How to Clone Payment Formulas Within a Payment Rule
When having a Rep with multiple qualifiers and tiers it can be very tedious to enter in the payment formulas one by one. By cloning the formulas within that payment rule, setting up can be done much quicker.
Cloning Payment Formulas Within a Payment Rule
In Express, Go to Plans > Edit Plan > Define Payments. Select the plan payment rule you wish to clone formulas. Scroll down to Box F Define Payment Structure.
By hovering over the top, bottom left or right edge of the button fx an arrow will appear. The formula can be moved up and down the tiers or cross over to other qualifiers.
After making changes, click Save.
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