Period close

Close Period or Period Close process will close the paid transactions. Close period process allows marking the paid transactions, to avoid duplicate commissions. At the end of each period, you must close the period. Once the period is closed, you cannot go back and re-process your compensation. Compensation for unclosed active transactions can be calculated just by changing the transaction's period to current period.

To close the period, do the following:

  1. Click Tasks menu ? Period Close sub menu item. The "Period Close" page opens.

  1. Click on Period Close button to close the current period transactions.

Note:

         Do not run this process until you have verified that all calculation and other information for the period are correct.


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