Configure > Reason Code Reason codes define codes for specific business reasons. After defining a set of reason codes, administrators and users can then use these codes to document the […]

Using Objectives as a Manager Using Xactly Objectives as a manager typically involves the following steps: Log in to Incent as a user that has been assigned a role of […]

1. Click the Setup tab, then click Business Groups in the secondary menu. The Business Groups screen appears. 2. Click the New button. 3. In the Name* field, type the […]

Configure > Batch Type Batch types allow you to define a label and group order/transaction batches for calculation with process groups.   Batch types are generally used to identify and group [&he...

Configure > Batch Type You can use the Batch Type area to create and manage batch types within the application (Incent or Modeling). Screen Batch Types Screen Displayed Columns The […]

Configure > Employee Status You can use the Employee Status area to create employee statuses, which you can then use in conjunction with Person records defined in the Organization > People are...

Configure > Error Messages You can use the Error Messages area to create user-defined codes and messages to help identify errors during the staging order item validation process. The error [&hellip...

Configure > Earning Group Earning groups enable you to define groups of incentives that will be used in reporting.  The earning groups companies create are typically determined by incentive c...

Configure > Order Type Order types enable you to define types of transactions that will be used in plan design and calculation.  The order types companies create are typically determined by th...

Configure > Unit Type You can use the Unit Types area to create additional currencies in Xactly Incent. The currencies you define in this area appear in various drop-down lists throughout [&hellip...