Hide Commissions From Non Revenue Entry Managers Flag

MoversSuite Admin > Administration > System Wide Options > Other Options

 

This is a System Wide Options flag associated to Commissioning Restrictions that allows your organization to restrict access to commission information and features within MoversSuite. Setting this flag instructs MoversSuite to only make commission information and features available to Revenue Entry managers.

 

Setup and Admin Information

 

To set this flag, head to the Admin tool and under the Administration group, open the System Wide Options screen. To set or remove a manager from the Revenue Entry security module per branch, you need to check mark the “Allow Manager Privileges” flag under the Security Profile Detail screen of Security Profile Setup.

 

 

Figure 39: Security Profile Setup

 

Function Restrictions with “Hide Commissions From Non Revenue Entry Managers” Flag

 

Following are the default restrictions applied in different tabs of the Revenue Entry module when the Hide Commissions From Non Revenue Entry Managers Flag is checked.

 

    Transactions > No commissions show in the grid

    Transactions > Add Item dropdown > Commissions option is hidden

    Transactions > Group Functions dropdown > Commissions menu is hidden

    Transactions > Group Functions dropdown > Divisions menu is hidden (if Divisions are disabled)

    Transactions > Group Functions dropdown > Generate Transactions option is hidden

    Summary > Order Overview section > Generate Transactions button is disabled

    Summary > Order Overview section > Open/Posted section only shows Company Revenue. The Total Commissions Paid, Third Party Expenses, or Retained Revenue buckets are hidden

    Summary > Commissions/Payables section > The entire section is hidden

    Summary > Invoicing section > While adding/editing a Revenue Group or Revenue Item, the “Save & New Group”, “Save & Add Item”, and “Save & Close” options are hidden

    Add Revenue Item > The Save & Add Commission menu item is hidden

    Auto Commissions option is disabled for these users while creating revenue

 

Other than these functions, each company can choose whether to disable any of the following to further hide commission-related information:

 

    Disable the Dynamics GP Order Inquiry module

    Disable the Commission Statement Management module

    Remove any reports from their Report Profile Setup

 

For applying these additional restrictions, users can reach out to the EWS Professional Services by opening a Help Desk case.

 

NOTE

The Recurring Billing and Generic Revenue Import features are exempted from these restrictions.