Setting Up the Commission Plan – Commission Element Definition

To define a Commission Element, proceed as follows:

Defining a Commission Element 

1. Start with the Commission Element This column lists the data elements (1) selected for commission calculation.
2. Check the properties of the Data Elements listed in the Commission Element column. Click on the Data Element name (1) to open its setup screen (2).
3. Perform changes in the Data Element attributes (3), if required. Or click x (4) to close.

4. Click on the Change Data Element button  (2) if you want to replace the selected Data Element (1). This feature is independent from the definition stage. That is, you can always perform it. A selection screen is shown, where you can choose the replacement (3). This feature is particularly useful if you want to apply the commission rules already developed on another Data Element without necessitating a full definition procedure anew.

5. Add children of the selected Commission Element to the list by clicking on the appropriate button  (Add Children Data Elements to ..). This feature is useful for data elements with filtered element, and you want to add a specific data element to the Commission Element list.

Defining Weight

1. Add a Weight (1) to the Commission Element, in percentage.
2. First, click on Edit (2) to open a box then enter the weight (3).
3. Press Update (4) to save the value. This procedure is usually performed after definition of the Commission Rule.

Defining Target

1. Add a Target (1) value (this is an incentive target, therefore it shall match the Commission Rule, either sum, quantity, sales value).
2. First, click on Edit (2) to open a box then enter the target (3).
3. Press Update (4) to save the value. This procedure is usually performed after definition of the Commission Rule.

Defining the Commission Rule

1. Define the Commission Rule (1). This field enables defining the commission as a set of rules which determine the commission incentive. Activating this field means setting parameters for incentive calculation.
2. Click on Commission (2) to open the Formula Wizard for the selected Commission Element.