Popular Search:Getting Started

Add a New Plan

2 views 0 June 15, 2021 kbadmin

You can use the existing templates and create a new plan. Perform the following procedure to create a new plan:

  1. Click button from the Plan Designer

The template is displayed in the Doc&Rules tab.

  1. Populate the form as tabulated:
Field Description
Plan Name Enter a name for the plan.
Payee Name Enter the name of the payee.
Agreement This field is a header for the agreement text. You can edit this header as required.

You can also disable/enable this field by clicking or  icon.
Agreement Text This field is displayed after the Agreement Header. The standard agreement text is entered in this field. You can make necessary amendments to this text.

Turning on/off the Agreement also affects this field.
Plan Description This field is a header for the plan description. You can edit this header as required.

You can also disable/enable this field by clicking  or  icon.
Plan Description Text This field is displayed after the Plan Description Header.

Enter the description about the plan in this field.

Turning on/off the Plan Description also affects this field.

 

Click  icon to expand this field and fill Calculation Order to select a calendar from the Calendar drop down list.

You can further click  icon to enter Pre Calc Query and Post Calc Query.
Duration This field is a header for the duration. You can edit this header as required.

You can also disable/enable this field by clicking  or  icon.
Duration Text This field is displayed after the Duration Header. The standard duration text is entered in this field. You can make necessary amendments to this text.

Turning on/off the Duration also affects this field.

Click  icon to expand this field and fill Plan Start Date and Plan End Date from a calendar.
Extra Information This field is a header for including additional information. You can edit this header as required.

You can also disable/enable this field by clicking  or  icon.
Extra Information Text This field is displayed after the Extra Information Header.

Enter the additional information about the plan in this field.

Turning on/off the Extra Information also affects this field.
Incentive Enter an Incentive ID.

Click  button to select an existing incentive from the library, through Lookup window.

Click  button to create a new incentive to the library through Incentive Library – Add window.
Incentive Description Enter a description for the Incentive, in this field.

Click  icon to expand this field and populate the following fields in the form:

Field Description
Payout as often as Click the drop down list adjacent to this field and select the payout frequency. Available values are the following:

Monthly

Bi-monthly

Quarterly

Halfyearly

Annual

Other
Credit Basis is Click the drop down list adjacent to this field and select the credit basis value.
Credit portion is % of Credit Amount Enter the percentage of credit portion per credit amount.
Credit portion is specified by Select the parameter that specifies the credit portion.

In the on field, enter a keyword and click  icon to select a Payee ID from the Lookup window.
Incentive Start Date Click the calendar icon and select a start date from the calendar.
Incentive End Date Click the calendar icon and select an end date from the calendar.
Payout in period ranges Enter the payout period range.
Calculation order Enter the calculation order.
Summarize all credits into a single commissionable credit Select the check box adjacent to this field if you want to Summarize all credits into a single commissionable credit.
Transaction set Click the drop down list adjacent to this field and select a transaction set.
Event Based Incentive Rule Library ID Enter a keyword in the text field adjacent to this field and click  button to select a Library ID from the Lookup window.
Credit On Event Click the drop down list adjacent to this field and select an event. Available values are the following:

·       Invoiced

·       Ordered

·       Other

·       Paid

·       Shipped
Credit On Event Portion Enter the credit portion on event occurrence.
Calc On Event Click the drop down list adjacent to this field and select the calculation on event. Available values are the following:

·       Invoiced

·       Ordered

·       Other

·       Paid

·       Shipped
Pay On Event Click the drop down list adjacent to this field and select the pay on event. Available values are the following:

·       Invoiced

·       Ordered

·       Other

·       Paid

·       Shipped
Recurring Commission Library ID Enter a keyword in the text field adjacent to this field and click button to select a Library ID from the Lookup window.
For Every Period between/and Click the drop down list adjacent to these fields and select required values. Available values are the following:

·       Transaction Effective Date

·       Transaction Date

·       Paid Date

·       Ordered Date

·       Invoiced Date

·       Shipped Date

·       Other Date

·       Contract Start Date

·       Contract End Date

·       Cancel On Date

·       Modified At

·       Created At
Performance Category Click the drop down list adjacent to this field and select the performance category. Available options are the following:

·       Billed Hours

·       Gross Profit

·       Product Gross Profit

·       Revenue

·       Service Gross Profit

·       Service Revenue
GL Expense Account Click the drop down list adjacent to this field and select a value.
GL Accrual Account Click the drop down list adjacent to this field and select a value.
GL Payable Account Click the drop down list adjacent to this field and select a value.
GL Class Click the drop down list adjacent to this field and select a value.
Based on job profitability Select the check box adjacent to this field if you want to provide commission based on job profitability.
Include in Payment Select the check box adjacent to this field if you want to include in payment.
Create Payout Calc Records Select the check box adjacent to this field if you want to create payout calculation records.
Include payout in draw/cap/other adjustments Select the check box adjacent to this field if you want to include payout in draw/cap/other adjustments.
Show Zero Payment lines Select the check box adjacent to this field if you want to show zero payment lines.
Create Credit Records Select the check box adjacent to this field if you want to create credit records.
Show in commission statement Select the check box adjacent to this field if you want to show in commission statement.

 

 
Sales Credit Enter a keyword in this field and click  button to search and select existing Credit Rule IDs.

You can also create new Credit Rule IDs by clicking  button, and by providing details in the Credit Rule Library – Add window.

Click  button to select multiple Credit Rule IDs.
Sales Credit Description Enter a description about the sales credit in this field.
Credit the transaction to Payee Name, if following rules are met: Click the radio button adjacent to the required field and provide the details.
Commission Rate Enter a title for the Commission Rate.
Commission Rate Description Enter a description about the Commission Rate.
Payout Rate Type Is Click the drop down list adjacent to this field and select the required value. Available options are the following:

·       Payout Rate Percentage

·       Payout Amount per Quantity Unit

·       Payout Amount per Transaction

·       Payout Rate from product/family

·       Payout mount from product/family
Rate Percent Enter the rate percentage.

Click  icon adjacent to Advance field to provide further details.
Pay using different rates for different credit rules Select the radio button adjacent to this field, if you want to pay according to credit rule ratings.
Pay using rate lookup from library Select the radio button adjacent to this field, if you want to pay using rate lookup from library.

Enter keyword in the text field and click  button to search and select existing Rate Lookup IDs.

Click  button to create new rate lookup through Rate Lookup – Add window.
Subselection key Click the drop down list adjacent to this field and select a Subselection key.
Attainment Frequency Click the drop down list adjacent to this field and select a Attainment Frequency.
Goal Frequency Click the drop down list adjacent to this field and select a Goal Frequency.
Row Value Click the drop down list adjacent to this field and select a Row Value.
Column Value Click the drop down list adjacent to this field and select a Column Value.
Calculate Payout This field is a header for the Calculate Payout. You can edit this header as required.

You can also disable/enable this field by clicking  or  icon.
Calculate Payout Description This field is displayed after the Calculate Payout header. The standard duration text is entered in this field. You can make necessary amendments to this text.

Turning on/off the Calculate Payout also affects this field.

Click  icon to expand this field and select the checkbox adjacent to Payout Amount already determined in Credit and Commission Rate rules above field, If you want to do so.

Click  icon to expand this field and select the required value from Rounding drop down list.

You can also click the radio button adjacent to Use expressions to calculate payout amount field and enter keywords in text field adjacent to From Advanced Calc Library and search for a definition in lookup window by clicking  button.

Click  button to create a new definition through Advanced Calc Library – Add window.
Draw This field is a header for the draw. You can edit this header as required.

You can also disable/enable this field by clicking  or  icon.
Draw Text This field is displayed after the Draw header. The standard draw text is entered in this field. You can make necessary amendments to this text.

Turning on/off the Draw also affects this field.

Click  icon to expand this field and fill the form as tabulated:

Field Description
Adjust Summary Payout Amount Select the checkbox adjacent to this field if you want to adjust the payout amount.
By a Minimum Pay Threshold Of Click the radio button adjacent to this field if you want to adjust the payout by a minimum pay threshold.
By a Draw of Click the radio button adjacent to this field if you want to adjust the payout by a draw of value.
By a Guarantee of Click the radio button adjacent to this field if you want to adjust the payout by guarantee.
By a Prepaid Draw of Click the radio button adjacent to this field if you want to adjust the payout by prepaid draw.
By a Prepaid Guarantee of Click the radio button adjacent to this field if you want to adjust the payout by prepaid guarantee.
Draw / Guarantee Start Date Click the calendar icon and select a date from the calendar.
Recovery Start Date Click the calendar icon and select a date from the calendar.
Recovery Amount Enter the recovery amount.
Draw / Guarantee End Date Click the calendar icon and select a date from the calendar.
Recovery End Date Click the calendar icon and select a date from the calendar.
Pay Earned Plus Draw/Guarantee Select the check box adjacent to this field if you want to pay the draw/guarantee along with the earned amount.
Start Date Click the calendar icon and select a date from the calendar.
End Date Click the calendar icon and select a date from the calendar.
Cap This field is a header for the cap. You can edit this header as required.

You can also disable/enable this field by clicking  or  icon.
Cap Text This field is displayed after the Cap header. The standard cap text is entered in this field. You can make necessary amendments to this text.

Turning on/off the Cap also affects this field.

Click  icon to expand this field and fill the form as follows:

·       Select the check box adjacent to Adjust Summary Payout Amount field if you want to adjust the summary payout amount.

·       Click the radio button adjacent to Adjust Summary Payout Amount by a Cap of field if you want to adjust the payout amount by a cap of entered amount. Enter the amount in the text field.

·       Click the radio button adjacent to Adjust Summary Payout Amount by Carry Forward Cap of field if you want to adjust the payout amount by carry forward cap of entered amount. Enter the amount in the text field.
Summary Payout This field is a header for the Summary Payout. You can edit this header as required.

You can also disable/enable this field by clicking or  icon.
Summary Payout Text This field is displayed after the Summary Payout header. The standard Summary Payout text is entered in this field. You can make necessary amendments to this text.

Turning on/off the Summary Payout also affects this field.

Click  icon to expand this field and fill the form as follows:

·       Click the radio button adjacent to Set Summary Amount to be equal to Total Calculated payout Amount field if you want to set summary amount to be equal to total calculated payout amount.

Click  icon to expand this field further and enter the following details:

·       Click the drop down list adjacent to Rounding field and select a value.

·       Click the drop down list adjacent to Use the Calculations below to modify the Total Calculation Payout Amount, if you want to define calculations for modifying the total calculation payout amount.

·       Enter the required formula.
Plan Approval This field is a header for the Plan Approval. You can edit this header as required.

You can also disable/enable this field by clicking  or  icon.
Plan Approval Text This field is displayed after the Plan Approval header. The standard Plan Approval text is entered in this field. You can make necessary amendments to this text.

Turning on/off the Plan Approval also affects this field.

Drag and drop  element in the plan to create a new incentive data. Enter a keyword and search for incentive by clicking  button. Click  button to create a new definition through Incentive Library – Add window. You can also add description about the new incentive in the Incentive text field.

Drag and drop  element in the plan to create a new heading with content. A header field and a text area are generated. You can use this to create a heading and appropriate content.

Drag and drop  element in the plan to create a new table. Upon entering this element in the plan, the Rows and Columns fields are displayed. Enter the required number of rows and columns and click  button to create the table.

  1. Click button to save the plan.

Once the plan is saved, you can click the Document tab to view the plan.

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