Feature Overview

You can now create deduction rules that automatically total overrides by category — for example, separating Retirement overrides from Team Lead overrides — so the right amounts are calculated and applied to each transaction without manual math.
 

Conditional Override Merge Field by Role Code Value

This update introduces a dynamic merge field, [Sum of Overrides by Agent with Code Value: X], allowing users to isolate specific override totals (e.g., Retirement vs. Team Lead) for use in Deduction Rules and Advanced Criteria.

User Flow

Step 1: Configuration

The process begins in the global setup of the override roles. An admin must define which roles are associated with specific codes to enable the filtering logic.

• Action: Navigate to Dropdowns > People > Override roles.
• Interaction: The user enters a new alphanumeric value in the "Code" column for specific roles (e.g., Role: Retirement Putnam, Code: R).

Step 2: Agent Assignment

Once the roles are coded, they must be applied to the individual agents who are eligible for those specific overrides.

• Action: Navigate to People > Agent Profile > Overrides.
• Interaction: Add a new override to the agent. From the "Role" dropdown, select a role that was coded in Step 1.

Step 3: Formula Definition

The user now builds the logic that will automatically calculate the totals based on the code assigned in Step 1.

• Action: Navigate to Formulas > Deduction Rules.
• Interaction: In the "Formula Definition" text area, the user selects the new function: sumOfOverridesByCode(<personID>, <propertyID>, <side>, <overrideCode>)
• Formula Entry: =sumOfOverridesByCode([personID], [propertyID], 'BOTH', 'R'))
• Logic: The system is now instructed to look at the transaction, find the agent, and sum only the overrides assigned to that agent that carry the "R" code.

Step 4: Transaction Processing

This is where the automation provides value. When a deal is processed, the math happens behind the scenes.

• Action: Navigate to Property > Agent Net List/Sell.
• Interaction: The user views the Retirement/Other Dergalis section.

System Result: The dollar amount automatically populates. If the agent has two "Code R" overrides (e.g., Putnam at $200.49 and Equivest at $133.66), the field displays $334.15.

Step 5: Verification & Posting 

The final step ensures financial accuracy before the agent is paid.

• Action: Navigate to Properties > Post.
• Interaction: The user compares the "Retirement" deduction line item against the "Override" payment line items.
• Validation: The total sum of all override payments marked with Code "R" must exactly match the deduction amount calculated in Step 4.