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 the application.

Screen

Unit Type Screen

All Fields

The following table describes the information you can specify when managing unit types

Field	Description
Unit Type Name	The name of the unit type.
Display Symbol	The display symbol for the unit type. For example, you could use USD for US dollars and CAD for Canadian dollars.
Group	The group to which the unit type belongs, from among the following: • CURRENCY • NUMBER • QUANTITY • PERCENT • POINT
Number Format	The format of the number.
Description	A description of the unit type.

How to…

This section describes the tasks you can perform when managing unit types.

Create a Unit Type

1. Click the Setup tab, then click Configure in the secondary menu and select Unit Type from the drop-down menu. The Unit Type screen appears.

2. Click the New button.

3. In the Unit Type Name* field, type the name of the unit type.

4. in the Display Symbol* field, type a display symbol for the unit type. For example, you could use USD for US dollars and CAD for Canadian dollars.

5. In the Group* field, choose the group to which the unit type belongs using the drop-down list. You can choose from among the following groups:

• Currency
• Number
• Quantity
• Percent
• Points

6. In the Number Format* field, choose a format using the drop-down list. This is the format in which the unit type is displayed. You can choose from among the following formats:

• English (United States)
• English (Canada)
• French (Canada)
• English (United Kingdom)
• French (France)
• German (Germany)
• Italian (Italy)
• Chinese
• English (India)

7. (Optional) In the Description field, type a description of the unit type.

8. Click the Save button. The newly-created unit type appears in the results pane.

Edit a Unit Type

note: You cannot change the unit type name after it is saved.

1. Select a unit type from the list in the results pane.

2. Modify the fields that require changes.

3. Click the Save button.

Delete a Unit Type

note: You cannot delete a unit type that is being used as a currency in the application.

1. Select a unit type from the list in the results pane.

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.