There are three different types of batches: published batch, calculated commission batch, and one-time batch; each with their own instructions to rollback and remove. When applying a rollback to a published batch you are removing the batches from showing in payee commission reports. This should only be done if you are rolling back the most current month and as a last resort; be sure to check the commissions well before creating a published batch to avoid having to unpublish. If a batch is not yet a published batch you can rollback the batch, including its' calculations. You will want to do this if you changed a commission assignment or cost rules and you need to generate a new report with the changes in place. By rolling back published batches and calculated batches you are able to remove the existing batch and start a new batch.

Rolling back a published batch should be a last resort and all precautions ensuring correctness should be taken prior to creating a published batch. If you need to rollback a published batch, doing so will remove the batch's commission reports from all payees and batches that were in the published batch will be available to be rolled back and recalculated if changes are needed.

A “Main” Division Office Staff user with Admin access and the Commission option checked “Yes” since rolling back One-time batches is done in published Batches.
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To rollback a published batch select the Admin tab and select Published Commissions.

To rollback a published batch select the Admin tab and select Published Commissions. Locate the published batch, select the action menu and then the Roll back option. You will be prompted to Confirm the rollback and confirming will remove the published batch. The batches that were locked into the published batch can be rolled back or reorganized into another published batch as you see fit.

Rolling back a calculated batch undoes the commissions calculation and removes the batch allowing you to create a new commission batch and recalculate the report with the current commission assignments, costs, and exemptions. For example; you will roll back a commission batch when you’ve discovered an incorrect residual payment. In order for the correction to be included in the commission reports a batch must be calculated with the correction in place. You may hear/see this referred to as “rolling back and recalculating”.

A “Main” Division Office Staff user with Admin access and the Commission option checked “Yes” since rolling back commission batches is done in Run Commissions.
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To view Commission Batch reports select the Admin tab, select Run Commissions, complete each menu so when you select the blue Commissions button the batch you are wanting to rollback is displayed.

To rollback a residual batch report select the Admin tab, go the the finance menu, select Run Commissions, complete each menu so when you select the blue Commissions button the batch you are wanting to rollback is displayed. Once you’ve selected the Commissions button the calculated batches statistics should appear along with options to “Import Commissions to Website or if the batch is already in a published batch you will be given notice. Assuming you see the statistics and not the notice you will see a link below the button to “Publish commissions”, that will either say Rollback rules processing or Or rollback calculation. If you have the link “Rollback rules processing”, select it and then you will be shown the link Or rollback calculation, you will select it to roll the batch all the way back. To reiterate, selecting “Rollback rules processing” you are only rolling back the Commission Runner Rules but not the calculation. Only selecting “Or rollback calculation” completely removes the residual batch. When rolled all the way back you will see the button to “Calculate Commissions” along with the Raw Data totals and modification amounts.

Note: if the batch's calculation is already rolled back you will see a link that says "Or rollback file transaction" DO NOT USE THIS unless you want to remove uploaded residual files.
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Rolling back a one-time Misc. adjustment batch will remove a One-time batch allowing you to edit the Misc. adjustments whereas once they are batched they are locked into place.

A “Main” Division Office Staff user with Admin access and the Commission option checked “Yes” since rolling back One-time batches is done in Published Commissions.

To rollback One-time batches select the Admin tab, select Published Commissions, and select the button Publish Commissions. If your batch can be rolled back you should see it in the list. Select the action menu adjacent to the one time batch and then select Roll back to remove the One-time batch from calculated batches. Please be aware the One-time batch cannot be in a master batch to rollback. You must first rollback the master batch if this is the case.
Now you can go to Miscellaneous Adjustments to edit items that were in the batch prior to the rollback.
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