QC User Manual

You can access Company sub-module by clicking the LHS link Master Data > Company. Upon clicking this link, the Company page is displayed as depicted in the following figure:

The Company page displays existing company details such as Company ID, Company Name, Calendar ID, and Industry. You can also click the button to select additional details to be displayed. These include Address 1, Address 2, City, State/Province, Country, Zip/Postal Code, Phone Number, and Fax.

This page also provides you options to search for existing company records, create new company records, edit existing company data, copy existing company data to create new record, and so on.

To search for existing records, enter the keyword in the field and click button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Company ID or Company Name in respective fields and click   button.

The search operation is performed and the results are displayed.

Note: Adding a Company is a onetime activity and is usually performed by the consultants.

The Add New Company option enables you to create new company record in the database. The company name used in this screen is referred in all the statements and reports to indicate which company’s report we are viewing. Perform the following procedure to create a new company record:

1. Click button.

The Company – Add page is displayed.

2. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Company Name	Enter the name of the company. The company name is referred in all the statements and reports to indicate which company’s report are being displayed.
Address 1	Enter the line 1 of the company address.
Address 2	Enter the line 2 of the company address.
City	Enter the company city.
State/Province	Enter the company state or province.
Country	Enter the country on which the company is located.
Zip/Postal Code	Enter the zip code or postal code of the company location.
Phone Number	Enter the company phone number.
Fax	Enter the company fax number.
Email	Enter the company email. Once the email ID is entered, you can click the  button to send emails to the entered ID form the compose email page. For more information, see Compose Email section.
Contact Person	Enter the name of the company contact person.
Calendar ID	Enter/pick the calendar ID. You can enter the complete Calendar ID or enter partial calendar ID. As you key in the characters, matching calendar IDs are displayed as suggestions. You can pick the appropriate calendar ID. Or, you can click  button to pick a calendar from the Lookup window. You can navigate to the Calendar page, by clicking the  button.
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
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.
Industry	By default, the General industry is selected.
Banking Info Note: You can click on this grid name to show/hide the bank information.
Routing Number	(Optional) Enter the routing number. You need to enter this only if the payout from QCommission to ACH has to be exported.
Banking Alias	(Optional). Enter the banking alias name. You need to enter this only if the payout from QCommission to ACH has to be exported.
Bank Name	(Optional). Enter the name of the bank. You need to enter this only if the payout from QCommission to ACH has to be exported.
Tax ID	(Optional). Enter the tax ID. You need to enter this only if the payout from QCommission to ACH has to be exported.
Owner	This field is auto populated with the name of the user who has created this record.

3. Click button to save the company information.

You can also click  button to save the company information and add another company.

Note: In regular workflow, there is no need of adding multiple companies.

You can view the details of an existing company record by performing the following procedure:

Click the Company ID from the Company page. The Company – View page is displayed with company information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Company – View page, you can also perform the following tasks by clicking appropriate buttons:

The edit company details option enables you to update the details of the company. To edit the details of a company, perform the following procedure:

1. Click button present in the same row of the company details, from the Company

The Company – Edit page is displayed with the company details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Company
3. Click   button to save the company information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the company details. For more information, see Print Pages section.

The copy company details option enables you to copy the details of an existing company and create a new record. To copy the details of a company, perform the following procedure:

1. Click button present in the same row of the company details, from the Company

The Company – Copy page is displayed.

2. Update the required fields. For more information, see Add New Company

Note: The Company Name and Calendar ID should be unique.

3. Click button to save the company information.

You can click  button to save the company information and add another company.

You can also click  button to print the company details. For more information, see Print Pages section.

You can access Calendar sub-module by clicking the LHS link Master Data > Calendar. Upon clicking this link, the Calendar page is displayed as depicted in the following figure:

The Calendar page displays existing company details such as Calendar ID, Fiscal Year, Fiscal Start Date, Current Period, and Frequency. You can also click the  button to select additional details to be displayed. These include Calendar Desc, Calendar Type, and Modified On.

This page also provides you options to search for existing calendar records, create new calendar records, edit existing calendar data, copy existing calendar data to create new record, and so on.

To search for existing records, enter the keyword in the field and click button.

You can also perform filter search by clicking button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Calendar ID, Fiscal Year, or Fiscal Start Date in respective fields and click button.

The search operation is performed and the results are displayed.

Note: Adding a Calendar is a onetime activity and is usually performed by the consultants.

The Add New Calendar option enables you to create new calendar records in the database. Perform the following procedure to create a new calendar record:

1. Click button.

The Calendar – Add page is displayed.

2.Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Calendar ID	This field is auto populated (unique identifier). You can edit this ID.
Calendar Description	Enter the short description about the calendar.
Current Period	Enter the current calculation period of the company. By default this starts as 1.
Fiscal Year	Enter the current Fiscal year for which commissions are being paid.
Fiscal Year Start Date	Enter the starting date of the fiscal year.

Frequency	Click the drop down list and select the frequency of the calendar. The available options are the following: ·         Annual ·         Bi-Monthly ·         Bi-Weekly ·         Half Yearly ·         Monthly ·         Other ·         Quarterly ·         Twice Monthly ·         Weekly ·         Other
Calendar Type	Click the drop down list and select the type of the calendar. The available options are the following: ·         All Process ·         Calculation Process ·         Draw ·         Summary Process
Number of Periods	(Optional) Enter the number of periods for the fiscal year. This option is used to create a custom calendar. To use this option, you need to select the Frequency as Other. Certain companies may have custom calendar, for example, with 13 periods in a year. In such cases you can use this option to specify the periods in a year.
Number of Days	(Optional) Enter the number of days for the period. This option is used to create a custom calendar. To use this option, you need to select the Frequency as Other. Certain companies may have custom calendar, for example, with 13 periods in a year. In such cases you can use this option to specify the days in each period.

3. Click  button to save the calendar information.

Upon saving, the periods are displayed with the data you have entered. The periods are displayed with the details such as Period Number, Period Start Date, Period End Date, Monthly Frequency, Quarterly Frequency, Half Yearly Frequency, and Annual Frequency.

You can update the Period End Date of every period by clicking the field in each row and by picking the date from calendar.

4. Click button to save the calendar information.

You need to save the calendar details for the calendar to be effective.

You can also click button to reset the period information.

You can view the details of an existing calendar record by performing the following procedure:

Click the Calendar ID from the Calendar page. The Calendar – View page is displayed with calendar information.

Note: You cannot edit/update the details in view mode.

The edit calendar details option enables you to update the details of the calendar. To edit the details of a calendar, perform the following procedure:

1. Click button present in the same row of the calendar details, from the Calendar

The Calendar – Edit page is displayed with the company details.

Note: You cannot update the Calendar ID and Current Period.

2. Update the required fields. For more information, see Add New Calendar
3. Click button to save the calendar information.

You can also click button to reset the period information.

The copy calendar details option enables you to copy the details of an existing calendar and create a new record. To copy the details of a calendar, perform the following procedure:

1. Click button present in the same row of the calendar details, from the Calendar

The Calendar – Copy page is displayed.

2. Update the required fields. For more information, see Add New Calendar

Note: The Calendar ID should be unique.

3. Click button to save the calendar information.

You can also click button to reset the period information.

You can access Sales Organization sub-module by clicking the LHS link Master Data > Sales Organization. Upon clicking this link, the Sales Organization page is displayed as depicted in the following figure:

The Sales Organization page displays existing sales organization details such as Territory ID, Territory Name, Org Level ID, and Reports To Territory. You can also click the  button to select additional details to be displayed. These include Reporting To, Row Key, Full Territory ID, Flexi Text 1, Flexi Text 2, Flexi Amount 1, Flexi Amount 2, Flexi Amount 3, and Calendar.

The Sales Organization page banner contains a  button, which upon clicking provides you the option to toggle Sales Organization between List View and tree View. By default, List View is selected as you see in the preceding figure. If you select Tree View, the Sales Organizations are displayed as you see in the following figure:

This page also provides you options to search for existing sales organization records, create new sales organization records, edit existing sales organization data, copy existing sales organization data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Territory ID, Territory Name, or Reports To Territory in respective fields and click  button.

The search operation is performed and the results are displayed.

You can view the details of an existing sales organization record by performing the following procedure:

Click the Territory ID from the Sales Organization page. The Sales Organization – View page is displayed with sales organization information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Company – View page, you can also perform the following tasks by clicking appropriate buttons:

 – Edit Sales Organization Details

– Copy Sales Organization Details

– Delete Sales Organization Record

– Print Company Details

The edit sales organization details option enables you to update the details of the sales organization. To edit the details of a sales organization, perform the following procedure:

1. Click button present in the same row of the sales organization details, from the Sales Organization page.

The Sales Organization – Edit page is displayed with the company details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Sales Organization

Note: You cannot update Territory ID and Full Territory ID fields.

3. Click button to save the sales organization information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the company details. For more information, see Print Pages section.

The copy sales organization details option enables you to copy the details of an existing sales organization and create a new record. To copy the details of a sales organization, perform the following procedure:

1. Click button present in the same row of the sales organization details, from the Sales Organization

The Sales Organization – Copy page is displayed.

2. Update the required fields. For more information, see Add New Sales Organization
3. Click button to save the company information.

You can click  button to save the company information and add another company.

You can also click button to print the company details. For more information, see Print Pages section.

You can remove unwanted sales organization records from the database. To remove a sales organization record click  button present in the same row of the sales organization details, from the Sales Organization page and click OK in the confirmation message.

Note: Removing a sales organization record will remove all its child nodes as well.

You can access Payee sub-module by clicking the LHS link Master Data > Payee. Upon clicking this link, the Payee page is displayed as depicted in the following figure:

The Payee page displays existing company details such as Payee ID, Payee Name, Payee Type, Payee Manager, Payee Territory, Payee Job Category, and Current Plan. You can also click the  button to select additional details to be displayed. These include Is Active, Full Territory ID, Web User ID, Web Password, and GL Expense Cost Center.

This page also provides you options to search for existing payee records, create new payee records, edit existing payee data, copy existing payee data to create new record, and so on.

To search for existing records, enter the keyword in the field and click  button. The basic search is based upon the Payee ID.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure,

Enter the Payee ID, Payee Name, Is Active, or Payee Job Category in respective fields and click  button.

The search operation is performed, and the results are displayed.

The Add New Payee option enables you to create new payee records in the database. Perform the following procedure to create a new payee record:

1. Click

The Payee – Add page is displayed.

2. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Payee ID	Enter the unique ID of the payee.
Payee Name	Enter the name of the payee.
Payee Type	Click the drop down list and select the type of the payee. The available options are the following: ·         Compensation Administrator ·         House ·         Sales Manager ·         Sales Representative You can also click  button to view the Option List.

User ID	Enter the User ID. This is the login ID, using which payee can login to the application.
Payee Manager	Enter/pick the payee manager. You can enter the complete payee manager name or enter partial payee manager name. As you key in the characters, matching payee manager names are displayed as suggestions. You can pick the appropriate payee manager name. Or, you can click  button to pick a payee manager name from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee Territory	Enter/pick the payee territory. You can enter the territory to which the payee ID is associated with. As you key in the characters, matching payee territories are displayed as suggestions. You can pick the appropriate payee territory. Or, you can click  button to pick a payee territory from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee Start Date	Click the Payee Start Date field and select the start date from the calendar. This is the start date on when the payee joined the company. This should always be a start date of the period. For example if you are using monthly option, you cannot set the date as January 5th. It should be set as January 1st.
Payee End Date	Click the Payee Start End field and select the end date from the calendar. This is the end date of the payee. This should be an end of a period. If the payee left on March 15th, then the end date should be entered as March 31st.
Payee Job Category	Click the drop down list and select the job category of the payee. The available options are the following: ·         Inside ·         Sales Manager ·         Sales Representative This is the role of the payee in the company. New roles can be added and associated with the payee. This role is displayed in the statement.
Target Compensation	Enter the target compensation.
Payee Eligible	Select the check box adjacent to this field to mark the payee as eligible. If the box is unchecked then the payee is not considered for license count and calculation.
Employee	Select the check box adjacent to this field to mark the payee as an employee. Payees can be either W2 or 1099. This check box differentiates whether the payee is a regular employee or a contract employee.
Notes	Enter required notes about the payee.
Payout Details Note: You can click on this grid name to show/hide the Payout Details information.
Payee Salary Amount	Enter the payee salary amount.
Payout Currency	Enter/pick the currency. You can enter the complete currency name or enter partial currency name. As you key in the characters, matching currency names are displayed as suggestions. You can pick the appropriate currency name. Or, you can click  button to pick a currency name from the Lookup window. You can also click  button to view the Option List. When there is multicurrency calculation involved, based on the payee currency setup and company currency system apply the conversion rate and pay at the payee currency.
Adjustment To Payout	<Content>
Recovery From Payout	<Content>
Flexible Fields Note: You can click on this grid name to show/hide the Flexible Fields information.
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.
Balances Note: You can click on this grid name to show/hide the Balances information.
Cap Forward Amt to Date	<Content>
Draw/Advance Amt to Date	<Content>
Guarantee Draw Amt to Date	<Content>
Advance Amt to Date	<Content>
Calc Amt to Date	<Content>
Cap Amt to Date	<Content>
Other Amt to Date	<Content>
Due Amt to Date	<Content>
Configuration Note: You can click on this grid name to show/hide the Configuration information.
Current Plan	Displays the current plan.
Commission Statement Template	Enter/pick the commission statement template. You can enter the complete commission statement template or enter partial commission statement template. As you key in the characters, matching commission statement templates are displayed as suggestions. You can pick the appropriate commission statement template. Or, you can click  button to pick a commission statement template from the Lookup window. You can also click  button to view the Option List. This is optional. By default, most companies use common template. If there is a change in statement template for few roles, then set that in payee screen so that system shows that template when the statement is viewed.
Custom Plan Location	Enter the location of the current plan.
Payee Statement Message	Enter the message to be inserted in payee statement.
Payee Email Message	Enter the message to be inserted in payee email. This field is to enter a custom message in the email when the statement is sent for the payee through email.
Payee Participation	Click the drop down list and select the payee participation. The available options are the following: ·         Full ·         Partial You can also click  button to view the Option List. By Default all the payee is considered as Full Payee. When the license for Partial payee is brought, this option is enabled. Partial payee licenses are provided for payees those who earn less than 10000 (in default currency) during a Fiscal Year.
Identification Note: You can click on this grid name to show/hide the Identification information.
Address 1	Enter the line 1 of the payee address.
Address 2	Enter the line 2 of the payee address.
City	Enter the payee city.
State/Province	Enter the payee state or province.
Country	Enter the country on which the payee is located.
Zip/Postal Code	Enter the zip code or postal code of the payee location.
Payee Main Contact ID	Enter the main contact ID of the payee.
Phone	Enter the payee phone number.
Fax	Enter the payee fax number.
Payee Government ID	Enter the payee government ID details.
Payee Education	Enter payee education details.
Payee Certification	Enter payee certification details.
Alt Contact	Enter alternate contact details of the payee.
Email	Enter the payee email address. Once the email ID is entered, you can click the  button to send emails to the entered ID form the compose email page. For more information, see Compose Email section.
Payee CC Email	Enter the payee email address copy.
External ID	Enter the external ID of the payee. This field is used when the 1099 payee’s commission is exported to QuickBooks. If Payee IDs setup as 1099 in Qcommission doesn’t match with the Vendor ID in QuickBooks, then the corresponding Vendor ID should be updated as External ID. Thus, system will use that ID for creating bills.
Payee CRM ID	This is the Salesforce ID of the corresponding Payee. Only if the ID is updated, the rep can view the commission statement from Salesforce.
GL Information Note: You can click on this grid name to show/hide the GL information.
GL Expense Account	<Content>
GL Payable Account	<Content>
GL Accrual Account	<Content>
GL Class	<Content>
Banking Info Note: You can click on this grid name to show/hide the Banking information.
Account Number	Enter the payee account number.
Routing Number	Enter the payee routing number.
Account Type	Click the drop down list and select the payee participation. The available options are the following: ·         Checking ·         Savings 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 company information.

You can also click  button to save the company information and add another company.

You can view the details of an existing payee record by performing the following procedure:

Click the Payee ID from the Company page. The Company – View page is displayed with company information.

Note: You cannot edit/update the details in view mode.

From Company – View page, you can perform the following tasks by clicking appropriate buttons:

– Edit Payee Details

 – Copy Payee Details

– Print Payee Details

You add Notes, Documents, Payee Certification, Job History, and Payee Hours from appropriate grids. For more information, see Add Notes, Add Documents, Add Payee Certification, Add Job History, and Add Payee Hours sections.

The edit payee details option enables you to update the details of the payee. To edit the details of a payee, perform the following procedure:

1. Click button present in the same row of the payee details, from the Payee

The Payee – Edit page is displayed with the company details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Company

Note: You can update all the fields except Payee ID, Adjustment To Payout, Recovery From Payout, Cap Forward Amt to Date, Draw/Advance Amt to Date, Guarantee Draw Amt to Date, Advance Amt to Date, Calc Amt to Date, Cap Amt to Date, Other Amt to Date, Due Amt to Date, and Current Plan.

3. Click button to save the payee information.

You add Notes, Documents, Payee Certification, Job History, and Payee Hours from appropriate grids. For more information, see Add Notes, Add Documents, Add Payee Certification, Add Job History, and Add Payee Hours sections.

You can also click button to print the payee details. For more information, see Print Pages section.

The copy payee details option enables you to copy the details of an existing payee and create a new record. To copy the details of a payee, perform the following procedure:

1. Click button present in the same row of the payee details, from the Payee

The Payee – Copy page is displayed.

2. Update the required fields. For more information, see Add New Payee
3. Click button to save the payee information.

You can click  button to save the payee information and add another payee.

You can also click  button to print the payee details. For more information, see Print Pages section.

The Actions section enables you to perform additional tasks on payee records. These include the following:

• Create/Edit Plan
• Go to Plan Document
• Commission Statement
• Modify Payee ID
• Inactivate Payee
• Delete Payee
• Show Conversations

You can access these actions by clicking  button and by selecting the appropriate option from the pop-up menu.

The Payee Hours section enables you to add payee hours to the Payee records. To add payee hours, perform the following procedure:

1. Click button from the Payee Hours

The Payee Hours – Add page is displayed.

2. Enter the payee ID in the Payee ID Alternatively, you can enter the keyword and click button to pick a payee ID from the Lookup window.
3. Select the period number from the drop down list adjacent to the Period Number
4. Click the Effective Start Date field and select the start date from the calendar.
5. Click the Effective End Date field and select the end date from the calendar.
6. Select the work level from the drop down list adjacent to the Work Level The available options are the following:

• Full Time
• Part Time

7. Select the work shift from the drop down list adjacent to the Work Shift The available options are the following:

• 1^st Shift
• 2^nd Shift

8. Enter the regular hours in the text field adjacent to Regular Hours
9. Enter the overtime hours in the text field adjacent to OverTime Hours
10. Enter the doubleTime hours in the text field adjacent to DoubleTime Hours
11. Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
12. Click button to save the payee hours.

You can also click  button to save the payee hours and add another hours for another payee.

This section tracks complete job history of the payee. For example, a payee can be sales rep role for few years then in sales manager role later, before getting promoted to regional manager, and so on.

The Job History section enables you to add job history details to the Payee records. To add job history, perform the following procedure:

1. Click button from the Job History

The Job History – Add page is displayed.

2. Enter the payee ID in the Payee ID Alternatively, you can enter the keyword and click button to pick a payee ID from the Lookup window.
3. Click the Effective Start Date field and select the start date from the calendar.
4. Click the Effective End Date field and select the end date from the calendar.
5. Enter the Job Category in the Job Category Alternatively, you can enter the keyword and click   button to pick a job category from the Lookup window.
6. Enter the territory ID in the Territory ID Alternatively, you can enter the keyword and click button to pick a territory ID from the Lookup window.

You can also click  button to view the Option List.

7. Enter the manager ID in the Manager ID Alternatively, you can enter the keyword and click button to pick a manager ID from the Lookup window.

You can also click button to view the Option List.

8. Enter the salary in the Salary Amount
9. Enter the target compensation in the Target Compensation
10. Select the check box adjacent to Eligible To Pay filed, if the payee is eligible to be paid.
11. Enter the job type in the Type Alternatively, you can enter the keyword and click button to pick a type ID from the Lookup window.

You can also click  button to view the Option List.

12. Enter the action in the Action
13. Enter the comments in the Comments
14. Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
15. Click button to save the job history details.

You can also click  button to save the job history details and add another job history.

The Add Payee Certification section enables you to add Payee certification details to the Payee records. To add payee certification, perform the following procedure:

1. Click button from the Payee Certification

The Payee Certification – Add page is displayed.

2. Enter the payee ID in the Payee ID Alternatively, you can enter the keyword and click button to pick a payee ID from the Lookup window.
3. Click the drop down adjacent to the Certification Type field list and select the certification type. The available options are the following:

• Insurance
• Investments

You can also click  button to view the Option List.

4. Enter the certification number in the Certification Number
5. Enter the location in the Location
6. Click the License Start Date field and select the start date from the calendar.
7. Click the License End Date field and select the end date from the calendar.
8. Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
9. Click button to save the payee certification details.

You can also click  button to save the payee certification details and add another payee certification.

The Add Documents section enables you to add related documents to the Payee records. To add documents, perform the following procedure:

1. Click button from the Documents

The Documents – Add page is displayed.

2. Enter the name of the document in the Name
3. Enter a description about the document in the Description
4. Enter the text used to tag the document in the Tags
5. Click button adjacent to the File to upload field to browse and select the file to be uploaded.

Note: The maximum allowed file size is 10 MB.

6. Enter the document expiry date in the Expired By
7. Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
8. Click button to save the document.

To add multiple documents together, perform the following procedure:

1. Click the link at the For uploading multiple files, click here

The Bulk Uploader page is displayed.

2. Click and select files or drag and drop files to the aforementioned portion.

The selected files are buffered displayed under Queue grid. Once the upload process is completed, the uploaded files are displayed under Completed grid.

You can access Product sub-module by clicking the LHS link Master Data > Product. Upon clicking this link, the Product page is displayed as depicted in the following figure:

The Product page displays existing product details such as Product ID, Product Name, Product Description, Product Level, Sub Product of, Product Cost, Product Price, Commission Rate, Commission Amount, and IsActive. You can also click the  button to select additional details to be displayed. These include Reporting To, Row Key, and Full Product Name.

The Product page banner contains a  button, which upon clicking provides you the option to toggle Products between List View and tree View. By default, List View is selected as you see in the preceding figure. If you select Tree View, the Products are displayed as you see in the following figure:

This page also provides you options to search for existing product records, create new product records, edit existing product data, copy existing product data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button. The record search is based on the Product ID.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Product ID, Product Description, Sub Product Of, Product Level, IsActive, or Reporting To in respective fields and click  button.

The search operation is performed and the results are displayed.

Note: The products are created automatically when imported from QuickBooks.

The Add New Product option enables you to create new product records in the database. Perform the following procedure to create a new product record:

1. 1. Click button.

The Product – Add page is displayed.

2.

1. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Product ID	Enter a unique ID representing the product.
Product Name	Enter the name of the product.
Product Description	Enter a description about the product.
Product Level	Click the drop down list and select the level of the product. The available options are the following: ·         Product Level 1 ·         Product Level 2 ·         Product Level 3 ·         Product Level 4 ·         Product Level 5 You can also click  button to view the Option List.
Sub Product Of	Enter/pick the sub province. You can enter the complete sub province name or enter partial sub province name. As you key in the characters, matching sub province names are displayed as suggestions. You can pick the appropriate sub province name. Or, you can click  button to pick a sub province name from the Lookup window. You can navigate to the Product page, by clicking the  button.
Full Product Name	This field is auto populated.
Product Cost	Enter the product cost. During QuickBooks import, this field gets auto populated with the value from QB.
Product Price	Enter the product price. During QuickBooks import, this field gets auto populated with the value from QB
Product Type	Enter the product type. During QuickBooks import, this field gets auto populated with the value from QB
Account Name	Enter the name of the account. When importing from QuickBooks, the account name to which the Product is associated gets auto populated.
Commission Rate	Enter the commission rate.
Commission Amount	Enter the commission amount.
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.
IsActive	Select the check box adjacent to this field, if you want to keep this product as active.
Discount Amount	Enter the discount amount applicable on the product.
Discount Percentage	Enter the discount percentage.
Preferred Vendor	Enter the preferred vendor name.
Owner	This field is auto populated with the name of the user who has created this record.

3.Click button to save the company information.

You can also click  button to save the company information and add another company.

You can view the details of an existing product record by performing the following procedure:

Click the Product ID from the Product page. The Product – View page is displayed with product information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Product – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Product Details

– Copy Product Details

– Print Product Details

– Delete Product Record

The copy product details option enables you to copy the details of an existing product and create a new record. To copy the details of a product, perform the following procedure:

1. Click button present in the same row of the product details, from the Product

The Product – Copy page is displayed.

2. Update the required fields. For more information, see Add New Product

Note: The Product ID should be unique.

3. Click button to save the product information.

You can click  button to save the product information and add another product.

You can also click  button to print the product details. For more information, see Print Pages section.

You can remove unwanted product records from the database. To remove a product record click  button present in the same row of the product details, from the Product page and click OK in the confirmation message.

Note: Removing a product record will remove all its child nodes as well.

You can access Customer sub-module by clicking the LHS link Master Data > Customer. Upon clicking this link, the Customer page is displayed as depicted in the following figure:

The Customer page displays existing customer details such as Customer ID, Customer Name, Customer Level, Sub Customer Of, and Full Customer Name. You can also click the  button to select additional details to be displayed. These include Reporting To, IsActive, Row Key, Start Date, End Date, Renewal Date, Terms, and Rep.

The Customer page banner contains a  button, which upon clicking provides you the option to toggle Customers between List View and tree View. By default, List View is selected as you see in the preceding figure. If you select Tree View, the Customers are displayed as you see in the following figure:

This page also provides you options to search for existing customer records, create new customer records, edit existing customer data, copy existing customer data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button. This search is based on Customer ID.

You can also perform filter search by clicking button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Customer ID, Customer Name, Customer Level, Reporting To, Sub Customer Of, or IsActive in respective fields and click  button.

The search operation is performed, and the results are displayed.

Note: The customers are created automatically when imported from QuickBooks.

The Add New Customer option enables you to create new customer records in the database. Perform the following procedure to create a new customer record:

1. Click button.

The Customer – Add page is displayed.

2. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Customer ID	Enter a unique ID representing the customer.
Customer Name	Enter the name of the customer.
Customer Level	Click the drop-down list and select the level of the customer. The available options are the following: ·         Product Level 1 ·         Product Level 2 ·         Product Level 3 ·         Product Level 4 ·         Product Level 5 You can also click button to view the Option List.
Sub Customer Of	Enter/pick the sub customer. You can enter the complete sub customer name or enter partial sub customer name. As you key in the characters, matching sub customer names are displayed as suggestions. You can pick the appropriate sub customer name. Or, you can click  button to pick a sub customer name from the Lookup window. You can navigate to the Customer page, by clicking the  button.
Full Customer Name	<Content> Disabled Field.
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.
Renewal Date	Click the Renewal Date field and select the renewal date form the calendar.
Terms	Enter the terms. This is the payment Term of each customer. For example, NET30, NET60, and so on.
IsActive	Select the check box adjacent to this field, if you want to keep this customer as active.
Rep	Enter the rep details who is associated with customer. This field is auto populated when the data is imported from QuickBooks.
Type	Enter the customer type.
Comments	Enter required comments.
Payee Information Note: You can click on this grid name to show/hide the Payee Information. This payee section is to associate all payees in various roles that are associated with this customer.
Primary Payee ID	Enter/pick the primary payee ID. You can enter the complete primary payee ID or enter partial primary payee ID. As you key in the characters, matching primary payee IDs are displayed as suggestions. You can pick the appropriate primary payee ID. Or, you can click  button to pick a primary payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Primary Payee Credit Pcnt	Enter the primary payee credit percentage.
Payee2 ID	Enter/pick the payee2 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee2 Credit Pcnt	Enter payee 2 credit percentage.
Payee3 ID	Enter/pick the payee3 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee3 Credit Pcnt	Enter payee 3 credit percentage.
Payee4 ID	Enter/pick the payee4 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee4 Credit Pcnt	Enter payee 4 credit percentage.
Payee5 ID	Enter/pick the payee5 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee5 Credit Pcnt	Enter payee 5 credit percentage.
Payee6 ID	Enter/pick the payee6 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee6 Credit Pcnt	Enter payee 6 credit percentage.
Payee7 ID	Enter/pick the payee7 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee7 Credit Pcnt	Enter payee 7 credit percentage.
Payee8 ID	Enter/pick the payee8 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee8 Credit Pcnt	Enter payee 8 credit percentage.
Payee9 ID	Enter/pick the payee9 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee9 Credit Pcnt	Enter payee 9 credit percentage.
Flexible Fields Note: You can click on this grid name to show/hide the Flexible Fields information.
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.
Identification Note: You can click on this grid name to show/hide the Identification information.
Customer Address1	Enter the customer address.
Address 2	Enter the customer address line 2.
City	Enter the customer city.
State/Province	Enter the customer state or province.
Country	Enter the country on which the customer is located.
Zip/Postal Code	Enter the zip code or postal code of the customer location.
Phone Number	Enter the customer phone number.
Fax	Enter the customer fax number.
Email	Enter the customer email. Once the email ID is entered, you can click the  button to send emails to the entered ID form the compose email page. For more information, see Compose Email section.
Alternate Contact	Enter an alter name email address of the customer.
Birth date	Click the Birth date field and select the birth date from the calendar.
Anniversary	Click the Anniversary field and select the anniversary from the calendar.
Billing Details Note: You can click on this grid name to show/hide the Billing Details information.
Account Number	Enter the customer account number.
Sales Tax Item	Enter the sales tax items.
Sales Tax Code	Enter the sales tax code.
Price Level	Enter the price level.
Resale Number	Enter the resale number.
Preferred Payment Method	Enter the preferred payment method.
Credit Limit	Enter the credit limit.
Name On Card	Enter the name on the card.
Expiry Date	Click the Expiry Date field and select the expiry date from the calendar.
Owner	This field is auto populated with the name of the user who has created this record.

3. Click button to save the Customer information.

You can also click  button to save the Customer information and add another Customer.

You can view the details of an existing customer record by performing the following procedure:

Click the Customer ID from the Customer page. The Customer – View page is displayed with customer information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Customer – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Customer Details

– Copy Customer Details

 – Print Customer Details

– Delete Customer Record

The edit customer details option enables you to update the details of the customer. To edit the details of a customer, perform the following procedure:

1. Click button present in the same row of the customer details, from the Customer

The Customer – Edit page is displayed with the customer details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Customer

Note: You cannot update the Customer ID.

3. Click button to save the customer information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the customer details. For more information, see Print Pages section.

The copy customer details option enables you to copy the details of an existing customer and create a new record. To copy the details of a customer, perform the following procedure:

1. Click button present in the same row of the customer details, from the Customer

The Customer – Copy page is displayed.

2. Update the required fields. For more information, see Add New Customer

Note: The Customer ID should be unique.

3. Click button to save the customer information.

You can click  button to save the customer information and add another customer.

You can also click  button to print the customer details. For more information, see Print Pages section.

You can remove unwanted customer records from the database. To remove a customer record click  button present in the same row of the customer details, from the Customer page and click OK in the confirmation message.

Note: Removing a customer record will remove all its child nodes as well.

The Actions section enables you to perform additional tasks on payee records. These include the following:

• Modify Customer ID

You can access this action by clicking  button and by selecting the option from the pop-up menu.

You can access Customer Job sub-module by clicking the LHS link Master Data > Customer Job. Upon clicking this link, the Customer Job page is displayed as depicted in the following figure:

The Customer Job page displays existing customer job details such as Job ID, Job Name, Job Level, Job Of, and Full Customer Job. You can also click the  button to select additional details to be displayed. These include IsActive, temp_job_of, Job Status, Job Type, Description, Projected Date, and Start Date.

The Customer Job page banner contains a  button, which upon clicking provides you the option to toggle Customer Jobs between List View and Tree View. By default, List View is selected as you see in the preceding figure. If you select Tree View, the Customer Jobs are displayed as you see in the following figure:

This page also provides you options to search for existing customer job records, create new customer job records, edit existing customer job data, copy existing customer job data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Job ID, Job Name, Job Level, Job Of, Full Customer Job, or IsActive in respective fields and click  button.

The search operation is performed and the results are displayed.

The Add New Customer Job option enables you to create new customer job records in the database. Perform the following procedure to create a new customer job record:

1. Click button.

The Customer Job – Add page is displayed.

1. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Job ID	Enter a unique ID representing the job.
Job Name	Enter the name of the job.
Job Level	Click the drop down list and select the level of the job. The available options are the following: ·         Customer Job Level 1 ·         Customer Job Level 2 ·         Customer Job Level 3 ·         Customer Job Level 4 ·         Customer Job Level 5 You can also click  button to view the Option List.
Job Of	Enter/pick the Customer ID for which the job was created. You can enter the complete job name or enter partial job name. As you key in the characters, matching job names are displayed as suggestions. You can pick the appropriate job name. Or, you can click  button to pick a job name from the Lookup window.
Full Customer Job	<Content> Disabled Field.
Job Status	Click the drop down list and select the job status. The available options are the following: ·         Awarded ·         Closed ·         In Progress ·         None ·         Not Awarded ·         Pending You can also click  button to view the Option List.
Job Type	Enter the job type.
Description	Enter the job description.
Projected Date	Click the Projected Date field and select the projected end date for job, from the calendar.
Start Date	Click the Start Date field and select the job start date from the calendar.
End Date	Click the End Date field and select the job end date from the calendar.
Terms	Enter the terms. This is the payment Term committed by the customer. For example, NET30, NET60, and so on.
IsActive	Select the check box adjacent to this field, if you want to keep this job as active.
Type	Enter the job type.
Payee Information Note: You can click on this grid name to show/hide the Payee Information. This payee section is to associate all payees in various roles that are associated with this customer job.
Primary Payee ID	Enter/pick the primary payee ID. You can enter the complete primary payee ID or enter partial primary payee ID. As you key in the characters, matching primary payee IDs are displayed as suggestions. You can pick the appropriate primary payee ID. Or, you can click  button to pick a primary payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Primary Payee Credit Pcnt	Enter the primary payee credit percentage.
Payee2 ID	Enter/pick the payee2 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee2 Credit Pcnt	Enter payee 2 credit percentage.
Payee3 ID	Enter/pick the payee3 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee3 Credit Pcnt	Enter payee 3 credit percentage.
Payee4 ID	Enter/pick the payee4 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee4 Credit Pcnt	Enter payee 4 credit percentage.
Payee5 ID	Enter/pick the payee5 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee5 Credit Pcnt	Enter payee 5 credit percentage.
Payee6 ID	Enter/pick the payee6 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee6 Credit Pcnt	Enter payee 6 credit percentage.
Payee7 ID	Enter/pick the payee7 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee7 Credit Pcnt	Enter payee 7 credit percentage.
Payee8 ID	Enter/pick the payee8 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee8 Credit Pcnt	Enter payee 8 credit percentage.
Payee9 ID	Enter/pick the payee9 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click  button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the  button.
Payee9 Credit Pcnt	Enter payee 9 credit percentage.
Flexible Fields Note: You can click on this grid name to show/hide the Flexible Fields information.
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.
Identification Note: You can click on this grid name to show/hide the Identification information.
Address1	Enter the customer address.
Address 2	Enter the customer address line 2.
City	Enter the customer city.
State/Province	Enter the customer state or province.
Country	Enter the country on which the customer is located.
Zip Code	Enter the zip code or postal code of the customer location.
Email	Enter the customer email. Once the email ID is entered, you can click the  button to send emails to the entered ID form the compose email page. For more information, see Compose Email section.
Alternate Contact	Enter an alter name email address of the customer.
Birth date	Click the Birth date field and select the birth date from the calendar.
Anniversary	Click the Anniversary field and select the anniversary from the calendar.
Contact Info Note: You can click on this grid name to show/hide the Contact information.
Contract Signed Date	Click the Contract Signed Date field and select the contract signed date from the calendar.
Master Contract	Select the check box in this field to mark this contact as the master contact.
Asset ID	Enter the asset ID.
Purchase Order ID	Enter the purchase order ID.
Contract Duration	Enter the contact duration.
Contract Value	Enter the contact value.
Contract Terms	Enter the contract terms.
Contract Status	Click the drop down list and select the contract status. The available options are the following: ·         New ·         Renewal You can also click  button to view the Option List.
Billing Details Note: You can click on this grid name to show/hide the Billing Details information.
Job Duration	Enter the job duration.
Sales Tax Item	Enter the sales tax items.
Sales Tax Code	Enter the sales tax code.
Price Level	Enter the price level.
Resale Number	Enter the resale number.
Preferred Payment Method	Enter the preferred payment method.
Credit Limit	Enter the credit limit.
Name On Card	Enter the name on the card.
Expiry Date	Click the Expiry Date field and select the expiry date from the calendar.
Owner	This field is auto populated with the name of the user who has created this record.

2. Click button to save the customer job information.

You can also click  button to save the customer job information and add another customer job.

You can view the details of an existing customer job record by performing the following procedure:

Click the Job ID from the Customer Job page. The Customer Job – View page is displayed with customer job information.

Note: You cannot edit/update the details in view mode.

You add notes and document in Notes and Documents grids. For more information, see Add Notes and Add Documents sections.

From Customer Job – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Customer Job Details

 – Copy Customer Job Details

 – Print Customer Job Details

– Delete Customer Job Record

The edit customer job details option enables you to update the details of the customer job. To edit the details of a customer job, perform the following procedure:

1. Click button present in the same row of the customer job details, from the Customer Job

The Customer Job – Edit page is displayed with the customer job details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Customer Job

Note: You cannot update the Job ID.

3. Click button to save the customer job information.

You add notes and document in Notes and Documents grids. For more information, see Add Notes and Add Documents sections.

You can also click  button to print the customer job details. For more information, see Print Pages section.

The copy customer job details option enables you to copy the details of an existing customer job and create a new record. To copy the details of a customer job, perform the following procedure:

1. Click button present in the same row of the customer job details, from the Customer Job

The Customer Job – Copy page is displayed.

2. Update the required fields. For more information, see Add New Customer Job

Note: The Job ID should be unique.

3. Click button to save the customer job information.

You can click  button to save the customer job information and add another customer job.

You can also click  button to print the customer job details. For more information, see Print Pages section.

You can remove unwanted customer job records from the database. To remove a customer job record click  button present in the same row of the customer job details, from the Customer Job page and click OK in the confirmation message

You can access Group sub-module by clicking the LHS link Master Data > Group. Upon clicking this link, the Group page is displayed as depicted in the following figure:

The Group page displays existing group details such as Group ID, Group Name, Group Level, and Sub Group Of. You can also click the  button to select additional details to be displayed. These include Reporting To, IsActive, Row_Key, Full Group Name, Address1, Address 2, City, and State/Province.

The Group page banner contains a button, which upon clicking provides you the option to toggle Groups between List View and Tree View. By default, List View is selected as you see in the preceding figure. If you select Tree View, the Groups are displayed as you see in the following figure:

This page also provides you options to search for existing group records, create new group records, edit existing group data, copy existing group data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Group ID, Group Name, Group Level, Sub Group Of, or IsActive in respective fields and click  button.

The search operation is performed and the results are displayed.

The Add New Group option enables you to create new group records in the database. Perform the following procedure to create a new group record:

1. Click button.

The Group – Add page is displayed.

1. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Group ID	Enter a unique ID representing the group.
Group Name	Enter the name of the group.
Group Level	Click the drop down list and select the level of the group. The available options are the following: ·         Group Level 1 ·         Group Level 2 ·         Group Level 3 ·         Group Level 4 ·         Group Level 5 You can also click  button to view the Option List.
Sub Group Of	Enter/pick the parent group. You can enter the complete group name or enter partial group name. As you key in the characters, matching group names are displayed as suggestions. You can pick the appropriate group name. Or, you can click  button to pick a group name from the Lookup window.
Address1	Enter the group address.
Address 2	Enter the group address line 2.
City	Enter the group city.
State/Province	Enter the group state or province.
Country	Enter the country on which the group is located.
Zip/Postal Code	Enter the zip code or postal code of the group location.
Contact	Enter the contact person details.
Phone	Enter the phone number of the contact person.
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.
IsActive	Select this check box if you want this group to be in active status.
Owner	This field is auto populated with the name of the user who has created this record.

3.Click button to save the group information.

You can also click  button to save the group information and add another group.

You can view the details of an existing group record by performing the following procedure:

Click the Group ID from the Group page. The Group – View page is displayed with group information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Group – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Group Details

– Copy Group Details

 – Print Group Details

– Delete Group Record

The edit group details option enables you to update the details of the group. To edit the details of a group, perform the following procedure:

1. Click button present in the same row of the group details, from the Group

The Group – Edit page is displayed with the group details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Group

Note: You cannot update the Group ID.

3. Click button to save the group information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the group details. For more information, see Print Pages section.

The copy group details option enables you to copy the details of an existing group and create a new record. To copy the details of a group, perform the following procedure:

1. Click button present in the same row of the group details, from the Group

The Group – Copy page is displayed.

2. Update the required fields. For more information, see Add New Group

Note: The Group ID should be unique.

3. Click button to save the group information.

You can click  button to save the group information and add another group.

You can also click  button to print the group details. For more information, see Print Pages section.

You can remove unwanted group records from the database. To remove a group record click  button present in the same row of the group details, from the Group page and click OK in the confirmation message.

Note: Removing a group record will remove all its child nodes as well.

You can access Vendor sub-module by clicking the LHS link Master Data > Vendor. Upon clicking this link, the Vendor page is displayed as depicted in the following figure:

The Vendor page displays existing vendor details such as Vendor ID, Vendor Name, Vendor Level, Sub Vendor Of, and Full Vendor Name. You can also click the  button to select additional details to be displayed. These include Reporting To, IsActive, Row_Key, Address1, Address 2, City, and State/Province.

The Vendor page banner contains a  button, which upon clicking provides you the option to toggle Vendors between List View and Tree View. By default, List View is selected as you see in the preceding figure. If you select Tree View, the Groups are displayed as you see in the following figure:

This page also provides you options to search for existing vendor records, create new vendor records, edit existing vendor data, copy existing vendor data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Vendor ID, Vendor Name, Vendor Level, Reporting To, Sub Vendor Of, Full Vendor Name, or IsActive in respective fields and click  button.

The search operation is performed and the results are displayed.

The Add New Vendor option enables you to create new vendor records in the database. Perform the following procedure to create a new vendor record:

1. Click button.

The Vendor – Add page is displayed.

1. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Vendor ID	Enter a unique ID representing the vendor.
Vendor Name	Enter the name of the vendor.
Vendor Level	Click the drop down list and select the level of the vendor. The available options are the following: ·         Group Level 1 ·         Group Level 2 ·         Group Level 3 ·         Group Level 4 ·         Group Level 5 You can also click  button to view the Option List.
Sub Vendor Of	Enter/pick the parent vendor. You can enter the complete vendor name or enter partial vendor name. As you key in the characters, matching vendor names are displayed as suggestions. You can pick the appropriate vendor name. Or, you can click button to pick a vendor name from the Lookup window.
Full Vendor Name	<Content> Disabled Field.
Address1	Enter the vendor address.
Address 2	Enter the vendor address line 2.
City	Enter the vendor city.
State/Province	Enter the vendor state or province.
Country	Enter the country on which the vendor is located.
Zip/Postal Code	Enter the zip code or postal code of the vendor location.
Contact	Enter the contact person details.
Phone	Enter the phone number of the contact person.
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.
IsActive	Select this check box if you want this group to be in active status.
Rate Lookup ID	Enter/pick the rate lookup ID. You can enter the complete rate lookup ID or enter partial rate lookup ID. As you key in the characters, matching rate lookup ID are displayed as suggestions. You can pick the appropriate rate lookup ID. Or, you can click  button to pick a rate lookup ID from the Lookup window.
Customer Alias	Enter the customer alias.
Owner	This field is auto populated with the name of the user who has created this record.

3.Click button to save the vendor information.

You can also click  button to save the vendor information and add another vendor.

You can view the details of an existing vendor record by performing the following procedure:

Click the Vendor ID from the Vendor page. The Vendor – View page is displayed with vendor information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Vendor – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Vendor Details

– Copy Vendor Details

– Print Vendor Details

 – Delete Vendor Record

The copy vendor details option enables you to copy the details of an existing vendor and create a new record. To copy the details of a vendor, perform the following procedure:

1. Click button present in the same row of the vendor details, from the Vendor

The Vendor – Copy page is displayed.

2. Update the required fields. For more information, see Add New Vendor

Note: The Vendor ID should be unique.

3. Click button to save the vendor information.

You can click  button to save the vendor information and add another vendor.

You can also click  button to print the vendor details. For more information, see Print Pages section.

You can remove unwanted vendor records from the database. To remove a vendor record click  button present in the same row of the vendor details, from the Vendor page and click OK in the confirmation message.

Note: Removing a vendor record will remove all its child nodes as well

You can access Category sub-module by clicking the LHS link Master Data > Category. Upon clicking this link, the Category page is displayed as depicted in the following figure:

The Category page displays existing category details such as Category ID and Category Description. You can also click the  button to select additional details to be displayed. These include IsActive, Flexi Text 1, Flexi Text 2, Flexi Amount 1, Flexi Amount 2, Flexi Amount 3, and Modified On.

This page also provides you options to search for existing vendor records, create new vendor records, edit existing vendor data, copy existing vendor data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Category ID, Category Description, or IsActive in respective fields and click  button.

The search operation is performed and the results are displayed.

The Add New Category option enables you to create new category records in the database. Perform the following procedure to create a new category record:

1. Click button.

The Category – Add page is displayed.

1. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Category ID	Enter a unique ID representing the category.
Category Description	Enter the category description.
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.
IsActive	Select this check box if you want this category to be in active status.
Owner	This field is auto populated with the name of the user who has created this record.

2. Click button to save the category information.

You can also click  button to save the category information and add another category.

You can view the details of an existing category record by performing the following procedure:

Click the Category ID from the Category page. The Category – View page is displayed with category information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Category – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Category Details

– Copy Category Details

– Print Category Details

 – Delete Category Record

The edit category details option enables you to update the details of the category. To edit the details of a category, perform the following procedure:

1. Click button present in the same row of the category details, from the Category

The Category – Edit page is displayed with the category details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Category

Note: You cannot update the Category ID.

3. Click button to save the category information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the category details. For more information, see Print Pages section.

The copy category details option enables you to copy the details of an existing category and create a new record. To copy the details of a category, perform the following procedure:

1. Click button present in the same row of the category details, from the Category

The Category – Copy page is displayed.

2. Update the required fields. For more information, see Add New Category

Note: The Category ID should be unique.

3. Click button to save the category information.

You can click  button to save the category information and add another category.

You can also click  button to print the category details. For more information, see Print Pages section.

You can remove unwanted category records from the database. To remove a category record click  button present in the same row of the category details, from the Category page and click OK in the confirmation message.

Note: Removing a category record will remove all its child nodes as well.

You can access Currency Rate Conversion sub-module by clicking the LHS link Master Data > Currency Rate Conversion. Upon clicking this link, the Currency Rate Conversion page is displayed as depicted in the following figure:

The Currency Rate Conversion page displays pre-defined conversion rate details such as From Currency ID, To Currency ID, From Date, To Date, and Conversion Rate. You can also click the  button to select additional details to be displayed. This includes Modified On.

This page also provides you options to search for existing Currency Rate Conversion records, create new Currency Rate Conversion records, edit existing Currency Rate Conversion data, copy existing Currency Rate Conversion data to create new record, and so on.

To search for existing records, enter the keyword in the field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the From Currency ID To Currency ID or IsActive in respective fields and click  button.

The search operation is performed and the results are displayed.

The Add New Currency Rate Conversion option enables you to create new Currency Rate Conversion records in the database. Perform the following procedure to create a new Currency Rate Conversion record:

1. Click button.

The Currency Rate Conversion – Add page is displayed.

2.Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
From Currency ID	Enter the currency ID from which you want the conversion to be performed. For example: USD You can click  button to pick a Currency Rate Conversion name from the Lookup window. You can also click button to view the Option List.
To Currency ID	Enter the currency ID to which you want the conversion to be performed. For example: CAD You can click  button to pick a Currency Rate Conversion name from the Lookup window. You can also click button to view the Option List.
From Date	Click the From Date field and select the from date form the calendar.
To Date	Click the To Date field and select the to date form the calendar.
Conversion Rate	Enter the conversion rate value.
Owner	This field is auto populated with the name of the user who has created this record.

3.Click button to save the Currency Rate Conversion information.

You can also click  button to save the Currency Rate Conversion information and add another Currency Rate Conversion.

You can view the details of an existing Currency Rate Conversion record by performing the following procedure:

Click the From Currency ID from the Currency Rate Conversion page. The Currency Rate Conversion – View page is displayed with Currency Rate Conversion information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Currency Rate Conversion – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Currency Rate Conversion Details

– Copy Currency Rate Conversion Details

 – Print Currency Rate Conversion Details

– Delete Currency Rate Conversion Record

The edit Currency Rate Conversion details option enables you to update the details of the Currency Rate Conversion. To edit the details of a Currency Rate Conversion, perform the following procedure:

1. Click button present in the same row of the Currency Rate Conversion details, from the Currency Rate Conversion page.
2. The Currency Rate Conversion – Edit page is displayed with the Currency Rate Conversion details. This page also displays the Created By and Last updated at details.
   1. Update the required fields. For more information, see Add New Currency Rate Conversion
   2. Click button to save the Currency Rate Conversion information.

   You add notes in Notes grid. For more information, see Add Notes section.

   You can also click  button to print the Currency Rate Conversion details. For more information, see Print Pages section.

The copy Currency Rate Conversion details option enables you to copy the details of an existing Currency Rate Conversion and create a new record. To copy the details of a Currency Rate Conversion, perform the following procedure:

1. Click button present in the same row of the Currency Rate Conversion details, from the Currency Rate Conversion

The Currency Rate Conversion – Copy page is displayed.

2. Update the required fields. For more information, see Add New Currency Rate Conversion
3. Click button to save the Currency Rate Conversion information.

You can click button to save the Currency Rate Conversion information and add another Currency Rate Conversion.

You can also click  button to print the Currency Rate Conversion details. For more information, see Print Pages section.

You can remove unwanted Currency Rate Conversion records from the database. To remove a Currency Rate Conversion record click  button present in the same row of the Currency Rate Conversion details, from the Currency Rate Conversion page and click OK in the confirmation message.

Note: Removing a Currency Rate Conversion record will remove all its child nodes as well.

You can access Structure Master sub-module by clicking the LHS link Master Data > Structure Master. Upon clicking this link, the Structure Master page is displayed as depicted in the following figure:

The Structure Master page displays existing vendor details such as Structure ID and Structure Entity Name. You can also click the  button to select additional details to be displayed. This includes Modified On.

This page also provides you options to search for existing Structure Master records, create new Structure Master records, edit existing Structure Master data, copy existing Structure Master data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Structure ID in respective field and click  button.

The search operation is performed and the results are displayed.

The Add New Structure Master option enables you to create new Structure Master records in the database. Perform the following procedure to create a new Structure Master record:

1. Click button.

The Structure Master – Add page is displayed.

2.Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Structure ID	Enter a unique ID representing the Structure.
Structure Entity Name	Enter the name of the Structure Entity.
Owner	This field is auto populated with the name of the user who has created this record.

3. Click button to save the Structure Master information.

You can also click  button to save the Structure Master information and add another Structure Master.

You can view the details of an existing Structure Master record by performing the following procedure:

Click the Structure ID from the Structure Master page. The Structure Master – View page is displayed with Structure Master information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Structure Master – View page, you can also perform the following tasks by clicking appropriate buttons:

 – Edit Structure Master Details

– Copy Structure Master Details

– Print Structure Master Details

– Delete Structure Master Record

The edit Structure Master details option enables you to update the details of the Structure Master. To edit the details of a Structure Master, perform the following procedure:

1. Click button present in the same row of the Structure Master details, from the Structure Master

The Structure Master – Edit page is displayed with the Structure Master details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Structure Master

Note: You cannot update the Structure ID.

3. Click button to save the Structure Master information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the Structure Master details. For more information, see Print Pages section.

The copy Structure Master details option enables you to copy the details of an existing Structure Master and create a new record. To copy the details of a Structure Master, perform the following procedure:

1. Click button present in the same row of the Structure Master details, from the Structure Master

The Structure Master – Copy page is displayed.

2. Update the required fields. For more information, see Add New Structure Master

Note: The Structure Master ID should be unique.

3. Click button to save the Structure Master information.

You can click  button to save the Structure Master information and add another Structure Master.

You can also click  button to print the Structure Master details. For more information, see Print Pages section.

You can remove unwanted Structure Master records from the database. To remove a Structure Master record click  button present in the same row of the vendor details, from the Structure Master page and click OK in the confirmation message.

Note: Removing a Structure Master record will remove all its child nodes as well.

You can access Structure sub-module by clicking the LHS link Master Data > Structure. Upon clicking this link, the Structure page is displayed as depicted in the following figure:

The Structure page displays existing vendor details such as Structure ID, Structure Entity ID, Structure Level, and Structure Entity Name. You can also click the  button to select additional details to be displayed. These include Reporting To, Full Structure Name, Structure Payee ID, Source_Row_key, Row Key, Entity Role, Report to Structure, Reports to Structure, Effective_Start_Date, Commission Rate, Effective_End_Date, Commission Amount, Flexi Text 1, Flexi Text 2, Flexi Amount 1, Flexi Amount 2, Flexi Amount 3, and Modified On.

The Structure page banner contains a  button, which upon clicking provides you the option to toggle Structure between List View and Tree View. By default, List View is selected as you see in the preceding figure. If you select Tree View, the Groups are displayed as you see in the following figure:

This page also provides you options to search for existing Structure records, create new Structure records, edit existing Structure data, copy existing Structure data to create new record, and so on.

To search for existing records, enter the keyword in the field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Structure ID in respective field and click  button.

The search operation is performed and the results are displayed.

The Add New Structure option enables you to create new Structure records in the database. Perform the following procedure to create a new Structure record:

1. Click button.

The Structure – Add page is displayed.

2.Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Structure ID	Enter a unique ID representing the Structure. You can also click  button to pick a Structure name from the Lookup window.
Structure Entity ID	Enter the Structure Entity ID.
Structure Level	Click the drop down list and select the level of the Structure. The available options range from Level 1 to Level 99. You can also click  button to view the Option List.
Structure Entity Name	Enter the Structure Entity Name.
Entity Role	Enter the role of the entity.
Report to Structure	Enter the parent structure name. You can click  button to pick a structure from the Lookup window. You can also click  button to view the Option List.
Full Structure Name	This field is disabled.
Structure Payee ID	Enter the payee ID. You can click  button to pick a payee ID from the Lookup window. You can also click  button to view the Option List.
Effective_Start_Date	Click the text field adjacent to this field and pick the effective start date from the calendar.
Commission Rate	Enter the commission rate percentage.
Effective_End_Date	Click the text field adjacent to this field and pick the effective end date from the calendar.
Commission Amount	Enter the commission amount.
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.
Owner	This field is auto populated with the name of the user who has created this record.

3.Click button to save the Structure information.

You can also click  button to save the Structure information and add another Structure.

You can view the details of an existing Structure record by performing the following procedure:

Click the Structure ID from the Structure page. The Structure – View page is displayed with Structure information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Structure – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Structure Details

– Copy Structure Details

– Print Structure Details

– Delete Structure Record

The edit Structure details option enables you to update the details of the Structure. To edit the details of a Structure, perform the following procedure:

1. Click button present in the same row of the Structure details, from the Structure

The Structure – Edit page is displayed with the Structure details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Structure

Note: You cannot update the Structure ID, Structure Level, and Full Structure Name.

3. Click button to save the Structure information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the Structure details. For more information, see Print Pages section.

The copy Structure details option enables you to copy the details of an existing Structure and create a new record. To copy the details of a Structure, perform the following procedure:

1. Click button present in the same row of the Structure details, from the Structure

The Structure – Copy page is displayed.

2. Update the required fields. For more information, see Add New Structure

Note: The Structure ID should be unique.

3. Click button to save the Structure information.

You can click  button to save the Structure information and add another Structure.

You can also click  button to print the Structure details. For more information, see Print Pages section.

You can remove unwanted Structure records from the database. To remove a Structure record click  button present in the same row of the Structure details, from the Structure page and click OK in the confirmation message.

Note: Removing a Structure record will remove all its child nodes as well.

 

You can access Policy sub-module by clicking the LHS link Master Data > Policy. Upon clicking this link, the Policy page is displayed as depicted in the following figure:

The Policy page displays existing Policy details such as Policy ID, Policy Type, Policy Status, Policy Start Date, Policy Duration, and Primary Payee ID. You can also click the  button to select additional details to be displayed. These include IsActive, Row Key, Payment Type, Line of Business, Policy Amt, Policy End Date, Policy Renewal Date, Qualified, Group Flag, NAICS Code, Cobra, Group Member Count, Agency ID, Control Number, Product ID, Commission Due Amount, and Policy Form.

This page also provides you options to search for existing Policy records, create new Policy records, edit existing Policy data, copy existing Policy data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Policy ID, Policy Type, or IsActive in respective fields and click  button.

The search operation is performed and the results are displayed.

The Add New Policy option enables you to create new Policy records in the database. Perform the following procedure to create a new Policy record:

1. Click button.

The Policy – Add page is displayed.

2. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Payment Type	Select the payment type from the drop down list. The Available options are the following: ·         Cash ·         Check ·         Credit Card ·         EFT ·         Paypal
Policy ID	Enter the unique Policy ID.
Line of Business	Click the drop down list and select the line of business. The available options are the following: ·         Annuity ·         Auto ·         General ·         Health ·         Life ·         Long Term Care You can also click  button to view the Option List.
Policy Type	Click the drop down list and select the Policy type. The available options are the following: ·         Health Insurance ·         HR Benefits ·         Medical Group ·         Medicare ·         Term Life ·         Whole Life
Policy Amt	Enter the Policy amount.
Policy Status	Click the drop down list and select the Policy status. The available options are the following: ·         Added ·         Applied ·         Carrier Approved ·         Carrier Rejected ·         Closed ·         In-force ·         Submitted You can also click  button to view the Option List.
Policy Start Date	Click the text field adjacent to this field and select the Policy start date from the calendar.
Policy End Date	Click the text field adjacent to this field and select the Policy end date from the calendar.
Policy Duration	Enter the policy duration.
Policy Renewal Date	Click the text field adjacent to this field and select the Policy renewal date from the calendar.
Qualified	Select the check box adjacent to this field, if the policy is qualified.
Group Flag	Select the check box adjacent to this field, if the policy is grouped.
IsActive	Select the check box adjacent to this field, if the policy is active.
NAICS Code	Enter the North American Industry Classification System code.
Cobra	<Content>
Group Member Count	Enter the number of group members.
Agency ID	Enter the agency ID.
Control Number	Enter the control number.
Commission Due Amount	Enter the commission due amount.
Policy Form	Enter the policy form details.
Relates To
Product ID	Enter/pick the Product ID. You can enter the complete product ID or enter partial product ID. As you key in the characters, matching product IDs are displayed as suggestions. You can pick the appropriate product ID. Or, you can click  button to pick a product ID from the Lookup window. You can also click  button to view the Option List.
Customer ID	Enter/pick the Customer ID. You can enter the complete customer ID or enter partial customer ID. As you key in the characters, matching customer IDs are displayed as suggestions. You can pick the appropriate customer ID. Or, you can click button to pick a customer ID from the Lookup window. You can also click button to view the Option List.
Vendor ID	Enter/pick the Vendor ID. You can enter the complete vendor ID or enter partial vendor ID. As you key in the characters, matching vendor IDs are displayed as suggestions. You can pick the appropriate vendor ID. Or, you can click  button to pick a vendor ID from the Lookup window. You can also click  button to view the Option List.
Household ID	Enter the Household ID.
Customer DOB	Enter the customer’s date of birth by picking the appropriate date from calendar.
Customer State	Enter the state at which the customer is located.
Premium Details
Premium Amt	Enter the premium amount.
Premium Due Date	Enter the premium payment due date.
Premium Frequency	Enter the premium frequency.
Premium Received Date	Enter the premium received date.
Number of Premiums Received	Enter the number of premiums received.
Number of Premiums Due	Enter the number of premiums due.
Comments	Enter comments about the premium.
Payee Information
Primary Payee ID	Enter/pick the Primary Payee ID. You can enter the complete Primary Payee ID or enter partial Primary Payee ID. As you key in the characters, matching Primary Payee IDs are displayed as suggestions. You can pick the appropriate Primary Payee ID. Or, you can click  button to pick a Primary Payee ID from the Lookup window. You can also click  button to view the Option List.
Primary Payee Credit Pcnt	Enter the primary payee’s credit percentage.
Payee2 ID	Enter/pick the Payee2 ID. You can enter the complete Payee2 ID or enter partial Payee2 ID. As you key in the characters, matching Payee2 IDs are displayed as suggestions. You can pick the appropriate Payee2 ID. Or, you can click  button to pick a Payee2 ID from the Lookup window. You can also click  button to view the Option List.
Payee2 Credit Pcnt	Enter the payee 2’s credit percentage.
Payee3 ID	Enter/pick the Payee3 ID. You can enter the complete Payee3 ID or enter partial Payee3 ID. As you key in the characters, matching Payee3 IDs are displayed as suggestions. You can pick the appropriate Payee3 ID. Or, you can click  button to pick a Payee3 ID from the Lookup window. You can also click  button to view the Option List.
Payee3 Credit Pcnt	Enter the payee 3’s credit percentage.
Payee4 ID	Enter/pick the Payee4 ID. You can enter the complete Payee4 ID or enter partial Payee4 ID. As you key in the characters, matching Payee4 IDs are displayed as suggestions. You can pick the appropriate Payee4 ID. Or, you can click  button to pick a Payee4 ID from the Lookup window. You can also click  button to view the Option List.
Payee4 Credit Pcnt	Enter the payee 4’s credit percentage.
Payee5 ID	Enter/pick the Payee5 ID. You can enter the complete Payee5 ID or enter partial Payee5 ID. As you key in the characters, matching Payee5 IDs are displayed as suggestions. You can pick the appropriate Payee5 ID. Or, you can click button to pick a Payee5 ID from the Lookup window. You can also click  button to view the Option List.
Payee5 Credit Pcnt	Enter the payee 5’s credit percentage.
Payee6 ID	Enter/pick the Payee6 ID. You can enter the complete Payee6 ID or enter partial Payee6 ID. As you key in the characters, matching Payee6 IDs are displayed as suggestions. You can pick the appropriate Payee6 ID. Or, you can click  button to pick a Payee6 ID from the Lookup window. You can also click  button to view the Option List.
Payee6 Credit Pcnt	Enter the payee 6’s credit percentage.
Payee7 ID	Enter/pick the Payee7 ID. You can enter the complete Payee7 ID or enter partial Payee7 ID. As you key in the characters, matching Payee7 IDs are displayed as suggestions. You can pick the appropriate Payee7 ID. Or, you can click  button to pick a Payee7 ID from the Lookup window. You can also click  button to view the Option List.
Payee7 Credit Pcnt	Enter the payee 7’s credit percentage.
Payee8 ID	Enter/pick the Payee8 ID. You can enter the complete Payee8 ID or enter partial Payee8 ID. As you key in the characters, matching Payee8 IDs are displayed as suggestions. You can pick the appropriate Payee8 ID. Or, you can click  button to pick a Payee8 ID from the Lookup window. You can also click  button to view the Option List.
Payee8 Credit Pcnt	Enter the payee 8’s credit percentage.
Payee9 ID	Enter/pick the Payee9 ID. You can enter the complete Payee9 ID or enter partial Payee9 ID. As you key in the characters, matching Payee9 IDs are displayed as suggestions. You can pick the appropriate Payee9 ID. Or, you can click  button to pick a Payee9 ID from the Lookup window. You can also click  button to view the Option List.
Payee9 Credit Pcnt	Enter the payee 9’s credit percentage.
Referral ID	Enter/pick the Referral ID. You can enter the complete Referral ID or enter partial Referral ID. As you key in the characters, matching Referral IDs are displayed as suggestions. You can pick the appropriate Referral ID. Or, you can click  button to pick a Referral ID from the Lookup window. You can also click button to view the Option List.
Referral Credit Pcnt	Enter the credit percentage allocated for referral.
Other Details
Application Number	Enter the application number.
First Time Policy MIPPA	Enter the Medicare Improvements for Patients and Providers Act details.
Policy Status Change Date	Click the text field adjacent to this field and select the policy status change date from the calendar.
Medicare Number	Enter the medicare number.
Application Enrollment Date	Click the text field adjacent to this field and select the application enrollment date from the calendar.
Medical Number	Enter the medical number.
Owner	This field is auto populated with the name of the user who has created this record.
Extended Fields
Testing	Select the required currency from the drop down list. Or, you can click  button to pick a currency from the Lookup window. You can also click  button to view the Option List.

3. Click button to save the Policy information.

You can also click  button to save the Policy information and add another Policy.

You can view the details of an existing Policy record by performing the following procedure:

Click the Policy ID from the Vendor page. The Policy – View page is displayed with Policy information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Policy – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Policy Details

– Copy Policy Details

– Print Policy Details

 – Delete Policy Record

The edit Policy details option enables you to update the details of the Policy. To edit the details of a Policy, perform the following procedure:

1. Click button present in the same row of the Policy details, from the Policy

The Policy – Edit page is displayed with the vendor details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Policy

Note: You cannot update the Policy ID.

3. Click button to save the Policy information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the Policy details. For more information, see Print Pages section.

The copy Policy details option enables you to copy the details of an existing Policy and create a new record. To copy the details of a Policy, perform the following procedure:

1. Click button present in the same row of the Policy details, from the Policy

The Policy – Copy page is displayed.

2. Update the required fields. For more information, see Add New Policy

Note: The Policy ID should be unique.

3. Click button to save the Policy information.

You can click  button to save the Policy information and add another Policy.

You can also click  button to print the Policy details. For more information, see Print Pages section.

You can remove unwanted Policy records from the database. To remove a Policy record click  button present in the same row of the Policy details, from the Policy page and click OK in the confirmation message.

Note: Removing a Policy record will remove all its child nodes as well.

The Actions section enables you to perform additional tasks on Policies. These include the following:

• Modify Policy ID
• Add Transaction

You can access this actions by clicking  button and by selecting the required option from the pop-up menu.

You can access Account sub-module by clicking the LHS link Master Data > Account. Upon clicking this link, the Account page is displayed as depicted in the following figure:

The Account page displays existing Account details such as Account ID, Account Name, and Account Type. You can also click the  button to select additional details to be displayed. These include Account Desc, Account Open Date, Account Funding Date, Account Close Date, Account Balance, Account Prior Balance, Customer ID, Household ID, Address1, Address2, City, State, Country, Zip/Postal code, Primary Payee ID, Primary Payee Credit Pcnt, Payee 2, Payee2 Credit Pcnt, Referral ID, and Referral Credit Pcnt.

This page also provides you options to search for existing Account records, create new Account records, edit existing Account data, copy existing Account data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Account ID, Account Name, or Account Type in respective fields and click  button.

The search operation is performed and the results are displayed.

The Add New Account option enables you to create new Account records in the database. Perform the following procedure to create a new Account record:

1. Click button.

The Account – Add page is displayed.

2. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Account ID	Enter a unique ID representing the Account.
Account Name	Enter the name of the Account.
Account Type	Click the drop down list and select the type of the Account. The available options are the following: ·         2 in 1 ·         Annuity ·         CD ·         Checking ·         Credit Card ·         Insurance ·         Investment ·         Mortgage ·         Personal Credit ·         Savings ·         Term Deposit You can also click  button to view the Option List.
Account Desc	Enter a description about the account.
Account Open Date	Click the text field adjacent to this field and pick the Account open date from the calendar.
Account Funding Date	Click the text field adjacent to this field and pick the Account funding date from the calendar.
Account Close Date	Click the text field adjacent to this field and pick the Account closing date from the calendar.
Account Balance	Enter the account balance.
Account Prior Balance	Enter the prior balance in the account.
Customer ID	Enter the Customer ID.
Household ID	Enter the Household ID.
Address1	Enter the address.
Address2	Enter the address 2.
City	Enter the city.
State	Enter the state.
Country	Enter the country.
Zip/Postal code	Enter the zip/postal code.
Primary Payee ID	Enter/pick the rate Primary Payee ID. You can enter the complete Primary Payee ID or enter partial Primary Payee ID. As you key in the characters, matching Primary Payee IDs are displayed as suggestions. You can pick the appropriate Primary Payee ID. Or, you can click  button to pick a Primary Payee ID from the Lookup window. You can also click  button to view the Option List.
Primary Payee Credit Pcnt	Enter the credit percentage of the primary payee.
Payee 2	Enter/pick the rate Payee2. You can enter the complete Payee2or enter partial Payee2. As you key in the characters, matching Payee2s are displayed as suggestions. You can pick the appropriate Payee2. Or, you can click  button to pick a Payee2from the Lookup window. You can also click  button to view the Option List.
Payee2 Credit Pcnt	Enter the credit percentage of the payee 2.
Referral ID	Enter the referral ID.
Referral Credit Pcnt	Enter the referral credit percentage.
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 Text 3	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.
Modified On	Click the text field adjacent to this field and pick the modified date from the calendar.
Owner	This field is auto populated with the name of the user who has created this record.

3. Click button to save the Account information.

You can also click  button to save the Account information and add another Account.

You can view the details of an existing Account record by performing the following procedure:

Click the Account ID from the Account page. The Account – View page is displayed with Account information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Account – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Account Details

– Copy Account Details

 – Print Account Details

– Delete Account Record

The edit Account details option enables you to update the details of the Account. To edit the details of an Account, perform the following procedure:

1. Click button present in the same row of the Account details, from the Account

The Account – Edit page is displayed with the Account details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Account

Note: You cannot update the Account ID, Account Name, or Account Type.

3. Click button to save the Account information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the Account details. For more information, see Print Pages section.

The copy Account details option enables you to copy the details of an existing Account and create a new record. To copy the details of an Account, perform the following procedure:

1. Click button present in the same row of the Account details, from the Account

The Account – Copy page is displayed.

2. Update the required fields. For more information, see Add New Account

Note: The Account ID should be unique.

3. Click button to save the Account information.

You can click  button to save the Account information and add another Account.

You can also click  button to print the Account details. For more information, see Print Pages section.

You can remove unwanted Account records from the database. To remove an Account record click  button present in the same row of the Account details, from the Account page and click OK in the confirmation message.

Note: Removing an Account record will remove all its child nodes as well.

You can access Household sub-module by clicking the LHS link Master Data > Household. Upon clicking this link, the Household page is displayed as depicted in the following figure:

The Household page displays existing Household details such as Household ID, Household Name, and Household Type. You can also click the  button to select additional details to be displayed. These include Household Desc, Household Open Date, Household Close Date, Household Balance, Household Prior Balance, Address1, Address2, City, State, Country, Zip/Postal code, Flexi Text 1, Flexi Text 2, Flexi Amount 1, Flexi Amount 2, Flexi Amount 3, Customer ID, IsActive, and Modified On.

This page also provides you options to search for existing Household records, create new Household records, edit existing Household data, copy existing Household data to create new record, and so on.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Household ID, Household Name, or Household Type in respective fields and click  button.

The search operation is performed and the results are displayed.

The Add New Household option enables you to create new Household records in the database. Perform the following procedure to create a new Household record:

1. Click button.

The Household – Add page is displayed.

2. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Household ID	Enter a unique ID representing the Household.
Household Name	Enter the name of the Household.
Household Type	Enter the Household type.
Household Desc	Enter a description about the Household.
Household Open Date	Click the text field adjacent to this field and pick the Household open date from the calendar.
Household Close Date	Click the text field adjacent to this field and pick the Household closing date from the calendar.
Household Balance	Enter the Household balance.
Household Prior Balance	Enter the prior balance in the Household.
Address1	Enter the address.
Address2	Enter the address 2.
City	Enter the city.
State	Enter the state.
Country	Enter the country.
Zip/Postal code	Enter the zip/postal code.
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 Text 3	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.
Customer ID	Click the drop down list and select the customer ID. This list includes all the pre-defined Customer IDs. You can also click  button to view the Customer page.
IsActive	Select the check box adjacent to this field, if you want to keep this Household as active.
Modified On	Click the text field adjacent to this field and pick the modified date from the calendar.
Owner	This field is auto populated with the name of the user who has created this record.

3. Click button to save the Household information.

You can also click  button to save the Household information and add another Household.

You can view the details of an existing Household record by performing the following procedure:

Click the Household ID from the Household page. The Household – View page is displayed with Household information.

Note: You cannot edit/update the details in view mode.

You add notes in Notes grid. For more information, see Add Notes section.

From Household – View page, you can also perform the following tasks by clicking appropriate buttons:

 – Edit Household Details

– Copy Household Details

– Print Household Details

– Delete Household Record

The edit Household details option enables you to update the details of the Household. To edit the details of a Household, perform the following procedure:

1. Click button present in the same row of the Household details, from the Household

The Household – Edit page is displayed with the Household details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Household

Note: You cannot update the Household ID.

3. Click button to save the Household information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the Household details. For more information, see Print Pages section.

The copy Household details option enables you to copy the details of an existing Household and create a new record. To copy the details of a Household, perform the following procedure:

1. Click button present in the same row of the Household details, from the Household

The Household – Copy page is displayed.

2. Update the required fields. For more information, see Add New Household

Note: The Household ID should be unique.

3. Click button to save the Household information.

You can click  button to save the Household information and add another Household.

You can also click  button to print the Household details. For more information, see Print Pages section.

You can remove unwanted Household records from the database. To remove an Household record click  button present in the same row of the Household details, from the Household page and click OK in the confirmation message.

Note: Removing a Household record will remove all its child nodes as well.

You can access Plan Designer sub-module by clicking the LHS link Plan Setup > Plan Designer. Upon clicking this link, the Plan Designer page is displayed as depicted in the following figure:

 

You can navigate between existing templates by clicking , , or  button.

You can search for existing plans by entering keywords in the search field displaying Payee or Plan Name. Upon entering the keywords, suggestions are displayed. Select an item from the suggestion and click the  icon to view the plan and further use it.

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.

2. 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.

3. Click button to save the plan.

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

You can edit the existing plans by clicking  button, when that plan is displayed in the screen. For more information on making changes to the plans, see Add a New Plan section.

You can click the  icon to save the plan in Excel, PDF, or Word formats.

You can access the Advanced Calculation Library sub-module by clicking Plan Setup > Advanced Calculation Library from the LHS menu. Upon clicking this link, the Advanced Calculation Library page is displayed as depicted in the following figure:

The Advanced Calculation Library page displays the existing list with details such as Advanced Calc Library ID    and Advanced Calc Description.

You can click the  button to view the additional fields such as Plan_Documentation, Is_Library, Created Date, and Modified Date.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

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Enter the <field names> in respective field and click  button.

The search operation is performed and the results are displayed.

You can add a new Advanced Calculation Library by performing the following procedure:

1. Click button from the Advanced Calculation Library

The Advanced Calc Library – Add page is displayed.

2. Enter the Library Name.
3. Enter the Description.
4. Create the required Expressions using Expressions Builder.
5. Click button to save the Advanced Calculation Library details.

You can also click  button to save the Advanced Calculation Library and add another one.

You can view the details of an existing Currency record by performing the following procedure:

Click the Advanced Calc Library ID from the Advanced Calculation Library Header page. The Advanced Calc Library – View page is displayed with Currency information.

Note: You cannot edit/update the details in view mode.

From Advanced Calc Library – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Advanced Calculation Library Details

– Copy Advanced Calculation Library Details

– Print Advanced Calclation Library Details

 – Delete Advanced Calculation Library Record

The edit Advanced Calculation Library details option enables you to update the details of the Advanced Calculation Library. To edit the details of an Advanced Calculation Library, perform the following procedure:

1. Click  button present in the same row of the Advanced Calculation Library details, from the Advanced Calc Library Header

The Advanced Calc Library Header – Edit page is displayed with the Currency details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Advanced Calculation Library
3. Click button to save the Advanced Calculation Library information.

You can also click  button to print the Advanced Calculation Library details. For more information, see Print Pages section.

The copy Advanced Calculation Library details option enables you to copy the details of an existing Advanced Calculation Library and create a new record. To copy the details of a Advanced Calculation Library, perform the following procedure:

1. Click button present in the same row of the Advanced Calculation Library details, from the Advanced Calculation Library

The Advanced Calculation Library – Copy page is displayed.

2. Update the required fields. For more information, see Add New Advanced Calculation Library
3. Click button to save the Advanced Calculation Library information.

You can click  button to save the Advanced Calculation Library information and add another Advanced Calculation Library.

You can also click  button to print the Advanced Calculation Library details. For more information, see Print Pages section.

You can remove unwanted Advanced Calculation Library records from the database. To remove a Advanced Calculation Library record click  button present in the same row of the Advanced Calculation Library details, from the Advanced Calculation Library page and click OK in the confirmation message.

Note: Removing a Advanced Calculation Library record will remove all its child nodes as well.

You can access the Goal Master sub-module by clicking Plan Setup > Goal Master from the LHS menu. Upon clicking this link, the Goal Master page is displayed as depicted in the following figure:

The Goal Master page displays the existing list with details such as Goal ID, Goal Frequency, and Effective Start Date.

You can click the  button to view the additional fields such as Cumm Goal Flag, Scenario Status, Locked, Row_Key, Goal Description, Goal Unique By, Effective Year, Mth_Goal_As, Qtr_Goal_As, Hyr_Goal_As, Yr_Goal_As, Effective End Date, Created Date, and Modified Date.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Goal ID, Goal Frequency, and/or Effective Start Date in respective fields and click  button.

The search operation is performed and the results are displayed.

You can add a new Goal Master by performing the following procedure:

1. Click button from the Goal Master

The Goal Master – Add page is displayed.

2. Enter the Goal ID.
3. Enter a description for the goal in the Goal Description field.
4. Click the drop down list adjacent to the Goal Frequency field and select the Goal Frequency. Available options are the following:

• Monthly
• Bi-monthly
• Quarterly
• Half Yearly
• Annual
• Other

5. Click the drop down list adjacent to the Goal Unique By field and select the unique value that represents the Goal. Available options are the following:

• Payee
• Plan/Payee
• Territory

6. Click the field adjacent to Effective Start Date and select the start date from the calendar.
7. Click the field adjacent to Effective End Date and select the end date from the calendar.
8. Enter the owner name. By default this is populated with the logged in user name.
9. Click button to save the details.

You can also click  button to save the Goal Master and add another one.

You can view the details of an existing Goal Master record by performing the following procedure:

Click the Goal ID from the Goal Master page. The Goal Master – View page is displayed with Goal Master Information.

Note: You cannot edit/update the details in view mode.

From Goal Master – View page, you can also perform the following tasks by clicking appropriate buttons:

 – Copy Goal Master Details

– Print Goal Master Details

 – Delete Goal Master Record

The copy Goal Master details option enables you to copy the details of an existing Goal Master and create a new record. To copy the details of a Goal Master, perform the following procedure:

1. Click button present in the same row of the Goal Master details, from the Goal Master

The Goal Master – Copy page is displayed.

2. Update the required fields. For more information, see Add New Goal Master
3. Click button to save the Goal Master information.

You can click  button to save the Goal Master information and add another Goal Master.

You can also click  button to print the Goal Master details. For more information, see Print Pages section.

You can remove unwanted Goal Master records from the database. To remove a Goal Master record click  button present in the same row of the Goal Master details, from the Goal Master page and click OK in the confirmation message.

Note: Removing a Goal Master record will remove all its child nodes as well.

You can access the Goal Sheet sub-module by clicking Plan Setup > Goal Sheet from the LHS menu. Upon clicking this link, the Goal Sheet page is displayed as depicted in the following figure:

The Goal Sheet page displays the existing list with details such as Goal ID, Goal Sheet ID, Payee ID, Plan ID, Incentive ID, and Territory ID.

You can click the  button to view the additional fields such as Goal Sheet Active, Master Row Key, Row Key, Performance Measure, Plan Start Date, Approval Status, Approved By, Approved On, Comments, Review Comments, Created Date, and Modified Date.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Payee ID, Incentive ID, and/or Territory ID in respective fields and click  button.

The search operation is performed and the results are displayed.

You can add a new Goal Sheet by performing the following procedure:

1. Click button from the Goal Sheet

The Goal Sheet – Add page is displayed.

2. Enter a keyword to search for the Goal ID and click icon to pick a Goal ID from the Lookup
3. Enter the Goal Sheet ID.
4. Enter a keyword to search for the Territory ID and click icon to pick a Territory ID from the Lookup
5. Enter a keyword to search for the Payee ID and click icon to pick a Payee ID from the Lookup
6. Enter a keyword to search for the Plan ID and click icon to pick a Plan ID from the Lookup
7. Enter a keyword to search for the Incentive ID and click icon to pick a Incentive ID from the Lookup
8. Click the field adjacent to Plan Start Date and select the start date from the calendar.
9. Enter comments in the text field provided adjacent to the Comments
10. Click button to save the Goal Sheet details.

You can also click  button to save the Goal Sheet and add another one.

You can view the details of an existing Goal Sheet record by performing the following procedure:

Click the Goal ID from the Goal Sheet page. The Goal Sheet – View page is displayed with Goal Sheet information.

Note: You cannot edit/update the details in view mode.

The edit Goal Sheet details option enables you to update the details of the Goal Sheet. To edit the details of a Goal Sheet, perform the following procedure:

1. Click button present in the same row of the Goal Sheet details, from the Goal Sheet

The Goal Sheet – Edit page is displayed with the Goal Sheet details.

2. Update the required fields. For more information, see Add New Goal Sheet
3. Click button to save the Goal Sheet information.

You can also click  button to print the Goal Sheet details. For more information, see Print Pages section.

The copy Goal Sheet details option enables you to copy the details of an existing Goal Sheet and create a new record. To copy the details of a Goal Sheet, perform the following procedure:

1. Click button present in the same row of the Currency details, from the Goal Sheet

The Goal Sheet – Copy page is displayed.

2. Update the required fields. For more information, see Add New Goal Sheet
3. Click button to save the Goal Sheet information.

You can click  button to save the Goal Sheet information and add another Goal Sheet.

You can also click  button to print the Goal Sheet details. For more information, see Print Pages section.

You can remove unwanted Goal Sheet records from the database. To remove a Goal Sheet record click  button present in the same row of the Goal Sheet details, from the Goal Sheet page and click OK in the confirmation message.

Note: Removing a Goal Sheet record will remove all its child nodes as well.

You can access the Credit Rule Library sub-module by clicking Plan Setup > Credit Rule Library from the LHS menu. Upon clicking this link, the Credit Rule Library page is displayed as depicted in the following figure:

The Credit Rule Library page displays the existing list with details such as Credit Rule ID and Credit Rule Desc.

You can click the  button to view the additional fields such as Transaction Type, Referral_Credit_Percent, Product Account Name, Referral_ID, Transaction Policy, Is_Library, Payees Job Category, Transaction Flexi Amount 8, Transaction Flexi Text 1, Set_Payout_From_Product, If_Structure, Is_Payout_Rate, Loan_Income_Operator, Plan_Documentation, Transaction Flexi Amount 3, Transaction Group, Loan_Amount_Value1, Payee_List_Name, UseEventBasedCrediting, Payee_List_Pcnt, Loan_Income_Value1, Transaction Customer JobContract, Advanced_Transaction_Criteria, In_Structure, Loan_Income, Payee_List_Value, Transaction Flexi Text 2, Transaction Flexi Amount 4, Transaction ID, Under_Structure, Eff Start Date, Transaction Flexi Text 5, Row_Key, Transaction Line Level, Credit_Payee_Entity_Name, Transaction Flexi Amount 6, Transaction Category, Transaction Flexi Amount 7, Transaction Flexi Text 3, Transaction Product Product Family, TransactionEvent, Credit_Payee_Downline, Credit_Entity, Payee2_Credit_Pcnt, Txn_Payee2_ID, Transaction Territory, Renewal Status, Transaction Flexi Text 4, Recurring_Commission_Library_ID, Payout_Rate, Credit_Percent, Credit_Payee_Mgr, Primary_Payee_Credit_Pcnt, Transaction CustomerCustomer Family, Payout_amount, UseCurrentPeriodDates, Transaction Flexi Amount 1, Transaction Status, Loan_Amount_Operator, Trans_Loan_Program, Transaction Flexi Amount 7, Trans_Purpose_Of_Loan, Transaction_set, Transaction Flexi Text 7, Transaction Vendor, UseRecurringCommissionCrediting, Transaction Source, Eff End Date, Event_Based_Incentive_Library_ID, EventStartDate, Transaction Line Type, Product Type, Set_Payout_Amount_From_Product, Transaction Flexi Amount 2, Loan_Amount, Flat_Credit_Amt, EventEndDate, Transaction_Payee_ID, Credit_Higher_Entity, Transaction Flexi Text 6, Include_In_Plan_Doc, Created Date, and Modified Date.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

<not displayed>

Enter the <fields>in respective field and click  button.

The search operation is performed and the results are displayed.

You can add a new Credit Rule by performing the following procedure:

1. Click button from the Credit Rule Library

The Credit Rule Library – Add page is displayed.

2. Enter the Credit Rule Library ID.
3. Enter the Credit Rule Description.
4. Enter the owner name. By default this is populated with the logged in user name.
5. Populate the fields in Basic Crediting, Additional Crediting, Advanced, and Plan Documentation tabs, as tabulated:

Basic Crediting

Select the radio button adjacent to one of the following fields and provide respective values.

 

Field	Description
With Current Payee	Enter a keyword in the text field and click  button to find a Payee ID from the Lookup window.
With	Enter a keyword in the text field and click  button to find a Payee ID from the Lookup window. Also select another Payee ID from the drop down list adjacent to in field.
With payees in	Select the drop down list adjacent to this field and select a Payee ID which is reporting to current payee.
Ignore Payee Information	Select this radio button if you want to ignore the payee information.

• Click the icon in the same row of Additional Crediting Criteria grid and select the check boxes adjacent to With Product, With Customer, With Group, and/or With Territory fields. Also enter keywords in the adjacent text fields and click  buttons to select corresponding values from the Lookup

Additional Crediting

• Click button and select the Transaction Details from the drop down list. Also enter a keyword in the text field and click  button to find a corresponding value from the Lookup

Field	Description
Transaction Event Date
Based on	Click the drop down list adjacent to this field and select a value. Available options are the following: ·       Invoiced Date ·       Ordered Date ·       Other Date ·       Paid Date ·       Shipped Date ·       Transaction Effective Date ·       Transaction Date
Within	Click the text field adjacent to this field and select a date from the calendar.
And	Click the text field adjacent to this field and select a date from the calendar.
Use current period dates	Select the check box adjacent to this field if you want to use the current period dates. Upon selecting this option, the within and and fields are inactivated.
Event Based Crediting
Use event based incentive library	Select the check box adjacent to this field if you want to use the event based incentive library. Upon selecting this option, all other fields in this grid are inactivated. Also enter a keyword in the text field and click  button to find an Event Based Incentive Rule Library ID from the Lookup window.
Credit on event 1 – 3	Click the drop down lists adjacent to these fields and select the required values. Available options are the following: ·       Invoiced ·       Ordered ·       Other ·       Paid ·       Shipped
Credit on event 1 – 3 portion	Enter the value in the fields.
Calc on event 1 – 3	Click the drop down lists adjacent to these fields and select the required values. Available options are the following: ·       Invoiced ·       Ordered ·       Other ·       Paid ·       Shipped
Pay on event 1 – 3	Click the drop down lists adjacent to these fields and select the required values. Available options are the following: ·       Invoiced ·       Ordered ·       Other ·       Paid ·       Shipped
Recurring Commission Crediting
Use recurring commission library	Select the check box adjacent to this field if you want to use the recurring commission library. Upon selecting this option, all other fields in this grid are inactivated. Also enter a keyword in the text field and click  button to find a Recurring Commission Library ID from the Lookup window.
Select the radio button adjacent to one of the following fields and select required values.
For every period between	Click the drop down list adjacent to this field and select a required value. Also select a value from the drop down list adjacent to the and field.
For	Click the drop down list adjacent to this field and select a required value. Also select a value from the drop down list adjacent to the periods from field.
For	Click the drop down list adjacent to this field and select a required value. Also select a value from the drop down list adjacent to the periods from field and enter a value in the text field adjacent to plus field.
Structure Based Crediting
If	Click the drop down list adjacent to this field and select a required value. Also enter a value in the text field adjacent to the under field and select a value from the drop down list adjacent to the and field.

Advanced

• Click the drop down list adjacent to Transaction set field under Industry grid and select a required value.
• Click the drop down list adjacent to Credit amount is field under Create credits with following information grid and select a required value. Click the drop down list adjacent to the % of field and select a value. Also enter a keyword in the text field adjacent to the and split the amount to field and select a Payee ID to determine the portion of transaction.
• Select the check box adjacent to Payout Rate/Amount field under Payout Rate/Amount grid to select the Payout Rate/Amount option. Upon selecting this option, all other fields in this grid are activated.
• Select the radio button adjacent to one of the following fields and select the corresponding values:
  • Enter payout amount/rate: Click the drop down list and select the option either as Payout Rate or payout Amount. Also enter the Payout Rate/Payout Amount in the text field.
  • Set payout rate from product/family: Select the radio button adjacent to this field to set payout rate from product/family.
  • Set payout amount from product/family: Select the radio button adjacent to this field to set payout amount from product/family.

Plan Documentation

Enter the details about the documentation in the provided text field.

1. Click button to save the Credit Rule Library details.

You can also click  button to save the Credit Rule Library and add another one.

You can view the details of an existing Credit Rule record by performing the following procedure:

Click the Credit Rule ID from the Credit Rule Library page. The Credit Rule Library – View page is displayed with Currency information.

Note: You cannot edit/update the details in view mode.

The edit Credit Rule Library details option enables you to update the details of the Credit Rule. To edit the details of a Credit Rule, perform the following procedure:

1. Click button present in the same row of the Credit Rule details, from the Credit Rule Library

The Credit Rule Library – Edit page is displayed with the Credit Rule details.

2. Update the required fields. For more information, see Add New Credit Rule Library
3. Click button to save the Credit Rule Library information.

You can also click  button to print the Credit Rule Library details. For more information, see Print Pages section.

The copy Credit Rule Library details option enables you to copy the details of an existing Credit Rule Library and create a new record. To copy the details of a Currency, perform the following procedure:

1. Click button present in the same row of the Credit Rule Library details, from the Credit Rule Library

The Credit Rule Library – Copy page is displayed.

2. Update the required fields. For more information, see Add New Credit Rule Library
3. Click button to save the Credit Rule Library information.

You can click  button to save the Credit Rule information and add another Credit Rule.

You can also click  button to print the Credit Rule Library details. For more information, see Print Pages section.

You can access the Rate Lookup sub-module by clicking Plan Setup > Rate Lookup from the LHS menu. Upon clicking this link, the Rate Lookup page is displayed as depicted in the following figure:

The Rate Lookup page displays the existing list with details such as Rate Lookup ID, Rate Lookup Name, Rate Lookup Type, Subselection Key, and Subselection Value.

You can click the  button to view the additional fields such as Row_Key, Created Date, and Modified Date.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

<not displayed>

Enter the <field> in respective field and click  button.

The search operation is performed and the results are displayed.

You can add a new Rate Lookup by performing the following procedure:

1. Click button from the Rate Lookup

The Rate Lookup – Add page is displayed.

2. Enter the Rate Lookup ID.
3. Enter the Rate Lookup Name.
4. Click the drop down list adjacent to the Rate Lookup Type field and select s rate lookup type. Available options are the following:

• Basic Commission Rate Lookup
• Tier Rate Calculation
• Simple Commission Rate
• Multi Dimensional Rate Lookup

Depends on the Rate Lookup Type selection, subsequent fields are displayed accordingly.

Click the drop down list adjacent to Rounding field and select the required value. Available options are the following:

• 001
• 01
• 1
• 1
• 10
• 100
• 1000

The Rounding option is available only if you have selected Basic Commission Rate Lookup or Tier Rate Calculation as the Rate Lookup Type.

You can view the details of an existing Rate Lookup record by performing the following procedure:

Click the Rate Lookup ID from the Rate Lookup page. The Rate Lookup – View page is displayed with Rate Lookup information.

Note: You cannot edit/update the details in view mode.

From Rate Lookup – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Rate Lookup Details

– Copy Rate Lookup Details

 – Print Rate Lookup Details

– Delete Rate Lookup Record

The edit Rate Lookup details option enables you to update the details of the Rate Lookup. To edit the details of a Rate Lookup, perform the following procedure:

1. Click button present in the same row of the Rate Lookup details, from the Rate Lookup

The Rate Lookup – Edit page is displayed with the Rate Lookup details.

2. Update the required fields. For more information, see Add New Rate Lookup

Note: You cannot update the Rate Lookup ID and Rate Lookup Type fields.

3. Click button to save the Rate Lookup information.

You can also click  button to print the Rate Lookup details. For more information, see Print Pages section.

The copy Rate Lookup details option enables you to copy the details of an existing Rate Lookup and create a new record. To copy the details of a Rate Lookup, perform the following procedure:

1. Click button present in the same row of the Rate Lookup details, from the Rate Lookup

The Rate Lookup – Copy page is displayed.

2. Update the required fields. For more information, see Add New Rate Lookup
3. Click button to save the Rate Lookup information.

You can click  button to save the Rate Lookup information and add another Rate Lookup.

You can also click  button to print the Rate Lookup details. For more information, see Print Pages section.

You can remove unwanted Rate Lookup records from the database. To remove a Rate Lookup record click  button present in the same row of the Rate Lookup details, from the Rate Lookup page and click OK in the confirmation message.

Note: Removing a Rate Lookup record will remove all its child nodes as well.

You can access the Event Based Incentive Rule Library sub-module by clicking Plan Setup > Event Based Incentive Rule Library from the LHS menu. Upon clicking this link, the Event Based Incentive Rule Library page is displayed as depicted in the following figure:

The Event Based Incentive Rule Library page displays the existing list with details such as Event Based Incentive Rule Library ID, Credit On Event1, and Credit On Event2.

You can click the  button to view the additional fields such as Credit On Event1 Portion (%), Calc On Event1, Pay On Event1, Credit On Event2 Portion (%), Calc On Event2, Pay On Event2, Credit On Event3, Credit On Event3 Portion (%), Calc On Event3, Pay On Event3, Is_Library, Created Date, and Modified Date.

To search for existing records, enter the keyword in the field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Event Based Incentive Rule Library ID in respective field and click  button.

The search operation is performed and the results are displayed.

You can add a new Event Based Incentive Rule Library ID by performing the following procedure:

1. Click button from the Event Based Incentive Rule Library ID

The Event Based Incentive Rule Library ID – Add page is displayed.

2. Enter the Event Based Incentive Rule Library ID.
3. Click the drop down list adjacent to Credit On Event field and select the required value. Available options are the following:

• Invoiced
• Ordered
• Other
• Paid
• Shipped

You can also click the  icon to create new items via Options List section.

4. Enter the credit on event portion in percentage in the Credit On Event1 Portion (%)
5. Click the drop down list adjacent to Calc On Event field and select the required value. Available options are the following:

• Invoiced
• Ordered
• Other
• Paid
• Shipped

You can also click the  icon to create new items via Options List section.

6. Click the drop down list adjacent to Pay On Event field and select the required value. Available options are the following:

• Invoiced
• Ordered
• Other
• Paid
• Shipped

You can also click the  icon to create new items via Options List section.

7. Perform the preceding steps 3-6 for all the available Events.
8. Enter the owner name. By default this is populated with the logged in user name.
9. Click button to save the Event Based Incentive Rule Library ID details.

You can also click  button to save the Event Based Incentive Rule Library ID and add another one.

You can view the details of an existing Event Based Incentive Rule Library ID record by performing the following procedure:

Click the Event Based Incentive Rule Library ID from the Event Based Incentive Rule Library page. The Event Based Incentive Rule Library – View page is displayed with Event Based Incentive Rule Library information.

Note: You cannot edit/update the details in view mode.

From Event Based Incentive Rule Library – View page, you can also perform the following tasks by clicking appropriate buttons:

 – Edit Event Based Incentive Rule Library Details

 – Copy Event Based Incentive Rule Library Details

– Print Event Based Incentive Rule Library Details

 – Delete Event Based Incentive Rule Library Record

The edit Event Based Incentive Rule Library details option enables you to update the details of the Currency. To edit the details of an Event Based Incentive Rule Library, perform the following procedure:

1. Click button present in the same row of the Event Based Incentive Rule Library details, from the Event Based Incentive Rule Library

The Event Based Incentive Rule Library – Edit page is displayed with the Event Based Incentive Rule Library details.

2. Update the required fields. For more information, see Add New Event Based Incentive Rule Library

You add notes in Notes grid. For more information, see Add Notes section.

3. Click button to save the Event Based Incentive Rule Library information.

You can also click  button to print the Event Based Incentive Rule Library details. For more information, see Print Pages section.

The copy Event Based Incentive Rule Library details option enables you to copy the details of an existing Event Based Incentive Rule Library and create a new record. To copy the details of a Event Based Incentive Rule Library, perform the following procedure:

1. Click   button present in the same row of the Event Based Incentive Rule Library details, from the Event Based Incentive Rule Library

The Event Based Incentive Rule Library – Copy page is displayed.

2. Update the required fields. For more information, see Add New Event Based Incentive Rule Library
3. Click button to save the Event Based Incentive Rule Library information.

You can click  button to save the Event Based Incentive Rule Library information and add another Event Based Incentive Rule Library.

You can also click  button to print the Event Based Incentive Rule Library details. For more information, see Print Pages section.

You can remove unwanted Event Based Incentive Rule Library records from the database. To remove an Event Based Incentive Rule Library record click  button present in the same row of the Event Based Incentive Rule Library details, from the Event Based Incentive Rule Library page and click OK in the confirmation message.

 

Note: Removing an Event Based Incentive Rule Library record will remove all its child nodes as well.

You can access the Incentive Formula Library sub-module by clicking Plan Setup > Incentive Library from the LHS menu. Upon clicking this link, the Incentive Formula Library page is displayed as depicted in the following figure:

The Incentive Formula Library page displays the existing list with details such as Incentive Formula Library ID, Incentive ID, and Transaction Set.

You can click the  button to view the additional fields such as Include In Plan Doc, Row_Key, Incentive_Formula_Description, Industry, Installation, Rate_Lookup_ID, Subselection_Key, Payout_Frequency, Credit_Level, Calculation_Type, Calc_Round_As, Include_In_Summ_Payout, Include_In_Comm_Stmt, Include_In_Zero_Payout_Calc, Include_In_Zero_Payout_Stmt, First_Dollar_Calc, Attainment_Frequency, Advanced Calc Library ID, Use_Advanced_Calc, Payout_In_Period_Ranges, Is_Library, Rate_Lookup_Row_As, Rate_Lookup_Col_As, Rate_Lookup_Cumm_Goal_As, Performance_Category_ID, Create_Result_Records, Create_Payout_Records, GL_Expense_Account, GL_Class, GL_Payable_Account, GL_Accrual_Account, Based_on_Job_profitability, Incentive_example, Plan_Documentation, Payout_Rate_Type, Credit_Percent, Credit_Entity, Flat_Credit_Amt, Credit_Payee_Entity_Name, Inc Eff Start Date, Inc Eff End Date, Include Adjustments, Include_Advance_Calc_in_Plan_Doc, Include_Rate_Lookup_in_Plan_Doc, Created Date, and Modified Date.

To search for existing records, enter the keyword in the field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

<not displayed>

Enter the <field> in respective field and click  button.

The search operation is performed and the results are displayed.

You can add a new Incentive Library by performing the following procedure:

1. Click button from the Incentive Formula Library

The Incentive Library – Add page is displayed.

2. Enter the Incentive Library ID.
3. Populate the form in Payee Plan tab as per the following procedure:
   1. Enter a description about the incentive in the Incentive Description field under Incentive Description
   2. Click the drop down list adjacent to Credit amount is field and select the percentage.
   3. Click the drop down list adjacent to % of field and select a value.
   4. Enter a keyword to search for the Payee ID and click icon to pick a Payee ID from the Lookup window, in the and split the amount to field to indicate the Payee’s portion of transaction.
   5. Click the drop down list adjacent to Payout Rate Type field and select the payout rate type. Available options are the following:

• Payout Rate Percent
• Payout Amount Per Transaction
• Payout Amount Per Quantity Unit
• Payout Rate from product/Family
• Payout Amount from Product/Family
  1. Click the drop down list adjacent to Payout as often as field and select the payout rate type. Available options are the following:
• Annual
• Bi-weekly
• Half yearly
• Monthly
• Other
• Quarterly
• Twice Monthly
• Weekly
• Bi-Monthly

4. Populate the form in Advanced tab as per the following procedure:
   1. Enter the number of payout period ranges in the Payout in period ranges
   2. Click the drop down list adjacent to the Performance Category field and select the performance category. Available options are the following:

• Billed Hours
• Gross Profit
• Product Gross Profit
• Revenue
• Service Gross Profit
• Service Revenue
  1. Click the text field adjacent to Start Date field and select the start date from the calendar.
  2. Click the text field adjacent to End Date field and select the end date from the calendar.
  3. Click the drop down list adjacent to the GL Expense Account field and select the GL expense account.
  4. Click the drop down list adjacent to the GL Class field and select the GL class.
  5. Click the drop down list adjacent to the GL Payable Account field and select the GL payable account.
  6. Click the drop down list adjacent to the GL Accrual Account field and select the GL accrual account.
  7. Click the drop down list adjacent to the Transaction Set field and select the transaction set.
  8. Select the check box adjacent to the Create results record field, if you want to create results record.
  9. Select the check box adjacent to the Create payout calc records field, if you want to create payout calc records.
  10. Select the check box adjacent to the Include zero payouts field, if you want to include zero payouts.
  11. Select the check box adjacent to the Include in summary payout field, if you want to include in summary payout.
  12. Select the check box adjacent to the Include in commission statement field, if you want to include in commission statement.
  13. Select the check box adjacent to the Include in plan document field, if you want to include in plan document.
  14. Select the check box adjacent to the Based on job profitability field, if you want to based on job profitability.
  15. Select the check box adjacent to the Include payout in draw/cap/other adjustments field, if you want to include payout in draw/cap/other adjustments.
  16. Select the radio button adjacent to Treat every credit as a commissionable credit or Summarize all credits into a single commissionable credit as the credit level, under Set Credit Level

5. Click Plan Documentation tab and provide the required documentation.
6. Click
7. Enter a keyword for Credit Rule ID in the Credit Rule Library ID field and click button to select a Credit Rule ID from the lookup window.

The selected Credit Rule is displayed with Credit Rule ID and Credit Description details.

You can also click the Create New Credit Rule link to create a new Credit rule definition using the Add New Credit Rule Library option.

8. Click
9. Select the radio button adjacent to one of the following options and perform subsequent actions:
   1. Rate is the same for all credits: Enter Rate Amount/Qty in the provided text field.
   2. Rate is different for different credit rules: Specify the rate for various Credit Rules under Specify Rate
   3. Use Rate lookup from library
      1. Enter the keyword for Rate Lookup ID and click button to select a Rate Lookup from the Lookup window.
      2. Click the drop down list adjacent to Attainment Frequency field and select an Attainment Frequency. Available options are the following:

• Monthly
• Bi-Monthly
• Quarterly
• Half yearly
• Annual
• Other
  • Enter a sub-selection key in the text field adjacent to Subselection Key field.

The Use Row Value and Use Column Value fields are auto populated.

1. Select the check box adjacent to Apply 1st Dollar Calculation field if you want to enable 1^st dollar calculation.

1. Provide required documentation in the Plan Documentation

10. Click

The Basic Calculation and Advanced Calculation fields are displayed.

Basic Calculation

1. Select the check box adjacent to the Use Standard Payout Calculation field if you want to use the standard payout calculation. The formula used is: Payout Amt = Credit Amt * Commission Rate.

Advanced Calculation

1. Select the check box adjacent to For each Commissionable Credit, type in calculations to determine the calculated Payout amount option if you want use this.
2. Select the check box adjacent to Use Advanced Calc Library option if you want to use the Advanced Calc Library.
3. Create the required Expressions using Expressions Builder.
4. Click button to complete the definition.

You can view the details of an existing Incentive record by performing the following procedure:

Click the Incentive Formula Library ID from the Incentive Formula Library page. The Incentive Library – View page is displayed with Incentive information.

Note: You cannot edit/update the details in view mode.

The edit Incentive details option enables you to update the details of the Incentive. To edit the details of an Incentive, perform the following procedure:

1. Click button present in the same row of the Incentive details, from the Incentive Formula Library

The Incentive Library – Edit page is displayed with the Incentive details.

2. Update the required fields. For more information, see Add New Incentive Library
3. Click button to complete the definition.

You can also click  button to print the Incentive details. For more information, see Print Pages section.

The copy Incentive details option enables you to copy the details of an existing Incentive and create a new record. To copy the details of an Incentive, perform the following procedure:

1. Click button present in the same row of the Incentive details, from the Incentive Formula Library

The Incentive Library – Copy page is displayed.

2. Update the required fields. For more information, see Add New Incentive Library
3. Click button to complete the definition.

You can also click  button to print the Incentive details. For more information, see Print Pages section.

You can remove unwanted Incentive records from the database. To remove an Incentive record click  button present in the same row of the Incentive details, from the Incentive Formula Library page and click OK in the confirmation message.

Note: Removing a Incentive record will remove all its child nodes as well.

You can access the Plan Assignment Rule sub-module by clicking Plan Setup > Plan Assignment Rule from the LHS menu. Upon clicking this link, the Plan Assignment Rule page is displayed as depicted in the following figure:

The Plan Assignment Rule page displays the existing list with details such as Rule ID, Model From Payee ID, and Model From Plan ID.

You can click  the  button to view the additional fields such as Modified Date, Created Date, Rule Description, Rule Documentation, and Model From Plan Start Date.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

 

Enter the Rule ID in respective field and click  button.

The search operation is performed and the results are displayed.

You can add a new Plan Assignment Rule by performing the following procedure:

1. Click button from the Plan Assignment Rule

The Plan Assignment Rule – Add page is displayed.

2. Enter the Rule ID.
3. Enter the Rule Description.
4. Enter the Rule Documentation.
5. Enter a keyword for Payee ID in the Model From Payee ID field and click button to select a Payee ID from the Lookup You can use this Payee ID to model your plan.
6. Enter a keyword for Plan ID in the Model From Plan ID field and click button to select a Plan ID from the Lookup You can use this Plan ID to model your plan.
7. Enter a keyword for Plan Start Date in the Model From Plan Start Date field and click button to select a Plan Start Date from the Lookup You can use this Date to model your plan.
8. Click button to save the Plan Assignment Rule details.

You can also click  button to save the Plan Assignment Rule and add another one.

You can view the details of an existing Plan Assignment Rule record by performing the following procedure:

Click the Rule ID from the Plan Assignment Rule page. The Plan Assignment Rule – View page is displayed with Plan Assignment Rule information.

Note: You cannot edit/update the details in view mode.

From Plan Assignment Rule – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Plan Assignment Rule Details

– Copy Plan Assignment Rule Details

 – Print Plan Assignment Rule Details

1.  – Delete Plan Assignment Rule Record

The edit Plan Assignment Rule details option enables you to update the details of the Plan Assignment Rule. To edit the details of a Plan Assignment Rule, perform the following procedure:

1. Click button present in the same row of the Plan Assignment Rule details, from the Plan Assignment Rule

The Plan Assignment Rule – Edit page is displayed with the Plan Assignment Rule details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Plan Assignment Rule
3. Click button to save the Plan Assignment Rule information.

You can also click  button to print the Plan Assignment Rule details. For more information, see Print Pages section

The copy Plan Assignment Rule details option enables you to copy the details of an existing Plan Assignment Rule and create a new record. To copy the details of a Plan Assignment Rule, perform the following procedure:

1. Click button present in the same row of the Plan Assignment Rule details, from the Plan Assignment Rule

The Plan Assignment Rule – Copy page is displayed.

2. Update the required fields. For more information, see Add New Plan Assignment Rule
3. Click button to save the Plan Assignment Rule information.

You can click  button to save the Plan Assignment Rule information and add another Plan Assignment Rule.

You can also click  button to print the Plan Assignment Rule details. For more information, see Print Pages section.

You can remove unwanted Plan Assignment Rule records from the database. To remove a Plan Assignment Rule record click  button present in the same row of the Plan Assignment Rule details, from the Plan Assignment Rule page and click OK in the confirmation message.

Note: Removing a Plan Assignment Rule record will remove all its child nodes as well.

You can access the Buckets sub-module by clicking Plan Setup > Buckets from the LHS menu. Upon clicking this link, the Buckets page is displayed as depicted in the following figure:

The Buckets page displays the existing list with details such as Dimension Desc1, Dimension key1, Dimension Key2, Bucket Value, Bucket Projected Value, Frequency, and Bucket Desc.

You can click the  button to view the additional fields such as Dimension Desc2, Calc Year, Calc Period Num, Modified During Payee, Bucket Type, Bucket Data Type, Modified During Calc, Row Key, Created At, and Modified At.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Bucket Desc in respective field and click  button.

The search operation is performed and the results are displayed.

You can add a new Bucket by performing the following procedure:

1. Click button from the Bucket

The Bucket – Add page is displayed.

2. Enter a keyword for Option Description in the Dimension Desc1 field and click button to select an Option Description from the Lookup You can also click  icon to create new items via Options List section.
3. Enter the Dimension Key.
4. Enter a keyword for Option Description in the Dimension Desc2 field and click button to select an Option Description from the Lookup You can also click  icon to create new items via Options List section.
5. Enter the Dimension Key.
6. Enter the Bucket Value.
7. Enter the Bucket Projected Value.
8. Enter a keyword to select Frequency in the Frequency field and click button to select a frequency from the Lookup You can also click  icon to create new items via Options List section.
9. Enter the Calc Year.
10. Enter the Calc Period Num.
11. Enter the Modified During Payee.
12. The Bucket Type is set as Goals by default.
13. Click the drop down list adjacent to the Bucket Data Type field and select the required option. Available options are the following:

• Data
• Logical
• Numeric
• String

You can also click  icon to create new items via Options List section.

14. Enter the Bucket description in the Bucket Desc
15. Select the check box adjacent to Modified During Calc field, if you want to modify the Bucket during calculation.
16. Enter the owner name. By default this is populated with the logged in user name.
17. Click button to save the Bucket details.

You can also click  button to save the Bucket and add another one.

You can view the details of an existing Bucket record by performing the following procedure:

Click the Dimension Desc1 from the Buckets page. The Buckets  – View page is displayed with Bucket information.

Note: You cannot edit/update the details in view mode.

From Buckets – View page, you can also perform the following tasks by clicking appropriate buttons:

– Copy Bucket Details

– Print Bucket Details

The copy Bucket details option enables you to copy the details of an existing Bucket and create a new record. To copy the details of a Bucket, perform the following procedure:

1. Click button present in the same row of the Bucket details, from the Buckets

The Bucket – Copy page is displayed.

2. Update the required fields. For more information, see Add New Buckets
3. Click button to save the Bucket information.

You can click  button to save the Bucket information and add another Bucket.

You can also click  button to print the Bucket details. For more information, see Print Pages section.

You can access the Recurring Commission Library sub-module by clicking Plan Setup > Recurring Commission Library from the LHS menu. Upon clicking this link, the Recurring Commission Library page is displayed as depicted in the following figure:

The Recurring Commission Library page displays the existing list with details such as Recurring Commission Library ID and Recurring Commission Library Description.

You can click the  button to view the additional fields such as Select Option, Periods, Periods_Plus, From, To, Recurring Periods, Starting From, Recurring Periods, Starting From, Lead Time in Periods, Is_Library, Every Period, Created Date, and Modified Date.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

<Not displayed>

Enter the <field> in respective field and click  button.

The search operation is performed and the results are displayed.

You can add a new Recurring Commission Library by performing the following procedure:

1. Click button from the Recurring Commission Library

The Recurring Commission Library – Add page is displayed.

2. Enter the Recurring Commission Library ID.
3. Enter the Recurring Commission Library description.
4. Click the drop down list adjacent to the Select Option field and select the required option. Available options are the following:

• Duration
• Period Range
• Period Range with Lead Time

5. Click the drop down list adjacent to the From field and select the required option. You can also click icon to create new items via Options List
6. Click the drop down list adjacent to the To field and select the required option. You can also click icon to create new items via Options List
7. Enter the Recurring Periods.
8. Click the drop down list adjacent to the Starting From field and select the required option. You can also click icon to create new items via Options List
9. Enter the Recurring Periods.
10. Click the drop down list adjacent to the Starting From field and select the required option. You can also click icon to create new items via Options List
11. Enter the Lead Time in Periods.
12. Enter the owner name. By default this is populated with the logged in user name.
13. Click button to save the Recurring Commission Library details.

You can also click  button to save the Recurring Commission Library and add another one.

You can view the details of an existing Recurring Commission Library record by performing the following procedure:

Click the Recurring Commission Library ID from the Recurring Commission Library page. The Recurring Commission Library – View page is displayed with Currency information.

Note: You cannot edit/update the details in view mode.

From Recurring Commission Library – View page, you can also perform the following tasks by clicking appropriate buttons:

– Edit Recurring Commission Library Details

 – Copy Recurring Commission Library Details

 – Print Recurring Commission Library Details

– Delete Recurring Commission Library Record

The edit Recurring Commission Library details option enables you to update the details of the Recurring Commission Library. To edit the details of a Recurring Commission Library, perform the following procedure:

1. Click button present in the same row of the Recurring Commission Library details, from the Recurring Commission Library

The Recurring Commission Library – Edit page is displayed with the Recurring Commission Library details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Recurring Commission Library
3. Click button to save the Recurring Commission Library information.

You can also click  button to print the Recurring Commission Library details. For more information, see Print Pages section.

The copy Recurring Commission Library details option enables you to copy the details of an existing Recurring Commission Library and create a new record. To copy the details of a Recurring Commission Library, perform the following procedure:

1. Click button present in the same row of the Recurring Commission Library details, from the Recurring Commission Library

The Recurring Commission Library – Copy page is displayed.

2. Update the required fields. For more information, see Add New Recurring Commission Library
3. Click button to save the Recurring Commission Library information.

You can click  button to save the Recurring Commission Library information and add another Recurring Commission Library.

You can also click  button to print the Recurring Commission Library details. For more information, see Print Pages section.

You can remove unwanted Recurring Commission Library records from the database. To remove a Recurring Commission Library record click  button present in the same row of the Recurring Commission Library details, from the Recurring Commission Library page and click OK in the confirmation message.

Note: Removing a Recurring Commission Library record will remove all its child nodes as well.

You can access the Function Script sub-module by clicking Plan Setup > Function Script from the LHS menu. Upon clicking this link, the Function Script page is displayed as depicted in the following figure:

The Function Script page displays the existing list with Script ID.

You can click the  button to view the additional fields such as Script Description, Script Function, Script Location, Created Date, and Modified Date.

To search for existing records, enter the keyword in the  field and click  button.

You can also perform filter search by clicking  button adjacent to the Record Search field. Upon clicking this button, the filter search fields are enabled as depicted in the following figure:

Enter the Script ID in respective field and click  button.

The search operation is performed and the results are displayed.

You can add a new Function Script by performing the following procedure:

1. Click button from the Function Script

The Function Script – Add page is displayed.

2. Enter the Script ID.
3. Enter the Script Description.
4. Enter the Script Function.
5. Enter the owner name. By default this is populated with the logged in user name.
6. Click button to save the Function Script details.

You can also click  button to save the Function Script and add another one.

You add notes in Notes grid. For more information, see Add Notes section.

You can also add Function Script Details from the Function Script Detail grid. For more information, see Add Function Script Detail section.