Adding / Editing Production Credit

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:

To Add Production Credit

To Edit Production Credit

To Add Production Credit

  1. On the Primary menu, click SEARCH. Search for the appropriate client.
  2. Click the Details icon next to the client.
  3. On the Client menu, click TRANSACTIONS. The transactions summary tab is displayed.

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.

  1. In the Select View list, select Posted Invoices. The Posted Invoices view is displayed.

  1. Click the Details icon next to the invoice to edit. The invoice is displayed.

  1. In the Quick Navigation pane, click Invoice Commissions. Scroll to the Other Commissions section.

  1. Click [Add New Other Commission]. The Add People Commission dialog box is displayed.

  1. In the Search People area, search for the appropriate employee.
  2. In the Employees box, select the appropriate employee.
  3. In the Commission On list, select what the credit will be on.
  4. In the Level / LOB list, select the level or line of business that the credit will be on.
  5. In the Production Role list, if necessary, select a new production role for the employee.
  6. In the Production Credit Amount box, enter the new percentage for the employee.

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.

  1. Click OK. The addition to the production credit is added to the invoice.

To Edit Production Credit

  1. On the Primary menu, click SEARCH. Search for the appropriate client.
  2. Click the Details icon next to the client.
  3. On the Client menu, click TRANSACTIONS. The transactions summary tab is displayed.

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.

  1. In the Select View list, select Posted Invoices. The Posted Invoices view is displayed.

  1. Click the Details icon next to the invoice to edit. The invoice is displayed.

  1. In the Quick Navigation pane, clickInvoice Commissions. Scroll to the Other Commissions section.

  1. Click the Details icon next to the commission to edit. The Edit People Commission dialog box is displayed.

  1. In the Production Role list, if necessary, select a new production role for the employee.
  2. In the Production Credit Amount box, enter the new percentage for the employee.

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.

  1. In the Edit People Commission dialog box, click OK. The edit to the production credit is added to the invoice.

Related Topics

Invoice Defaults Tab