How to use

Everything else that is related to commission management.

More... Button on Form Page
The More button drop down menu has a variety of handy options.  Special edit: Special edit ignores all field security rules and field groups. ...
Thu, 24 Mar, 2016 at 2:30 PM
Rules of Thumb
Rules of thumb for preparing commission data for import in RPM:   Column headers have to be on the 1st row Remove totals and sub-totals Remove empty ro...
Thu, 9 Nov, 2023 at 4:18 PM
Original Commission Data Process
Top menu >> Processes >> Original Commission Data >> + Start This process is used to store your original, raw commission statemen...
Tue, 23 Feb, 2016 at 9:11 AM
Unable to find comm tiers
Top menu button >> Latest run >> Warnings >> Unable to find commission tier If you get the Unable to find commission tier warning that...
Tue, 12 Sep, 2017 at 10:28 AM
Gross Commission Does Not Equal Deposits
Top menu >> Latest run >> Warnings >> Gross commission does not equal deposits When you use the deposit feature, a warning will tell you ...
Tue, 12 Sep, 2017 at 10:47 AM
Supplier data not imported
Top menu >> Latest run >> Warnings >> Supplier data not imported This warning lets you know that you have imported your commission data...
Tue, 12 Jan, 2016 at 12:40 PM
Account group (add or assign)
An account group is a group of accounts to which you can apply a specific commission rule. Rules applied to the account group affect all the accounts...
Mon, 18 Oct, 2021 at 9:45 AM
Assignment Code vs. Account Number
Why use the same value for Assignment Code & Account number? Assignment Code & Account value To set up the upload matrix a user has to populate...
Mon, 6 Nov, 2023 at 8:05 AM
Item and Product Variables
Item and product variables in RPM are custom fields that attach to commission items in RPM they are used to bring in commission data under a field that RPM ...
Thu, 15 Sep, 2022 at 10:42 AM
Copy to a Custom Field
Top menu >> Commissions >> Imports setup >> Add an item variable >> Copy to a custom field You can create a custom field and...
Mon, 25 May, 2015 at 3:54 PM