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  1. The Event Manager Windows Service must be running for commissions to be applied

  2. The 'Commission Pay Type' must be configured on the AdminPortal Configuration page

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  3. A Commission Type Component MUST exist on the Service or commission will not be applied

  4. The Commission Type Component must match the Commission Type setup on the User-Agent/Agent or commission will not be applied
    Note: the 'User-Service Agent' only requires a (i.e. "Any") Commission Type component to be on the User-Service in question when User-Service Agent Commission Details are configured, the type does not need to match when User-Service Agent Commission Details have been configured

  5. Commission details must be defined at some level (i.e. if not at a lower level Agent they must be configured at the Agent level) or commission will not be applied

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  1. Access the MSSQL Server Management Studio and enable the following option on the 'EngageIP' database
    [cce type='sql']
    insert into EngageIPOption
    insert into EngageIPOption (Name, Value) values ('CreateUDRBillerUDRClassSummary', 'True'

    Code Block
    insert into EngageIPOption (Name, Value) values ('CreateUDRBillerUDRClassSummary', 'True')

    [/cce]
    
    
  2. Restart IIS on the EngageIP Server

  3. Load the EngageIP AdminPortal and access the Setup tab

  4. Click on UDR Classes

  5. Click on the Name of the UDR Class you wish to allow commission to be earned on

  6. Under the Components section click Add

  7. Click Commission Type

  8. Select the Commission Type you wish to use (if you have not setup Commission Types for usage see the Setting up Commission Types section above)

  9. Click Save

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  1. Go to the Setup tab

  2. Scroll Down to Commissions

  3. Select Commission Owners

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  4. A list of branded owners will be presented, select which owners you want to share the Top Owner's Agents with

  5. Once you have made your selection you will be able to use the Agents from the Top Owner in the branded owners that you selected

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A User-Contract Component is added on an Account with a User Contract Status of 'Prospect'.

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A User Agent is configured on the Account (Tools > User Agent) and the Agent has a UserAgent Commission Detail added with the Advancement option set.

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A Package that is connected to the User-Contract has a User-Service with the appropriate Commission Type (in this case Recurring) configured. (Commission Type Components are added via Setup > Service > Configuration)
 

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Example Outcome: when the User-Contract > User Contract Status is switched to an Active status the following will occur:

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