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Implement Basic Commission Functionality Prototype

This prototype aims at showcasing the below scenarios of the Commissions feature:

 

Prerequisites

User should have security to add and process the transactions.

 

New Items

GenerateCommisionDetail

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional Prototype

GenerateMultipleCommissionDetails

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

UpdateCommissionDetailStatus

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

UpdateMultipleCommissionDetailStatus

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

CopyToCommissionDetailFields

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

CopyToMultipleCommissionDetailFields

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

CommissionDetailScreen

  1. Type - Screen
  2. Company - Prototype
  3. Plan - FunctionalPrototype

 

 

Changes to Existing Items

EligibleTransactionByPolicyStatus : Included the above transactions under Pending(08) status.

 

Configuration Details

GenerateCommissionDetails

 

Fields

 

 

Attached BR

 

 

Details

 

 

 

GenerateMultipleCommissionDetails

 

Fields

 

 

Attached BR

 

 

Details

 

 

UpdateCommissionDetailStatus

 

Fields

 

 

Attached BR


 

  • Details
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    UpdateMultipleCommissionDetailStatus

     

     

    Fields

     

     

    Attached BR

     

     

    Details

     

     

    CopyToCommissionDetailFields

     

     

    Fields

     

    Attached BR

     

     

    Details

     

     

    CopyToMultipleCommissionDetailFields

     

    Fields

     

    Attached BR

     

     

    Details

     

     

    CommissionDetailScreen

     

    Fields

     

     

     

     

     

     

     

     

     

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