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Commissions 23.1

PostedMarch 21, 2023
UpdatedMarch 21, 2023

Importer: Updates for Commissions OCCs

The Commissions module was modified in the previous release of Customer Master. MACC continues to enhance Commissions by updating the Importer tool with capabilities to mass import OCCs for Commissions to accounts/networks.

Tools | Mass Processing | Import Tool – OCCs: The OCC Import Type was updated to include Commission details from the USP Code. With these additional fields, users can use the tool to mass import OCCs for Commissions. Multiple fields relating to Commissions, such as Account Name/Number, already exist in the OCC Import Type. The following Commission information was added to the existing OCC Import type:

  • Network Name
  • Commission Billing Type
    • Initial
    • Recurring
    • Term
  • Commission Type
    • Percentage
    • Flat Rate
  • Commission Rate (matches Commission Tool ‘Rate’ column)
    • Percentage Value
    • Flat Rate Amount
  • Commission Agent (Non-Employee)
  • Commission Employee
Commission Image 1
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Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.