Edit capability is available for production credit in the invoice after posting. It is not necessary to reverse and re-enter the invoice to update the production credit information. Only production credit can be edited. The edited production credit will apply to the same time period as the original invoice. Generally, production credit is edited to correct unallocated amounts found in the Production Credit Report where production credit is either over or under 100%.
Quickly navigate to procedures included in this topic by clicking one of the links below:
Or
On the Client menu, click POLICIES. Click the Details icon next to the desired policy. Then, click the transactions tab. The transactions summary screen is displayed.
Note: Whether the Permit Production Credit over 100% check box on the invoice defaults tab is selected or not, a total production credit over 100% will be added to the Unallocated section of the Production Credit report.
If production credit over 100% is not permitted by the agency and 100% production credit is already allocated, a warning is displayed when saving any additions. If correcting a scenario where one employee currently has 100% production credit and another person needs to be added with partial credit, first edit the existing employee then add the new employee.
Or
On the Client menu, click POLICIES. Click the Details icon next to the desired policy. Then, click the transactions tab. The transactions summary screen is displayed.
Note: Whether the Permit Production Credit over 100% check box on the invoice default tab is selected or not, a total production credit over 100% will be added to the Unallocated section of the Production Credit report.
If the production credit is changed to an amount over 100% total during the edit process, the following warning is displayed. The over-allocation is allowed so that further adjustments can be made to the production credit to arrive at a 100% total.