Commission Class Codes Configuration

Items added with this function display in the Class dropdown in Policy Detail for policies on which Multi-Commissions are active. You must set up Commission Class Codes for your organization before activating Multi-Commissions for a policy.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.

3. Click Commission Class Codes on the navigation panel.

4. You can do the following from here:

   • Add a Commission Class Code
     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Commission Class Codes on the options bar.
        • Click File > New > Commission Class Codes  on the menubar.
        • Press [Insert] on your keyboard.
     2. Enter a Code up to seven characters long for the Commission Class Code.
     3. The active language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
     4. Enter a Description for the code.
        1. If you have more than one language available, the Description you enter populates for every language.
        2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
        3. The Update matching descriptions in other languages option defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
     5. Click Finish to complete the record.
        
        Click Add to add this record and create another one.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

   • Edit a Commission Class Code

     1. Click to highlight the Commission Class Code in the list and then do one of the following:
        • Click the Edit button to the left of the list.
        • Click File > Open on the menubar.
        • Double click the Commission Class Code.
     2. Change the information in the fields at the right and then click Finish or press [Enter].
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

     Note: If a code is in use in your system, you cannot edit the entry in its Code field.

   • Inactivate/Reactivate a Class Code

     1. Do one of the following:
        • Click Actions > Inactivate/Reactivate on the menubar.
        • Click Actions > Inactivate/Reactivate on the options bar.
     2. Click the Include Inactive link in the list header to display inactive class codes in the Commission Class Codes list. The link label then changes to Exclude Inactive. Click it again to hide the inactive codes.

   • View the Current Policies Associated with a Commission Class Code

     1. Select the code in the list and do one of the following:
        • Click On Demand > Commission Class Code – Current Policies on the menubar 
        • Click On Demand > Commission Class Code – Current Policies on the options bar. 

     Note: This report displays only policies whose expiration date is on or after the current system date. 

   • Delete a Commission Class Code

     1. Click the Commission Class Code to be deleted, and then do one of the following: 
        • Click the Delete button to the left of the list. 
        • Click File > Delete on the menubar. 
        • Press [Delete] on your keyboard. 
     2. You are prompted, "Do you wish to delete this record?" Click Yes.