Review and close
Once a period is in REVIEW, the Review & Close section takes you through it in three
steps, in order. Each one narrows what the next has to deal with.
1. Deal review
Review & Close → Deal review lists every deal in the period that fed a commission.
The job here is exclusions. Some deals should not pay: a duplicate, a deal booked to the
wrong owner, an intercompany transfer, something reversed after close. Tag it exclude and
it drops out of the calculation.
The list filters by recipient and shows a calculation preview, so you can see what a deal contributes before deciding. You can export the list to CSV to review it away from the app or share it with finance.
Do exclusions before working through statements. Excluding a deal afterwards changes statements you have already validated, and you get to review them twice.
The full walk-through — the columns, the filters, and what a warning on a row means — is in Check and exclude deals.
2. Review commissions
Review & Close → Review commissions is statement by statement — one participant, one period, the total and the components behind it.
Each statement is draft, pending, validated or rejected. Open one and you can trace
any number down to the deals and the rule that produced it. → Payout lineage
Work through them and validate the ones that are right. Reject one that is not, fix the cause — a rule, a quota, a bad exclusion — and re-compute.
What to look at rather than clicking validate on everything:
- Anyone whose payout jumped or collapsed versus last period.
- Attainment and payout disagreeing: high attainment with a small payout usually means a cap; low attainment with a large one usually means a rule firing that should not.
- Reps in the same role, on the same plan, at similar attainment, paid differently. That difference is either real or a bug, and it is worth knowing which.
Manual adjustments
Some things no rule should encode: a one-off guarantee, a correction to a previous period, a negotiated exception. Add these as manual pay adjustments on the statement rather than by bending a rule to fit one person.
An adjustment is recorded as an adjustment — visible on the statement, attributed to whoever made it, and preserved in the audit trail. That is the point: next quarter, nobody has to reverse-engineer why one rep was paid €2,000 more than the plan says.
3. Close commissions
Review & Close → Close commissions (the page is headed Commission Close) locks the period. Pick the period from the dropdown at the top — it lists each one with its state, e.g. "26 Jul – 25 Aug 2026 (In review)".
Before it lets you, Lokom shows a Period Close Status panel naming the exact statements in the way, e.g. "1 blocking issue prevents closing" with each one linked. Below it, a Statement Status Breakdown counts four things:
| Count | Meaning |
|---|---|
| Validated | Signed off |
| Pending | Not yet reviewed — split into blocking and non-blocking |
| Blocking | Must be resolved before you can commit |
| Stale | Recomputed after you validated it, so it needs revalidation |
Stale is the one to watch. It is what a re-run leaves behind: you approved a number, the period was recalculated, and your approval no longer refers to what the statement now says.
The same page also summarises Manual pay this period — "Everything added by a person rather than a rule. Largest first, never netted." Read it before committing; it is your last chance to see human adjustments beside the calculated ones.
The action is the Commit period button, and it stays disabled while anything blocks — "Blocked by validation issues in the summary above."
Closing sets the period to CLOSED, freezes the statements, and makes the period available
for export. → Export to payroll
The confirmation says it plainly: "Committing seals this period as the authoritative payout record and notifies payees." Payees are emailed automatically at this point — so close when you mean it, not to see what happens.
If the button is refusing you, see A period won't close.
Closing is reversible by an admin, but reopening invalidates any export made from the period. → Run a period