This table is used to define commission plan assignment rules used in third party processing.
As accounts are referred to third parties, the accounts must go through the assignment process to determine which commission plan to apply. The commission plan rules are analyzed, and if the account does not meet any of the commission plan rules, the account is assigned the default Commission Plan identified on the Third Party Definition table. When a rule is met (or the default is used) the primary record for the account is updated with the commission plan information.
Rule Assignment Logic: The browser allows up to 25 rule criteria to be specified for each rule with their corresponding From/To ranges as well as a rule description. Each criterion includes an Operator that determines the type of calculation, the operators consist of ranges and Booleans. The browser also provides the selection of And/Or processing for each criterion. If ‘AND’ is selected, the system uses And conditions to join this row with the following row. If ‘OR’ is selected, the system uses Or conditions to join this row with the following row. As a result of not having a following row to logically relate to, the last row must contain spaces for the And/Or value.
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