What It Does
Capabilities & Features
The Prolecto Referral Obligation Manager is a toolset to describe relationships between entities that allow for one transaction to qualify for producing an obligation to another entity. For example, if a referral for a client is provided by an entity, and the new customer is invoiced, a lookup for the referral obligation is used to generate a related vendor bill. Qualification attributes include start and end dates and specific items that match.
Why It Matters
Business Value
For clients with simplified requirements for commission processing, the model will automatically craft vendor bills.