Mange commission periods

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Edit, delete, or lock and unlock commission periods in a compensation plan.

  1. Go to Commissions > Compensation Plans.

  2. Find and select a compensation plan you want to add commission periods to.

  3. Click the Commission Periods tab.

  4. Find the commission period you want to manage.

  5. Click the menu â‹® and complete the following actions as needed:

  1. Click Edit.

  2. In the Edit Commission Period window, edit the name or dates as needed.

  3. Click Save & Exit.

When you lock a commissions period, it locks transactions related to that compensation plan during that timeframe.

  1. Click Lock or Unlock, as needed.

  1. Click Delete.

Warning

There is no confirmation when you click delete. This action cannot be undone.