Introducing…Non-ABL Commission Reconciliation

ByLisa

Are you using agile for Non-ABL?  If so, you may be interested in new capabilities coming next week to support the order management and commissions received for Non-ABL orders.

The Non-ABL order commission reconciliation process involves two steps.

STEP ONE:  Enter Invoices using the Invoices Application

The first step is entering invoices received from non-ABL manufacturers.  To do this, you will use the Invoice application to update your non-ABL order line to billed which creates a record for you to apply the commission payment when the check is received.

STEP TWO:  Enter Payments using the Payments Application

Upon receipt of a commission check from a non-ABL manufacturer, you will use the Payment application to apply non-ABL commission dollars to invoices as well as document commission adjustments.

Updated reporting will allow you to manage and report on your ABL and Non-ABL payments

HOW DO YOU GET ACCESS AND TRAINING?

The application will be given to agency principals and employees who have access to the ABL payment application.  You will be receiving 2 emails….one to sign up for Basic training and one to sign up for Advanced training.  Each will have a voting button for you to sign up for the class that best accommodates your schedule.

Basic Training Topics:

  • Invoice and Payments Application
  • Customizing drop downs in the Invoice and Payments Applications
  • Contact Management – Non-ABL manufacturer changes

Basic Training Classes:

  • Monday 2/28 2:00 PM EST
  • Tuesday 3/1 at 9:00 AM EST and 11:00 AM EST
  • Wednesday 3/2/11 at 11:00 AM EST and 3:00 PM EST
  • Thursday 3/3 at 9:00 AM

Advanced Training Topics:

  • Application access
  • Searching
  • Notes and Documents
  • Printing and Exporting Payments
  • Reports

Advanced Training Classes:

  • Monday 2/28 at 3:30 PM EST
  • Tues 3/1 at 3:00 PM EST
  • Wednesday 3/2 at 9:00 AM EST
  • Thursday 3/3 at 10:30 Am EST and 2:00 PM EST

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