Configuring Stop Processing (Hold Payment) Reasons

Prerequisites for Stop Processing Reason Codes

When the Stop Processing Reasons Code OPERA Control is active and a user sets a payment hold on a commission payment, a stop processing reason must be selected. Configure the various reasons why a commission payment would be held. For more information, see Managing Commission Payment Holds.

Adding Stop Processing (Hold Payment) Reasons

1. From the Administration menu, select Financial, select Commission Management, and then select Stop Processing Reasons.

2. Click New and complete the following:

   1. Code: Enter a code that identifies the stop payment processing reason.

   2. Description: Enter a description of the code.

   3. Sequence: Enter a number to indicate the position of this reason code in a list of displayed values.

3. Click Save.

Editing Stop Processing (Hold Payment) Reasons

1. From the Administration menu, select Financial, select Commission Management, and then select Stop Processing Reasons.

2. Enter search criteria then click Search.

3. Select the reason code in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the configuration.

5. Click Save.

Deleting Stop Processing (Hold Payment) Reasons

1. From the Administration menu, select Financial, select Commission Management, and then select Stop Processing Reasons.

2. Enter search criteria then click Search.

3. Select the reason code in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.