Commissions / General

Trash an Account
To remove an account in RPM navigate to the account's page and hit trash on the top right corner. Note: Accounts cannot be deleted if there is a c...
Wed, 13 Jun, 2018 at 5:37 PM
Schedule Download
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
Bypass Code
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, 3 Jun, 2019 at 9:47 AM
Import / Mass (re) Assign Assignment Codes
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
Commission History
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
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
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
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
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
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