This is only applicable on offices using the feature Responsible Partner Match.
Conditions:
the provider & product number exist on Commspace
a valid product agreement is in place
the responsible partner code match tick is enabled on the product agreement
Why is this happening?
The system requires a valid partner provider code on the statement to link, but none was found because partner provider code is therefore blank.
How do I resolve it?
If you have imported a generic commission statement, ensure you've entered the responsible partner per line item in a column with the header "Responsible Partner".
If you've imported an original commission statement, ensure every single line item has a partner specified.
Note: especially on Short Term commission statements, the providers tend to not specify the agents.We have two solutions that you can choose from if the partner's aren't specified on the statement:
1. Remove the Responsible Partner Match tick for this product agreement, which means Commspace will not try to match the linked partner to the statement partner again.2. Add a partner name to the statement manually (this will have to be added every month):