Incentive Details

The Incentive Details page provides you with real-time visibility into your payments and orders.

1. Submit Inquiry—Send disputes or requests for information to your administrator or manager
2. Download Details—Download your Incentive Details into Excel
3. Period—Select the monthly period to view

Incentive Details Screen

note: If you are downloading more than 40,000 items, the file will be available in the Downloads area (accessible using the button in the main menu).

Also, the Credit, Commission, and Bonus columns appear before the Payment column in the Excel download.

Incentive Details Report Sections

1. Personal Information—Shows your name, along with other personal details such as your title, manager, currency, and more
2. Summary—Shows a summary of payments
3. Details—Shows payments for your orders
4. Payment Details—Shows related information, such as processed orders, credits, commissions, and bonuses for a specific order, or details such as comments about a manual payment

Incentive Details Report

All Columns

The following table describes the incentive details displayed:

	Field	Description
Personal Information	Name	The name of the person.
	Title	The title of the person.
	Salary	The salary of the person.
	Target Incentives	The target incentives of the person.
	Company	The company name for the person.
	Region	The region of the person.
	Manager	The person’s manager.
	Currency	The compensation currency.
Summary	Total Pending	The total pending payment.
	Total Released	The total released payment.
Details	Status	The status of the order item payment, from among the following: • Pending—An order item has been processed, payments computed, and the order item is waiting to be released. • Released—An order item has been released for payment by the administrator.
	Payment Type	The payment type, such as Incentive or Manual Payment.
	Customer	The customer associated with the order item.
	Order Code	The sales order code.
	Order Item Code	The item associated with the order code.
	Item Amount	The item amount.
	Draw	The guaranteed incentive payments, calculated monthly.
	Draw Balance	The balance of draws accrued.
	Payment	The payment amount for the order item.
	Payment FX Rate	The date that determines the commission-to-payment exchange rate.
Details	Product	The product associated with the order item.
	Geography	The geography associated with the order item.
	Incentive Date	The date the order item was processed.
	Person Name	The person associated with the order item
	Business Group	The business group with which the user is associated.
	Item Payment	The payment associated with the order item.
	Item Payment FX Rate	The exchange rate for item payment.

Display Incentive Details

Click the myIncentives tab, then click Incentive Details in the secondary menu. The Incentive Details screen appears.

• To display results for a different period, choose the corresponding period using the Period drop-down list.
• To find specific payments, type the search terms in the Find text box, and click the button. The search results appear.
• To filter payments, select a radio button in the Filters section. You can choose from among the following options:
  •  All
  • Balance Recovery
  • Draw
  • Incentive
  • Manual
• To view details, click an entry in the list. The entry expands to show related information such as processed orders, credits, commissions, and bonuses (organized as tabs), or details such as comments about a manual payment.
  Click the Processed Orders, Credits, Commissions, or Bonuses tab to display the corresponding details.

Incentive Details

• To sort a column, click the  button in the column heading. Then click the and buttons to sort the column ascending and descending respectively.
• To collapse or expand the pane on the left side, click the button or the button respectively.
• Use the page navigation buttons to navigate between the pages of results

Display a Related Salesforce Object

You can display a related order code or item code in Salesforce directly from the Incentive Details report.

note: To use this feature, users need to access Incent through AppExchange. Also, the Order Code and Order Item Code must be mapped to the corresponding Salesforce object fields in advance (in the Reports > Customize > Order Drill-Through area).

1. In the Xactly Incent for AppExchange environment, click the Incent tab.
2. Click the myIncentives tab, then click Incentive Details in the secondary menu. The Incentive Details screen appears.
3. Click an entry in the list. The entry expands to show the processed orders, credits, commissions, and bonuses (organized as tabs).
4. Click the  button, and choose either Related Item Code or Related Order Code in the drop-down menu that appears. The Salesforce opportunity appears.

Submit an Inquiry

You can submit an inquiry to communicate disputes and requests for information with your manager or administrator.

1. Click the Submit Inquiry button. The Submit Inquiry dialog appears.
2. In the To field, click the Select Users button. The Select Users dialog appears. Select the appropriate users, and click the  button.
3. In the Subject field, type the subject of the inquiry message.
4. In the Description field, type the body of the inquiry message.
5. Click the  button. The message will appear in the Messages area, accessible by clicking the button in the main menu (top right of the screen). When the recipient replies to your inquiry, the response similarly appears in the Messages area.

Download the Report as an Excel Document

You can download the incentive details as a Microsoft Excel document for offline viewing and analysis.

• Click the Download Details button on the Incentive Details main screen. Depending on your browser, a dialog might appear allowing you to specify where to save the file.

Display Prior Period Adjustments

When prior period adjustments are enabled for your organization, the following changes appear on the Incentive Details report:

•  A new collapsible pane appears on the left that allows you to submit an inquiry, download details, choose a period and “as of” period, and find and filter results. For example, if you are viewing the Incentive Details for March 2016, you could use the drop-down menu to have the report show details “as of” May 2016 (or any other available period).
• The summary section shows the total pending and released payments for the adjusted and original amount, as well as Balance Carry Forward (BCF) information and the balance owed amount.
• The report includes columns for the Original Payment and the Difference (when viewing the report “as of” a period).

note: For more information about prior period adjustments, see “Understanding Prior Period Adjustments”