Commission Profile Edit

The Commission Reconciliation function enables you to use standard, non-editable commission profiles, provided by GlobalWare, to import and reconcile commission data from Onyx (HCC or ERTS), TACS, Paymode‑X, Commtrak, and other entities (Generic). However, you can create custom profiles by using the Commission Profile Edit function. Use this function to map some or all columns within the commission file you received to GlobalWare fields. For example, you could map a PassengerName column in a commission file to the LastName field in GlobalWare.

IMPORTANT: Before using the Commission Profile Edit function, you must make sure that all dates in the commission file are in the format MM/DD/YYYY. For details, see Formatting Commission Files for GlobalWare Import below.

You can also use the Commission Profile Edit function to map commission payment status codes in the commission file to payment status codes in GlobalWare. If you do not choose to map them, GlobalWare will give all commission payment amounts of zero ($0.00) a status of Non-Commissionable and all amounts greater than zero a status of Full (received in full) during the commission reconciliation process.

After setting up a commission profile and saving it, you can select the profile in the Reconciliation File field on the Commission Reconciliation screen. For details, see Using the Commission Reconciliation Screen. You can also edit or delete the profile on the Commission Profile Edit screen.

Formatting Commission Files for GlobalWare Import

Before using the Commission Profile Edit function, you need to format your file for GlobalWare use. Your file must be in text or CSV format (.txt or .csv). It is recommended that you use Microsoft Excel to reformat the file.

  1. Use the Text Import Wizard in Microsoft Excel to import the commission file into Excel.

  2. On the first wizard dialog box, select Delimited as the file type.

  3. Click Next >.

  4. On the second wizard dialog box, select Tab and Other as delimiters. In the box next to Other, specify a vertical bar (pipe) character ( | ).

  5. Click Next >.

  6. On the third wizard dialog box, select General as the column data format.

  7. Click Finish.

    Your file should look similar to the following example:

  8. Change all date columns to use the format MM/DD/YYYY.

  9. Save the file as Text (Tab delimited) (*.txt).

    The file is now ready for use by the Commission Profile Edit function. To add a commission profile based on your commission file, see Accessing the Commission Profile Edit Screen and Adding a Commission Profile below.

Accessing the Commission Profile Edit Screen

To access the Commission Profile Edit screen, on the Commission submenu, click Comm. Profile Edit.

The Commission Profile Edit screen appears.

Tip: You can increase the size of this screen by dragging an edge or corner to the desired size. This enables you to more efficiently view data in the File Layout View grid.

The following table describes the fields on the Commission Profile Edit screen.

Field Description

Profile

Name of the commission profile. Either type the name of a profile you want to add or select an existing profile from the drop-down list.

File Name

Full path to the commission file you received. You can use the ellipsis () button to navigate to the file. By default, GlobalWare opens the GlobalWare\GWUser folder within your local user folder (C:\Users\userfolder\GlobalWare\GWUser). It is recommended that you put the file in this location. If you use a different location, navigate to that location.

Column1 through Columnxx

Column data for lines in the commission file. Columns in the File Layout View grid match columns in the commission file.

Note: Header lines in the commission file (if any) appear first in the grid, and trailer lines (if any) appear last.

Ignore Header Lines

Indicates the number of header lines (if any) in the commission file to ignore when using the Commission Reconciliation function to import and reconcile the file.

Ignore Trailer Lines

Indicates the number of trailer lines (if any) in the commission file to ignore when using the Commission Reconciliation function to import and reconcile the file.

Commission File Columns

Indicates columns in the commission file you want to map to GlobalWare fields.

  • To add a column for mapping, select the appropriate column in the left-side box and click the right-arrow () button to move it to the right-side box.
  • To remove a column from mapping, select the appropriate column in the right-side box and click the left-arrow () button to move it to the left-side box.

GlobalWare Fields

Indicates fields in GlobalWare you want to map to commission file columns. At a minimum, you must map to the ConfNum and Revenue fields in GlobalWare, and also to one other field of your choosing that is marked with an asterisk (*).

  • To add a GlobalWare field for mapping, select the appropriate field in the right-side box and click the left-arrow () button to move it to the left-side box.
  • To remove a GlobalWare field from mapping, select the appropriate field in the left-side box and click the right-arrow () button to move it to the right-side box.

IMPORTANT: Columns in the box to the left of the equal sign must correlate with GlobalWare fields in the box to the right of the equal sign, as shown in the example below. There must be a one-to-one correlation in these boxes.

The following table describes the buttons on the Commission Profile Edit screen.

Button Description

ADD

Adds the profile specified in the Profile field, based on the commission file indicated in the File Name field.

EDIT

Enables you to edit the profile selected in the Profile field.

MAP STATUS CODES

Opens the Map Status Codes dialog box. Use this dialog box to map commission payment status codes in the commission file to payment status codes in GlobalWare. This button is available only if the currently displayed profile maps commission payment status codes in the commission file to GlobalWare's StatusCode field.

Note: If you do not choose to map status codes, GlobalWare will give all commission payment amounts of zero ($0.00) a status of Non-Commissionable and all amounts greater than zero a status of Full (received in full) during the commission reconciliation process.

SAVE

Saves changes to the displayed commission profile.

DELETE

Deletes the displayed commission profile.

Adding a Commission Profile

To add a commission profile:

  1. On the Commission Profile Edit screen, type a new profile name in the Profile field.

  2. In the File Name field, specify the full path to the commission file you received.

    Note: You can use the ellipsis () button to navigate to the file. By default, GlobalWare opens the GlobalWare\GWUser folder within your local user folder (C:\Users\userfolder\GlobalWare\GWUser). It is recommended that you put the file in this location. If you use a different location, navigate to that location.

  3. Click ADD.

    Column data from the commission file appears in the File Layout View grid.

  4. In the Ignore Header Lines and Ignore Trailer Lines fields, specify the appropriate number of lines to ignore (if any) when using the Commission Reconciliation function to import and reconcile the file.

  5. Use the boxes under Commission File Columns and GlobalWare Fields to select the columns and fields you want to map. At a minimum, you must map to the ConfNum and Revenue fields in GlobalWare, and also to one other field of your choosing that is marked with an asterisk (*). For details, see the relevant field descriptions in Accessing the Commission Profile Edit Screen above.

    IMPORTANT: Columns in the box immediately to the left of the equal sign must correlate with GlobalWare fields in the box immediately to the right of the equal sign, as shown in the example below. There must be a one-to-one correlation in these boxes.

  6. Click SAVE.

    Based on your choice to map or not to map commission payment status codes (GlobalWare's StatusCode field), one of the following occurs:

    • If you chose to map status codes, a message appears that indicates the profile has been saved.

      1. Click OK.

        The MAP STATUS CODES button becomes available.

      2. To map status codes for this profile, see Mapping Commission Payment Status Codes below.

    • If you chose not to map status codes, the following message appears.

      Note: Because you chose not to map status codes, GlobalWare will give all commission payment amounts of zero ($0.00) a status of Non-Commissionable and all amounts greater than zero a status of Full (received in full) during the commission reconciliation process. You can edit the commission profile to map the status codes.

      1. Click OK.

        A message appears that indicates the profile has been saved.

      2. Click OK.

Editing a Commission Profile

To edit a commission profile:

  1. On the Commission Profile Edit screen, select the profile you want to edit from the Profile drop-down list.

  2. Click EDIT.

    GlobalWare displays data for the selected profile.

  3. After you make changes, click SAVE. (For guidance on making changes, see Adding a Commission Profile above.)

    Based on your choice to map or not to map commission payment codes (GlobalWare's StatusCode field), one of the following occurs:

    • If you chose to map status codes, a message appears that indicates the profile has been saved.

      1. Click OK.

        The MAP STATUS CODES button becomes available.

      2. To map status codes for this profile, see Mapping Commission Payment Status Codes below.

    • If you chose not to map status codes, the following message appears.

      Note: Because you chose not to map status codes, GlobalWare will give all commission payment amounts of zero ($0.00) a status of Non-Commissionable and all amounts greater than zero a status of Full (received in full) during the commission reconciliation process. You can edit the commission profile to map the status codes.

      1. Click OK.

        A message appears that indicates the profile has been saved.

      2. Click OK.

Mapping Commission Payment Status Codes

You can map commission payment status codes in the commission file to payment status codes in GlobalWare. If you do not choose to map them, GlobalWare will give all commission payment amounts of zero ($0.00) a status of Non-Commissionable and all amounts greater than zero a status of Full (received in full) during the commission reconciliation process.

To map commission payment status codes:

  1. On the Commission Profile Edit screen, click MAP STATUS CODES.

    Note: The MAP STATUS CODES button is available only if the currently displayed profile maps commission payment status codes in the commission file to GlobalWare's StatusCode field.

  2. Use the boxes under GlobalWare Status Codes and Status Codes in File to select the columns and fields you want to map.

    • To add a GlobalWare status code for mapping, select the appropriate status code in the left-side box under GlobalWare Status Codes and click the right-arrow () button to move it to the right-side box.

      Note: To remove a GlobalWare status code from mapping, select the appropriate status code in the right-side box under GlobalWare Status Codes and click the left-arrow () button to move it to the left-side box.

    • To add a commission file status code for mapping, select the appropriate status code in the right-side box under Status Codes in File and click the left-arrow () button to move it to the left-side box.

      Note: To remove a commission file status code from mapping, select the appropriate status code in the left-side box under Status Codes in File and click the right-arrow () button to move it to the right-side box.

    IMPORTANT: GlobalWare status codes in the box immediately to the left of the equal sign must correlate with commission file status codes in the box immediately to the right of the equal sign, as shown in the example below. There must be a one-to-one correlation in these boxes.

  3. Click SAVE.

    A message appears that indicates the status code mappings have been saved.

  4. Click OK.
  5. To close the Map Status Codes screen, click the exit () icon.

Deleting a Commission Profile

To delete a commission profile:

  1. On the Commission Profile Edit screen, select the profile you want to delete from the Profile drop-down list.

  2. Click EDIT.

    GlobalWare displays data for the selected profile.

  3. Click DELETE.

    GlobalWare deletes the profile.