The Export Commissions screen
allows you to preview commission data and generate the commission export
files. There are separate sections on the screen for each commission period
type. Follow the directions below when exporting commissions.
NOTE: Exporting Commissions
posts commission adjustments to the commission records. You should complete
an export for every commission period.
Click the Preview
button to generate a report with the commission check amounts.
Review the preview commission
generating the Commission file for the commission run, make any commission
NOTE: Volume adjustments
must be made within the commission period dates to take effect on that
commission run. Commission adjustments can be made after the commission
period ends but only before the Commissions are finalized. Once
the Commissions are finalized, all commission adjustments made will take
effect on the next commission period.
Follow these steps when you want to finalize and export
Click the Finalize Commissions
button to finalize commissions.
A pop-up will appear
asking, "Are you sure you want to finalize this commission run?"
If you are not ready to finalize commissions, click the No
button in the pop-up. Click the Yes
button to finalize the commission run Commission adjustments may no longer
be made, and the next commission period is made current.
Click the Export Commissions
button to generate the Export file. Follow the directions that appear
to save the file to your local drive.
Printable View - Click to generate a printable version
of the report.
Export to Excel - Click to export a Excel spreadsheet
of the report.
Export to Word - Click to export a Word document of the