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- Commission Calculation
- Process
- Run cycle
Run cycle
Advance a period run with a receipt for each configured transition.
Step by step
-
Run preparation Billing Operations
Billing Operations names the commission period, organization and run owner before linking the statements for that cycle.
- Name period and owner
- Updates Calculation runs, Organizations, Reps
-
Validation review Billing Operations
Billing Operations compares linked statements with the period and records discrepancies in validation notes.
- Inspect linked statements and notes
- Updates Calculation runs, Commission statements
-
Run validation Billing Operations
Billing Operations uses Advance on a Draft run, then confirms Validated status and the successful receipt.
- Advance Draft to Validated
- Updates Calculation runs, Calculation receipts
-
Run posting Billing Operations
Billing Operations uses Advance on a Validated run, then confirms Posted status and its separate receipt.
- Advance Validated to Posted
- Updates Calculation runs, Calculation receipts
Who does what
Roles and permissions- Billing Operations
- Owns the transitions.
- Finance Leadership
- Reviews period context and the operation trail.
- Collections
- Uses the posted run when following statements.
Set up Commission Calculation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.