Plan Design > Rules Library > Commission Rate Tier Match

Commission rate tier match rules enable administrators to define rules that use the rate tiers from the primary commission rule when processing credits for order items.

note: The selected rate table is evaluated using the tier numbers and not the attainment percentages.

Screen

Commission Rate Tier Match Rules

All Fields

The following table describes the information you can specify when managing commission rate tier match 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 Rate Tier Match.
	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
	Primary Rule	The primary commission rule. The commission rate tier match rule uses the rate tier(s) from the primary commission rule when processing credits for order items.
	Description	A description of the rule.
	Tags	The tags associated with the rule (as defined in the Setup > Tags area).
Step 2	Add Row	Add a condition for a rule.
Step 3	Result Name	The name of the result.
	Rate Table	The rate table for the rule. Note that the selected rate table is evaluated using the tier numbers and not the attainment percentages
	Value UnitType	The unit type in which the commission result is calculated.
	Maximum	The maximum value allowed for the credit result.
	Earning Group	The earning group for the result.
	Hold Period	The unit (days, months, quarters, years), date, or date formula specified in the Hold field.
	Hold	How long the commission should be held from the incentive date before being released.
	Reason Code	Used to track different types of credits such as bonuses and commissions.

How to…

This section describes how to manage commission rate tier match rules.

Search Commission Rate Tier Match 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 Rate Tier Match 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. In the Rule Name* field, type the name of the rule.

4. In the Rule Type* field, choose Commission Rate Tier Match using the drop-down list.

This is the rule type that is being created.

5. (Optional) In the Active Start Date field, type or select the active start date of the rule.

6. (Optional) In the Active End Date field, type or select the active end date of the rule.

note: The rule is valid only when the order item incentive date falls within period bounded by the active start and end dates.

7. In the Input Type* field, select an input type using the drop-down list.

8. In the Primary Rule* field, click the  button and select the primary commission rule.

The commission rate tier match rule uses the rate tier(s) from the primary commission rule when processing credits for order items.

9. (Optional) In the Description field, type a description of the rule.

10. (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.

Step 2: Define a condition for this rule

The result of a condition determines whether or not the rule is used with a given order.

note: It is not necessary to define a condition.

11. Click the Add Row button.

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

12. (Optional) Select an option for each column using the corresponding drop-down list.

note: Depending on the condition you choose from the second column’s drop-down 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.

13. In the Result Name* field. type the name of the result.

14. In the Rate Table* field. click the button and select the rate table in the dialog that appears.

Note that the selected rate table is evaluated using the tier numbers and not the attainment percentages.

15. In the Value UnitType* field. click the button and select the unit type in the dialog that appears.

16. (Optional) In the Maximum* field. click the button and select the formula that specifies the result maximum in the dialog that appears.

17. (Optional) In the Earning Group* field. choose the corresponding earning group using the drop-down list.

18. (Optional) In the Hold Period* field. choose the hold period using the drop-down list.

This represents the unit (days, months, quarters, years), date, or date formula specified in the Hold field.

19. In the Hold field, type or choose the hold value.

If you chose Days, Months, Quarters, or Years in the Hold Period field, type a corresponding numeric value. If you chose Date in the Hold Period field, do one of the following:

• Click the button and select a date.
• Click the button, select a date formula, and click OK.

This is the number of days the commission should be held from the incentive date before being released.

note: If the Hold field is zero or empty the commission is calculated based on the incentive date of the order.

20. (Optional) In the Reason Code field, choose a setting using the drop-down list.

21. Click the Save Result button. The newly-created result appears in the list of Results pane 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”.

22. Scroll up to Step 1 of 3: Define rule name and click the Save button. The newly-created rule now appears in the Results pane.

Edit a Commission Rate Tier Match Rule

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

note: 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 the rule in the Results pane. The selected rule is highlighted.

2. Modify the fields that require changes.

3. Click the Save button.

Modifying Step 2: Define a condition for this rule

1. Select the rule in the Results pane. The selected rule is highlighted.

2. Scroll to Step 2 of 3: Define a condition for this rule.

3. Modify the fields that require changes.

4. Click the Save button.

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

1. Select the rule in the Results pane. The selected rule is highlighted.

2. Scroll to Step 3 of 3: Define result(s) created when the condition is true.

3. Select a result in the List of Results.

4. Modify the fields that require changes.

5. Click the Save Result or Save button.

Delete a Commission Rate Tier Match Rule

1. Select the rule in the Results pane. The selected rule is highlighted.

2. Click the Delete button. A confirmation dialog appears.

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

Delete a Condition

1. Select the rule in the Results pane. The selected rule is highlighted.

2. Scroll to Step 2 of 3: Define a condition for this rule.

3. Select a condition.

4. Click the Delete Row button. A confirmation dialog appears.

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: You need to have at least one result defined for the rule.

1. Select the rule in the Results pane. The selected rule is highlighted.

2. Scroll to Step 3 of 3: Define result(s) created when the condition is true.

3. Select a result in the List of Results.

4. Click the Delete Result button. A confirmation dialog appears.

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 Rate Tier Match Rule by Copying

1. Select the rule in the Results pane. The selected rule is highlighted.

2. Click the Copy button.

3. In the Rule Name* field, type a name for the new rule.

4. Change the settings (including the conditions and results) for the rule, as required.

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

Check the Audit History

1. Select the rule in the Results pane. The selected rule is highlighted.

2. Click the Audit button. The Audit History window appears.

3. Click OK when you are finished viewing the audit history.

Find Out Where a Rule is Used

1. Select the rule in the Results pane. The selected rule is highlighted.

2. Click the Where Used button. A dialog appears showing the plans associated with the rule.

3. (Optional) Click the Download button to download the plans associated with the rule; alternatively, close the dialog by clicking the Close button.