
  • If the split has items in closed runs then it is never deleted, but rather it is disabled. However, to the user this is functionally the same as a delete since the disabled split participant is listed in the recycle bin where restoring it is like an undo for the disabling. Emptying the disabled split participant from the bin essentially hides it forever, however it is still in the database since it is required by those past items.

• This page was last modified 20:00, 16 Apr 2007.
• This page has been accessed 2481 times.

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