You can use the existing templates and create a new plan. Perform the following procedure to create a new plan:
- Click
button from the Plan Designer
The template is displayed in the Doc&Rules tab.
- 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 |
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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. |
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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 |
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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 You can further click |
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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 |
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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 |
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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 |
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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. |
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Incentive | Enter an Incentive ID.
Click Click |
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Incentive Description | Enter a description for the Incentive, in this field.
Click
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Sales Credit | Enter a keyword in this field and click ![]() You can also create new Credit Rule IDs by clicking Click |
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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 |
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Rate Percent | Enter the rate percentage.
Click |
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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 Click |
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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 |
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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 Click 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 Click |
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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 |
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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
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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 |
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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 · 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. |
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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 |
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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 · 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 · 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. |
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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 |
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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.
- Click
button to save the plan.
Once the plan is saved, you can click the Document tab to view the plan.