In most cases when you notice that you referral has stopped working it is due to a conflict in your includes.
Top Menu >> Commissions >> Referrals
The includes and excludes work as conditions, for example if your referral includes accounts, customers, and suppliers. RPM will look for the account under that customers name on the supplier. If an included account does not belong to the customer(s) in the include, the items will not be included in the referral, as they do not meet the condition of being both with the customer and account.
An easy way to resolve this issue is to copy the referral and remove the customers or accounts in the original that are in conflict.
If you have a lot of accounts and only a few customers it can be quicker to remove the customers and add a new referral including the customers.
To create a copy, click the More menu at the top, and then click Copy
Confirm the details are the same, and click OK to create the referral.
With the new referral made click Remove on the customers lines. You want to be left with only the account numbers.
When the customers are removed, we now need to remove the accounts from the original referral. Click the Up Arrow to go back to the main referrals screen.
Click Details on the original referral.
In the original referral, click Remove on the account.
Once the account(s) is removed, return to the Latest run section of RPM and click Calculate.
Once the calculation is completed the referral should now be paying correctly.
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