- Select the Templates list. A shadow will appear around the list to indicate it is selected.
- Click the New button. The Revenue Split dialog will be displayed.
- Enter the revenue split name. Be descriptive. It is recommended to use a convention along the lines Entity x%: Entity x%, for example, Broker 60%: Referrer 40% or Broker 100%.
- Click the Short Name Copy button () if the short name is to be the same as the name. OR Enter a short name.
- Select the Default? status.
- No (default): The revenue split template will not be the default.
- Yes: The revenue split template will be the default
6. Click the OK button. The Revenue Split dialog will close.
Note: The Complete? field cannot be edited. It will display Yes when 100% of the revenue has been assigned. |
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Important: Once a Revenue Split Template has been created, Revenue Split Items must be added. |
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