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Approve question or reject commission lines
When to use it
Use this guide when you need to approve question or reject commission lines.
Before you start
- Open Commissions from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The selected commission decisions are recorded for review and payroll follow-up.
Generating a commission run prepares eligible paid sales for review. Submission, approval and payroll release are later stages.
Steps
- Open the commission run and inspect the relevant order and claim lines.
- Use Approve line, Query line, or Reject line according to the evidence.
- For several eligible lines, select them and use Approve selected, Question selected, or Reject selected.
- Review the resulting decisions and updated totals.
Screenshot to add: Commissions: approve question or reject commission lines. Capture filename: images/approve-question-or-reject-commission-lines.png.
Restrictions
This needs approval access. Only decisionable lines can be selected. Approval is not confirmation that payroll has paid the commission.
If something went wrong
After an unclear individual or bulk decision, refresh each selected line and inspect its saved decision and updated total before repeating the action.
If the wrong claim was approved, questioned or rejected, give the commission reviewer the run, line/order references and intended decision. Use only actions still offered for that line's state; do not assume an approved/released claim can be freely edited. For a wrong unapproved run, review Run recovery; approved/released payroll needs Finance review.
Check the correction
Check each affected line's decision and amount, run totals and payroll stage. A line approval is not proof that commission has been paid.