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Edit or activate a commission scheme
When to use it
Use this guide when you need to edit or activate a commission scheme.
Before you start
- Open Commission settings 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 scheme contains the revised rules or availability for eligible calculations.
Schemes and payout intervals influence commission eligibility and review timing. Existing generated runs are separate records.
Steps
- Find the scheme and review its current rules and active dates.
- Select Edit to change eligibility, dates, or rules, then select Save scheme.
- To change whether the scheme is available, select Activate or Deactivate and read the confirmation before accepting.
- Check the saved active state and dates before generating a commission run.
Screenshot to add: Commission settings: edit or activate a commission scheme. Capture filename: images/edit-or-activate-a-commission-scheme.png.
Restrictions
You need permission to edit schemes. Active dates and the active switch both affect availability. Existing generated runs are separate records; do not assume a scheme edit recalculates them.
If something went wrong
After an unclear save or status change, reopen the scheme and check its rules, dates and active state. Use Edit → Save scheme to correct the supported rules, or the eligible Activate/Deactivate action to correct availability.
If the wrong settings were used by a generated run, follow Commission-run recovery. A scheme edit does not automatically replace existing calculations or recover commission already paid.
Check the correction
Check the final rule order, rates, eligibility, dates and active state. Review affected run amounts with Finance before another generation.