Need to be able to allocate a percentage of a funeral home's annual production budget to a specific agent (i.e. Unichoice in PA) for volume/budget tracking during the year.
This means setting up a table in GIAS that has [Funeral Home Number], [Agent Number], [Year], and a [Factor] field that would be something like '16%'. We could then quickly & easily manipulate the Funeral Home's budget by including or excluding the volume & budget from the agent.
Give Dave a shout with any questions.
|I need it...||