Producer Costs Inquiry

Use the following fields to narrow your report results:

• Date Range of Incurred Costs: Enter the date range in which you want to report producer costs. By default, the Producer Costs Inquiry will report all cost information from the preceding month.

• Begin Date: Required. Enter the beginning date of a date range in which to run the search. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.

• End Date: Required. Enter the last date of a date range in which to run the search. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.

• Filter Criteria: Enter specific criteria to narrow your the report results.

• States: To report costs for transactions in all states, select no criteria. Or, to filter the report to include only costs for transactions in a particular state, click to select a state name from the list box. Or, press the CTRL key and click to select multiples.

• Service Types: To report costs for transactions for related service types, select no criteria. Or, to filter the report to include only costs for transactions for specific related service types, click to select a service type from the list box. Or, press the CTRL key and click to select multiples.

• Producer-Specific Filter Criteria: Enter specific criteria to narrow your the report results.

• Business Units: To report costs for transactions associated with all business units, select no criteria. Or, to filter the report to include only costs for transactions associated with specific business units, click to select a service type from the list box. Or, press the CTRL key and click to select multiples.

• Locations: To report costs for transactions associated with all locations, select no criteria. Or, to filter the report to include only costs for transactions associated with specific locations, click to select a service type from the list box. Or, press the CTRL key and click to select multiples.

• Departments: To report costs for transactions associated with all departments, select no criteria. Or, to filter the report to include only costs for transactions associated with specific departments, click to select a service type from the list box. Or, press the CTRL key and click to select multiples.

• Format Options: Choose the following options for formatting the report results:

• Mask SSN: Click to checkmark the checkbox to replace the first five (5) digits of an individual producer's Social Security Number with asterisks in the report results.

The Title tab of the report displays a summary of the selected report criteria, including data summaries (such as total record and producer counts), report properties, and all of the selection and filter criteria used to generate the report.

The results of a Producer Costs Inquiry are tabular (spreadsheet view) and sorted alphabetically by producer name.

• Producer Name: For each producer cost listed, displays the name of the  individual or firm producer for which the cost was incurred.
• NPN: Displays the producer's National Producer Number.
• PM Producer ID: Displays the unique, system-assigned identifier of the producer's record in Producer Manager.
• Preferred External System ID: Displays the external system identifier marked as "Primary" on the producer's record. (For more information, see External System IDs.)
• Active Business Units: Displays the short name of the business units to which the producer is actively assigned (sorted alphabetically). (For more information, see Business Units.)
• Producer TIN: For each producer cost listed, displays the Social Security Number (possibly masked) or Federal Employer Identification Number of the individual or firm producer for which the cost was incurred.
• State:Available only for costs incurred through state compliance transactions. For each producer cost listed, displays the state code of the state associated with the cost.
• Service Type: For each producer cost listed, displays the type and type code of the service associated with the cost.
• Residency: Available only for costs incurred through state compliance transactions. For each producer cost listed, displays RES for costs associated with transactions with a producer's resident license state. Or, displays NON for costs associated with transactions with a non-resident license state.
• Transaction Date: For each producer cost listed, displays the date on which the cost was incurred.
• Transaction ID: For each producer cost listed, displays the confirmation ID or other identifier of the transaction that incurred the cost.
• State Fee: For each producer cost listed, displays the state fee associated with the transaction.
• Sircon Fee: For each producer cost listed, displays the system processing or other fee associated with the transaction.
• Entity Type: For each producer cost listed, displays IL for costs associated with individual producers. Or, displays AGY for costs associated with firm producers.
• Location: For each producer cost listed, displays the location that was associated with the transaction that incurred the cost.
• Department: For each producer cost listed, displays the department that was associated with the transaction that incurred the cost.

Controls include the following:

• Submit Offline: Click to generate the inquiry offline, where it can be retrieved in Microsoft Excel (XLS) format by any staff member with the permissions to view it. For more information, see Recent Reports.

• Cancel: Click to open the Producer Manager Home page.