Admin: Corporate Office
Page: Associates > Volume Adjustments
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/VolumeAdjustments
Permission: ViewVolumeAdjustments()

The Volume Adjustments page allows you to easily add or deduct commission volume from an Associate’s account.

What We’ll Cover

• Enabling/Disabling Volume Adjustments
• Making a Volume Adjustment
• Troubleshooting

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Enabling/Disabling Volume Adjustments

To enable/disable Volume Adjustments:

1. In Corporate Office, navigate to Administration > Advanced Settings > Commissions.

2. Locate the Volume Adjustments section.

3. Select the Allow Volume Adjustments checkbox.

   

   To disable the page, unselect the checkbox.

4. Click the Save Changes button.

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Making a Volume Adjustment

1. Type the name/ID of the Associate who will have their volume adjusted.

   Note: When you begin to type, the auto-search will show search suggestions.

2. Select the Volume Type being adjusted between Commissionable Volume (CV) and Qualifying Volume (QV).

3. Select a date range for the volume adjustment.

   You can only make volume adjustments to uncommitted Commission Periods.

4. The Volume Adjustment is where you can see the volume from the dates selected in the Commission Period dropdown, you can enter the volume adjustment, and you can see its results.

5. The Period Volume count shows the volume amount from the date range selected in the Commission Period dropdown.

6. Enter an Adjustment +/- amount entered to adjust the Period Volume volume.

   You can add or remove volume, but you cannot remove more volume than is available in the Period Volume.

   To subtract an amount from the Period Volume, add a negative (-) in front of the entry.

7. Once an adjustment is made in the previous field, the net result will be displayed in the Total With Adjustment field.

8. Clicking Clear refresh the page, clearing any information that was input.

9. Submit the volume adjustment to the system.

Once processed, the new volume amount will reflect in the Period Volume line.

This will also add a note to the Associate’s Service Log for the record.

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Troubleshooting

• Duplicating Commission Period Entries