Note: Generally when making product agreement changes, the product agreement(s) in question must not be linked to allocated statements. To enable you to make the changes, any statements linked to the applicable products need to be deallocated first.
Important: if you are using Commspace to do your pay out to your advisors you will need to refer to the article explaining reversals and corrections.
1. Deallocate the statement
Start by finding and deallocating the relevant commission statement(s). Your statement(s) have to be deallocated in order to make any changes on it.
2. Unlink product agreements
Then go to Product Agreements, apply filters as necessary (usually filter on Surname or Product Number) to find the relevant list of records and then click Unlink:
3. Change the fields on product agreements
Once the relevant product agreements have been unlinked in the previous step, you will see a dustbin on the right-hand side of your product agreement. This means your item has been unlinked, and now you are able to make changes to it.
Click More Actions:
Specify the appropriate target value for one of the available bulk field change values, e.g.:
Responsible Partner
Product Agreement
Valid From date
Note: Please do not use "Expiry Date" for any changes.
Now click the Set button next to the field that you would like to update on the filtered/selected list of product agreements:
4. Allocate your statement again
Finally, go back to Statements, then link and allocate the Statements on which the Products appear. This step is very important for the changes, made earlier, to be applied.
If you need to add new Product Agreements or Responsible Partners, you can follow the next link that will explain the process in detail.