Introduction#
QCommission is a powerful, flexible sales commission software. It calculates your sales people’s compensation accurately and reduces errors related to spreadsheets and manual methods. It allows you to calculate commissions as soon as the commission period is over and saves a lot of time. It can communicate calculated commissions in a detailed and clear manner.
QCommission allows the compensation administrator to establish payees, products, customers, plans, incentives, quotas, payment frequency, and so on in the system. It allows the establishment of crediting and calculation rules for various incentives. It helps to enter or import performance transaction into the system and calculate incentives as frequently as necessary.
Access the Application#
The LHS Menu#
The LHS menu in QCommission application displays the company name and information, navigate to option, and module links, as depicted in the following figure:
- Company Information: Displays the company name, current period, and fiscal year.
- Navigation Search: You can search for various pages by entering page names in
As you enter keywords, the application provides you page suggestions which you can click and access
- Application Modules: This section displays all the application modules. You can click on each section to view the sub-modules.
- Recent Items: This section displays the recent pages and submodules you have accessed, from the history.
You can expand/collapse the LHS menu by clicking icon from the top toolbar. When collapsed, the modules are displayed as icons. You can mouse-over these icons to view the sub-modules.
The RHS Section#
The RHS section displays a Processing Steps toolbar and a flowchart which depicts the regular workflow of the application with options to access required sub-modules/pages by clicking the icons:
The Processing Steps include Import Process, Calculation Process, Period End Process, and Year End Process.
The workflow includes sections such as General Setup, Commission Plan Design, Processing, Period End, and Year End.
Top Toolbar#
The Top Toolbar enables you to access your profile, help, and provide feedback. It also contains the button to expand/collapse the LHS menu.
1.1.1.1 Feedback/Conversations
The Feedback/Conversation section enables you to provide feedback to QCommission Support or Administrator.
You can select the radio button adjacent to QCommission Support or Administrator and enter the feedback text in the provided text field before clicking button.
Click View Conversations link to view the conversations between you and all payees.
When logged in as compadmin the conversation shows all conversations with the rep. When you log in as Rep only those conversations you had with the Administrator are displayed under the Notes section. Application triggers the notifications to the respective user or admin based on the feedback and are displayed as
Profile
The profile section enables you to access application help or to logout from the application. You can click on your name displayed in the Top Toolbar to perform either of these actions.
Application has database switching capability without login into the account. You can achieve this by clicking company name option present above Logout button. That is, if same user exist under different companies, we are allowing to switch over the company without login into other account.
Modules#
Following are the modules in the QCommission application. You can click the links to access respective chapters.
Master Data#
The Master Data module enables you to enter and manage the details such as Company, Calendar, Sales Organization, Payee, Product, Customer, Customer Job, Group, Vendor, Category, Currency Rate Conversion, Structure Master, Structure, Policy, Account, and Household.
Company#
The Company sub-module enables you to search for existing company records, create new company, edit existing company data, copy existing company data to create new record, and so on.
Access Company#
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.
Company Search and Filter#
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.
Add New Company#
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:
- 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. |
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.
View Company Details#
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:
Edit Company Details#
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:
- 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.
- Update the required fields. For more information, see Add New Company
- 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.
Copy Company Details#
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:
- Click button present in the same row of the company details, from the Company
The Company – Copy page is displayed.
- 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.
Calendar#
Every company follows a Fiscal Year and a Payout Frequency (Commission Schedule). Calendar is the place where the Fiscal year starts and base payout frequency of company is stored The Commission Schedule varies from one company to another. Calendar allows the setup of the payment Periods for commissions as per the commission schedule. Most commonly used commission Schedule is Monthly.
The Calendar section contains various calendars to be used for companies with details such as Fiscal Information, Frequency, and so on.
Access Calendar#
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.
Calendar Search and Filter#
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.
Add New Calendar#
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:
- 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.
View Calendar Details#
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.
Edit Calendar Details#
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:
- 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.
- Update the required fields. For more information, see Add New Calendar
- Click
button to save the calendar information.
You can also click button to reset the period information.
Copy Calendar Details#
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:
- Click
button present in the same row of the calendar details, from the Calendar
The Calendar – Copy page is displayed.
- Update the required fields. For more information, see Add New Calendar
Note: The Calendar ID should be unique.
- Click
button to save the calendar information.
You can also click button to reset the period information.
Sales Organization#
The Sales Organization sub-module enables you to create and manage various sales organizations in QCommission application.
Access Sales Organization#
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.
Sales Organization Search and Filter#
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.
Add New Sales Organization#
The Add New Sales Organization option enables you to create new sales organization records in the database. Perform the following procedure to create a new sales organization record:
- Click
button. The Sales Organization – Add page is displayed.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
Territory ID | Enter the territory ID. |
Territory Name | Enter the name of the territory. |
Org Level ID | Click the drop down list and select the organization level ID. The available options are the following:
· Level 1 · Level 2 · Level 3 · Level 4 · Level 5 · Level 6 · Level 7 · Level 8 · Level 9 · Level 10 You can also click button to view the Option List. |
Reports to Territory | Enter/pick the territory to which the sales organization reports to. You can enter the complete territory name or enter partial territory name. As you key in the characters, matching territories are displayed as suggestions. You can pick the appropriate territory. Or, you can click button to pick a territory from the Lookup window.
You can navigate to the Sales organization page, by clicking the button. Note: Territory ID should be unique for territory selected in Reports to Territory field. |
Full Territory ID | This field is auto populated with the full territory ID of the selected territory in Reports to Territory field. |
Flexi Text 1 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
Flexi Text 2 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
Flexi Amount 1 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
Flexi Amount 2 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
Flexi Amount 3 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
Calendar ID | Click the drop down list and pick the required calendar ID.
You can navigate to the Calendar page, by clicking the button. |
Start Date | Click the Start Date field and select the start date form the calendar. |
End Date | Click the End Date field and select the end date form the calendar. |
Org Role | Enter the role of the organization. |
Sponsor | Enter the name of the organization sponsor. |
Downline Level | <Content> |
Comm Stmt Override | Each Territory may have different statement template. This option is used to set the default commission statement for all the payees associated with the territory.
Click the drop down list and select the commission statement override. The available options are the following: · Commission Statement – YTD · Cumulative · Cumulative Attainment · Event Based · Event Based 1 · Event Based Simple · Event Based Simple with Attainment · Event Based Simple with Grouping · First Dollar · General · General for Insurance · General with Paid Date and Quantity · Job Profitability · Job Profitability Summary and Detail · Loan Comprehensive · Loan Comprehensive 2 · Loan Origination and Other Incen · Loan Simple · Loan Simple – Summary and Detail · Mortgage · Mortgage 1 · Mortgage 2 · Simple · Simple – Current and Pending · Simple Pending · Simple with Discount · Summary Detail · Summary Detail with Attainment Percentage · Summary Incentive You can also click button to view the Option List. |
Owner | This field is auto populated with the name of the user who has created this record. |
3. Click button to save the sales organization information.
You can also click button to save the sales organization information and add another company.
View Sales Organization Details#
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
Edit Sales Organization 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:
- 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.
- Update the required fields. For more information, see Add New Sales Organization
Note: You cannot update Territory ID and Full Territory ID fields.
- 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.
Copy Sales Organization Details#
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:
- Click
button present in the same row of the sales organization details, from the Sales Organization
The Sales Organization – Copy page is displayed.
- Update the required fields. For more information, see Add New Sales Organization
- 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.
Delete Sales Organization Record#
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.
Payee#
Payee are the people who get commissions paid. The Payee sub-module includes the list of payees with options to create new payees manage the records.
Access Payee#
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.
Payee Other information#
Payee Search and Filter#
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.
Add New Payee#
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:
- 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. |
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.
View Payee Details#
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:
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.
Edit Payee Details#
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:
- 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.
- 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.
- 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.
Copy Payee Details#
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:
- Click
button present in the same row of the payee details, from the Payee
The Payee – Copy page is displayed.
- Update the required fields. For more information, see Add New Payee
- 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.
Payee Action#
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.
Create/Edit Plan#
This section enables you to create a plan for the payee or edit the existing plans. This page displays pre designed templates in two tabs such as Document and Doc & Rules. You can click the button to edit the existing plan.
If it is a new payee, then you can copy a plan by selecting the payee from whom you want to copy the plan.
You can click ,
,
or
buttons to navigate between pages. You can enter the payee name or plan name in Payee or Plan Name field and click
button to search for payees or plans.
This section also enables you to perform Copy, Calculate, or view Commission Statement by clicking button.
Go to Plan Document#
This section enables you to view the pre designed plan document. This page displays pre designed templates in two tabs such as Document and Doc & Rules. Here you can see all the details about the plan. It shows various incentives, rules, and commission rates along with description for each incentive. You can click the button to update the existing template.
You can click ,
,
, or
buttons to navigate between pages. You can enter the payee name or plan name in Payee or Plan Name field and click
button to search for payees or plans.
This section also enables you to perform Copy, Calculate, or view Commission Statement by clicking button.
Commission Statement#
The Commission Statement section enables you to view the commission statement for the payee. This navigates you to the Commission Statement page where you can see the current period statement as prior period statements. You need to select Year, Period, Payee Name, Payee ID, and Statement Template before clicking button to generate commission statement.
Modify Payee ID#
Once a payee is created you cannot edit that field. You can use this option to change the payee ID field. This section enables you to update the Payee ID by entering a new payee ID in Rename as field and by clicking button and then clicking OK button.
Inactivate Payee#
This section enables you to inactivate a payee by clicking button and then clicking OK button.
Delete Payee#
This section enables you to remove a payee by clicking button and then clicking OK button
Show Conversations#
This section enables you to view the conversations between the selected payee and the Administrator.
Add Notes#
The Add Notes section enables you to include notes in records. To add notes, perform the following procedure:
- Click
button from the Notes
The Notes – Add page is displayed.
- Enter the note title in the Title
- Enter the required notes in Notes
- Pick the note date by clicking the Notes Date field and selecting the required date from the calendar.
- Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
- Click
button to save the note.
You can also click button to save the note and add another note.
Add Payee Hours#
The Payee Hours section enables you to add payee hours to the Payee records. To add payee hours, perform the following procedure:
- Click
button from the Payee Hours
The Payee Hours – Add page is displayed.
- 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.
- Select the period number from the drop down list adjacent to the Period Number
- Click the Effective Start Date field and select the start date from the calendar.
- Click the Effective End Date field and select the end date from the calendar.
- Select the work level from the drop down list adjacent to the Work Level The available options are the following:
- Full Time
- Part Time
- Select the work shift from the drop down list adjacent to the Work Shift The available options are the following:
- 1st Shift
- 2nd Shift
- Enter the regular hours in the text field adjacent to Regular Hours
- Enter the overtime hours in the text field adjacent to OverTime Hours
- Enter the doubleTime hours in the text field adjacent to DoubleTime Hours
- Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
- Click
button to save the payee hours.
You can also click button to save the payee hours and add another hours for another payee.
Add Job History#
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:
- Click
button from the Job History
The Job History – Add page is displayed.
- 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.
- Click the Effective Start Date field and select the start date from the calendar.
- Click the Effective End Date field and select the end date from the calendar.
- 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.
- 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.
- 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.
- Enter the salary in the Salary Amount
- Enter the target compensation in the Target Compensation
- Select the check box adjacent to Eligible To Pay filed, if the payee is eligible to be paid.
- 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.
- Enter the action in the Action
- Enter the comments in the Comments
- Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
- Click
button to save the job history details.
You can also click button to save the job history details and add another job history.
Add Payee Certification#
The Add Payee Certification section enables you to add Payee certification details to the Payee records. To add payee certification, perform the following procedure:
- Click
button from the Payee Certification
The Payee Certification – Add page is displayed.
- 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.
- 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.
- Enter the certification number in the Certification Number
- Enter the location in the Location
- Click the License Start Date field and select the start date from the calendar.
- Click the License End Date field and select the end date from the calendar.
- Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
- Click
button to save the payee certification details.
You can also click button to save the payee certification details and add another payee certification.
Add Documents#
The Add Documents section enables you to add related documents to the Payee records. To add documents, perform the following procedure:
- Click
button from the Documents
The Documents – Add page is displayed.
- Enter the name of the document in the Name
- Enter a description about the document in the Description
- Enter the text used to tag the document in the Tags
- 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.
- Enter the document expiry date in the Expired By
- Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
- Click
button to save the document.
To add multiple documents together, perform the following procedure:
- Click the link at the For uploading multiple files, click here
The Bulk Uploader page is displayed.
- 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.
Product#
Product refers to products/services sold to the customer. The Product sub-module enables you to create and manage various products that are sold by the company.
Access Product#
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.
Product Search and Filter#
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.
Add New Product#
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:
-
- Click
button.
- Click
The Product – Add page is displayed.
2.
- 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.
View Product Details#
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:
Copy Product Details#
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:
- Click
button present in the same row of the product details, from the Product
The Product – Copy page is displayed.
- Update the required fields. For more information, see Add New Product
Note: The Product ID should be unique.
- 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.
Delete Product Record#
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.
Customer#
Customers purchase goods and services from the organization
Access Customer#
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.
Customer Search and Filter#
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.
Add New Customer#
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:
- Click
button.
The Customer – Add page is displayed.
- 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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. |
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. |
- Click
button to save the Customer information.
You can also click button to save the Customer information and add another Customer.
View Customer Details#
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#
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:
- 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.
- Update the required fields. For more information, see Add New Customer
Note: You cannot update the Customer ID.
- 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.
Copy Customer Details#
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:
- Click
button present in the same row of the customer details, from the Customer
The Customer – Copy page is displayed.
- Update the required fields. For more information, see Add New Customer
Note: The Customer ID should be unique.
- 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.
Delete Customer Record#
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.
Customer Actions#
The Actions section enables you to perform additional tasks on payee records. These include the following:
You can access this action by clicking button and by selecting the option from the pop-up menu.
Modify Customer ID#
This section enables you to update the customer ID by entering a new customer ID in Rename as field and by clicking button
Customer Job#
The Customer Job sub-module contains the job details of the customers. A single customer can have multiple jobs. Customer jobs are created automatically when the date is imported from QuickBooks.
Access Customer Job#
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.
Customer Job Search and Filter#
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.
Add New Customer Job#
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:
- Click
button.
The Customer Job – Add page is displayed.
- 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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. |
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 |
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. |
- Click
button to save the customer job information.
You can also click button to save the customer job information and add another customer job.
View Customer Job Details#
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#
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:
- 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.
- Update the required fields. For more information, see Add New Customer Job
Note: You cannot update the Job ID.
- 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.
Copy Customer Job Details#
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:
- Click
button present in the same row of the customer job details, from the Customer Job
The Customer Job – Copy page is displayed.
- Update the required fields. For more information, see Add New Customer Job
Note: The Job ID should be unique.
- 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.
Delete Customer Job Record#
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
Group#
Group is a flexible form which can used for storing hierarchical data. Groups are usually used to classify transactions for reporting or calculation purposes.
Access Group#
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.
Group Search and Filter#
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.
Add New Group#
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:
- Click
button.
The Group – Add page is displayed.
- 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 |
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 ![]() |
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.
View Group Details#
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#
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:
- 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.
- Update the required fields. For more information, see Add New Group
Note: You cannot update the Group ID.
- 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.
Copy Group Details#
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:
- Click
button present in the same row of the group details, from the Group
The Group – Copy page is displayed.
- Update the required fields. For more information, see Add New Group
Note: The Group ID should be unique.
- 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.
Delete Group Record#
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.
Vendor#
A vendor is typically an organization or individual that supplies goods or services.
Access Vendor#
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.
Vendor Search and Filter#
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.
Add New Vendor#
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:
- Click
button.
The Vendor – Add page is displayed.
- 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 |
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 ![]() |
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 ![]() |
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.
View Vendor Details#
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:
Copy Vendor Details#
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:
- Click
button present in the same row of the vendor details, from the Vendor
The Vendor – Copy page is displayed.
- Update the required fields. For more information, see Add New Vendor
Note: The Vendor ID should be unique.
- 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.
Delete Vendor Record#
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
Category#
Category is a flexible form to store non-hierarchical data, if there are any. Similar to Groups, Category is usually used to classify transactions for reporting or calculation purposes.
Access Category#
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.
Category Search and Filter#
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.
Add New Category#
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:
- Click
button.
The Category – Add page is displayed.
- 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. |
- Click
button to save the category information.
You can also click button to save the category information and add another category.
View Category Details#
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#
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:
- 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.
- Update the required fields. For more information, see Add New Category
Note: You cannot update the Category ID.
- 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.
Copy Category Details#
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:
- Click
button present in the same row of the category details, from the Category
The Category – Copy page is displayed.
- Update the required fields. For more information, see Add New Category
Note: The Category ID should be unique.
- 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.
Delete Category Record#
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.
Currency Rate Conversion#
Currency Rate Conversion section enables you to define conversion rates between two currencies. Based on the currency and effective date, system takes the appropriate conversion rate and uses it during commission calculation
Access Currency Rate Conversion#
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.
Currency Rate Conversion Search and Filter#
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.
Add New Currency Rate Conversion#
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:
- 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 You can also click |
To Currency ID | Enter the currency ID to which you want the conversion to be performed.
For example: CAD You can click You can also click |
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.
View Currency Rate Conversion Details#
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
Edit Currency Rate Conversion Details#
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:
- Click
button present in the same row of the Currency Rate Conversion details, from the Currency Rate Conversion page.
- 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.
- Update the required fields. For more information, see Add New Currency Rate Conversion
- 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.
Copy Currency Rate Conversion Details#
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:
- 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.
- Update the required fields. For more information, see Add New Currency Rate Conversion
- 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.
Delete Currency Rate Conversion Record#
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.
Structure Master#
Structure is a form used to store hierarchical data. Structure supports up to 100 levels. Structure is used commonly in MLM industry. It also used to maintain the manager/rep relations where a rep is reporting to more than one managers. Structure Master is the place where the name of the structure is defined. Once it is defined, you can add the hierarchy in Structure detail.
Access Structure Master#
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.
Structure Master Search and Filter#
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.
Add New Structure Master#
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:
- 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.
View Structure Master Details#
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
Edit Structure Master Details#
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:
- 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.
- Update the required fields. For more information, see Add New Structure Master
Note: You cannot update the Structure ID.
- 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.
Copy Structure Master Details#
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:
- Click
button present in the same row of the Structure Master details, from the Structure Master
The Structure Master – Copy page is displayed.
- Update the required fields. For more information, see Add New Structure Master
Note: The Structure Master ID should be unique.
- 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.
Delete Structure Master Record#
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.
Structure#
Access Structure#
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.
Structure Search and Filter#
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.
Add New Structure#
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:
- 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 |
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 |
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 You can also click |
Full Structure Name | This field is disabled. |
Structure Payee ID | Enter the payee ID.
You can click You can also click |
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.
View Structure Details#
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#
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:
- 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.
- Update the required fields. For more information, see Add New Structure
Note: You cannot update the Structure ID, Structure Level, and Full Structure Name.
- 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.
Copy Structure Details#
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:
- Click
button present in the same row of the Structure details, from the Structure
The Structure – Copy page is displayed.
- Update the required fields. For more information, see Add New Structure
Note: The Structure ID should be unique.
- 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.
Delete Structure Record#
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.
Policy#
Policy is used for insurance industry customers. This form is used to store policy master data. It has all the details associated with the policy.
Access Policy#
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.
Policy Search and Filter#
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.
Add New Policy#
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:
- Click
button.
The Policy – Add page is displayed.
- 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 |
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 |
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 ![]() You can also click |
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 ![]() You can also click |
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 ![]() You can also click |
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 ![]() You can also click |
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 ![]() You can also click |
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 ![]() You can also click |
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 ![]() You can also click |
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 ![]() You can also click |
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![]() You can also click |
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 ![]() You can also click |
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 ![]() You can also click |
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 ![]() You can also click |
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![]() You can also click |
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 ![]() You can also click |
- Click
button to save the Policy information.
You can also click button to save the Policy information and add another Policy.
View Policy Details#
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#
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:
- 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.
- Update the required fields. For more information, see Add New Policy
Note: You cannot update the Policy ID.
- 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.
Copy Policy Details#
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:
- Click
button present in the same row of the Policy details, from the Policy
The Policy – Copy page is displayed.
- Update the required fields. For more information, see Add New Policy
Note: The Policy ID should be unique.
- 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.
Delete Policy Record#
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.
Policy Actions#
The Actions section enables you to perform additional tasks on Policies. These include the following:
You can access this actions by clicking button and by selecting the required option from the pop-up menu.
Modify Policy ID#
Once created, Policy ID cannot be edited. Using this function, you can update the Policy ID by entering a new Policy ID in Rename as field and by clicking button.
Add Transaction#
Transactions are the data that commissions will be paid against. This is normally sales or invoices but can be other transactions. Add Transaction option enables policy to add premium transactions which are the actual payments paid for the policy .The transaction date and period determine when the transaction has to be calculated. Current period, active transactions are used for calculation. The calculation process then assigns the reps, commission rates, and determines the commission amounts.
This section enables you to create transactions. To create a transaction, populate the form details, as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
Transaction ID | Enter a unique ID representing the Transaction. |
Transaction Line | Enter the Transaction Line. |
Effective Date | Click the text field adjacent to this field and pick the effective date from the calendar. |
Transaction Line Level | Select the Transaction Line Level from the drop down list. The Available options are the following:
· Detail · Summary You can also click |
Transaction Date | Click the text field adjacent to this field and pick the transaction date from the calendar. |
Transaction Status | Select the Transaction Status from the drop down list. The Available options are the following:
· Invoiced · Ordered · Others · Paid · Shipped You can also click |
Transaction Type | Select the Transaction Type from the drop down list. The Available options are the following:
· Adjustment · Appointment · Bill Payment · Booking · Check · Claim · Contract · Credit Card Charges · Credit Charge Credits · Credit Memo · Estimate · Fees · General · Inventory Adjustment · Invoice · Journal · MBO · New Contracts · Opportunity · Payments · Placement · Premium Purchase Order · Recurring Payment · Return/Cancel · Revenue · Sales Order · Sales Receipt · SPIFF · Time Tracker · Vendor Credits |
Transaction Line Type | This field is auto populated. <Check> |
Is Projection | Select the check box adjacent to this field if you want to mark the transaction as the projection. |
Relates To
Note: You can click on this grid name to show/hide the Relates To information. |
|
Customer | 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 ![]() You can also click |
Customer Job/Contract | Enter/pick the Customer Job/Contract. You can enter the complete Customer Job/Contract or enter partial Customer Job/Contract. As you key in the characters, matching Customer Jobs/Contracts are displayed as suggestions. You can pick the appropriate Customer Job/Contract. Or, you can click ![]() You can also click |
Full Customer Job | <Content> |
Product | Enter/pick the Product. You can enter the complete Product or enter partial Product. As you key in the characters, matching Product are displayed as suggestions. You can pick the appropriate Product. Or, you can click ![]() You can also click |
Full Product Name | <Content> |
Policy ID | Enter/pick the Policy ID. You can enter the complete Policy ID or enter partial Policy ID. As you key in the characters, matching Policy IDs are displayed as suggestions. You can pick the appropriate Policy ID. Or, you can click ![]() You can also click |
Vendor | 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![]() You can also click |
Group | Enter/pick the Group ID. You can enter the complete Group ID or enter partial Group ID. As you key in the characters, matching Group IDs are displayed as suggestions. You can pick the appropriate Group ID. Or, you can click ![]() You can also click |
Category | Enter/pick the Category ID. You can enter the complete Category ID or enter partial Category ID. As you key in the characters, matching Category IDs are displayed as suggestions. You can pick the appropriate Category ID. Or, you can click![]() You can also click |
Class | Enter the class. |
Primary Territory | Enter/pick the Primary Territory. You can enter the complete Primary Territory or enter partial Primary Territory. As you key in the characters, matching Primary Territories are displayed as suggestions. You can pick the appropriate Primary Territory. Or, you can click ![]() You can also click |
Full Territory ID | <Content> |
Payee Job Category | Enter/pick the Payee Job Category. You can enter the complete Payee Job Category or enter partial Payee Job Category. As you key in the characters, matching Payee Job Categories are displayed as suggestions. You can pick the appropriate Payee Job Category. Or, you can click![]() |
Source | Enter/pick the Source. You can enter the complete Source or enter partial Source. As you key in the characters, matching Sources are displayed as suggestions. You can pick the appropriate Source. Or, you can click ![]() You can also click |
Account Name | Enter/pick the Account Name. You can enter the complete Account Name or enter partial Account Name. As you key in the characters, matching Account Names are displayed as suggestions. You can pick the appropriate Account Name. Or, you can click ![]() You can also click |
SO Number | Enter the SO number. |
PO Number | Enter the PO number. |
Terms | Enter the terms. |
Payment Type | Enter the Payment Type. |
Credit Memo ID | Enter the Credit Memo ID. |
Check Number | Enter the Check Number. |
Bill Number | Enter the Bill Number. |
Amounts
Note: You can click on this grid name to show/hide the Amounts information. |
|
Quantity | Enter the quantity. |
Unit of Measure (UOM) | Select the UOM from the drop down list. The available options are the following:
· Box · Case · Container · Ea · Feat · Gallon · Kg · Lb · Meter · Ounce · Pallet · Ton · Truck |
Weight | Enter the weight. |
Unit Cost | Enter the unit cost. |
Cost | Enter the cost. |
Sales Amount | Enter the sales amount. |
Gross Profit | Enter the gross profit. |
Profit Pcnt | Enter the profit percentage. |
Tax | Enter the tax amount. |
Discount | Enter the discount amount. |
Shipping Fee | Enter the shipping fee.
|
Commission Amount | Enter the commission amount. |
Commission Rate | Enter the commission rate. |
Payee Information
Note: You can click on this grid name to show/hide the Payee information. |
|
Primary Payee | Enter/pick the Primary Payee. You can enter the complete Primary Payee or enter partial Primary Payee. As you key in the characters, matching Primary Payees are displayed as suggestions. You can pick the appropriate Primary Payee. Or, you can click button to pick a Primary Payee from the Lookup window.
You can also click |
Primary Payee Credit Pcnt | Enter the primary payee credit percentage. |
Payee2 – Payee 30 | Enter/pick the Payee. You can enter the complete Payee or enter partial Payee. As you key in the characters, matching Payees are displayed as suggestions. You can pick the appropriate Payee. Or, you can click ![]() You can also click |
Payee2 – Payee 30 Credit Pcnt | Enter the payee credit percentage. |
Events
Note: You can click on this grid name to show/hide the Events information. |
|
Ordered Date | Click the text field adjacent to this field and pick the ordered date from the calendar. |
Ordered Flag | Select the check box adjacent to this field if you want to enable ordered flag. |
Invoiced Date | Click the text field adjacent to this field and pick the invoiced date from the calendar. |
Invoiced Flag | Select the check box adjacent to this field if you want to enable invoiced flag. |
Shipped Date | Click the text field adjacent to this field and pick the shipped date from the calendar. |
Shipped Flag | Select the check box adjacent to this field if you want to enable shipped flag. |
Paid Date | Click the text field adjacent to this field and pick the paid date from the calendar. |
Paid Flag | Select the check box adjacent to this field if you want to enable paid flag. |
Other Date | Click the text field adjacent to this field and pick the other date from the calendar. |
Other Flag | Select the check box adjacent to this field if you want to enable other flag. |
Action Flag | This field is set to Active and is disabled. |
Ordered Process | Select the check box adjacent to this field if you want to mark as ordered process. |
Invoiced Process | Select the check box adjacent to this field if you want to mark as invoiced process. |
Shipped Process | Select the check box adjacent to this field if you want to mark as shipped process. |
Paid Process | Select the check box adjacent to this field if you want to mark as paid process. |
Flexible Fields
Note: You can click on this grid name to show/hide the Flexible Fields information. |
|
Flexi Text 1 – Flexi Text 7 | These are flexible text fields used to store text data for which you do not have a standard fields present. These fields can be renamed. |
Flexi Amount 1 – Flexi Amount 8 | These are flexible numeric fields used to store numeric data for which you do not have a standard fields present. These fields can be renamed. |
Contracts
Note: You can click on this grid name to show/hide the Contracts information. |
|
Contract ID | Enter the contract ID. |
Contract Type | Enter the contract type. |
Contract Line Type | Click the drop down list adjacent to this field and select the contract line type. The available values are the following:
· Contract Detail · Contract Master · Contract Milestone You can also click |
Contract Status | Enter the status of the contract. |
Contract Start Date | Click the text field adjacent to this field and pick the contract start date from the calendar. |
Contract End Date | Click the text field adjacent to this field and pick the contract end date from the calendar. |
Contract Duration | Enter the contract duration. |
Contract Duration Frequency | Click the drop down list adjacent to this field and select the contract duration frequency. The available values are the following:
· Annual · Bi-monthly · Bi-weekly · Half yearly · Monthly · Other · Quarterly · Twice monthly · Weekly You can also click |
Parent Contract ID | Enter the parent contract ID. |
Contract Amount | Enter the contract amount. |
Currency Details
Note: You can click on this grid name to show/hide the Currency Details information. |
|
Txn Input Currency | Enter/pick the input currency. You can enter the complete input currency or enter partial input currency. As you key in the characters, matching input currencies are displayed as suggestions. You can pick the appropriate input currency. Or, you can click ![]() You can also click |
Currency Conversion Rate | Enter the currency conversion rate. |
Transaction Currency | Enter/pick the currency. You can enter the complete currency or enter partial currency. As you key in the characters, matching currencies are displayed as suggestions. You can pick the appropriate currency. Or, you can click ![]() You can also click |
Status | |
Txn Periods From Initial Date | Enter the number of transaction periods from the initial date. |
Days Difference | Enter the difference in days. |
Renewal Status | Click the drop down list adjacent to this field and select the renewal status. The available values are the following:
· Cancel · Endorsement · New · Renewal You can also click |
Closed By | Click the drop down list adjacent to this field and select the closed by person role. The available values are the following:
· Manager · Other · Self You can also click |
Process State | This field is auto populated with the value Input. This field is inactive. |
Comments | Enter the comments on status information. |
Billing Details
Note: You can click on this grid name to show/hide the Billing information. |
|
Billing Address 1 | Enter the billing address line 1. |
Billing Address 2 | Enter the billing address line 2. |
Billing Address 3 | Enter the billing address line 3. |
Billing Address 4 | Enter the billing address line 4. |
Billing Address 5 | Enter the billing address line 5. |
Billing City | Enter the billing city. |
Billing State | Enter the billing state. |
Billing Postal Code | Enter the billing postal code. |
Billing Country | Enter the billing country. |
Billing Note | Enter the billing note. |
Shipping Details
Note: You can click on this grid name to show/hide the Shipping information. |
|
Shipping Address 1 | Enter the shipping address line 1. |
Shipping Address 2 | Enter the shipping address line 2. |
Shipping Address 3 | Enter the shipping address line 3. |
Shipping Address 4 | Enter the shipping address line 4. |
Shipping Address 5 | Enter the shipping address line 5. |
Shipping City | Enter the city to which the item is shipped. |
Shipping State | Enter the state to which the item is shipped. |
Shipping Postal Code | Enter the postal code of the place to where the item is shipped. |
Shipping Country | Enter the country to which the item is shipped. |
Owner | This field is auto populated with the name of the user who has created this record. |
GL Information
Note: You can click on this grid name to show/hide the GL information. |
|
GL Expense Account | Enter/pick the GL expense account. You can enter the complete GL expense account name or enter partial GL expense account name. As you key in the characters, matching GL expense accounts are displayed as suggestions. You can pick the appropriate GL expense account. Or, you can click ![]() |
GL Payable Account | Enter/pick the GL payable account. You can enter the complete GL payable account name or enter partial GL payable account name. As you key in the characters, matching GL payable accounts are displayed as suggestions. You can pick the appropriate GL payable account. Or, you can click ![]() |
GL Accrual Account | Enter/pick the GL accrual account. You can enter the complete GL accrual account name or enter partial GL accrual account name. As you key in the characters, matching GL accrual accounts are displayed as suggestions. You can pick the appropriate GL accrual account. Or, you can click ![]() |
GL Class | Enter/pick the GL class. You can enter the complete GL class name or enter partial GL class name. As you key in the characters, matching GL classes are displayed as suggestions. You can pick the appropriate GL class. Or, you can click ![]() |
Click button to save the Transaction information. You can also click
button to save the Transaction information and add another Transaction.
Accounts#
Account is a form which can be used to store various income and expense accounts associated with the company.
Access Account#
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.
Account Search and Filter#
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.
Add New Account#
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:
- Click
button.
The Account – Add page is displayed.
- 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 |
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 ![]() You can also click |
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 ![]() You can also click |
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. |
- Click
button to save the Account information.
You can also click button to save the Account information and add another Account.
View Account Details#
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#
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:
- 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.
- Update the required fields. For more information, see Add New Account
Note: You cannot update the Account ID, Account Name, or Account Type.
- 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.
Copy Account Details#
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:
- Click
button present in the same row of the Account details, from the Account
The Account – Copy page is displayed.
- Update the required fields. For more information, see Add New Account
Note: The Account ID should be unique.
- 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.
Delete Account Record#
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.
Household#
Access Household#
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.
Household Search and Filter#
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.
Add New Household#
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:
- Click
button.
The Household – Add page is displayed.
- 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 |
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. |
- Click
button to save the Household information.
You can also click button to save the Household information and add another Household.
View Household Details#
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#
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:
- 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.
- Update the required fields. For more information, see Add New Household
Note: You cannot update the Household ID.
- 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.
Copy Household Details#
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:
- Click
button present in the same row of the Household details, from the Household
The Household – Copy page is displayed.
- Update the required fields. For more information, see Add New Household
Note: The Household ID should be unique.
- 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.
Delete Household Record#
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.
Plan Setup#
The Plan Setup module enables you to create various commission plans in QCommission Web Application and manage them. This module includes the sub-modules such as Plan Designer, Advanced Calc Library, Goal Master, Goal Sheet, Credit Rule Library, Rate Lookup, Event Based Incentive Rule Library, Incentive Library, Plan Assignment Rule, Buckets, Recurring Commission Library, and Function Script.
Plan Designer#
Plan Designer sub-module provides you various templates in which you can create plans. The Default template includes the standard documentation for the plans. You can take judicious decision on which all section of the template need to be used. You can also drag and drop the available elements to include them in the plan.
Access Plan Designer#
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.
Search for Existing Plans#
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.
Add a New Plan#
You can use the existing templates and create a new plan. Perform the following procedure to create a new plan:
- Click
button from the Plan Designer
The template is displayed in the Doc&Rules tab.
- Populate the form as tabulated:
Field | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Plan Name | Enter a name for the plan. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Payee Name | Enter the name of the payee. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Agreement | This field is a header for the agreement text. You can edit this header as required.
You can also disable/enable this field by clicking |
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Agreement Text | This field is displayed after the Agreement Header. The standard agreement text is entered in this field. You can make necessary amendments to this text.
Turning on/off the Agreement also affects this field. |
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Plan Description | This field is a header for the plan description. You can edit this header as required.
You can also disable/enable this field by clicking |
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Plan Description Text | This field is displayed after the Plan Description Header.
Enter the description about the plan in this field. Turning on/off the Plan Description also affects this field.
Click You can further click |
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Duration | This field is a header for the duration. You can edit this header as required.
You can also disable/enable this field by clicking |
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Duration Text | This field is displayed after the Duration Header. The standard duration text is entered in this field. You can make necessary amendments to this text.
Turning on/off the Duration also affects this field. Click |
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Extra Information | This field is a header for including additional information. You can edit this header as required.
You can also disable/enable this field by clicking |
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Extra Information Text | This field is displayed after the Extra Information Header.
Enter the additional information about the plan in this field. Turning on/off the Extra Information also affects this field. |
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Incentive | Enter an Incentive ID.
Click Click |
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Incentive Description | Enter a description for the Incentive, in this field.
Click
|
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Sales Credit | Enter a keyword in this field and click ![]() You can also create new Credit Rule IDs by clicking Click |
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Sales Credit Description | Enter a description about the sales credit in this field. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Credit the transaction to Payee Name, if following rules are met: | Click the radio button adjacent to the required field and provide the details. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Commission Rate | Enter a title for the Commission Rate. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Commission Rate Description | Enter a description about the Commission Rate. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Payout Rate Type Is | Click the drop down list adjacent to this field and select the required value. Available options are the following:
· Payout Rate Percentage · Payout Amount per Quantity Unit · Payout Amount per Transaction · Payout Rate from product/family · Payout mount from product/family |
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Rate Percent | Enter the rate percentage.
Click |
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Pay using different rates for different credit rules | Select the radio button adjacent to this field, if you want to pay according to credit rule ratings. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Pay using rate lookup from library | Select the radio button adjacent to this field, if you want to pay using rate lookup from library.
Enter keyword in the text field and click Click |
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Subselection key | Click the drop down list adjacent to this field and select a Subselection key. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Attainment Frequency | Click the drop down list adjacent to this field and select a Attainment Frequency. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Goal Frequency | Click the drop down list adjacent to this field and select a Goal Frequency. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Row Value | Click the drop down list adjacent to this field and select a Row Value. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Column Value | Click the drop down list adjacent to this field and select a Column Value. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Calculate Payout | This field is a header for the Calculate Payout. You can edit this header as required.
You can also disable/enable this field by clicking |
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Calculate Payout Description | This field is displayed after the Calculate Payout header. The standard duration text is entered in this field. You can make necessary amendments to this text.
Turning on/off the Calculate Payout also affects this field. Click Click You can also click the radio button adjacent to Use expressions to calculate payout amount field and enter keywords in text field adjacent to From Advanced Calc Library and search for a definition in lookup window by clicking Click |
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Draw | This field is a header for the draw. You can edit this header as required.
You can also disable/enable this field by clicking |
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Draw Text | This field is displayed after the Draw header. The standard draw text is entered in this field. You can make necessary amendments to this text.
Turning on/off the Draw also affects this field. Click
|
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Cap | This field is a header for the cap. You can edit this header as required.
You can also disable/enable this field by clicking |
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Cap Text | This field is displayed after the Cap header. The standard cap text is entered in this field. You can make necessary amendments to this text.
Turning on/off the Cap also affects this field. Click · Select the check box adjacent to Adjust Summary Payout Amount field if you want to adjust the summary payout amount. · Click the radio button adjacent to Adjust Summary Payout Amount by a Cap of field if you want to adjust the payout amount by a cap of entered amount. Enter the amount in the text field. · Click the radio button adjacent to Adjust Summary Payout Amount by Carry Forward Cap of field if you want to adjust the payout amount by carry forward cap of entered amount. Enter the amount in the text field. |
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Summary Payout | This field is a header for the Summary Payout. You can edit this header as required.
You can also disable/enable this field by clicking |
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Summary Payout Text | This field is displayed after the Summary Payout header. The standard Summary Payout text is entered in this field. You can make necessary amendments to this text.
Turning on/off the Summary Payout also affects this field. Click · Click the radio button adjacent to Set Summary Amount to be equal to Total Calculated payout Amount field if you want to set summary amount to be equal to total calculated payout amount. Click · Click the drop down list adjacent to Rounding field and select a value. · Click the drop down list adjacent to Use the Calculations below to modify the Total Calculation Payout Amount, if you want to define calculations for modifying the total calculation payout amount. · Enter the required formula. |
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Plan Approval | This field is a header for the Plan Approval. You can edit this header as required.
You can also disable/enable this field by clicking |
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Plan Approval Text | This field is displayed after the Plan Approval header. The standard Plan Approval text is entered in this field. You can make necessary amendments to this text.
Turning on/off the Plan Approval also affects this field. |
Drag and drop element in the plan to create a new incentive data. Enter a keyword and search for incentive by clicking
button. Click
button to create a new definition through Incentive Library – Add window. You can also add description about the new incentive in the Incentive text field.
Drag and drop element in the plan to create a new heading with content. A header field and a text area are generated. You can use this to create a heading and appropriate content.
Drag and drop element in the plan to create a new table. Upon entering this element in the plan, the Rows and Columns fields are displayed. Enter the required number of rows and columns and click
button to create the table.
- Click
button to save the plan.
Once the plan is saved, you can click the Document tab to view the plan.
Edit 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.
Advanced Calculation Library#
Access Advanced Calculation Library#
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.
Advanced Calc Library Search and Filter#
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 displaying>
Enter the <field names> in respective field and click button.
The search operation is performed and the results are displayed.
Add New Advanced Calculation Library#
You can add a new Advanced Calculation Library by performing the following procedure:
- Click button
from the Advanced Calculation Library
The Advanced Calc Library – Add page is displayed.
- Enter the Library Name.
- Enter the Description.
- Create the required Expressions using Expressions Builder.
- Click
button to save the Advanced Calculation Library details.
You can also click button to save the Advanced Calculation Library and add another one.
View Advanced Calculation Library Details#
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
Edit Advanced Calculation Library#
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:
- 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.
- Update the required fields. For more information, see Add New Advanced Calculation Library
- 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.
Copy Advanced Calculation Library#
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:
- 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.
- Update the required fields. For more information, see Add New Advanced Calculation Library
- 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.
Delete Advanced Calculation Library Record#
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.
Goal Master#
Access Goal Master#
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.
Goal Master Search and Filter#
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.
Add New Goal Master#
You can add a new Goal Master by performing the following procedure:
- Click
button from the Goal Master
The Goal Master – Add page is displayed.
- Enter the Goal ID.
- Enter a description for the goal in the Goal Description field.
- 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
- 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
- Click the field adjacent to Effective Start Date and select the start date from the calendar.
- Click the field adjacent to Effective End Date and select the end date from the calendar.
- Enter the owner name. By default this is populated with the logged in user name.
- Click
button to save the details.
You can also click button to save the Goal Master and add another one.
View Goal Master Details#
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#
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:
- Click
button present in the same row of the Goal Master details, from the Goal Master
The Goal Master – Copy page is displayed.
- Update the required fields. For more information, see Add New Goal Master
- 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.
Delete Goal Master Record#
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.
Goal Sheet#
This section enables you to create Goal sheets.
Access Goal Sheet#
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.
Goal Sheet Search and Filter#
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.
Add New Goal Sheet#
You can add a new Goal Sheet by performing the following procedure:
- Click
button from the Goal Sheet
The Goal Sheet – Add page is displayed.
- Enter a keyword to search for the Goal ID and click
icon to pick a Goal ID from the Lookup
- Enter the Goal Sheet ID.
- Enter a keyword to search for the Territory ID and click
icon to pick a Territory ID from the Lookup
- Enter a keyword to search for the Payee ID and click
icon to pick a Payee ID from the Lookup
- Enter a keyword to search for the Plan ID and click
icon to pick a Plan ID from the Lookup
- Enter a keyword to search for the Incentive ID and click
icon to pick a Incentive ID from the Lookup
- Click the field adjacent to Plan Start Date and select the start date from the calendar.
- Enter comments in the text field provided adjacent to the Comments
- Click
button to save the Goal Sheet details.
You can also click button to save the Goal Sheet and add another one.
View Goal Sheet Details#
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.
Edit Goal Sheet#
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:
- 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.
- Update the required fields. For more information, see Add New Goal Sheet
- 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.
Copy Goal Sheet#
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:
- Click
button present in the same row of the Currency details, from the Goal Sheet
The Goal Sheet – Copy page is displayed.
- Update the required fields. For more information, see Add New Goal Sheet
- 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.
Delete Goal Sheet Record#
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.
Credit Rule Library#
Credit rule library helps to set up rules for credit records which represent the portion or attainment of the sale or amount each particular payee receives.
Access Credit Rule Library#
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.
Credit Rule Library Search and Filter#
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.
Add New Credit Rule Library#
You can add a new Credit Rule by performing the following procedure:
- Click
button from the Credit Rule Library
The Credit Rule Library – Add page is displayed.
- Enter the Credit Rule Library ID.
- Enter the Credit Rule Description.
- Enter the owner name. By default this is populated with the logged in user name.
- 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 ![]() |
With | Enter a keyword in the text field and click ![]() |
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 ![]() |
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 ![]() |
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.
- Click
button to save the Credit Rule Library details.
You can also click button to save the Credit Rule Library and add another one.
View Credit Rule Library Details#
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.
Edit Credit Rule Library#
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:
- 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.
- Update the required fields. For more information, see Add New Credit Rule Library
- 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.
Copy Credit Rule Library#
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:
- 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.
- Update the required fields. For more information, see Add New Credit Rule Library
- 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.
Rate Lookup#
A Rate Lookup helps to setup the commission rates. The commission rates that are obtained using this Rate Lookup will be used in plan calculation to determine the payout amount.
Access Rate Lookup#
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.
Rate Lookup Search and Filter#
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.
Add New Rate Lookup#
You can add a new Rate Lookup by performing the following procedure:
- Click
button from the Rate Lookup
The Rate Lookup – Add page is displayed.
- Enter the Rate Lookup ID.
- Enter the Rate Lookup Name.
- 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.
Basic Commission Rate Lookup#
- Click the drop down list adjacent to Row as field and select the required value.
- Click the drop down list adjacent to Column as field and select the required value.
- Select the check box adjacent to Row Range field, if you want to display the ranges in rows.
- Select the check box adjacent to Column Range field, if you want to display the ranges in rows.
- Click
button to add further add Rows. You can also click
button and OK in the dialog box to remove rows.
- Click
button to add further add Columns. You can also click
button and OK in the dialog box to remove rows.
- Enter required values for Attainment, Credit Amount, and Commission Rate under Quick Evaluation grid.
Tier Rate Calculation#
- Click the drop down list adjacent to Row as field and select the required value. Available options are the following:
- Attainment Value
- Attainment Percent
- Select the check box adjacent to Row Range field, if you want to display the ranges in rows.
- Click
button to add further add Rows. You can also click
button and OK in the dialog box to remove rows.
- Enter required values for Goal Value, Prior Period Attainment, Current Attainment, and Payout Amount under Quick Evaluation
Simple Commission Rate#
- Enter the Commission Rate in the text field adjacent to the Commission Rate
Multi Dimensional Rate Lookup#
- Click
The Dimension Structure window is displayed.
- Click the drop down list adjacent to Rate Type field and select the rate type. Available options are the following:
- Basic Commission Rate
- Simple Commission Amount
- Simple Commission Rate
- Tier Rate Calculation
- Enter the Dimension Levels in the text fields under Dimension Level
- Enter the Dimension Names in the text fields under Dimension Name
- Click the drop down lists under Source column and select the required source.
- Click the drop down lists under Comparison Type column and select the type of comparison. Available options are the following:
- Discrete
- List
- Range Alpha
- Range Date
- Range Numeric
- Enter the Associated Values in the text fields under Associated Value
- Enter the Sort Orders in the text fields under Sort Order
- Click
button to save the Dimension details.
The saved Dimension details are displayed under Multi Dimensional Rate Lookup grid.
- Use the text field provided under Plan Documentation field to provide details about the Rate Lookup definition.
You can use the Flexible Fields to define new fields for the definition.
- Use the text field provided under Notes field to provide notes about the Rate Lookup definition.
- Enter the owner name. By default this is populated with the logged in user name.
- Click
button to save the Rate Lookup details.
You can also click button to save the Rate Lookup and add another one.
View Rate Lookup Details#
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#
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:
- 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.
- 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.
- 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.
Copy Rate Lookup#
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:
- Click
button present in the same row of the Rate Lookup details, from the Rate Lookup
The Rate Lookup – Copy page is displayed.
- Update the required fields. For more information, see Add New Rate Lookup
- 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.
Delete Rate Lookup Record#
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.
Event Based Incentive Rule Library#
Access Event Based Incentive Rule Library#
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.
Event Based Incentive Rule Library Search and Filter#
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.
Add New Event Based Incentive Rule Library#
You can add a new Event Based Incentive Rule Library ID by performing the following procedure:
- Click
button from the Event Based Incentive Rule Library ID
The Event Based Incentive Rule Library ID – Add page is displayed.
- Enter the Event Based Incentive Rule Library ID.
- 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.
- Enter the credit on event portion in percentage in the Credit On Event1 Portion (%)
- 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.
- 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.
- Perform the preceding steps 3-6 for all the available Events.
- Enter the owner name. By default this is populated with the logged in user name.
- 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.
View Event Based Incentive Rule Library Details#
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
Edit Event Based Incentive Rule Library#
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:
- 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.
- 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.
- 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.
Copy Event Based Incentive Rule Library#
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:
- 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.
- Update the required fields. For more information, see Add New Event Based Incentive Rule Library
- 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.
Delete Event Based Incentive Rule Library Record#
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.
Incentive Library#
Access Incentive Library#
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.
Incentive Library Search and Filter#
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.
Add New Incentive Library#
You can add a new Incentive Library by performing the following procedure:
- Click
button from the Incentive Formula Library
The Incentive Library – Add page is displayed.
- Enter the Incentive Library ID.
- Populate the form in Payee Plan tab as per the following procedure:
- Enter a description about the incentive in the Incentive Description field under Incentive Description
- Click the drop down list adjacent to Credit amount is field and select the percentage.
- Click the drop down list adjacent to % of field and select a value.
- 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.
- 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
- 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
- Populate the form in Advanced tab as per the following procedure:
- Enter the number of payout period ranges in the Payout in period ranges
- 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
- Click the text field adjacent to Start Date field and select the start date from the calendar.
- Click the text field adjacent to End Date field and select the end date from the calendar.
- Click the drop down list adjacent to the GL Expense Account field and select the GL expense account.
- Click the drop down list adjacent to the GL Class field and select the GL class.
- Click the drop down list adjacent to the GL Payable Account field and select the GL payable account.
- Click the drop down list adjacent to the GL Accrual Account field and select the GL accrual account.
- Click the drop down list adjacent to the Transaction Set field and select the transaction set.
- Select the check box adjacent to the Create results record field, if you want to create results record.
- Select the check box adjacent to the Create payout calc records field, if you want to create payout calc records.
- Select the check box adjacent to the Include zero payouts field, if you want to include zero payouts.
- Select the check box adjacent to the Include in summary payout field, if you want to include in summary payout.
- Select the check box adjacent to the Include in commission statement field, if you want to include in commission statement.
- Select the check box adjacent to the Include in plan document field, if you want to include in plan document.
- Select the check box adjacent to the Based on job profitability field, if you want to based on job profitability.
- 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.
- 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
- Click Plan Documentation tab and provide the required documentation.
- Click
- 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.
- Click
- Select the radio button adjacent to one of the following options and perform subsequent actions:
- Rate is the same for all credits: Enter Rate Amount/Qty in the provided text field.
- Rate is different for different credit rules: Specify the rate for various Credit Rules under Specify Rate
- Use Rate lookup from library
- Enter the keyword for Rate Lookup ID and click button to select a Rate Lookup from the Lookup window.
- 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.
- Select the check box adjacent to Apply 1st Dollar Calculation field if you want to enable 1st dollar calculation.
- Provide required documentation in the Plan Documentation
- Click
The Basic Calculation and Advanced Calculation fields are displayed.
Basic Calculation
- 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
- 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.
- Select the check box adjacent to Use Advanced Calc Library option if you want to use the Advanced Calc Library.
- Create the required Expressions using Expressions Builder.
- Click
button to complete the definition.
View Incentive Library Details#
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.
Edit Incentive Library#
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:
- 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.
- Update the required fields. For more information, see Add New Incentive Library
- Click
button to complete the definition.
You can also click button to print the Incentive details. For more information, see Print Pages section.
Copy Incentive Library#
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:
- Click
button present in the same row of the Incentive details, from the Incentive Formula Library
The Incentive Library – Copy page is displayed.
- Update the required fields. For more information, see Add New Incentive Library
- Click
button to complete the definition.
You can also click button to print the Incentive details. For more information, see Print Pages section.
Delete Incentive Library Record#
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.
Plan Assignment Rule#
The Plan Assignment Rule sub-module enables you to create/edit a rule for auto plan creation.
Access Plan Assignment Rule#
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.
Plan Assignment Rule Search and Filter#
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.
Add New Plan Assignment Rule#
You can add a new Plan Assignment Rule by performing the following procedure:
- Click button
from the Plan Assignment Rule
The Plan Assignment Rule – Add page is displayed.
- Enter the Rule ID.
- Enter the Rule Description.
- Enter the Rule Documentation.
- 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.
- 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.
- 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.
- Click
button to save the Plan Assignment Rule details.
You can also click button to save the Plan Assignment Rule and add another one.
View Plan Assignment Rule Details#
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
Edit Plan Assignment Rule#
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:
- 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.
- Update the required fields. For more information, see Add New Plan Assignment Rule
- 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
Copy Plan Assignment Rule#
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:
- 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.
- Update the required fields. For more information, see Add New Plan Assignment Rule
- 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.
Delete Plan Assignment Rule Record#
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.
Buckets#
Access Buckets#
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.
Buckets Search and Filter#
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.
Add New Buckets#
You can add a new Bucket by performing the following procedure:
- Click
button from the Bucket
The Bucket – Add page is displayed.
- 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.
- Enter the Dimension Key.
- 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.
- Enter the Dimension Key.
- Enter the Bucket Value.
- Enter the Bucket Projected Value.
- 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.
- Enter the Calc Year.
- Enter the Calc Period Num.
- Enter the Modified During Payee.
- The Bucket Type is set as Goals by default.
- 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.
- Enter the Bucket description in the Bucket Desc
- Select the check box adjacent to Modified During Calc field, if you want to modify the Bucket during calculation.
- Enter the owner name. By default this is populated with the logged in user name.
- Click
button to save the Bucket details.
You can also click button to save the Bucket and add another one.
View Buckets Details#
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 Buckets#
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:
- Click
button present in the same row of the Bucket details, from the Buckets
The Bucket – Copy page is displayed.
- Update the required fields. For more information, see Add New Buckets
- 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.
Recurring Commission Library#
The Recurring Commission Library enables you to credit and calculate the commissions for X number of periods using a single transaction irrespective of the status of the transaction.
Access Recurring Commission Library#
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.
Recurring Commission Library Search and Filter#
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.
Add New Recurring Commission Library#
You can add a new Recurring Commission Library by performing the following procedure:
- Click
button from the Recurring Commission Library
The Recurring Commission Library – Add page is displayed.
- Enter the Recurring Commission Library ID.
- Enter the Recurring Commission Library description.
- 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
- 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
- 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
- Enter the Recurring Periods.
- 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
- Enter the Recurring Periods.
- 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
- Enter the Lead Time in Periods.
- Enter the owner name. By default this is populated with the logged in user name.
- Click
button to save the Recurring Commission Library details.
You can also click button to save the Recurring Commission Library and add another one.
View Recurring Commission Library Details#
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
Edit Recurring Commission Library#
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:
- 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.
- Update the required fields. For more information, see Add New Recurring Commission Library
- 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.
Copy Recurring Commission Library#
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:
- 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.
- Update the required fields. For more information, see Add New Recurring Commission Library
- 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.
Delete Recurring Commission Library Record#
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.
Function Script#
<Description>
Access Function Script#
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.
Function Script Search and Filter#
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.
Add New Function Script#
You can add a new Function Script by performing the following procedure:
- Click
button from the Function Script
The Function Script – Add page is displayed.
- Enter the Script ID.
- Enter the Script Description.
- Enter the Script Function.
- Enter the owner name. By default this is populated with the logged in user name.
- 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.
Add Function Script Detail#
- Click
button from the Function Script Detail
The Function Script Detail – Add page is displayed.
- Enter a keyword for Script ID in the Script ID field and click button to select a Script ID from the Lookup
- Enter Serial number.
- Enter name of the Function Script Detail.
- Enter Data Type.
- Select the check box adjacent to Required field if you want to enable the Function Script Detail.
- Enter the Default Value.
- Enter the owner name. By default this is populated with the logged in user name.
- Click
button to save the Function Script details.
You can also click button to save the Function Script and add another one.
View Function Script Details#
You can view the details of an existing Function Script record by performing the following procedure:
Click the Script ID from the Function Script page. The Function Script – View page is displayed with Function Script information.
Note: You cannot edit/update the details in view mode.
From Function Script – View page, you can also perform the following tasks by clicking appropriate buttons:
– Edit Function Script Details
– Copy Function Script Details
– Print Function Script Details
– Delete Function Script Record
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.
Edit Function Script#
The edit Function Script details option enables you to update the details of the Function Script. To edit the details of a Function Script, perform the following procedure:
- Click
button present in the same row of the Function Script details, from the Function Script
The Function Script – Edit page is displayed with the Function Script details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Function Script
- Click
button to save the Function Script information.
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.
Click button to print the Function Script details. For more information, see Print Pages section.
Copy Function Script#
The copy Function Script details option enables you to copy the details of an existing Function Script and create a new record. To copy the details of a Function Script, perform the following procedure:
- Click
button present in the same row of the Function Script details, from the Function Script
The Function Script – Copy page is displayed.
- Update the required fields. For more information, see Add New Function Script
- Click
button to save the Function Script information.
You can click button to save the Function Script information and add another Function Script.
You can also click button to print the Function Script details. For more information, see Print Pages section.
Delete Function Script Record#
You can remove unwanted Function Script records from the database. To remove a Function Script record click button present in the same row of the Function Script details, from the Function Script page and click OK in the confirmation message.
Note: Removing a Function Script record will remove all its child nodes as well.
Changes to this Statement#
CellarStone, Inc. will occasionally update this privacy statement. When we do, we will also revise the “last updated” date at the top of the privacy statement. For material changes to this Statement, CellarStone will notify you by placing prominent notice on the Web site.
Actions#
Actions module enables you to manage the actions that can be performed from QCommission Web Application. These include Payout Adjustment, Calculate Plans, Import Wizard, Export Payout, Data Integration, Sales Crediting Request, Workflow Items, Workflow History, Year End, Processing Steps, Execute Action, and Issue Resolution.
Payout Adjustment#
The Payout Adjustment sub-module enables you to create payout adjustment, edit existing payout adjustment data, copy existing payout adjustment data to create new record, and so on.
Using the payout Adjustment you can add/reduce the commission. This feature is commonly used by Compensation Administrators. This functions also allows you to create Draw/Cap and Advanced Adjustments.
Access Payout Adjustment#
You can access Payout Adjustment sub-module by clicking the LHS link Actions > Payout Adjustment. Upon clicking this link, the Payout Adjustment page is displayed as depicted in the following figure:
The Payout Adjustment page displays existing Payout Adjustment details such as Payee Name, Plan ID, Reference ID, Effective Date, Adjustment Type, Action, Amount, and Comments. You can also click the button to select additional details to be displayed. These include Fiscal Year, Period Number, Modified On, Payout Plan Yr, Status, Approval_Status, and Payee_Manager_AfRowId.
This page also provides you options to search for existing Payout Adjustment records, create new Payout Adjustment records, edit existing Payout Adjustment data, copy existing Payout Adjustment data to create new record, and so on.
Payout Adjustment Search and Filter#
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 Fiscal Year, Period Number, or Payee Name in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Payout Adjustment#
The Add New Payout Adjustment option enables you to create new Payout Adjustment record in the database. Perform the following procedure to create a new Payout Adjustment record:
- Click
The Payout Adjustment – Add page is displayed.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
Payee Name | Enter/pick the Payee. You can enter the complete Payee name or enter partial Payee name. As you key in the characters, matching Payee names are displayed as suggestions. You can pick the appropriate Payee name. Or, you can click ![]() You can navigate to the Payee page, by clicking |
Reference ID | Enter the reference ID. |
Effective Date | Click the text field adjacent to this field, and select the required date form calendar. |
Adjustment Type | Click the drop down list adjacent to this field and select the adjustment type. Available options are the following:
· Adv · Cap · Draw · Payout You can also click |
Action | Click the drop down list adjacent to this field and select the action. Available options are the following:
· Add · Reduce You can also click |
Amount | Enter the amount. |
Comments | Enter the comments. The comments should reflect why the adjustment was added. The comments are also displayed in the commission statement. |
Status | This field is disabled. |
Owner | This field is auto populated with the name of the user who has created this record. |
- Click
button to save the Payout Adjustment information.
You can also click button to save the Payout Adjustment information and add another Payout Adjustment record.
View Payout Adjustment Details#
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:
– Edit Payout Adjustment Details
Edit Payout Adjustment Details#
The edit Payout Adjustment details option enables you to update the details of the Payout Adjustment. To edit the details of a Payout Adjustment, perform the following procedure:
- Click
button present in the same row of the Payout Adjustment details, from the Payout Adjustment
The Payout Adjustment – Edit page is displayed with the Payout Adjustment details. This page also displays the Created By and Last updated at details.
Note: Applied Adjustments cannot be edited.
- Update the required fields. For more information, see Add New Payout Adjustment
- Click
button to save the Payout Adjustment information.
You add notes in Notes grid. For more information, see Add Notes section.
You can also click button to print the Payout Adjustment details. For more information, see Print Pages section.
Copy Payout Adjustment Details#
The copy Payout Adjustment details option enables you to copy the details of an existing Payout Adjustment and create a new record. To copy the details of a Payout Adjustment, perform the following procedure:
- Click
button present in the same row of the Payout Adjustment details, from the Payout Adjustment
The Payout Adjustment – Copy page is displayed.
- Update the required fields. For more information, see Add New Payout Adjustment
- Click
button to save the Payout Adjustment information.
You can click button to save the Payout Adjustment information and add another Payout Adjustment.
You can also click button to print the Payout Adjustment details. For more information, see Print Pages section.
Delete Payout Adjustment#
Important: You cannot delete a prior period adjustment record. You can delete only the current period adjustment records only if the type is Payout. If you had entered a Draw/Cap/Advanced adjustment you cannot delete it. To correct the adjustment, you should try to create an opposite record. For example if a draw adjustment with $100 is added, to correct it, a draw adjustment with $100 less should be added.
You can remove unwanted Payout Adjustment records from the database for the current period. To remove a Payout Adjustment record click button present in the same row of the Payout Adjustment details, from the Payout Adjustment page and click OK in the confirmation message.
Note: Removing a Payout Adjustment record will remove all its child nodes as well.
Calculate Plans#
You can generate commission results by executing commission plans. Open transactions for the current period and year are used in these calculations. If a manual transaction is involved, the system assumes that the values entered in the transaction override any calculation rules.
Commissions can be calculated for single Payees as well. For this, you need to key in the Payee name or select from the Payee lookup.
Access Calculate Plans#
You can access Calculate Plans sub-module by clicking the LHS link Actions > Calculate Plans. Upon clicking this link, the Calculate Plans page is displayed as depicted in the following figure:
Calculate Commission#
To calculate commissions, perform the following procedure:
- Click the drop down list adjacent to the Select Calculation Type field and select the calculation type. The available options are the following:
- Calculate All Plans
- Calculate Selected Plans
- Click the drop down list adjacent to Select Sub Calculation Type field and select the calculation sub type. The available options are the following:
- Payee Name
- Plan ID
- Payee Job Category
- Depends on the selection, follow the following procedure:
- Payee Name: If Payee Name is selected, enter the payee name keyword or the complete name before clicking
button to pick a Payee name from the Lookup
- Plan ID: Select the check box adjacent to the plans IDs. The available options are the following:
- Commission Plan
- Group Insurance Comm Plan
- Manager Comm Plan
- Medicare Commission Plan
- Zenith Incoming Comm Plan
- Payee Job Category: Select the check box adjacent to the job categories. The available options are the following:
- Agent
- House
- Manager
- Sales Rep
- Click
Once executed, the calculation is performed with the entered values and the results are displayed on Payee’s commission statement.
Once the calculation is completed, a confirmation message is displayed as “Calculation process completed.”.
You can also view the error report by clicking the Error Log Report link. The error log displays Summary and Detail information.
Import Wizard#
The Import Wizard section enables you to import the source data to Qcommission using which the commissions are calculated. The source data can be available in various formats. For example the data can be in Excel, CSV, TXT file, Accounting system such as Quickbooks, CRM such as Salesforce, and so on. In this section we have to setup from where we need to import and what information we need to import.
Access Import Wizard#
You can access Import Wizard sub-module by clicking the LHS link Actions > Import Wizard. Upon clicking this link, the Import Wizard page is displayed as depicted in the following figure:
The Import Wizard page displays existing Import Wizard details such as Import Spec ID, Import Spec Description, and Import Source Type.
This page also provides you options to search for existing Import Wizard records, create new Import Wizard records, edit existing Import Wizard data, copy existing Import Wizard data to create new record, and so on. When a new import specification is created, you need to specify what data that we need to be imported and from where it needs to imported, and so on.
Import Wizard Search and Filter#
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. Enter the keywords in respective fields and click
button.
The search operation is performed and the results are displayed.
Add New Import Wizard#
The Add New Import Wizard option enables you to create new Import Wizard records in the database. Perform the following procedure to create a new Import Wizard record:
- Click
button.
The Import Wizard – Add page is displayed. This definition expects you to enter detail in various steps, by clicking or
buttons.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
Import Wizard – Step 1 | |
Specification ID | Enter a unique ID representing the Import Wizard. |
Description | Enter a description for the Import Wizard. |
Owner | This field is auto populated with the name of the user who has created this record. |
Import Wizard – Step 2 | |
Import Source Type | Click the drop down list adjacent to this field and select the source type. The available values are the following:
· Byte Excel File · Byte Text File · CalyxPoint Delimited File · CalyxPoint Excel File · Delimited File · Excel Sheet · Fixed Width File · People Soft · QC Internal · Quick Books · Quick Books Online · SalesForce · SAPB1
Note: You should follow a standard predefined template to feed the data if our source is excel, CSV, Fixedwidth, and so on. For QuickBooks, Salesforce, and SAPB1 system can do API/SDK based integration so it can bring all the necessary records need to commission calculation. |
Click ![]() |
|
Import Wizard – Step 3
Note: The fields in this Step 3 are displayed according to your selection in Step 2. · Byte Excel File: Click · Byte Text File: Click · CalyxPoint Delimited File: Click · CalyxPoint Excel File: Click · Delimited File: Click · Excel Sheet: Click · Fixed Width File: Click · People Soft: Click · QC Internal: Click o Temp Customer o Temp Estimate o Temp Invoice o Temp Payee o Temp Product · Quick Books: Click the drop down list adjacent to Post Import Query field and select the required value. · Quick Books Online: Click the drop down list adjacent to Post Import Query field and select the required value. · SalesForce: Enter the SalesForce User Name and Password in respective fields. · SAPB1: Click the drop down list adjacent to Post Import Query field and select the required value. Click |
|
Import Wizard – Step 4 | |
Import Customers and Products before Invoices | Select the check box adjacent to this field, if you want to enable this feature.
This is option is available based on the source you select. By selecting this option, you are asking the system to import all the customers and products every time during the import. If you have more customers and products in source selection, this option could have impact in the performance. |
Import Wizard – Step 5 | |
· Invoice
· Sales Orders · Estimates · Bills · Vendor Credits/Credit Bills · Bill Payments · Checks · Purchase Orders · Deposits · Sales Receipt · Transaction Object · Time Tracking · Credit Card Charges · Credit Card Credits · General Journal Entry · Pay Check · Inventory Adjustment · Credit Memos · Item Receipt · Invoice Payment |
Select the check box adjacent to the required Objects from which you need to import the records. All these objects are related to Quickbooks. |
· Treat as separate Transaction
· Treat as Adjustment to a Transaction |
This option is available only for Credit Memo. Credit Memos can be stand alone or created against an invoice in Quickbooks. Therefore, Credit memo provides you the option to either import as a separate line or an adjustment to an existing Invoice. |
Import Wizard – Step 6 | |
Import Invoices where Create Date is within the Processing Period | Select the radio button adjacent to this field if you want to import invoices with the invoice date (Create date) is within the current processing period.
System considers the start date and end date of the current period as the current processing period. |
Import Invoices with Create Date Or Modify Date within the Processing Period? | Select the radio button adjacent to this field if you want to import invoices which the invoice date or the modified date within the current processing period. System considers the start date and end date of the current period as the current processing period.
This option is used when you want system to capture the changes you did for a previous period invoice. |
Allow Prior Period Adjustments | Select the check box adjacent to this field if you want to allow prior Period Adjustments. Only when this options is allowed system compares the last five periods (This considers five periods as configurable, if you increase it, it will have an impact in the import performance) invoices with the current period and creates adjustments or cancellations based on the changes made in QB. |
Import all invoices paid within the current processing period | Select the radio button adjacent to this field if you want to import the invoices which are paid within the current processing period have to be imported.
Here the system fetches last five period invoices (based on the look back period setup) and imports the invoices for which the paid date is in the current processing period. |
Process payment reversals | This option cannot be used for QB import. |
Process payment adjustments | This option cannot be used for QB import. |
Import Wizard – Step 7 | |
Do you have more than one payee get commission for the same Invoice | Select this check box if you have more than one payee to be assigned to an invoice.
Once you check this, system asks you to enter the character using which you separate the Payees. For example, the split in QB between two payees are entered as AS/BS. Here the character / is used to differentiate the split. Then system also asks to enter the split percentage. Whether equal (50/50) or custom like 60/40, 70/30, and so on. |
Import Wizard – Step 8 | |
Would you like to create Payee and Territory? | Select the check box adjacent to this field, if you want to enable this feature.
If this option is selected, system will create the payees from the source data automatically in Qcommission Payee screen and attach a Dummy Territory to them. |
Import Wizard – Step 9 | |
Would you like to Cancel Voided QuickBooks invoices in QCommission | Select the check box adjacent to this field, if you want to enable this feature.
If this option is selected, system will create cancellation lines for an invoice if that specific invoice was voided in Quickbooks. |
Import Wizard – Step 10 | |
Would you like to Adjust modified QuickBooks invoices in QCommission | Select the check box adjacent to this field, if you want to enable this feature.
If this option is selected, system will create adjustment/ Cancellation lines for invoices in QCommission if the corresponding invoice in Quickbooks has changed. |
Import Wizard – Step 11 | |
Would you like to get Cost from QuickBooks? | Select the check box adjacent to this field, if you want to enable this feature.
If this option is selected, system will show the various methods of getting cost for an invoice from Quickbooks. You can select the Choose the appropriate option based on object in which you maintain the cost. · Get from Estimates · Get from Estimates and then Item List · Get from Item List · Get from Purchase Order and then Item List · Get from Bills · Get from vendor credits · Get from Purchase Order / Time & Costs |
Import Wizard – Step 12 | |
Would you like to create matching between invoice with Estimates/Bills/Purchase Orders | Select the check box adjacent to this field, if you want to enable this feature.
This option is to select the match between two objects using which we can match the appropriate record and get the cost from Quickbooks. |
Import Wizard – Step 13 | |
Exclude Blank Lines | Select the check box adjacent to this field, if you want to enable this feature.
By doing this all the blank line in the source data gets filtered during the import. |
Exclude Zero Sales Amount lines | Select the check box adjacent to this field, if you want to enable this feature.
By doing this all the line with sales amount as zeroes are filtered during the import. |
Product ID | There could be items for which there are no commission paid. They are called Non-Commissionable items. For example, Freight, Shipping and Handling, and so on. So you need to filter the records with these products during the import. To do that we need to add that product to this lit.
Enter the Product ID and click |
Description | Enter a description. |
- Click
button to save the Import Specification.
View Import Wizard Details#
You can view the details of an existing Import Wizard record by performing the following procedure:
Click the Import Spec ID from the Import Wizard page. The Import Wizard – View page is displayed with Import Wizard 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 Import Wizard – View page, you can also perform the following tasks by clicking appropriate buttons:
Edit Import Wizard Details#
The edit Import Wizard details option enables you to update the details of the Import Wizard. You can make changes to specification which is already saved using this option. To edit the details of an Import Wizard, perform the following procedure:
- Click
button present in the same row of the Account details, from the Import Wizard
The Import Wizard – Edit page is displayed with the Import Wizard details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Import Wizard
Note: You cannot update the Specification ID.
- Click
button to save the Import Wizard information.
Copy Import Wizard Details#
The copy Import Wizard details option enables you to copy the details of an existing Import Wizard and create a new record. To copy the details of an Import Wizard, perform the following procedure:
- Click
button present in the same row of the Import Wizard details, from the Import Wizard
The Import Wizard – Copy page is displayed.
- Update the required fields. For more information, see Add New Import Wizard
Note: The Specification ID should be unique.
Delete Import Wizard Record#
Using this option you can remove the Import Specifications that you have created. To remove an Import Wizard record click button present in the same row of the Import Wizard details, from the Import Wizard page and click OK in the confirmation message.
Import Wizard Actions#
The Import Wizard section enables you to perform additional tasks on Import Wizard. These include the following:
You can access these actions by clicking button and by selecting the required option from the pop-up menu.
Import#
This section enables you to import data for an existing definition.
To initiate import, perform the following procedure:
- Edit the Import specification ID QB Import by clicking edit icon. For more information, see Edit Import Wizard Details
- Navigate to Step 2 and click
button
Delete Transactions for Batch ID#
Using this option you can delete the record which was imported using that Import Specification. For example, you have a specification named import from QB and using this you have imported the data once to Qcommission. Now after the import all the records are present in Qcommission. If you want to make changes in Quickbooks where you deleted some of the invoices and made changes to few invoices. In such cases you should delete the imported records. Deleting the invoices one by one is time consuming. This option enables you to perform a bulk delete of all the imported records for the current period.
To remove an Import Batch ID, enter Select Import Batch ID in the text field, and click button. Select the required Import Batch ID and click button.
You can also view the Statistics Log Report by clicking the Statistics Log Report link.
Download QWC file#
This action enables you to download the QWC file by clicking Download QWC File link. This QwC file is used for the Quickbooks import. It is done during the initial setup.
Export Payout#
Export Payout section enables you to export payout details. The payout has list of the payees and their corresponding payout for that month. This export is either sent to the payroll team for processing the payroll or is imported in another accounting system to have the entry about the expenses. Qcommission allows exporting to files like Excel, CSV, other accounting and CRM such as Quickbooks and Salesforce.
Access Export Payout#
You can access Export Payout sub-module by clicking the LHS link Actions > Export Payout. Upon clicking this link, the Export Payout page is displayed as depicted in the following figure:
The Export Payout page displays existing Specification IDs.
This page also provides you options to search for existing Export Payout records, create new Export Payout records, edit existing Export Payout data, copy existing Export Payout data to create new record, and so on.
Export Payout Search and Filter#
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:
<Filter section not working>
Enter the <field data> in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Export Payout#
The Add New Export Payout option enables you to create new Export Payout records in the database. Perform the following procedure to create a new Export Payout record:
- Click
The Export Payout – Add page is displayed. This definition expects you to enter detail in various steps, by clicking or
buttons.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
Export Payout – Step 1 | |
Specification ID | Enter a unique ID representing the Export Payout. |
Export Payout – Step 2 | |
Export Destination Type | Click the drop down list adjacent to this field and select the destination type. The available values are the following:
· Fixed Width · Delimited · Excel · QuickBooks · QuickBooks Online · SalesForce |
Export Payout – Step 3 | |
Note: The fields in this Step 3 are displayed according to your selection in Step 2.
· Fixed Width: Enter required details for Configuration for Export. o Export payout data for the period of: Click the drop down list and select the required value. o Display field name at first row: Click the drop down list and select the option as Yes or No. o Select the radio button adjacent to Generate Summary Payout File or Generate Detail File field. · Delimited: Enter required details for Configuration for Export. o Export payout data for the period of: Click the drop down list and select the required value. o Display field name at first row: Click the drop down list and select the option as Yes or No. o Select the radio button adjacent to Generate Summary Payout File or Generate Detail File field. · Excel: Enter required details for Configuration for Export. o Export payout data for the period of: Click the drop down list and select the required value. o Display field name at first row: Click the drop down list and select the option as Yes or No. o Select the radio button adjacent to Generate Summary Payout File or Generate Detail File field. · QuickBooks: Select the check box adjacent to the Integration Method as Export Invoice, Export Payout, or both. · QuickBooks Online: : Select the check box adjacent to the Integration Method as Export Invoice, Export Payout, or both. · SalesForce: Enter the user name and password in respective fields for Build Connection for Sales Force Export. |
|
When QuickBooks or QuickBooks Online is selected:
Export Invoice: Proceed to Export Payout – Step 4. Export Payout: · Select the Commission Name from the drop down list. Available values are the following: o AP Commission – When you select this option, the payout of those payees who are set as non-employees in the payee screen will get exported to Quickbooks as Bill. o Payroll Commission – When you select this option, the payout of those payees who are set as employees in the payee screen will get exported to Quickbooks as commissions in payroll section under employee. o AP and Payroll Commission – This is the options is chosen when you have payees where some of them are employees and some of them or non-employees. o Receive Payments Depends on this selection, next field is populated. · AP Commission: Enter required value in Associated Value of AP Commission field. · Payroll Commission: Enter required value in Associated Value of Payroll Commission field. · AP and Payroll Commission: Enter required value in Associated Value of AP Commission field and Associated Value of Payroll Commission fields. · Receive Payments: Enter required value in Associated Value of AP Commission field. Export Credit Options: · Select the Method to apply credit against invoice from the drop down list. Available options are FIFO (First In First Out) and LIFO (Last In First Out). · Select the check box adjacent to Create Credit Memo field, if you want to create credit memo. · Select the item for credit memo from the drop down list adjacent to Item For Credit Memo field. |
|
Export Payout – Step 4 | |
Execution Query | Click the drop down list adjacent to Pre Execute Query and Post Execute Query fields and select required values. |
- Click
button to setup connection with the selected external source.
- Click
button to integrate with the selected options.
- Click
button to complete the definition.
You can also view the error report by clicking the Error Log Report link. The error log displays Summary and Detail information.
View Export Payout Details#
You can view the details of an existing Export Payout record by performing the following procedure:
Click the Specification ID from the Export Payout page. The Export Payout – View page is displayed with Export Payout 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 Export Payout – View page, you can also perform the following tasks by clicking appropriate buttons:
Edit Export Payout Details#
The edit Export Payout details option enables you to update the details of the Export Payout. To edit the details of an Export Payout, perform the following procedure:
- Click
button present in the same row of the Export Payout details, from the Export Payout
The Export Payout – Edit page is displayed with the Export Payout details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Export Payout
Note: You cannot update the Specification ID.
- Click
button to save the Export Payout information.
You add notes in Notes grid. For more information, see Add Notes section.
You can also click button to print the Export Payout details. For more information, see Print Pages section.
Copy Export Payout Details#
The copy Export Payout details option enables you to copy the details of an existing Export Payout and create a new record. To copy the details of an Export Payout, perform the following procedure:
- Click
button present in the same row of the Export Payout details, from the Export Payout
The Export Payout – Copy page is displayed.
- Update the required fields. For more information, see Add New Export Payout
Note: The Specification ID should be unique.
- Click
button to save the Export Payout information.
You can click button to save the Export Payout information and add another Export Payout.
You can also click button to print the Export Payout details. For more information, see Print Pages section.
Delete Export Payout Record#
You can remove unwanted Export Payout records from the database. To remove an Export Payout record click button present in the same row of the Export Payout details, from the Export Payout page and click OK in the confirmation message.
Note: Removing an Export Payout record will remove all its child nodes as well.
Export Payout Actions#
For Quickbooks Export you need to use a QWC file to do the export. This Qwc file can be downloaded from this section. The Export Payout section enables you to perform the following additional task on Export Payout:
You can access this action by clicking button and by selecting the option from the pop-up menu.
Download QWC file#
This action enables you to download the QWC file by clicking Download QWC File link.
Data Integration#
The standard import supports importing from standard template of Excel, CSV, and applications like Quickbooks and Salesforce. But the data can be from various formats and various source systems. So to bring the data from these sources Data Integration is used.
Access Data Integration#
You can access Data Integration sub-module by clicking the LHS link Actions > Data Integration. Upon clicking this link, the Data Integration page is displayed as depicted in the following figure:
The Data Integration page displays existing Specification IDs.
The Data Integration page banner contains a button, which upon clicking provides you the option to toggle Data Integration between List View and Group View. By default, List View is selected as you see in the preceding figure. If you select Group View, the Data Integrations are displayed as you see in the following figure:
This page also provides you options to search for existing Data Integration records, create new Data Integration records, edit existing Data Integration data, copy existing Data Integration data to create new record, and so on.
Data Integration Search and Filter#
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:
<Filter section not working>
Enter the <field data> in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Data Integration#
The Add New Data Integration option enables you to create new Data Integration records in the database. Perform the following procedure to create a new Data Integration record:
- Click
button.
The Data Integration – Add page is displayed. This definition expects you to enter detail in various steps, by clicking or
buttons.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
Data Integration – Step 1 | |
Specification ID | Enter a unique ID representing the Data Integration. |
Category | Enter the Data Integration category. |
Data Integration – Step 2 | |
Integration Method | Select the radio button adjacent to Select standard profile or Select new profile field.
· Select standard profile: Click the drop down list and select the standard profile from the available list of options. · Select new profile: Click The profiles are displayed with the details such as Sl.No, Profile Name, Source Data, and Target Data. Select Source Data and Target Data. The profile is the one which has all the details about the source connection, target connection, what data needs to imported, what needs to be filtered, and so on. The profile is built using an ETL tool named QXChange. |
Data Integration – Step 3 | |
Execution Query | Click the drop-down list adjacent to Pre-Execute Query and Post Execute Query fields and select required values. |
- Click
button to setup connection with the selected external source.
- Click
button to integrate with the selected options.
- Click
button to complete the definition.
You can also view the error report by clicking the Error Log Report link. The error log displays Summary and Detail information.
View Data Integration Details#
You can view the details of an existing Data Integration record by performing the following procedure:
Click the Specification ID from the Data Integration page. The Data Integration – View page is displayed with Data Integration 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 Data Integration – View page, you can also perform the following tasks by clicking appropriate buttons:
– Edit Data Integration Details
– Copy Data Integration Details
Edit Data Integration Details#
The edit Data Integration details option enables you to update the details of the Data Integration. To edit the details of a Data Integration, perform the following procedure:
- Click
button present in the same row of the Data Integration details, from the Data Integration
The Data Integration – Edit page is displayed with the Data Integration details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Data Integration
Note: You cannot update the Specification ID.
- Click
button to save the Data Integration information.
You add notes in Notes grid. For more information, see Add Notes section.
You can also click button to print the Data Integration details. For more information, see Print Pages section.
Copy Data Integration Details#
The copy Data Integration details option enables you to copy the details of an existing Data Integration and create a new record. To copy the details of a Data Integration, perform the following procedure:
- Click
button present in the same row of the Data Integration details, from the Data Integration
The Data Integration – Copy page is displayed.
- Update the required fields. For more information, see Add New Data Integration
Note: The Specification ID should be unique.
- Click
button to save the Data Integration information.
You can click button to save the Data Integration information and add another Data Integration.
You can also click button to print the Data Integration details. For more information, see Print Pages section.
Delete Data Integration Record#
You can remove unwanted Data Integration records from the database. To remove a Data Integration record, click button present in the same row of the Data Integration details, from the Data Integration page and click OK in the confirmation message.
Note: Removing a Data Integration record will remove all its child nodes as well.
Data Integration Actions#
The Data Integration section enables you to perform additional tasks on Data Integration. These include the following:
You can access this action by clicking button and by selecting the option from the pop-up menu.
Run Data Transfer#
This section enables you to run the process. Once the process is executed the profiles attached to the specification, it gets executed and the data gets transferred. Click button to integrate the profile with selected Specification ID.
You can also view the error report by clicking the Error Log Report link. The error log displays Summary and Detail information.
Delete Transactions for Batch ID#
This action enables you to delete all the records imported for that specific Import batch ID. For example, we import data from a source system. After the import, you make changes in the source data and delete few records. Deleting those records one by one in QCommission is time consuming. Instead you can use this option and delete all the records that was imported for this period and reimport it using the run data transfer option.
To remove an Import Batch ID, enter Select Import Batch ID in the text field, and click button. Select the required Import Batch ID and click button.
You can also view the Statistics Log Report by clicking the Statistics Log Report link.
Upload Files#
This action enables you to upload files for the Data Integration. This is the source file from which the data is getting imported. You can either drag and drop the files or browse the computer and select the required file. Upon selecting a file, the upload process is initiated and the status is displayed.
Sales Crediting Request#
The Sales Crediting Request sub module enables the sales reps to assign their names to the customer which they handle by getting approval based on their reporting hierarchy. The Approvals are made through the work flow which gets triggered based on the rep assignment.
Access Sales Crediting Request#
You can access Sales Crediting Request sub-module by clicking the LHS link Actions > Sales Crediting Request. Upon clicking this link, the Sales Crediting Request page is displayed as depicted 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.
Customer Search and Filter#
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 Customer ID, Customer Name, Customer Level, Sub Customer Of, or Status in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Sales Crediting Request#
The Add New Sales Crediting Request option enables you to create new Sales Crediting Request records in the database. Perform the following procedure to create a new Sales Crediting Request record:
- Click
The Sales Crediting Request – Add page is displayed.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
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 ![]() You can navigate to the Customer page, by clicking the |
Customer Name | Enter the name of the customer. |
Customer Level | Enter/pick the Customer Level. You can enter the complete Customer Level or enter partial Customer Level. As you key in the characters, matching Customer Levels are displayed as suggestions. You can pick the appropriate Customer Level. Or, you can click ![]() You can also click |
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 ![]() You can navigate to the Customer page, by clicking |
Effective Start Date | Click the Start Date field and select the start date form the calendar. |
Effective End Date | Click the End Date field and select the end date form the calendar. |
IsActive | Select the check box adjacent to this field, if you want to keep this customer as active. |
Comments | Enter required comments. |
New Customer
Note: You can click on this grid name to show/hide the New Customer Information. |
|
New Customer ID | Enter the unique new customer ID. |
Payee Information
Note: You can click on this grid name to show/hide the 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 ![]() You can navigate to the Payee page, by clicking the |
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 ![]() You can navigate to the Payee page, by clicking the |
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 ![]() You can navigate to the Payee page, by clicking the |
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 ![]() You can navigate to the Payee page, by clicking the |
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 ![]() You can navigate to the Payee page, by clicking the |
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 ![]() You can navigate to the Payee page, by clicking the |
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 ![]() You can navigate to the Payee page, by clicking the |
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 ![]() You can navigate to the Payee page, by clicking the |
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 ![]() You can navigate to the Payee page, by clicking the |
Payee9 Credit Pcnt | Enter payee 9 credit percentage. |
Owner | This field is auto populated with the name of the user who has created this record. |
- Click
button to save the Sales Crediting Request information.
You can also click button to save the Sales Crediting Request information and add another Sales Crediting Request.
View Sales Crediting Request Details#
You can view the details of an existing Sales Crediting Request record by performing the following procedure:
Click the Customer Name from the Sales Crediting Request page. The Sales Crediting Request – 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 Sales Crediting Request – View page, you can also perform the following tasks by clicking appropriate buttons:
– Edit Sales Crediting Request Details
– Copy Sales Crediting Request Details
Edit Sales Crediting Request Details#
The edit Sales Crediting Request details option enables you to update the details of the Sales Crediting Request. To edit the details of a Sales Crediting Request, perform the following procedure:
- Click
button present in the same row of the Sales Crediting Request details, from the Sales Crediting Request
The Sales Crediting Request – Edit page is displayed with the Sales Crediting Request details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Sales Crediting Request
- Click
button to save the Sales Crediting Request information.
You add notes in Notes grid. For more information, see Add Notes section.
You can also click button to print the Sales Crediting Request details. For more information, see Print Pages section.
Copy Sales Crediting Request Details#
The copy Sales Crediting Request details option enables you to copy the details of an existing Sales Crediting Request and create a new record. To copy the details of a Sales Crediting Request, perform the following procedure:
- Click
button present in the same row of the Sales Crediting Request details, from the Sales Crediting Request
The Sales Crediting Request – Copy page is displayed.
- Update the required fields. For more information, see Add New Sales Crediting Request
- Click
button to save the Sales Crediting Request information.
You can click button to save the Sales Crediting Request information and add another Sales Crediting Request.
You can also click button to print the Sales Crediting Request details. For more information, see Print Pages section.
Delete Sales Crediting Request Record#
You can remove unwanted Sales Crediting Request records from the database. To remove a Sales Crediting Request record click button present in the same row of the Sales Crediting Request details, from the Sales Crediting Request page and click OK in the confirmation message.
Note: Removing a Sales Crediting Request record will remove all its child nodes as well.
Workflow Items#
Workflow Items sub module enables the users to view and approve/reject workflow items.
Access Workflow Items#
You can access Workflow Items sub-module by clicking the LHS link Actions > Workflow Items. Upon clicking this link, the Workflow Items page is displayed as depicted in the following figure:
The Workflow Items page displays the workflows with details such as Workitem Message, Description, Status, Comments, By, and Dated.
This page also provides you options to search for existing customer records using the parameters such as Object, Record Created By, and Record Created Date.
Workflow Items Search and Filter#
To search for existing records, enter the keyword in the field and click
button.
You can also perform filter search by selecting parameters and values from the drop down lists as depicted in the following figure:
The available parameters are Object, Record Created By, and Record created Date. The search operation is performed and the results are displayed.
Approve/Reject Workflow Items#
You can approve/reject Workflow Items by performing the following procedures:
- Click the
button present in the same row of the Workflow Item to approve a Workflow Item.
- Click the
button and click button to approve a Workflow Item by entering comments in the Approve with comments window and by clicking
- Select multiple Workflow Items and click the
button present in the same row of the Workflow Item to approve all the Workflow Items.
- Select multiple Workflow Items, click the button and click
button to approve all the Workflow Items by entering comments in the Approve with comments window and by clicking
- Click the
button to reject Workflow Item by entering comments in the Reject with comments window and by clicking
You can also click the button adjacent to a Workflow Item to close the rejected Workflow Item.
Workflow History#
The Workflow History sub module enables you to view the Workflow History details such as Ruleset, Rule, Object, Record, Status, Comments, Created By, and Created On. It displays the entire history of work flow on when it was submitted, rejected, what is the current status, and so on.
You can select a Ruleset or Status from the drop down list to filter the listing. You can also click on the hyperlinked Ruleset and Record columns to view the details in Workflow Ruleset – View and Payee Plan pages.
Year End#
The Year End sub-module enables you to manage the year end activities. After processing the last period in Qcommission, you need to run the year end process to move to new year and setup new calendar.
Access Year End#
You can access Year End sub-module by clicking the LHS link Actions > Year End. Upon clicking this link, the Year End page is displayed as depicted in the following figure:
The Year End page displays existing Year End Specification IDs.
This page also provides you options to search for existing Year End records, create new Year End records, edit existing Year End data, copy existing Year End data to create new record, and so on.
Year End Search and Filter#
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:
<Filter section not working>
Enter the <field data> in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Year End#
The Add New Year End option enables you to create new Year End records in the database. Perform the following procedure to create a new Year End record:
Note: Ensure to take a Backup before doing Year End.
- Click
The Year End – Add page is displayed. This definition expects you to enter detail in various steps, by clicking or
buttons.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
Step 1: Specification ID | |
Year End Specification ID | Enter a unique ID representing the Year End. |
Step 2: Year End Specification Details | |
Retain data for | Select the radio button adjacent to the required option. The available options are the following:
· Current Fiscal Year · Current And Prior Fiscal Year · Current And Last Two Fiscal Year · All Year |
Next Fiscal Year Start Date | This field is auto populated based on the current year end date. |
Transactions To Affect | The transitions that are used are by default selected. Select the check boxes adjacent to the select and deselect any of transaction types that you want to carry forward. |
Step 3: Payee Master Data | |
· All other payees
· Inactive payees · Payees with no active plan · Terminated payees |
Click the drop down list adjacent to these fields and select the required action for next year. The available options are the following:
· Leave as It Is (default) · Purge · Function |
Step 4: Payee Balances | |
· Adjustment/Recovery balances
· Advance balances · Cap balances · Cap carry forward balances · Draw balances · Guarantee balances · Other balances |
Click the drop down list adjacent to these fields and select the required action for next year. The available options are the following:
· Zero Out · Leave as It Is (default) · Function |
Step 5: Plan Data | |
· All other plans
· Completed plans · Plans for inactive payees · Plans for terminated payee |
Click the drop down list adjacent to these fields and select the required action for next year. The available options are the following:
· Leave as It Is (default) · Purge · Function |
Step 6: Calculation Data | |
· Cumulated Attainment
· Paid data · Unpaid data |
Click the drop down list adjacent to these fields and select the required action for next year. The available options are the following:
· Leave as It Is (default) · Purge · Function |
Step 7: Transaction Data | |
· Closed transactions
· Open transactions · Transactions do not process · Transactions on hold |
Click the drop down list adjacent to these fields and select the required action for next year. The available options are the following:
· Leave as It Is (default) · Purge · Function |
Step 8: Other Master Data | |
· Closed customer jobs
· Completed Process Locks · Inactive customers · Inactive products · Policy · Structure · Vendor |
Click the drop down list adjacent to these fields and select the required action for next year. The available options are the following:
· Leave as It Is (default) · Purge · Function |
- Click
button to complete the definition.
- Optionally, you can click
button to execute the definition and move the fiscal year in accordance with the new definition.
You can also view the error report by clicking the Error Log Report link. The error log displays Summary and Detail information.
View Year End Details#
You can view the details of an existing Year End record by performing the following procedure:
Click the Year End Specification ID from the Year End page. The Year End – View page is displayed with Year End 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 Year End – View page, you can also perform the following tasks by clicking appropriate buttons:
Edit Year End Details#
The edit Year End details option enables you to update the details of the Year End. To edit the details of a Year End, perform the following procedure:
- Click
button present in the same row of the Year End details, from the Year End
The Year End – Edit page is displayed with the Year End details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Year End
Note: You cannot update the Year End Specification ID.
- Click
button to save the Year End information.
You add notes in Notes grid. For more information, see Add Notes section.
You can also click button to print the Year End details. For more information, see Print Pages section.
Copy Year End Details#
The copy Year End details option enables you to copy the details of an existing Year End and create a new record. To copy the details of a Year End, perform the following procedure:
- Click
button present in the same row of the Year End details, from the Year End
The Year End – Copy page is displayed.
- Update the required fields. For more information, see Add New Year End
Note: The Year End Specification ID should be unique.
- Click
button to save the Year End information.
You can click button to save the Year End information and add another Year End.
You can also click button to print the Year End details. For more information, see Print Pages section.
Delete Year End Record#
You can remove unwanted Year End records from the database. To remove a Year End record click button present in the same row of the Year End details, from the Year End page and click OK in the confirmation message.
Note: Removing a Year End record will remove all its child nodes as well.
Processing Steps#
Execute Action#
The Execute Action sub-module enables you to attach a query or stored procedure or a batch files and execute it before process initiation or after the process completion.
Access Execute Action#
You can access Execute Action sub-module by clicking the LHS link Action > Execute Action. Upon clicking this link, the Execute Action page is displayed as depicted in the following figure:
The Execute Action page displays existing Execute Action QC Objects.
This page also provides you options to search for existing Execute Action records, create new Execute Action records, edit existing Execute Action data, copy existing Execute Action data to create new record, and so on.
Execute Action Search and Filter#
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:
<Filter section not working>
Enter the <field data> in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Execute Action Master#
The Add New Execute Action Master option enables you to create new Execute Action Master records in the database. Perform the following procedure to create a new Execute Action Master record:
- Click
The Execute Action Master – Add page is displayed.
- Click the drop down list adjacent to QC Object field and select the appropriate object. The available values are following:
- ADMIN
- ADVANCED CALC LIBRARY
- ANALYTICS
- AUDIT SETUP
- BACKUP DATABASE
- BACKUP PROCESS
- BATCH PROCESS
- BUCKETS
- CALCULATION PROCESS
- CALENDAR
- CAPTION RENAMING
- CATEGORY
- CHANGE PASSWORD
- CHANGE SERVER PASSWORD
- COMPANY
- CREDIT RULE LIBRARY
- CURRENCY RATE CONVERSION
- CUSTOMER
- CUSTOMER JOB
- DATA INTEGRATION
- DRAW CAP
- EVENT BASED INCENTIVE RULE LIBRARY
- EXECUTE ACTION
- EXPORT PAYOUT
- FIELD CHOOSER
- FUNCTION SCRIPT
- GOAL
- GROUP
- IMPORT PROCESS
- INCENTIVE
- INCENTIVE FORMULA LIBRARY
- JOB SCHEDULE
- LIST DETAIL
- LOAN TRANSACTION
- OPT LIST
- PAYEE
- PAYOUT ADJUSTMENT
- PERIOD END PROCESS
- PLAN WIZARD
- POLICY
- PRODUCT
- QUERY TOOL
- RATE LOOKUP
- RECURRING COMMISSION LIBRARY
- REPORTS
- RESTORE PROCESS
- SALES ORGANIZATION
- SCHEDULER
- STATEMENTS
- STRUCTURE
- SUMMARY PROCESS
- SYSTEM OPTION
- TABLE SPECIFICATION
- TRANSACTION
- USER PROFILE
- VENDOR
- YEAR END PROCESS
- Enter/pick the Execute Action Master name in the text field adjacent to Execute Action Master field. You can enter the complete Execute Action Master name or enter partial Execute Action Master name. As you key in the characters, matching Execute Action Master names are displayed as suggestions. You can pick the appropriate Execute Action Master name. Or, you can click button to pick an Execute Action Master name from the Lookup window.
- Click
button to save the Execute Action Master information.
You can also click button to save the Execute Action Master information and add another Execute Action Master.
Once execute action master is saved, you can add the details. For example if you add the execute action master for Calculation process, the add detail options enables you to add a query/SP/ Batch to execute before or after the calculation process.
Add Execute Action Details#
Add Execute Action Details option enables you to create Execute Action Details. To create an execute action perform the following procedure:
- Click
The Execute Action – Add page is displayed.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
QC Object | Enter/pick the QC Object. You can enter the complete QC Object name or enter partial QC Object name. As you key in the characters, matching QC Object names are displayed as suggestions. You can pick the appropriate QC Object name. Or, you can click ![]() |
Execute Action When | Click the drop down list and select when to execute the action. The available options are the following:
· Before · After You can also click |
Execute Action Type | Click the drop down list and select the type of execute action. The available options are the following:
· DRD · Query · Stored Procedure You can also click |
Sequence | Enter the sequence number. |
Action Parameter | Enter the action parameter. |
Select DRD
Note: You can click on this grid name to show/hide the DRD information. |
|
DRD Name | Click the drop down list adjacent to this field and pick the DRD name. |
Category | Click the drop down list adjacent to this field and pick the DRD category.
You can also click |
Product Type | Enter the product type. |
Select Query
Note: You can click on this grid name to show/hide the Select Query information. |
|
Query | Click the drop down list adjacent to this field and pick the query. |
Select Stored Procedure
Note: You can click on this grid name to show/hide the Select Query information |
|
Stored Procedure | Click the drop down list adjacent to this field and pick the stored procedure. |
Owner | This field is auto populated with the name of the user who has created this record. |
- Click
button to save the Execute Action information.
You can also click button to save the Execute Action information and add another Execute Action.
View Execute Action Master Details#
You can view the details of an existing Execute Action Master record by performing the following procedure:
Click the QC Object from the Execute Action page. The Execute Action Master – View page is displayed with Execute Action Master information.
Note: You cannot edit/update the details in view mode.
You can add Execute Action in Execute Action grid. For more information, see Add Execute Action Master section.
From Execute Action – View page, you can also perform the following tasks by clicking appropriate buttons:
– Edit Execute Action Master Details
Edit Execute Action Master Details#
The edit Execute Action Master details option enables you to update the details of the Execute Action Master. To edit the details of an Execute Action Master, perform the following procedure:
- Click
button present in the same row of the Execute Action Master details, from the Execute Action Master
The Execute Action Master – Edit page is displayed with the Execute Action Master details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Execute Action Master
- Click
button to save the Execute Action Master information.
You can add Execute Action in Execute Action grid. For more information, see Add Execute Action Master section.
You can also click button to print the Execute Action Master details. For more information, see Print Pages section.
Copy Execute Action Master Details#
The copy Execute Action Master details option enables you to copy the details of an existing Execute Action Master and create a new record. To copy the details of an Execute Action Master, perform the following procedure:
- Click
button present in the same row of the Execute Action Master details, from the Execute Action Master
The Execute Action Master – Copy page is displayed.
- Update the required fields. For more information, see Add New Execute Action Master
- Click button to save the Execute Action Master information.
You can click button to save the Execute Action Master information and add another Execute Action Master.
You can also click button to print the Execute Action Master details. For more information, see Print Pages section.
Delete Execute Action Master Record#
You can remove unwanted Execute Action Master records from the database. To remove an Execute Action Master record click button present in the same row of the Execute Action Master details, from the Execute Action Master page and click OK in the confirmation message.
Note: Removing an Execute Action Master record will remove all its child nodes as well.
Issue Resolution#
Issue Resolution feature is for interaction of sales rep with compadmin or the sales manager. They can send the emails by attaching their commission statement and notify what is their issue. It reaches the compensation administer. The administrator can then address the concerns and respond to the email.
Transaction#
Transactions are the data that commissions will be paid against. This is normally sales or invoices but can be other transactions. The transaction date and period determine when the transaction is calculated. Current period, active transactions are used for calculation. The calculation process then assigns the reps, commission rates, and determines the commission amounts.
Access Transactions#
You can access Transactions sub-module by clicking the LHS link Transactions. Upon clicking this link, the Transactions page is displayed as depicted in the following figure:
The Transactions page displays existing Transactions details such as Transactions ID, Transaction Line, Effective Date, Transaction Type, Customer, Product, Policy ID, Sales Amount , Primary Payee, and Payee 2.
You can also click the button to select additional details to be displayed. These include Transaction Line, Effective Date, Transaction Type, Customer, Product, Policy ID, Sales Amount, Primary Payee, Payee 2, Approval Status, Transaction ID, External key, External Ref Number, SL NO, Is Estimation, Transaction ID, Transaction Line Level, Transaction Date, Transaction Status, Transaction Line Type, Is Projection, Customer Job/Contract, Full Customer Job, Full Product Name, Vendor, Group, Category, Ref Row Key, Class, Primary Territory, Full Territory ID, Data Source, Payee Job Category, Source, Account Name, SO Number, PO Number, Terms, Payment Type, Credit Memo ID, Check Number, Quantity, Unit of Measure (UOM), Weight, Unit Cost, Cost, Bill Number, Profit Pcnt, Gross Profit, Tax, Discount, Shipping Fee, Commission Amount, Commission Rate, Primary Payee Credit Pcnt, Payee 2-30, Payee 2 -30 Credit Pcnt, Flexi Text 1-8, Contract ID, Contract Type, cancel flag, cancelled flag, Contract Line Type, Contract Status, Cancel On Date, Contract Start Date, Contract End Date, Contract Duration, Contract Duration Frequency, Parent Contract ID, Contract Amount, Txn Input Currency, Currency Conversion Rate, Transaction Currency, Txn Periods From Initial Date, Days Difference, Modified On, Referral ID, Referral Credit Pcnt, Renewal Status, Closed By, Process State, Comments, Paid Date, Paid Flag, Other Date, Other Flag, Action Flag, Ordered Process, Invoiced Process, Shipped Process, Paid Process, Other Process, Billing Address 1-5, Billing City, Billing State, Billing Postal Code, Billing Country, Billing Note, Shipping Address 1-5, Shipping City, Shipping State, Shipping Postal Code, Shipping Country, Shipping Note, GL Expense Account, GL Payable Account, GL Accrual Account, and GL Class.
This page also provides you options to search for existing Transaction records, create new Transaction records, edit existing Transaction data, copy existing Transaction data to create new record, and so on.
Transactions Search and Filter#
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 Transaction ID, Transaction Line, Effective Date, Transaction Type, Customer, Product, Sales Amount, or Primary Payee in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Transaction#
The Add New Transactions option enables you to create new Transactions records in the database. Perform the following procedure to create a new Transactions record:
- Click
The Transactions – Add page is displayed.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
Transaction ID | Enter a unique ID representing the Transaction. |
Transaction Line | Enter the Transaction Line. |
Effective Date | Click the Effective Date field and select the date form the calendar. |
Transaction Line Level | Click the drop down list adjacent to this field and select the Transaction Line Level. The available values are:
· Detail (default) · Summary You can navigate to the Customer page, by clicking the |
Transaction Date | Click the Transaction Date field and select the date form the calendar. |
Transaction Status | Click the drop down list adjacent to this field and select the Transaction Status. The available values are:
· Invoice · Ordered · Others · Paid · Shipped You can navigate to the Customer page, by clicking the |
Transaction Type | Click the drop down list adjacent to this field and select the Transaction Type. The available values are:
· Appointment · Bill Payment · Booking · Check · Claim · Contract · Credit Card Charges · Credit Card Credits · Credit Memo · Estimate · Fees · General · Inventory Adjustment · Invoice · Journal · MBO · New Contract · Opportunity · Payments · Placement · Premium · Purchase Order · Recurring Payment · Return/Cancel · Revenue · Sales Order · Sales Receipt · SPIFF · Time Tracker · Vendor Credits |
Transaction Line Type | This field is auto populated with the value “Standard”.
Other values are Adjustment and Cancelled. |
Profit Pcnt | Enter the profit percentage. |
Class | Enter the class. |
Relates To
Note: You can click on this grid name to show/hide the Relates To Information. |
|
Customer | Enter/pick the Customer. You can enter the complete Customer name or enter partial Customer name. As you key in the characters, matching Customer names are displayed as suggestions. You can pick the appropriate Customer name. Or, you can click ![]() You can navigate to the Customer page, by clicking |
Customer Job/Contract | Enter/pick the Customer. You can enter the complete Customer Job/Contract or enter partial Customer Job/Contract. As you key in the characters, matching Customer Jobs/Contracts are displayed as suggestions. You can pick the appropriate Customer Job/Contract. Or, you can click ![]() You can navigate to the Customer Job page, by clicking the |
Full Customer Job | This field gets populated with customer job and its reporting hierarchy. |
Product | Enter/pick the Product. You can enter the complete Product name or enter partial Product name. As you key in the characters, matching Product names are displayed as suggestions. You can pick the appropriate Product name. Or, you can click ![]() You can navigate to the Product page, by clicking the |
Full Product Name | This field gets populated with product and its reporting hierarchy. |
Policy ID | Enter/pick the Policy ID. You can enter the complete Policy ID name or enter partial Policy ID name. As you key in the characters, matching Policy ID names are displayed as suggestions. You can pick the appropriate Policy ID name. Or, you can click ![]() You can navigate to the Policy page, by clicking the |
Vendor | Enter/pick the 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 ![]() You can navigate to the Vendor page, by clicking the |
Group | Enter/pick the 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 ![]() You can navigate to the Group page, by clicking the |
Category | Enter/pick the Category. You can enter the complete Category name or enter partial Category name. As you key in the characters, matching Category names are displayed as suggestions. You can pick the appropriate Category name. Or, you can click ![]() You can navigate to the Category page, by clicking the |
Primary Territory | Enter/pick the Primary Territory. You can enter the complete Primary Territory name or enter partial Category name. As you key in the characters, matching Primary Territory names are displayed as suggestions. You can pick the appropriate Primary Territory name. Or, you can click ![]() You can navigate to the Sales Organization page, by clicking the |
Full Territory ID | This field gets populated with Territory ID and its reporting hierarchy. |
Payee Job Category | Enter/pick the Payee Job Category. You can enter the complete Payee Job Category name or enter partial Payee Job Category name. As you key in the characters, matching Payee Job Category names are displayed as suggestions. You can pick the appropriate Payee Job Category name. Or, you can click ![]() |
Source | Enter/pick the Source. You can enter the complete Source name or enter partial Source name. As you key in the characters, matching Source names are displayed as suggestions. You can pick the appropriate Source name. Or, you can click ![]() You can navigate to the Source page, by clicking the |
Account Name | Enter/pick the Account Name. You can enter the complete Account Name or enter partial Account Name. As you key in the characters, matching Account Names are displayed as suggestions. You can pick the appropriate Account Name. Or, you can click ![]() You can navigate to the Account page, by clicking the |
SO Number | Enter the SO Number. |
PO Number | Enter the PO Number. |
Terms | Enter the Terms. |
Payment Type | Enter the Payment Type. |
Credit Memo ID | Enter the Credit Memo ID. |
Check Number | Enter the Check Number. |
Bill Number | Enter the Bill Number. |
Is Projection | This is field indicates if this is a transaction added for projection. |
Amounts
Note: You can click on this grid name to show/hide the Amounts information. |
|
Quantity | Enter the quantity. |
Unit of Measure (UOM) | Click the drop down list adjacent to this field and select the Transaction Status. The available values are:
· Box · Case · Container · Ea · Feat · Gallon · KG · Lb · Meter · Ounce · Pallet · Ton · Truck |
Weight | Enter the weight. |
Unit Cost | Enter the unit weight. |
Cost | Enter the cost. |
Sales Amount | Enter the sales amount. |
Gross Profit | Enter the gross profit. |
Tax | Enter the tax. |
Discount | Enter the discount. |
Shipping Fee | Enter the shipping fee. |
Commission Amount | Enter the Commission Amount. |
Commission Rate | Enter the Commission Rate. |
Payee Information
Note: You can click on this grid name to show/hide the 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 ![]() You can navigate to the Payee page, by clicking the |
Primary Payee Credit Pcnt | Enter the primary payee credit percentage. |
Payee2–30 ID | Enter/pick the payee2-30 IDs in respective fields. 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![]() You can navigate to the Payee page, by clicking the |
Events
Note: You can click on this grid name to show/hide the Events information. |
|
Ordered Date | Click the Ordered Date field and select the date form the calendar. |
Ordered Flag | Select the check box adjacent to this flag <for?> |
Invoiced Date | Click the Invoiced Date field and select the date form the calendar. |
Invoiced Flag | Select the check box adjacent to this flag <for?> |
Shipped Date | Click the Shipped Date field and select the date form the calendar. |
Shipped Flag | Select the check box adjacent to this flag <for?> |
Paid Date | Click the Paid Date field and select the date form the calendar. |
Paid Flag | Select the check box adjacent to this flag <for?> |
Other Date | Click the Other Date field and select the date form the calendar. |
Other Flag | Select the check box adjacent to this flag <for?> |
Action Flag | The default value is Active. The other values are On Hold and Do Not Process. |
Ordered Process | Select the check box adjacent to this flag <for?> |
Invoiced Process | Select the check box adjacent to this flag <for?> |
Shipped Process | Select the check box adjacent to this flag <for?> |
Paid Process | Select the check box adjacent to this flag <for?> |
Other Process | Select the check box adjacent to this flag <for?> |
Flexible Fields
Note: You can click on this grid name to show/hide the Flexible Fields information. |
|
Flexi Text 1 – 7 | These are flexible text fields used to store text data for which you do not have a standard field present. These fields can be renamed. |
Flexi Amount 1 – 8 | These are flexible numeric fields used to store numeric data for which you do not have standard fields present. These fields can be renamed. |
Contracts
Note: You can click on this grid name to show/hide the Contracts information. |
|
Contract ID | Enter the contract ID. |
Contract Type | Enter the contract type. |
Contract Line Type | Click the drop down list adjacent to this field and select the contract line type. The available values are the following:
· Contract Detail · Contract Master · Contract Milestone You can also click |
Contract Status | Enter the status of the contract. |
Contract Start Date | Click the text field adjacent to this field and pick the contract start date from the calendar. |
Contract End Date | Click the text field adjacent to this field and pick the contract end date from the calendar. |
Contract Duration | Enter the contract duration. |
Contract Duration Frequency | Click the drop down list adjacent to this field and select the contract duration frequency. The available values are the following:
· Annual · Bi-monthly · Bi-weekly · Half yearly · Monthly · Other · Quarterly · Twice monthly · Weekly You can also click |
Parent Contract ID | Enter the parent contract ID. |
Contract Amount | Enter the contract amount. |
Currency Details
Note: You can click on this grid name to show/hide the Currency Details information. |
|
Txn Input Currency | Enter/pick the input currency. You can enter the complete input currency or enter partial input currency. As you key in the characters, matching input currencies are displayed as suggestions. You can pick the appropriate input currency. Or, you can click ![]() You can also click |
Currency Conversion Rate | Enter the currency conversion rate. |
Transaction Currency | Enter/pick the currency. You can enter the complete currency or enter partial currency. As you key in the characters, matching currencies are displayed as suggestions. You can pick the appropriate currency. Or, you can click ![]() You can also click |
Status
Note: You can click on this grid name to show/hide the Status information. |
|
Txn Periods From Initial Date | Enter the number of transaction periods from the initial date. |
Days Difference | Enter the difference in days. |
Renewal Status | Click the drop down list adjacent to this field and select the renewal status. The available values are the following:
· Cancel · Endorsement · New · Renewal You can also click |
Closed By | Click the drop down list adjacent to this field and select the closed by person role. The available values are the following:
· Manager · Other · Self You can also click |
Process State | This field is auto populated with the value Input. This field is inactive.
The others values in this field are Input, In Process, and Closed. A record is in Input state if not considered for calculation. When it is considered for calculation it is changed to In Process. During the period end the In Process records are changed to Closed so that those are not considered for calculation in the future. |
Comments | Enter the comments on status information. |
Billing Details
Note: You can click on this grid name to show/hide the Billing Details information. |
|
Billing Address 1 | Enter the billing address line 1. |
Billing Address 2 | Enter the billing address line 2. |
Billing Address 3 | Enter the billing address line 3. |
Billing Address 4 | Enter the billing address line 4. |
Billing Address 5 | Enter the billing address line 5. |
Billing City | Enter the billing city. |
Billing State | Enter the billing state. |
Billing Postal Code | Enter the billing postal code. |
Billing Country | Enter the billing country. |
Billing Note | Enter the billing note. |
Shipping Details
Note: You can click on this grid name to show/hide the Shipping information. |
|
Shipping Address 1 | Enter the shipping address line 1. |
Shipping Address 2 | Enter the shipping address line 2. |
Shipping Address 3 | Enter the shipping address line 3. |
Shipping Address 4 | Enter the shipping address line 4. |
Shipping Address 5 | Enter the shipping address line 5. |
Shipping City | Enter the city to which the item is shipped. |
Shipping State | Enter the state to which the item is shipped. |
Shipping Postal Code | Enter the postal code of the place to where the item is shipped. |
Shipping Country | Enter the country to which the item is shipped. |
Owner | This field is auto populated with the name of the user who has created this record. |
- Click
button to save the Transaction information.
You can also click button to save the Transaction information and add another Transaction.
View Transaction Details#
You can view the details of an existing Transaction record by performing the following procedure:
Click the Transaction ID from the Transaction page. The Transaction – View page is displayed with Transaction information.
Note: You cannot edit/update the details in view mode.
You add documents in Documents grid. For more information, see Add Documents section.
From Transaction – View page, you can also perform the following tasks by clicking appropriate buttons:
Edit Transaction Details#
The edit Transaction details option enables you to update the details of the Transaction. To edit the details of a Transaction, perform the following procedure:
- Click
button present in the same row of the Transaction details, from the Transaction
The Transaction – Edit page is displayed with the customer details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Transaction
- Click
button to save the Transaction information.
You add documents in Documents grid. For more information, see Add Documents section.
You can also click button to print the Transaction details. For more information, see Print Pages section.
Copy Transaction Details#
The copy Transaction details option enables you to copy the details of an existing Transaction and create a new record. To copy the details of a Transaction, perform the following procedure:
- Click
button present in the same row of the Transaction details, from the Transaction
The Transaction – Copy page is displayed.
- Update the required fields. For more information, see Add New Transaction
- Click
button to save the Transaction information.
You can click button to save the Transaction information and add another Transaction.
You can also click button to print the Transaction details. For more information, see Print Pages section.
Delete Transaction Record#
You can remove unwanted Transaction records from the database. To remove a Transaction record click button present in the same row of the Transaction details, from the Transaction page and click OK in the confirmation message.
Note: Removing a Transaction record will remove all its child nodes as well.
Transaction Actions#
The Actions section enables you to perform additional tasks on Transaction records. These include the following:
- Make Transaction Active
- Convert To Projection Transaction
- Convert To Standard Transaction
- Adjustment
- Copy Transaction
- Bulk Editing
- Cancel
- Copy Transaction Line
- Don’t Process Transaction
- Hold
You can access this action by clicking button and by selecting the option from the pop-up menu.
Modify Customer ID#
This section enables you to update the customer ID by entering a new customer ID in Rename as field and by clicking button.
Make Transaction Active#
Making Transactions Active is used to make an On Hold status transaction to Active status. To make transactions active, enter the Transaction ID in the Transaction ID field and click button. The drop down lists are enabled.
Select the required values from the drop down lists and click button.
Click button remove the selected values.
Convert To Projection Transaction#
This action enables you to convert a standard transaction into projection transaction. To convert to Projection Transaction, enter the Transaction ID in the Transaction ID field and click button. The drop down lists are enabled.
Select the required values from the drop down lists and click button.
Click button remove the selected values.
Convert To Standard Transaction#
This action enables you to convert a projection transaction into standard transaction. To convert to Standard Transaction, enter the Transaction ID in the Transaction ID field and click button. The drop down lists are enabled.
Select the required values from the drop down lists and click button.
Click button remove the selected values.
Adjustment#
This action enables you to create adjustment Transactions for the matching criteria. For creating Adjustment Transactions, enter the Transaction ID in the Transaction ID field and click button. The drop down lists are enabled.
Select the required values from the drop down lists and click button.
Click button remove the selected values.
Copy Transaction#
The Copy Transaction feature enables you to Copy Transactions at group level. To convert to Standard Transaction, enter the Transaction ID in the Transaction ID field and click button. The drop down lists are enabled.
Select the required values from the drop down lists and click button. All the child transactions of selected Transaction ID are copied.
Click button remove the selected values.
Bulk Editing#
The Bulk Editing option enables you to assign payee/territory for matching criteria. You can perform this by entering Transaction ID in the Transaction ID field and selecting and updating values under Update Values grid. Click button to save the changes.
Cancel#
The Cancel option enables you to create adjustment transaction for the matching criteria. To perform this, enter the Transaction ID in the Transaction ID field and click button. The drop down lists are enabled.
Select the required values from the drop down lists and click button.
Click button remove the selected values.
Copy Transaction Line#
This option enables you to copy Transaction Line into a new Standard Transaction. To perform this, enter the Transaction ID in the Transaction ID field and enter Transaction Line in the Transaction Line field. Click button to confirm the changes.
Don't Process Transaction#
This option enables you to mark a transaction as do not process so that it is not considered for calculation. To perform this, enter the Transaction ID in the Transaction ID field and click button. The drop down lists are enabled.
Note: Once a transaction is made Do Not Process it cannot be made active.
Select the required values from the drop down lists and click button.
Click button remove the selected values.
Hold#
This option enables you to hold the active transaction for the matching criteria. This option is used when you need to stop a transaction temporarily from calculating commissions. You can make it Active in the future. When it is made active, then it will be considered for calculation.
To perform this, enter the Transaction ID in the Transaction ID field and click button. The drop down lists are enabled.
Select the required values from the drop down lists and click button.
Click button remove the selected values.
Reporting#
Reporting section provides you the detailed reports and statements from various viewpoints. This section includes the sub sections such as Preview Statement, Export Statement, Email Statement, Summary Statement YTD, Commission Statement Writer, Custom Statement, Custom Report, Reports, Report Designer, Query Designer, Query for Execute Action, and Data Rule Designer.
Preview Statement#
The Preview Statement section enables you to view the commission statement.
Access Preview Statement#
You can access the Preview Statement section by clicking the Reporting > Preview Statement link from the LHS menu of the application. Upon clicking this link, the following prompt is displayed:
This prompt displays Year, Period, Payee Name, Payee ID, and Statement Template fields to select the corresponding values.
Preview Statements#
Perform the following procedure to preview the statements:
- Click the drop down list adjacent to Year field and select a year.
- Click the drop down list adjacent to Period field and select a period. This field displays the periods, depending on the year you have selected.
- Enter a payee name in the Payee Name field and click icon to select the required value from the Lookup
- The Payee ID field is auto populated with the Payee ID of the payee you have selected in the Payee Name
- Click the drop down list adjacent to Statement Template field and select a template.
- Click the
The Report is generated with the following details:
The header of the report displays Payee ID, Plan ID, Gross Payout Amt, Balance, Payee Name, Period, Draw/Adv Adjustment, Territory ID, Position, Cap Adjustment, Currency, Fiscal Year, Minimum Pay Adjustment, Other Adjustment, Adjustment To Payout, Recovery From Payout, and Net Payout Amt
Column Name | Description |
Txn | Displays the transaction ID. |
Date | Displays the effective dates of the transaction. |
Type | Displays the transaction type. |
Group | Displays the transaction group. |
Customer | Displays the customer name. |
Policy ID | Displays the policy ID. |
Product ID | Displays the product ID. |
Sales Amount | Displays the total sales amount of the transaction. |
Credit Amount | Displays the total credit amount of the transaction. |
Comm Rate | Displays the rate of the commission. |
Paid Amount | Displays the total amount paid. |
Export Statement#
The Export Statement section enables you to view the commission statement.
Access Export Statement#
You can access the Export Statement section by clicking the Reporting > Export Statement link from the LHS menu of the application. Upon clicking this link, the following prompt is displayed:
This prompt displays Filter By, Choose From, Exclude Payee, From Year, From Period, To Year, To Period, and Export Settings fields to select the corresponding values.
Export Statements#
Perform the following procedure to export the statements:
- Click the drop down list adjacent to Filter By field and select an option from the available list. Available options are the following:
- Payee
- Plan
- Job Category
- Sales Org
- Sales Org Level
- Select a Payee, Plan, Job Category, Sales Org, or Sales Org Level in the Choose From field from the available list of options. If you have selected Payee in the Filter By field, click icon to select the required value from the Lookup For Plan, Job Category, Sales Org, or Sales Org Level options, click the text field adjacent to the Choose From field and select the check box adjacent to the required option(s).
- Exclude Payee <Description>
- Click the drop down list adjacent to From Year field and select a year.
- Click the drop down list adjacent to From Period field and select a period. This field displays the periods, depending on the year you have selected on the From Year
- Click the drop down list displaying By a Payee and select the option as By a Payee (Default) or By a Period.
Note: This field is enabled only if you have selected Plan, Job Category, Sales Org, or Sales Org Level in the Filter By field.
- Click the drop down list adjacent to To Year field and select a year.
- Click the drop down list adjacent to To Period field and select a period. This field displays the periods, depending on the year you have selected on the To Year
- Click the text area adjacent to the Export Settings field and select an export option. Available options are the following:
- Select All
- CSV Raw Data
- Excel Raw Data
- Excel Report
- HTML Report
- PDF Report
- RTF Report
- Text Raw Data
- Text Report
- XML Raw Data
- Click
the The entered information is processed and the results are exported. You can obtain the output from the Documents section. For more information, see Documents section.
You can also click the Error Log Report link to view the error log with the details such as Summary and Detail options. Click Exported Statements link to view the export statements with the details such as Download Link, From Period, From Year, To Period, To Year, Filter By, Modified At, and User ID.
Email Statement#
The Email Statement section enables you to view the commission statement.
Access Email Statement#
You can access the Email Statement section by clicking the Reporting > Email Statement link from the LHS menu of the application. Upon clicking this link, the following prompt is displayed:
This prompt displays Filter By, Choose From, Exclude Payee, From Year, From Period, To Year, To Period, Export Settings, CC Email ID, Copy to Manager, BCC Email ID, Email Template, Include Statement, Email Subject, and Email Message fields to select the corresponding values
Email Statements#
Perform the following procedure to email statements:
- Click the drop down list adjacent to Filter By field and select an option from the available list. Available options are the following:
- Payee
- Plan
- Job Category
- Sales Org
- Sales Org Level
- Select a Payee, Plan, Job Category, Sales Org, or Sales Org Level in the Choose From field from the available list of options. If you have selected Payee in the Filter By field, click icon to select the required value from the Lookup For Plan, Job Category, Sales Org, or Sales Org Level options, click the text field adjacent to the Choose From field and select the check box adjacent to the required option(s).
- Exclude Payee <Description>
- Click the drop down list adjacent to From Year field and select a year.
- Click the drop down list adjacent to From Period field and select a period. This field displays the periods, depending on the year you have selected on the From Year
- Click the drop down list displaying By a Payee and select the option as By a Payee (Default) or By a Period.
Note: This field is enabled only if you have selected Plan, Job Category, Sales Org, or Sales Org Level in the Filter By field.
- Click the drop down list adjacent to To Year field and select a year.
- Click the drop down list adjacent to To Period field and select a period. This field displays the periods, depending on the year you have selected on the To Year
- Click the text area adjacent to the Export Settings field and select an export option. Available options are the following:
- Select All
- CSV Raw Data
- Excel Raw Data
- Excel Report
- HTML Report
- PDF Report
- RTF Report
- Text Raw Data
- Text Report
- XML Raw Data
- Enter the email ID to which you want to send a carbon copy of the email in the CC Email ID
- Select the check box adjacent to the Copy to Manager field if you want to send a copy to the manager.
- Enter the email ID to which you want to send a blind carbon copy of the email in the BCC Email ID
- Click the text field adjacent to the Email Template field and select a template. Available options are the following:
- Workflow Template
- Default Template
- Select the check box adjacent to the Include Statement field if you want to include the statement in the email.
- Enter a subject for the email in the Email Subject
- Compose the email message in the Email Message You can use the formatting options to format the message text in this field.
- Click the
The email is sent.
You can also click the Email Statistics link to view the email details through the Email Statistics section. For more information, see Email Statistics section.
Summary Statement YTD#
This option enables you to generate the year to date statements of payees.
Access Summary Statement YTD#
You can access the Summary Statement YTD section by clicking the Reporting > Summary Statement YTD link from the LHS menu of the application. Upon clicking this link, the following prompt is displayed:
This prompt displays Payee Name and Fiscal Year fields to select the corresponding values.
Generate YTD Summary Statements#
Perform the following procedure to generate the year to date summary statements:
- Enter a payee name in the Payee Name field and click
icon to select the required value from the Lookup
- Click the drop down list adjacent to Fiscal Year field and select a year.
Click button. The report is generated and is displayed, as depicted in the following sample figure:
The header of the report displays Payee ID, Payee Name, and Year.
Report provides you the following details for the four quarters of the selected fiscal year.
- Goals
- Incentive / Goal / Attainment / Attainment (%)
- Carrier Adjustments
- Premium Commission
- Special Expenses
- Credits
- Carrier Adjustments
- Premium Commission
- Special Expenses
- Adjustment
- Commission
- Incentive / Goal / Attainment / Attainment (%)
Commission Statement Writer#
The Commission Statement Writer helps you to design and view the Statement for a single payee with the options selected.
Access Commission Statement Writer#
You can access Commission Statement Writer sub-module by clicking the LHS link Reporting > Commission Statement Writer. Upon clicking this link, the Commission Statement Writer page is displayed as depicted in the following figure:
The Commission Statement Writer page displays existing Commission Statement Writer details such as Statement ID, IS User Modifiable, and Include Payout Adjustments.
You can also click the button to select additional details to be displayed. These include Row_Key, Template, Industry, Installation, User, IS Library Entity, Statement Description, Statement Documentation, Layout, Paper Size, Default Font, Data Source, Layout Width, Layout, Orientation, Layout MarginLeft, Layout MarginTop, Legacy, Custom, Report Level, LogoName, Created Date, and Modified Date.
This page also provides you options to search for existing Commission Statement Writer records, create new Commission Statement Writer records, edit existing Commission Statement Writer data, copy existing Commission Statement Writer data to create new record, and so on.
Commission Statement Writer Search and Filter#
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 Statement ID and/or Is User Modifiable in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Commission Statement Writer#
The Add New Commission Statement Writer option enables you to create new Commission Statement Writer records in the database. Perform the following procedure to create a new Commission Statement Writer record:
- Click
Button
The Commission Statement Writer – Add page is displayed.
- Enter the statement name in the Statement Name
- Enter the details in the Columns and Details tab as follows:
- Select the required fields in the Available Fields pane and use or buttons to move the selected fields to the Chosen Fields
You can use control/shift buttons to select multiple fields. In the Chosen Fields pane, use or button to prioritize the fields.
- Select each fields in Chosen Fields pane and populate the Properties as tabulated:
Field | Description |
Field Caption | Enter/update the field description. |
Field Position | |
Line | Enter the line number. |
Column | Enter the column number. |
Width | Enter the width. |
Text Control | |
Visible | Select the check box adjacent to this field, if you want to set this field as visible. |
Show Subtotal | Select the check box adjacent to this field, if you want to show the sub total. |
Word Wrap | Select the check box adjacent to this field, if you want to wrap the text in this field. |
Format | Enter the format in which you want to enter text in this field. |
- Enter the details in the Groups tab as follows:
- Select the required fields in the Available Fields pane and use
or
buttons to move the selected fields to the Chosen Fields
- Select the required fields in the Available Fields pane and use
You can use control/shift buttons to select multiple fields. In the Chosen Fields pane, use or
button to prioritize the fields.
- Select each fields in Chosen Fields pane and populate the Properties as tabulated:
Field | Description |
Field Caption | Enter/update the field description. |
Group Header Visible | Select the check box adjacent to this field, if you want to set the group header field as visible. |
Group Footer Visible | Select the check box adjacent to this field, if you want to set the group footer field as visible. |
Page Break After | Select the check box adjacent to this field, if you want to set a page break after this field. |
Group Order | Enter the group order in this field. |
- Enter the details in the Header/Footer tab as follows:
- Select the required fields in the Name
You can use control/shift buttons to select multiple fields.
- Select each fields in the Name pane and populate the Properties as tabulated:
Field | Description |
Bold | Select the check box adjacent to this field, if you want to set the header footer as bold. |
Show | Select the check box adjacent to this field, if you want to set the header and footer footer visible. |
- Enter the details in the Page Header tab as follows:
- Select the check box adjacent to Company Name field, if you want to display the company name in the page header.
- Select the check box adjacent to Company Logo field, if you want to display the company logo in the page header.
- Enter the details in the General tab as follows:
- Enter the layout number in the Layout
- Enter the paper size in the Paper Size
- Enter a description in the Description
- Select the check box adjacent to Include Adjustments field, if you want to include the adjustments in the report.
- Select the check box adjacent to Include YTD field, if you want to include the year to date information in the report.
- Click
button to save the Commission Statement Writer information.
You can also click button to save the Commission Statement Writer information and add another Commission Statement Writer.
View Commission Statement Writer Details#
You can view the details of an existing Commission Statement Writer record by performing the following procedure:
Click the Statement ID from the Commission Statement Writer page. The Commission Statement Writer – View page is displayed with Commission Statement Writer information.
Note: You cannot edit/update the details in view mode.
From Commission Statement Writer – View page, you can also perform the following tasks by clicking appropriate buttons:
– Edit Commission Statement Writer Details
– Copy Commission Statement Writer Details
Edit Commission Statement Writer Details#
The edit Commission Statement Writer details option enables you to update the details of the Commission Statement Writer. To edit the details of a Commission Statement Writer, perform the following procedure:
- Click
button present in the same row of the Commission Statement Writer details, from the Commission Statement Writer
The Commission Statement Writer – Edit page is displayed with the Commission Statement Writer details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Commission Statement Writer
- Click
button to save the Commission Statement Writer information.
Copy Commission Statement Writer Details#
The copy Commission Statement Writer details option enables you to copy the details of an existing Commission Statement Writer and create a new record. To copy the details of a Commission Statement Writer, perform the following procedure:
- Click
button present in the same row of the Commission Statement Writer details, from the Commission Statement Writer
The Commission Statement Writer – Copy page is displayed.
- Update the required fields. For more information, see Add New Commission Statement Writer
- Click
button to save the Commission Statement Writer information.
You can click button to save the Commission Statement Writer information and add another Commission Statement Writer.
Delete Commission Statement Writer Record#
You can remove unwanted Commission Statement Writer records from the database. To remove a Commission Statement Writer record click button present in the same row of the Commission Statement Writer details, from the Commission Statement Writer page and click OK in the confirmation message.
Note: Removing a Commission Statement Writer record will remove all its child nodes as well.
Commission Statement Writer Actions#
The Actions section enables you to perform additional tasks on Commission Statement Writer records. These include the following:
- View Commission Statement
You can access this action by clicking button and by selecting the option from the pop-up menu.
View Commission Statement#
This section enables you to view the commission statement in the Commission Statement section. For more information, see Preview Statement section.
Custom Statement#
The Custom Statement section helps you to create custom statements by uploading documents.
Access Custom Statement#
You can access Custom Statement sub-module by clicking the LHS link Reporting > Custom Statement. Upon clicking this link, the Custom Statement page is displayed as depicted in the following figure:
The Custom Statement page displays existing Custom Statement details such as Statement ID and Statement Description.
You can also click the button to select additional details to be displayed. These include IS User Modifiable, Row_Key, Template, Industry, Installation, User, IS Library Entity, Statement Documentation, Layout, Paper Size, Default Font, Data Source, Layout Width, Layout, Orientation, Layout MarginLeft, Layout MarginTop, Include Payout Adjustments, Legacy, Custom, Report Level, LogoName, Created Date, and Modified Date.
This page also provides you options to search for existing Custom Statement records, create new Custom Statement records, edit existing Custom Statement data, copy existing Custom Statement data to create new record, and so on.
Custom Statement Search and Filter#
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 Statement ID and/or Is User Modifiable in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Custom Statement#
The Add New Custom Statement option enables you to create new Custom Statement records in the database. Perform the following procedure to create a new Custom Statement record:
- Click
button.
The Custom Statement – Add page is displayed.
- Enter the Statement Master Library ID in the Statement Master Library ID
- Enter the description in the Statement Description field.
- Click the
button and select the statement documentation file.
- The Owner field is auto populated with the name of the user who has created this record.
- Click
button to save the Custom Statement information.
You can also click button to save the Custom Statement information and add another Custom Statement.
View Custom Statement Details#
You can view the details of an existing Custom Statement record by performing the following procedure:
Click the Statement Master Library ID from the Custom Statement page. The Custom Statement – View page is displayed with Custom Statement information.
Note: You cannot edit/update the details in view mode.
From Custom Statement – View page, you can also perform the following tasks by clicking appropriate buttons:
– Edit Custom Statement Details
– Copy Custom Statement Details
Edit Custom Statement Details#
The edit Custom Statement details option enables you to update the details of the Custom Statement. To edit the details of a Custom Statement, perform the following procedure:
- Click
button present in the same row of the Custom Statement details, from the Custom Statement
The Custom Statement – Edit page is displayed with the Custom Statement details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Custom Statement
- Click
button to save the Custom Statement information.
Copy Custom Statement Details#
The copy Custom Statement details option enables you to copy the details of an existing Custom Statement and create a new record. To copy the details of a Custom Statement, perform the following procedure:
- Click
button present in the same row of the Custom Statement details, from the Custom Statement
The Custom Statement – Copy page is displayed.
- Update the required fields. For more information, see Add New Custom Statement
- Click
button to save the Custom Statement information.
You can click button to save the Custom Statement information and add another Custom Statement.
Delete Custom Statement Record#
You can remove unwanted Custom Statement records from the database. To remove a Custom Statement record click button present in the same row of the Custom Statement details, from the Custom Statement page and click OK in the confirmation message.
Note: Removing a Custom Statement record will remove all its child nodes as well.
Custom Report#
The Custom Report section helps you to create custom reports by uploading documents.
Access Custom Report#
You can access Custom Report sub-module by clicking the LHS link Reporting > Custom Report. Upon clicking this link, the Custom Report page is displayed as depicted in the following figure:
The Custom Report page displays existing Custom Report details such as Statement ID, Statement Description, and Include Payout Adjustments.
You can also click the button to select additional details to be displayed. These include IS User Modifiable, Group, SubReportOf , Row_Key, Template, Industry, Installation, User, IS Library Entity, Statement Documentation, Layout, Layout Width, Layout, Orientation, Layout MarginLeft, Layout MarginTop, Created Date, and Modified Date.
This page also provides you options to search for existing Custom Report records, create new Custom Report records, edit existing Custom Report data, copy existing Custom Report data to create new record, and so on.
Custom Report Search and Filter#
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 Statement ID and/or Is User Modifiable in respective fields and click button.
The search operation is performed and the results are displayed.
Add New Custom Report#
The Add New Custom Report option enables you to create new Custom Report records in the database. Perform the following procedure to create a new Custom Report record:
- Click
The Custom Report – Add page is displayed.
- Enter the Statement Master Library ID in the Statement Master Library ID
- Enter the description in the Statement Description field.
- Click the
button and select the statement documentation file.
- The Owner field is auto populated with the name of the user who has created this record.
- Click
button to save the Custom Report information.
You can also click button to save the Custom Report information and add another Custom Report.
View Custom Report Details#
You can view the details of an existing Custom Report record by performing the following procedure:
Click the Statement Master Library ID from the Custom Report page. The Custom Report – View page is displayed with Custom Report information.
Note: You cannot edit/update the details in view mode.
From Custom Report – View page, you can also perform the following tasks by clicking appropriate buttons:
Edit Custom Report Details#
The edit Custom Report details option enables you to update the details of the Custom Report. To edit the details of a Custom Report, perform the following procedure:
- Click
button present in the same row of the Custom Report details, from the Custom Report
The Custom Report – Edit page is displayed with the Custom Report details. This page also displays the Created By and Last updated at details.
- Update the required fields. For more information, see Add New Custom Report
- Click
button to save the Custom Report information.
Copy Custom Report Details#
The copy Custom Report details option enables you to copy the details of an existing Custom Report and create a new record. To copy the details of a Custom Report, perform the following procedure:
- Click
button present in the same row of the Custom Report details, from the Custom Report
The Custom Report – Copy page is displayed.
- Update the required fields. For more information, see Add New Custom Report
- Click
button to save the Custom Report information.
You can click button to save the Custom Report information and add another Custom Report.
Delete Custom Report Record#
You can remove unwanted Custom Report records from the database. To remove a Custom Report record click button present in the same row of the Custom Report details, from the Custom Report page and click OK in the confirmation message.
Note: Removing a Custom Report record will remove all its child nodes as well.
Reports#
Custom Reports#
Standard Reports#
Credit Sales Reports#
<Description>
Buckets data by Description-Dimension-Periods#
Access Buckets data by Description-Dimension-Periods Report#
You can access the Buckets data by Description-Dimension-Periods report by clicking the Buckets data by Description-Dimension-Periods link as depicted in the following figure:
Upon clicking this link, following prompt is displayed:
This prompt displays Select Year field to select the corresponding value. By default this field is filled with the value ALL.
You can enter a value in the Select Year field and click icon to select the required value from the Lookup window.
Click button. The search operation is performed using the entered Year and the report is generated. A sample report is displayed in the following diagram:
The report header displays the Year and Payee Name.
The contents of the report are the following:
Column Name | Description |
Payee | Displays the name of the payee. |
Period | Displays the period of transaction. |
Value | Displays the value. |
Projected Value | Displays the projected future value. |
Total Value | Displays the total value. |
You can click button to export the report data to an excel sheet.
Credit for Transaction ID#
Transactions are recordings of actions or instances that have occurred. All the bills and invoices that are used are imported to the QCommission application as a transaction and are used in generating the Credit for Transaction ID report.
Access Credit for Transaction ID Report#
You can access the Credit for Transaction ID report by clicking the Credit for Transaction ID link as depicted in the following figure:
Upon clicking this link, following prompt is displayed:
This prompt displays the Transaction ID parameter and a Value field to display the corresponding parameter value. By default the Value field is filled with the value ALL.
You can click the (lookup) button adjacent to the Transaction ID parameter to pick the required values. Upon clicking this button, the Search window is displayed with all the available Transaction IDs.
You can click on a Transaction ID to select the same. You can also use the Search field to find a Transaction ID present in the Search window.
Click the button. The search operation is performed using the entered Transaction ID and the report is generated. A sample report is displayed in the following diagram:
The report header displays the Company Name and Report Name along with the details such as Transaction ID, Fiscal Year, Customer ID, and Type.
The contents of the report are the following:
Column Name | Description |
Plan ID | Displays the ID of the selected plan. |
Txn Eff Date | Displays the effective dates of the transaction. |
Period | Displays the period of the fiscal year on which the transaction is occurred. |
Txn Line Type | Displays the business line type of the transaction. |
Product ID | Displays the IDs of the products that had undergone in the transaction (sale). |
Sales Amt | Displays the sale amount of the transaction. |
Qty | Displays the number of products undergone in the transaction. |
Gross Profit | Displays the gross profit obtained through the transaction. |
Credit Amt | Displays the total credit amount of the transaction. |
Payee Name | Displays the name of payees in the transaction. |
Territory ID | Displays the territory on which the transaction is occurred. |
Currency | Displays the currency in which the transaction has undergone. |
The report also displays the Total Gross Profit and Total Credit Amount.
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see Pagination and Export Options sections.
Credit for Transaction Line#
Access Credit for Transaction Line Report#
You can access the Credit for Transaction Line report by clicking the Credit for Transaction Line link as depicted in the following figure:
Upon clicking this link, following prompt is displayed:
This prompt displays Transaction Line and Transaction ID fields to select the corresponding values. By default these fields are filled with the value ALL.
You can enter a value in the Transaction ID field and click icon to select the required value from the Lookup window.
Enter the corresponding Transaction ID and click button.
The Credit for Transaciton Line report is displayed, as depicted in the following figure:
The header of the report displays Transaction ID/Line, Customer ID, Transaction Type, Fiscal year, and Period.
The contents of the report are the following:
Column Name | Description |
Plan ID | Displays the ID of the selected plan. |
Txn Eff Date | Displays the effective dates of the transaction. |
Period | Displays the period number. |
Txn Line Type | Displays the business line type of the transaction. |
Product ID | Displays the IDs of the products that had undergone in the transaction (sale). |
Sales Amt | Displays the sale amount of the transaction. |
Qty | Displays the number of products undergone in the transaction. |
Gross Profit | Displays the gross profit obtained through the transaction. |
Credit Amt | Displays the total credit amount of the transaction. |
Territory ID | Displays the territory on which the transaction is occurred. |
Currency | Displays the currency in which the transactions has undergone. |
The report also displays the Total Gross Profit and Total Credit Amount.
You can click button to export the report data to an excel sheet.
Credit Statement for Payee#
The Credit Statement for Payee report displays the details of payees for a selected period and year.
Access Credit Statement for Payee Report#
You can access the Credit Statement for Payee report by clicking the Credit Statement for Payee link as depicted in the following figure:
Upon clicking this link, following prompt is displayed:
This prompt displays Payee ID, Period Number, and Select Year parameters and Value fields to display the corresponding parameter values. By default the Value fields of Payee ID and Select Year are filled with the value ALL.
You can click the (lookup) buttons adjacent to the Payee ID, Period Number, and Select Year parameters to pick the required values. Upon clicking this button, the Search windows are displayed with all the available values.
The Search window for Payee ID displays the Payee ID, Payee Name, and Payee Type values of all the available payees. You can click on any of these values to select a payee.
The Search window for Period Number displays all the available periods of a year. You can click on any of these values to select a period.
The Search window for Select Year displays all the available fiscal years. You can click on any of these values to select a year.
You can also use the Search field to find a value present in the Search windows.
Click the button. The search operation is performed using the entered Payee ID, Period Number, and Select Year parameters and the report is generated. A sample report is displayed in the following diagram:
The report header displays the Company Name and Report Name along with the details such as Payee ID, Fiscal Year, and Period.
The contents of the report are the following:
Column Name | Description |
Txn | Displays the transaction name. |
Plan ID | Displays the ID of the selected plan. |
Txn Eff Date | Displays the effective dates of the transaction. |
Transaction Type | Displays the type of the transaction. |
Txn Line Type | Displays the business line type of the transaction. |
Product ID | Displays the IDs of the products that had undergone in the transaction (sale). |
Customer ID | Displays the IDs of the customers who are involved in the transaction (sales). |
Sales Amt | Displays the sale amount of the transaction. |
Qty | Displays the number of products undergone in the transaction. |
Gross Profit | Displays the gross profit obtained through the transaction. |
Credit Amt | Displays the total credit amount of the transaction. |
Territory ID | Displays the territory on which the transaction is occurred. |
Currency | Displays the currency in which the transactions has undergone. |
The report also displays the Total Sales Amount and Total Credit Amount.
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see Pagination and Export Options sections.
Insurance Reports#
- <Description>
Agency and Agent Report#
<Description>
Access Agency and Agent Report#
You can access the Agency and Agent Report by clicking the Agency and Agent Report link as depicted in the following figure:
Upon clicking this link, following prompt is displayed:
This prompt displays Agency field to select the corresponding value.
You can enter a value in the Agency field and click button. The search operaiton is performed and the results are displayed as depicted in the following sample report:
The contents of the report are the following:
Column Name | Description |
Policy ID | Displays the ID of the policy. |
Line of Business | Displays the LoB to which the business belongs to. |
Policy Type | Displays the type of the policy. |
Policy Status | Displays the current status of the policy. |
Customer | Displays the name of the customer. |
Policy Amt | Displays the policy amount. |
Premium Amt | Displays the premium amount per period. |
Premium Frequency | Displays the frequency at which the premium needs to be paid. |
Start Date | Displays the policy start date. |
End Date | Displays the policy end date. |
Renewal Date | Displays the policy renewal date. |
You can click button to export the report data to an excel sheet.
Agency and Structure Report#
Access Agency and Structure Report#
You can access the Agency and Structure Report by clicking the Agency and Structure Report link as depicted in the following figure:
Book of Business Report#
This report displays the policy details of individuals.
Access Book of Business Report#
You can access the Book of Business Report by clicking the Book of Business Report link as depicted in the following figure:
Upon clicking this link, the following prompt is displayed:
This prompt displays the Payee ID field. You can click the icon adjacent to the Value field and select a record from the Lookup window.
Click the button. The search operation is performed using the entered Payee ID and the report is generated. A sample report is displayed in the following diagram:
The report header displays the Payee ID and Payee Name.
The contents of the report are the following:
Column Name | Description |
Policy ID | Displays the policy ID. |
Line of Business | Displays the line of business to which the policy belongs to. |
Policy Type | Displays the type of the policy. |
Customer | Displays the name of the customer. |
Policy Amt | Displays the policy sum assured amount. |
Premium Amt | Displays the premium amount per period. |
Premium Frequency | Displays the frequency at which the premium needs to be paid. |
Start Date | Displays the policy start date. |
End Date | Displays the policy end date. |
Renewal Date | Displays the policy renewal date. |
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Carrier Commission Reconciliation Report#
Access Carrier Commission Reconciliation Report#
You can access the Carrier Commission Reconciliation Report by clicking the Carrier Commission Reconciliation Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Payee ID, Period Number, and Select Year parameters and Value fields to display the corresponding parameter values. By default the Value field of Period Number is filled with the value “1” and Select Year is filled with the value “ALL”.
You can click the (lookup) buttons adjacent to the Payee ID, Period Number, and Select Year parameters to pick the required values. Upon clicking this button, the Lookup windows are displayed with all the available values.
The Lookup window for Payee ID displays the Payee Name, Payee ID, and Payee Job Category values of all the available payees. You can click on any of these values to select a payee.
The Lookup window for Period Number displays all the available periods of a year. You can click on any of these values to select a period.
The Lookup window for Select Year displays all the available fiscal years. You can click on any of these values to select a year.
You can also use the Search field to find a value present in the Search windows.
Click the button. The search operation is performed using the entered Payee ID, Period Number, and Select Year parameters and the report is generated. A sample report is displayed in the following diagram:
The report header displays Payee ID, Plan ID, Payee Name, and Period.
The contents of the report are the following:
Column Name | Description |
Txn | Displays the transaction ID. |
Product | Displays the product name. |
Customer | Displays the name of the customer. |
Agent I | Displays the name of the first agent. |
Agent II | Displays the name of the second agent. |
Amount | Displays the amount. |
Carrier Calc Comm | Displays the commission calculated by the carrier. |
Comm Rate | Displays the commission rate. |
Company Comm Calc | Displays the commission calculated by the company. |
Diff Currency | Displays the difference between the commission amount calculated by the Carrier and the Company. |
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Customer Profitability Report#
Access Customer Profitability Report#
You can access the Customer Profitability Report by clicking the Customer Profitability Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Customer ID parameter and Value field to display the corresponding parameter value. By default the Value field of Customer ID is filled with the value ALL”.
You can click the button adjacent to the Customer ID to pick the required value. Upon clicking this button, the Lookup window is displayed with all the available values.
The Lookup window for Customer ID displays the Customer ID and Full Customer Name values of all the available payees. You can click on any of these values to select a payee.
You can also use the Search field to find a value present in the Lookup windows.
Click the button. The search operation is performed using the entered Payee ID, Period Number, and Select Year parameters and the report is generated. A sample report is displayed in the following diagram:
The report header displays Customer ID, Customer Name, City, State, Zip, and Country.
The contents of the report are the following:
Column Name | Description |
Product | Displays the product name. |
Vendor | Displays the vendor name. |
Policy Start Date | Displays the policy commencement date. |
Renewal Date | Displays the policy renewal date. |
Premium Amount | Displays the premium amount. |
Premium Due Date | Displays the premium due date. |
Frequency | Displays the premium payment frequency. |
Primary Payee | Displays the primary payee name. |
Primary Payee Credit % | Displays the credit percentage of the primary payee. |
Payee 2 | Displays the name of the secondary payee. |
Payee 2 Credit % | Displays the credit percentage of the secondary payee. |
Transaction ID | Displays the transaction ID. |
Eff Date | Displays the effective date. |
Transaction Type | Displays the type of the transaction. |
Premium Amt | Displays the premium amount. |
Incoming Commission Amt | Displays the incoming commission amount. |
Comments | Displays the comments. |
Currency | Displays the default currency. |
Payee | Displays the payee name. |
Commission Rate | Displays the commission rate. |
Commission Amt | Displays the commission amount. |
Profit | Displays the profit. |
This report also displays the Policy Level Total and Customer Level Total of Premium, Income, Commission, and Profit.
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Payee Profitability Detail Report#
Access Payee Profitability Detail Report#
You can access the Payee Profitability Detail Report by clicking the Payee Profitability Detail Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Payee ID, Start Date, and End Date parameters and Value fields to display the corresponding parameter values. By default the Value field of Payee ID is filled with the value “ALL”.
You can click the button adjacent to the Payee ID to pick the required value. Upon clicking this button, the Lookup window is displayed with all the available values.
The Lookup window for Payee ID displays the Payee ID, Payee Name, and Payee Job Category values of all the available payees. You can click on any of these values to select a payee.
You can also use the Search field to find a value present in the Lookup window.
Click the text fields adjacent to the Start Date and End Date fields and select the required dates from the Calendar.
Click the button. The search operation is performed using the entered Payee ID, Start Date, and End Date parameters and the report is generated. A sample report is displayed in the following diagram:
The contents of the report are the following:
Column Name | Description |
Txn | Displays the transaction ID. |
Eff Date | Displays the transaction effective date. |
Customer | Displays the customer name. |
Product ID | Displays the product ID. |
Income | Displays the income amount. |
Commission Amt | Displays the commission amount. |
Currency | Displays the default currency. |
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Payee Profitability Summary Report#
Access Payee Profitability Summary Report#
You can access the Payee Profitability Summary Report t by clicking the Payee Profitability Summary Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Payee ID, Start Date, and End Date parameters and Value fields to display the corresponding parameter values. By default the Value field of Payee ID is filled with the value “ALL”.
You can click the button adjacent to the Payee ID to pick the required value. Upon clicking this button, the Lookup window is displayed with all the available values.
The Lookup window for Payee ID displays the Payee ID, Payee Name, and Payee Job Category values of all the available payees. You can click on any of these values to select a payee.
You can also use the Search field to find a value present in the Lookup window.
Click the text fields adjacent to the Start Date and End Date fields and select the required dates from the Calendar.
Click the button. The search operation is performed using the entered Payee ID, Start Date, and End Date parameters and the report is generated. A sample report is displayed in the following diagram:
The contents of the report are the following:
Column Name | Description |
Txn | Displays the transaction ID. |
Customer | Displays the customer name. |
Income | Displays the income amount. |
Commission Amt | Displays the commission amount. |
Currency | Displays the default currency. |
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Policies for Rep Report#
Access Policies for Rep Report#
You can access the Policies for Rep Report by clicking the Policies for Rep Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Rep and Policy Status parameters and Value fields to display the corresponding parameter values. By default the Value fields of Rep and Policy Status are filled with the value “ALL”.
You can click the button adjacent to the Rep and Policy Status to pick the required values. Upon clicking this button, the Lookup windows are displayed with all the available values.
The Lookup window for Rep displays the Payee ID, Payee Name, and Payee Job Category values of all the available payees. You can click on any of these values to select a payee.
The Lookup window for Policy Status displays the Option Value of all the available policies. You can click on any of these values to select a value.
You can also use the Search field to find a value present in the Lookup window.
Click the button. The search operation is performed using the entered Rep and Policy Status parameters and the report is generated. A sample report is displayed in the following diagram:
The contents of the report are the following:
Column Name | Description |
Policy ID | Displays the policy ID. |
Line of Business | Displays the line of business to which the policy belongs to. |
Policy Type | Displays the type of the policy. |
Vendor ID | Displays the ID of the vendor. |
Customer | Displays the customer name. |
Policy Amt | Displays the policy amount. |
Premium Amt | Displays the premium amount per period. |
Premium Frequency | Displays the frequency at which the premium needs to be paid. |
Start Date | Displays the policy start date. |
End Date | Displays the policy end date. |
Renewal Date | Displays the policy renewal date. |
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Policy Cancellations Report#
Access Policy Cancellations Report#
You can access the Policy Cancellations Report by clicking the Policy Cancellations Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Start Date and End Date parameters and Value fields to display the corresponding parameter values.
Click the text fields adjacent to the Start Date and End Date fields and select the required dates from the Calendar.
Click the button. The search operation is performed using the entered Start Date and End Date parameters and the report is generated. A sample report is displayed in the following diagram:
The contents of the report are the following:
Column Name | Description |
Policy ID | Displays the ID of the policy. |
Line of Business | Displays the LoB to which the business belongs to. |
Policy Type | Displays the type of the policy. |
Customer | Displays the customer name. |
Policy Amt | Displays the policy amount. |
Premium Frequency | Displays the premium frequency. |
Start Date | Displays the policy start date. |
End Date | Displays the policy end date. |
Renewal Date | Displays the policy renewal rate. |
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Policy Profitability Report#
Access Policy Profitability Report#
You can access the Policy Profitability Report by clicking the Policy Profitability Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Policy ID parameter and Value field to display the corresponding parameter value. By default the Value field of Policy ID is filled with the value “ALL”.
You can click the button adjacent to the Policy ID to pick the required value. Upon clicking this button, the Lookup window is displayed with all the available values.
You can also use the Search field to find a value present in the Lookup window.
Click the button. The search operation is performed using the entered Policy ID parameter and the report is generated. A sample report is displayed in the following diagram:
The header of this report displays Customer ID, Customer Name, City, State, Zip, Country, Policy ID, Line of Business, Policy Status, and Policy Type details.
The contents of the report are the following:
Column Name | Description |
Product | Displays the product name. |
Vendor | Displays the vendor name. |
Policy Start Date | Displays the policy start date. |
Renewal Date | Displays the policy renewal date. |
Premium Amt | Displays the premium amount per period. |
Premium Due Date | Displays the premium due date. |
Frequency | Displays the premium payment frequency. |
Primary Payee | Displays the name of the primary payee. |
Primary Payee Credit % | Displays the credit percentage of the primary payee. |
Payee 2 | Displays the name of the secondary payee. |
Payee 2 Credit % | Displays the credit percentage of the secondary payee. |
Transaction ID | Displays the transaction ID. |
Eff Date | Displays the effective date. |
Transaction Type | Displays the type of the transaction. |
Premium Amt | Displays the premium amount. |
Incoming Commission Amt | Displays the incoming commission amount. |
Comments | Displays the comments. |
Currency | Displays the default currency. |
This report also displays all the Payees, Commission Rate, Commission Amt, and default Currencies along with the total Commission Amount.
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Policy Renewals Report#
Access Policy Renewals Report#
You can access the Policy Renewals Report by clicking the Policy Renewals Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
Upon clicking this link, the following form is displayed.
This prompt displays Start Date and End Date parameters and Value fields to display the corresponding parameter values.
Click the text fields adjacent to the Start Date and End Date fields and select the required dates from the Calendar.
Click the button. The search operation is performed using the entered Start Date and End Date parameters and the report is generated. A sample report is displayed in the following diagram:
This report displays the Carrier name in the header.
The contents of the report are the following:
Column Name | Description |
Policy ID | Displays the policy ID. |
Line of Business | Displays the line of business to which the policy belongs to. |
Customer | Displays the customer name. |
Payee | Displays the name of the first payee. |
Payee 2 | Displays the name of the second payee. |
Policy Start Date | Displays the policy start date. |
Policy End Date | Displays the policy end date. |
Policy Renewal Date | Displays the policy renewal date. |
Policy Status | Displays the current status of the policy. |
Premium Amt | Displays the premium amount per frequency. |
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Premiums not Received Report#
Access Premiums not Received Report#
You can access the Premiums not Received Report by clicking the Premiums not Received Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays the Carrier field. You can click the icon adjacent to the Value field and select a record from the Lookup window.
Click the button. The search operation is performed using the entered Carrier and the report is generated. A sample report is displayed in the following diagram:
The report header displays the Carrier name.
The contents of the report are the following:
Column Name | Description |
Policy ID | Displays the policy ID. |
Line of Business | Displays the line of business to which the policy belongs to. |
Customer | Displays the customer name. |
Payee | Displays the name of the first payee. |
Payee 2 | Displays the name of the second payee. |
Policy Start Date | Displays the policy start date. |
Policy End Date | Displays the policy end date. |
Policy Status | Displays the current status of the policy. |
Premium Amt | Displays the premium amount per frequency. |
No. Of Unpaid Premium | Displays the number of unpaid premiums. |
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Production by Producer Report#
Access Production by Producer Report#
You can access the Production by Producer Report by clicking the Production by Producer Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Payee ID, Start Date, and End Date parameters and Value fields to display the corresponding parameter values. By default the Value field of Payee ID is filled with the value “ALL”.
You can click the button adjacent to the Payee ID to pick the required value. Upon clicking this button, the Lookup window is displayed with all the available values.
The Lookup window for Payee ID displays the Payee ID, Payee Name, and Payee Job Category values of all the available payees. You can click on any of these values to select a payee.
You can also use the Search field to find a value present in the Lookup window.
Click the text fields adjacent to the Start Date and End Date fields and select the required dates from the Calendar.
Click the button. The search operation is performed using the entered Payee ID, Start Date, and End Date parameters and the report is generated. A sample report is displayed in the following diagram:
The report header displays the Payee ID and Payee Name along with Policy ID, Customer, Line of Business, and P