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 before locking the transactions to prepare for commissions calculations.
View transactions for a crediting rule
Go to Commissions > Crediting Rules.
Find the crediting rule for which you want to view transactions.
Click the menu â‹® and select Edit Configuration.
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Click the Transactions tab.
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Export transactions data
On the Transactions header, click the menu â‹® and select Export Data.
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Save the file to your computer or check your downloads folder to access the file.
Lock transactions
Once you have validated the transactions, lock a group of transaction to prepare them for commissions calculations.
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.
On the Transactions header, click the menu â‹® and select Lock Transactions.
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Select the date range in the Start Date and End Date fields for the time period you wan to lock transactions.
Click Lock Transactions.
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Unlock transactions
When a group of transactions are locked they are immutable and cannot be changed. Some commissions administrators have the ability to unlock transactions and make changes, if needed. All changes are tracked in the audit log.
Note
It is not recommended to change transactions after they have been verified and locked.
On the Transactions header, click the menu â‹® and select Unlock Transactions.
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Select the date range in the Start Date (Effective Date) and End Date (Close Date) fields for the time period you want to unlock transactions.
Click Unlock Transactions.