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Insurance
Configure Reprocessing Eligibility for Statuses

Configure Reprocessing Eligibility for Statuses

Define which statuses are eligible for reprocessing the commission statement line item when the processing fails.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled
User Permissions Needed
To set up brokerage: Insurance Brokerage User
  1. In Setup, find and select Brokerage. Then, select Commissions Management.
  2. In the Eligible Statuses field, click the dropdown arrow and select all commission statement line item statuses that you want to define as eligible for reprocessing.
  3. Save your changes.
 
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