The Add New Sales Organization option enables you to create new sales organization records in the database. Perform the following procedure to create a new sales organization record:
- Click
button. The Sales Organization – Add page is displayed.
- Populate the form with required details as tabulated:
| Field | Description |
| Fields marked with (*) are mandatory. | |
| Territory ID | Enter the territory ID. |
| Territory Name | Enter the name of the territory. |
| Org Level ID | Click the drop down list and select the organization level ID. The available options are the following:
· Level 1 · Level 2 · Level 3 · Level 4 · Level 5 · Level 6 · Level 7 · Level 8 · Level 9 · Level 10 You can also click button to view the Option List. |
| Reports to Territory | Enter/pick the territory to which the sales organization reports to. You can enter the complete territory name or enter partial territory name. As you key in the characters, matching territories are displayed as suggestions. You can pick the appropriate territory. Or, you can click button to pick a territory from the Lookup window.
You can navigate to the Sales organization page, by clicking the button. Note: Territory ID should be unique for territory selected in Reports to Territory field. |
| Full Territory ID | This field is auto populated with the full territory ID of the selected territory in Reports to Territory field. |
| Flexi Text 1 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Text 2 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 1 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 2 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 3 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Calendar ID | Click the drop down list and pick the required calendar ID.
You can navigate to the Calendar page, by clicking the button. |
| Start Date | Click the Start Date field and select the start date form the calendar. |
| End Date | Click the End Date field and select the end date form the calendar. |
| Org Role | Enter the role of the organization. |
| Sponsor | Enter the name of the organization sponsor. |
| Downline Level | <Content> |
| Comm Stmt Override | Each Territory may have different statement template. This option is used to set the default commission statement for all the payees associated with the territory.
Click the drop down list and select the commission statement override. The available options are the following: · Commission Statement – YTD · Cumulative · Cumulative Attainment · Event Based · Event Based 1 · Event Based Simple · Event Based Simple with Attainment · Event Based Simple with Grouping · First Dollar · General · General for Insurance · General with Paid Date and Quantity · Job Profitability · Job Profitability Summary and Detail · Loan Comprehensive · Loan Comprehensive 2 · Loan Origination and Other Incen · Loan Simple · Loan Simple – Summary and Detail · Mortgage · Mortgage 1 · Mortgage 2 · Simple · Simple – Current and Pending · Simple Pending · Simple with Discount · Summary Detail · Summary Detail with Attainment Percentage · Summary Incentive You can also click button to view the Option List. |
| Owner | This field is auto populated with the name of the user who has created this record. |
3. Click 
button to save the sales organization information.
You can also click 
button to save the sales organization information and add another company.