Outcome. A disputed commission gets its own auditable adjustment record with the corrected amount and a stated reason, instead of someone editing the original number and losing the history of what changed.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-032
flowchart TD
A[Commission status set to Disputed, reason and amount present] --> B[Custom code: create linked adjustment record]
B --> C{Creation failed?}
C -->|Yes| D[Notify finance of failure]
C -->|No| E[Notify finance and create review task]
When to use it, when not to
- UseUse it together with sales-ops-020 (commission calculation) and sales-ops-021 (commission approval), once a portal has been running those for a while and disputes start showing up.
- UseUse it when finance wants to keep the original calculated commission record untouched and see the adjustment as a separate, linked entry.
- SkipDo not use it if you plan to just overwrite the original commission amount when a dispute is resolved; that is simpler but destroys the audit trail this fiche exists to preserve.
- SkipDo not use it without the
Commissionscustom object from sales-ops-020 already in place; this fiche adds to that object, it does not create it.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.5 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
