Top menu >> Commissions >> Reconcile
This feature allows you to compare a value from a process, typically the MRC in an order, to a value that is provided by the supplier, typically the Net Billed.
Reconciling will help you identify if your supplier is paying you (correct) on the orders you have submitted.
To update your reconcile you have to click Reconcile (required).
On the reconcile page you will find 3 tabs: Correct, Incorrect, No Match
Orders showing in this tab have successfully been matched to a line item (line items) and the values that your are comparing (Setup) are within the tolerance that is setup.
Orders showing in this tab have successfully been matched to a line item (line items) and the values that your are comparing (Setup) are not within the tolerance that is setup.
There can be various reasons for an order to show in the No match tab:
- The order is not commissioned yet.
- One of the conditions is missing (Supplier, Customer, Account, Agency, Rep).
- The conditions in the order are different than the item. Example: the Rep in the order is not the same Rep the item is assigned to or the Carrier defined in the order is different than the carrier that the line item belongs to.
- The order is in conflict; which means there is more than 1 order with the exact same conditions. When this happens RPM will need you to resolve this.
Conflicts happen when there are multiple orders with the same conditions: Supplier, Customer, Account, Agency, Rep.
Due to this RPM does not reconcile multiple orders to 1 line item.
The Conflicts page shows the Forms that have the same conditions and a Resolve link.