Transactions provide a snapshot of the list of transactions from the effective date of the crediting rule. Use the transactions table to check the data pulled in from the commissionable event, and exclude transactions as needed, before locking the transactions to prepare for commissions calculations.
Exclude or include transactions
When you exclude a transaction, it will not be calculated for commissions when you lock transactions for commissions calculations.
Note
You cannot exclude transactions that are locked.
Go to Commissions > Crediting Rule.
Find and select the crediting rule where you want to update the payees for a transaction.
Click Transactions tab.
Find the transaction you want to exclude or include.
Click the menu â‹® and select the available action:
Exclude Transaction: Included transactions you want to exclude.
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Include Transaction: Excluded transactions display in red and crossed out in the table that you want to include.
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Lock or unlock transactions
Once you have validated the transactions, lock a transaction to prepare it for commissions calculations. When a transaction is locked it is immutable and cannot be changed. All changes are tracked in the audit log.
Note
Ensure you validate transactions before they are locked. Once transactions are locked, they are immutable and cannot be changed.
Some commissions administrators have the ability to unlock transactions and make changes, if needed, but this is not recommended.
You cannot lock transactions that are excluded.
All changes are tracked in the audit log.
Go to Commissions > Crediting Rule.
Find and select the crediting rule where you want to update the payees for a transaction.
Click Transactions tab.
Find the transaction you want to lock or unlock.
Click the menu â‹® and select the available option:
Lock Transaction: Unlocked transactions you want to lock.
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Unlock Transaction: Locked transactions you want to unlock. Locked transaction will have a lock displayed on them.
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