| New Contract Spead Sheet | | From the spread sheet dashboard, click the New Contract Job icon to view current contracts that have gone live with a start date of this month. The spread sheet may be filtered to show current contracts with any selected start month. | | The two procedures to be completed for each new contract as: | | 5.3.2 F2 Enter Commission | | 5.3.3 F3 Enter Schedule |
| Automated Data Assistant: | | Eliza will monitor all F2 and F3 procedures. Where a new contract is more than one month old and F2 and F3 procedures have not been completed, then an automatic email reminder is sent to finance. Where a new contract is more than two months old and F2 and F3 procedures have not been completed, then an Executive email reminder is posted. |
| Enter Commission Procedure F2: | | While generic commission rates may be defined at the client level, each payment schedule will define the actual commissions that will be paid. |
| Enter Schedule Procedure F3: | | One or more payment schedule records must be added for each payment that is expected for each new contract. | | The payment schedule creates the cash flow forcast shown month by month on the Executive dashboard. | | The payment schedule creates the commission due forcast on each broker and sales persons dashboard. | | Where the payment schedule has not been created, the commission forcasts show zero. |
| Document Control: | | 1. Document Title: M1 New Contract Procedure. | | 3. Keywords: M1 New Contract Procedure. | | 4. Description: M1 New Contract Procedure. | | 5. Privacy: Public education service as a benefit to humanity. | | 6. Issued: 11 Jun 2018. | | 7. Edition: 1.3. |
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