Help:CM1-Current Commissions Payable: Difference between revisions

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{{Page title|CM1-Current Commissions Payable}}
{{Page title|Current Commissions Payable}}


The File Pull-Down Menu is used to set-up and maintain the various files used by this module, to run various utility programs, and to purge historical data from your system. Following are the functions on this pull-down menu:
This option will analyze all current commission detail and list the total amounts payable for all agents.
 
 
'''Edit Agent Master File:'''  This option enables you to set up new agents or edit the master file information on existing agents.  You may access the agents by Agent Number or by the Agent Name (Sort-Locator field).
 
'''Remove Commission History:'''  This option allows you to remove historical commission detail entries from the Commission Detail File (CM1D02.TPS).
 
 
'''IMPORTANT:  BEFORE you perform any purging process, you should do a complete backup of all IBS data files.  If you happen to make an error in the purging process, then this backup will be the only way you will be able to restore the erroneously purged records.'''
 
'''Remove YTD Amounts:'''  This option allows you to remove past year-to-date gross sales and 1099 earnings amounts from the Commission YTD Amounts File (CM1D03.TPS).
 
 
'''IMPORTANT:  BEFORE you perform any purging process, you should do a complete backup of all IBS data files.  If you happen to make an error in the purging process, then this backup will be the only way you will be able to restore the erroneously purged records.'''
 
'''Remove Old Agents:'''  This option allows you to remove commission agents and their related commission detail history for agents who have no current commissions payable balance.
 
 
'''IMPORTANT:  BEFORE you perform any purging process, you should do a complete backup of all IBS data files.  If you happen to make an error in the purging process, then this backup will be the only way you will be able to restore the erroneously purged records.'''
 
[[Re-Index Files]]    The data files should be re-indexed periodically.  The TopSpeed file driver which these programs use is self-maintaining.  However, it is good to periodically check the structural integrity of your data files.  This program option will re-index these files as well as remove any deleted records.
 
 
 
[[File Redirection File]]  This option is used to edit the file which tells the program the location of the data files.  In the IBS system, programs do not have to reside in the same location as the data files.
 
[[Passwords]]  This option is used to edit the Password file.  New passwords can be added, existing passwords can have their permissions modified, or existing passwords can be deleted.  Any user must have a password before he/she can use this program.
 
[[Log On]]  This option enables the user to "log-on" to this module using another password. 
 
[[Print Setup]]  This option is used to select the Default Printer.
 
'''Exit''' Press this button to exit this module and return to the Main IBS Menu.

Latest revision as of 19:15, 1 November 2011

Current Commissions Payable

This option will analyze all current commission detail and list the total amounts payable for all agents.