Install Producer Subcodes

Producer subcodes further define company codes for producers. They allow commissions to be broken down among several different companies and sorted on financial reports. These subcodes are often assigned for a producer for business written with a certain company, so you can only install one subcode per producer/company combination.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Producers.
3. Select the appropriate producer in the list and click Options > Producer Subcodes. The Producer Subcodes List screen displays.
4. Click the Add button below the button bar. The New Producer Subcodes Detail screen displays.
5. Double click in the Company field and select a company from the list.
6. Type the new subcode into the Subcode field.
7. Click OK, then click Yes to confirm the revision. The new subcode is added to the list.
8. To edit an existing subcode, highlight the subcode and click Detail. To delete a subcode, highlight the subcode and click the Delete button below the button bar.
9. When you have finished revising subcodes, click Cancel to close the Producer Subcodes List.