Direct Rep Assignment
The majority of the RPM 28 development effort is best described as direct rep assignment. Direct rep assignment has two major components: Assigned reps for Accounts and Default reps for Customers.
Accounts can now be directly assigned to a rep before or after importing monthly commission items. In addition, users can add rep assignment exceptions based on one condition, such as a product. Accounts can also be updated by import using the new import template columns: Assigned agency and Assigned rep.
Customers can now be assigned a Default rep, which will assign every account, regardless of supplier, to the Default rep. Customers can also be updated by import using the new columns: Default agency and Default rep.
Click to watch a video that details an overview of this new functionality.
Rep Assignment Assistant
A new page that enables easy and bulk assignment of unassigned accounts to reps.
Click here to learn more.
Assigned Rep vs. Assignment Code
Assigned rep is an alternative to, and arguably a better way, to assign reps to accounts than assignment codes. We recommend migrating assignment codes to assigned reps. And, to facilitate this, we've developed an assignment code migration tool, which will automatically assign reps to existing accounts based on assignment codes that exactly match an account number from the same supplier.
Click here to learn more.
Commission Item Data Enrichment
Copy from a basic field that lives on Rep, Customer, Agency, Supplier or Account references has been added to custom item variables. Currently, this functionality is only available for text type basic fields.
An example of how this new functionality could be used is to add a customer's industry classification that would be then automatically attributed to every commission item from this customer.
Click here to learn more.
More Improvements & Changes
- Assignment codes no longer required for commission import or transfer
- New Account view columns & filters
- New Customer view columns & filters
- Easier access to account assignment exception information in UI
- Improved Schedule history entries that include commission group name, pay plan, rate, and rate types
- Commission variables page view has a new, cleaner UI
- Commission item variables are now displayed on incoming referrals to Agents
- Account update import no longer requires a Customer column
- More detail in Assignment box on Rep page that displays the number of accounts and customer default assignments
- New passwords will require a minimum of 10 characters
- Improved commission integrity, can't trash:
- Agency or a Rep if a default rep, assigned rep, or in an exception
- Product if used in exception
- Bypass code if used in exception