Plan Design > Rules Library > Commission

Commission rules define rules that calculate a commission based on a credit amount
for the user on a given Order Item.

Screen

Commission Rule Screen

All Fields

The following table describes the information you can specify when managing commission
rules:

Section	Field	Description
Step 1	Rule Name	The name of the rule. The maximum length is 64 characters.
	Rule Type	The type of rule, in this case Commission.
	Active Start Date	The active start date for the rule.
	Active End Date	The active end date for the rule.
	Input Type	The input type, in this case Credit.
	Rate Type	The rate type, from among the following: • Flat Rate • Rate Table • Highest Rate
	Description	A Description of the rule.
	Tags	The tags associated with the rule (as defined in the Setup > Tags area).
	Attainment Measure	Defines which credits should be applied to quota credits to determine attainment and tier.
Step 2	Add Row	Add a condition for a rule.
Step 3	Result Name	The name of the result.
	Rate	A value or a formula can be entered here to be used as the rate at which commissions will be paid. If a formula is selected it pulls from the formulas that were defined in “Step 2: Define a condition for this rule”
	Value UnityType	The value UnitType in which the commission result is calculated.
	Maximum	The maximum value allowed for the commission when a numeric result is created.
	Minimum	The minimum value allowed for the commission when a numeric result is created.
	Quota	The quota that credit amounts (both direct and indirect) are credited against.
	Quota Period	The period value to use from the quota.
Step 3	Earning Group	The earning group for the commission. This list is defined in Setup > Configure > Earning Group.
	Hold Period	The unit (days, months, quarters, years), date, or date formula specified in the Hold field.
	Hold	The number of days, months, quarters, years, or a specific date (depending on the HoldPeriod field) that the commission should be held before being released.
	Reason Code	Used to track different types of credits such as bonuses and commissions. This list is defined in Setup > Configure > Reason Code.

How to…

This section describes how to manage commission rules.

Search Commission Rules

1. Click the Plan Design tab, then click Rules Library in the secondary menu. The
Rules Library screen appears.

2. (Optional) Specify the search criteria in the corresponding fields.

3. (Optional) In the Tags field, click the Select button. The Select General Tags dialog
appears.
Select the tags to use in the search and click the Apply Selected Tags to Rule button.

4. Click the Search button. The matching rules appear in the results area.

Create a Commission Rule

1. Click the Plan Design tab, then click Rules Library in the secondary menu. The
Rules Library screen appears.

2. Click the New button.

Step 1: Define rule name, active dates, and type

3. Enter a rule name in the Rule Name*. This is the name of the rule that is being created.

4. Select Commission from the Rule Type* drop-down list. This is the rule type that is
being created.

5. (Optional) Enter or select the Active Start Date (this is the active start date for the
rule) by doing one of the following:

• Click the calendar icon and then click the OK button.
• Click the calendar icon and double-click a date.

6. (Optional) Enter or select the Active End Date (this is the active end date for the
rule) by doing one of the following:

• Click the calendar icon and then click the OK button.
• Click the calendar icon and double-click a date.

note: This rule is valid only when the Order Item Incentive Date falls within the
Active Start Date and Active End Date.

7. Select an Input Type* drop-down list. This is the result type that is the input for a
commission rule.

8. (Optional) Enter a description of the rule being created in the Description field.

9. (Optional) In the Tags field, add or remove the tags associated with the rule.

Do the following:

• To add or remove tags, click the Select button. The Select Rules Tags dialog
appears.

Select the tags you want to associate with the rule and click the Apply
Selected Tags to Rule button. You can also find specific tags (using the Find
Tags search box), and create new tags, as required.

note: You can associate up to 50 tags with a rule.
For more information about managing tags, see “Tags”

• To remove all tags associated with the rule, click the Remove All button. Exercise
caution when removing all associated tags because this action does not
ask for confirmation.

10. In the Rate Type field, choose the rate type for the commission rule using the dropdown
list.

You can choose from among the following options:

• Flat Rate—Uses a value or formula to calculate commission
• Rate Table—Derives the rate from a rate table and quota by determining the
attainment

Each credit calculated in a rate table commission rule increases the attainment
and the rate for each credit is looked up, based on the credits processed
through the commission rule that meets the attainment measure
criteria

note: Selecting either Rate Table or Highest Rate causes a new field called
Attainment Measure to appear.

• Highest Rate—Uses the highest rate tier. When the first credit of a batch is processed
using the highest rate commission rule, the total attainment of all credits
meeting the attainment measure criteria is calculated and the
corresponding rate is used for each credit calculation in the highest rate commission
rule and batch.

note: Changing the value of the Rate Type field causes any information that you
have typed in the other fields to be cleared.

11. In the Attainment Measure field, click the button. The Select Attainment Measure
screen appears.

The attainment measure is used to evaluate which tier value of the rate table is
used to calculate the commission. This field is only available if you choose Rate
Table or Highest Rate in the Rate Type field.
Select an attainment measure in the list, and click the 
button.

You can also search/filter attainment measures, and create, copy, or delete measures,
as required. For more information, see “Attainment Measures” on page 349.

Step 2: Define a condition for this rule

The result of a condition determines whether or not the rule can be computed for a
given order.

note: It is not necessary to define a condition for any rules.

12. Scroll down and define a condition for the rule by clicking the Add Row button.

note: “IF” automatically appears in the first column and cannot be changed. If
you add more rows, the choices will change to AND & OR.

13. (Optional) Select a condition from each column’s drop-down list.
note: Depending on what condition you choose from the second column’s dropdown
list, the next column’s drop-down list changes to choices that pertain to the
first condition selected.

Step 3: Define result(s) created when the condition is true
The result is initiated when the condition in Step 2: Define a condition for this rule is true
and an order is placed. There can be multiple results associated with a rule.

14. Enter a result name in the Result Name* field. The name of the result that will be
created.

15. For Flat Rates, click the  button next to the Rate* field. The Select a Formula
screen appears. Select a formula and click the OK button The formula appears in
the Rate field.
For Rate Tables and Highest Rates, click the button next to the Rate Table*
field. The Select a Rate Table screen appears. Select a rate table and click the OK
button The rate table appears in the Rate Table field.

16. Select a Value UnitType* from the drop-down list. This is the value UnitType in which
the commission will be calculated.

17. (Optional) Enter a value or click the button next to the Maximum field.
If you click the button next to the Maximum field, the Select a Formula screen
appears. Select a Formula and click the OK button. The formula appears in the
Maximum field.

note: If you define multiple results, Incent uses the maximum value only against the
first result.
Also, setting the maximum value to 0 (zero), or specifying a formula that evaluates
to 0, causes negative results to return a value of 0. To enable negative result values,
set the maximum value to 0.01.

18. (Optional) For Flat Rates, enter a value or click the button next to the Minimum
field.
If you click the button next to the Minimum field, the Select a Formula screen
appears. Select a Formula and click the OK button. The formula appears in the
Minimum field.

19. For Rate Tables and Highest Rates, click the  button next to the Quota* field. The
Select a Quota screen appears. Select a quota and click the OK button The
quota appears in the Quota field.

20. For Rate Tables and Highest Rates, choose a quota period using the Quota
Period* field. The choices are MONTHLY, QUARTERLY, YEARLY, Quarter-to-Date
(QTD), and Year-to-Date (YTD).

21. (Optional) Select an Earning Group from the drop-down list.

22. (Optional) Choose a Hold Period from the drop-down list. This represents the unit
(days, months, quarters, years), date, or date formula specified in the Hold field.
See “Hold Period Use Cases and Example”

23. Enter or choose the Hold value. The Hold value specifies how long the commission
should be held from the incentive date before being released. If you chose Days,
Months, Quarters, or Years in the Hold Period field, enter a numeric value. If you
chose Date in the Hold Period field, do one of the following:

• Click the calendar icon and then click the OK button.
• Click the calendar icon and double-click a date.
• Click the  , button, select a date formula, and click OK.

note: If the Hold field is zero or empty, the commission will be calculated based
on the incentive date of the order. See Hold Period Use Cases and Example.

24. (Optional) Select a Reason Code from the drop-down list.

25. Click the Save Result button. The newly created result appears in the List of Results
section on the left.

note: If you want to create more than one result, click the New Result button and
repeat “Step 3: Define result(s) created when the condition is true” on page 385.

26. Click the Save button. The newly created Commission now appears in the Results
Pane area.

Edit a Commission Rule

note: If a rule needs to edited and the Hold Period field (located in Step 1: Define
rule name, active dates, and type) is left blank, the Hold* field (located in Step 3:
Define result(s) created when the condition is true) will automatically become blank
when the rule is saved.

Modifying Step 1: Define rule name, active dates, and type

The Rule Name and Rule Type cannot be modified. The only way to modify these
fields is to delete and recreate the rule.

1. Select a Commission rule from the Results Pane. The selected rule is highlighted.

2. Select and edit the fields that require changes.

3. Click the Save button.

Modifying Step 2: Define a condition for this rule

1. Select a Commission rule from the Results Pane. The selected rule is highlighted.

2. Scroll to the Step 2 condition area.

3. Select and edit the fields that require changes.

4. Click the Save button.

Modifying Step 3: Define result(s) created when the condition is true

note: The Result Name, Rate Table, Quota, and Quota Period fields cannot be
modified. The only way to modify these field is to delete and recreate the result.

1. Select a Commission rule from the Results Pane. The selected rule is highlighted.

2. Scroll to the Step 3 results area.

3. Click a result in the List of Results. The selected result is highlighted and appears in
the Result Name field.

4. Select and edit the fields that require changes.

5. Click the Save Result or Save button.

Delete a Commission Rule

1. Select a Commission rule. The selected rule is highlighted.

2. Click the Delete button. A message appears asking “Do you really want to delete
the selected item?”.

3. Click the OK button to confirm the deletion, or click the Cancel button to cancel
the action.

Delete a Condition

1. Select a Commission rule from the Results Pane area. It should become highlighted.

2. Scroll to the Step 2 condition area.

3. Click a condition.

4. Click the Delete Row button. A message appears asking “Do you really want to
delete the selected item?”.

5. Click the OK button to confirm the deletion, or click the Cancel button to cancel
the action.

6. Click the Save button.

Delete a Result

note: At least one result needs to be in the rule for the rule to exist.

1. Select a Commission Rule from the Results Pane. The selected commission is highlighted.

2. Scroll to the Step 3 results area.

3. Click a result in the List of Results. The selected result is highlighted and appears in
the Result Name field.

4. Click the Delete Result button. A message appears asking “Do you really want to
delete the selected item?”.

5. Click the OK button, to confirm the deletion or click the Cancel button to cancel
the action.

6. Click the Save button.

Create a New Commission Rule by Copying an Existing Rule

1. Select an Commission rule from the Results Pane. The selected rule is highlighted.

2. Click the Copy button.

3. Type a new name in the Rule Name* field.

4. Change the settings (including the conditions and results) for the rule, as required.
For more information about modifying conditions and results, see “Edit a Commission
Rule”

5. Click the Save button. The newly created rule appears in the Results Pane.