Hiding Plans from Commission Statements

To hide plans, Admin's will have to use a workaround. Each plan has a Category. They default to either Bonus or Commission depending on what is selected in section B of the payment rule. With that in mind, to hide plans:

1. Create a new category title under the Payment Category  tab. Label it, for example as "No Commission Statement"
2. Go to Plans > Edit Plans > Define Payments > section A > select the new category "No Commission Statement"
3. Now in the Customization section of Express (Results > Manage Results > Payments > Customize View > Commission Statement Concepts) uncheck "No Commission Statement" > Save
4. Go to Results > Run Calculations > Show Steps > Re-run Step 3 only

NOTE: The changes made will only be as of the current period moving forward.