Overview

AscendixRE 1.43 adds a third Gross Fee Method on Deal — By $ per SF — alongside the existing Percent and Amount methods. This guide covers the manual steps to enable it and the validation setting that controls it.

Admin Responsibilities:

• Enable the By $ per SF picklist value on the applicable Deal record types
• Add the Fee Rate per SF field to page layouts
• Review field-level security and the related validation setting

Prerequisites

• Permission Set Required: AscendixREAdmin
• Applies only to Landlord Representation and Tenant Representation Deal record types

Configuration

Step 1: Enable the picklist value

1. Go to Setup → Object Manager → Deal → Fields & Relationships → Gross Fee Method.
2. Confirm the value By $ per SF is present (it ships with the package).
3. Enable it for the Landlord Representation and Tenant Representation record types.

Step 2: Add the Fee Rate per SF field to layouts

1. Go to Setup → Object Manager → Deal → Page Layouts.
2. Open the Landlord Representation and Tenant Representation layouts.
3. Add Fee Rate per SF (GrossFeeRatePerUOM__c) to the Financial / Forecasting Information section, below Gross Fee Amount.

Step 3: Check field-level security

GrossFeeRatePerUOM__c ships readable and editable for the Broker and Lite permission sets. It is not granted through the Admin permission set — if your admin users also need edit access, grant it explicitly via a permission set or profile.

Step 4: Review the Gross Fee validation

The VALDealGrossFeeRatePerUOM setting blocks saving a By $ per SF deal with a blank or zero Size or Fee Rate per SF, naming the missing field(s) in the error. It's active by default; disable or scope it by record type in the AscendixRE Admin Console (Business Logic → Automation) if it doesn't fit your process.

Permission Sets

AscendixREBroker

• Who Needs This: End users (Brokers, Agents)
• What It Grants: Read/edit access to Fee Rate per SF, along with standard broker access

AscendixRELite

• Who Needs This: Ascendix Lite users
• What It Grants: Read/edit access to Fee Rate per SF

AscendixREAdmin

• Who Needs This: Salesforce Administrators
• What It Grants: Configuration access. Does not include edit access to Fee Rate per SF by default — see Step 3 above.

Troubleshooting

1. A broker can't see or edit Fee Rate per SF
   1. Confirm the field was added to their Deal record type's page layout (Step 2).
   2. Confirm their permission set grants edit access (Broker and Lite do by default).
2. A By $ per SF deal won't save
   1. Confirm both Size and Fee Rate per SF are filled in and non-zero.

If the issue persists, contact your Ascendix representative.