When a payment is made by one individual for multiple agents and the line items are being sent over to the state, only one M1 record is sent to NAR eCommerce. For example, a broker pays for five agents but the information sent by M1 to NAR displays only the broker's ID, not the individual agents' IDs (because the broker made the payment). On NAR"s side this shows as a credit for the broker and the agents' invoices don't show as being paid.
The Transaction by Contact report can be used to document the individuals that are associated with the payment. This report can then provide information to the organizations that request it, such as National or State.
Transactions by Contact Report
1. From the Billing Module, scroll down to the Transactions by Contact report found under the Historical and Planning section.
2. Apply the following filters:
- Sales Date Range
- Transaction Type: Payment
- Additional Criteria/Filters: Ref Number - Equals - enter the payment reference number (EC control number)
3. In the Fields to Display, use the drop-down arrow to select Purchase Contact Name.
If you choose, add a Summarize By > Purchase Contact Name for easier viewing.