From the Compensation Plans screen, you can view the status of compensation plans, edit compensation plan details, manually run compensation plans, and update their status.
Compensation plan status
There are three statuses available for compensation plans:
Active: Commissions engine pulls data from external sources against the criteria configured in the compensation plan.
Inactive: Compensation plan is not ready to be run and is paused.
Archived: Compensation plan is no longer in use and will not be activated at any point, but may have commissions calculated against it which requires historical data to be maintained.
Manage compensation plans
On the Compensation Plans screen, locate the compensation plan you want to update.
Click the menu â‹® and select an option to make changes to the compensation plan, as needed:
Select the available option:
Activate to activate a commissions plan that has been deactivated.
Deactivate to deactivate a commissions plan that is active.
Select the available option:
Archive to archive a commissions plan.
Unarchive to unarchive a commissions plan that was archived.
Note
When you unarchive a commissions plan, it will retain the status it had prior to when it was archived. For example, if a commissions plan was active and then archived, if you unarchive that commissions plan it will be active.
Click Plan Details.
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On the Edit Compensation Plan window, update the Name, Categories, or Description, as needed. Refer to Create a compensation plan for information on the available fields.
Click Save Changes when finished.
Click Plan Configuration.
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On the compensation plan configuration page, make changes to components or formulas and variables, as needed.
Click Save & Exit when finished.
Click Delete.
In the confirmation window, type
DELETE.Click Confirm.
Warning
Deleting a commissions plan cannot be undone. Commissions plans that have commissions calculated against them cannot be deleted. If you wish to retain the commissions plan, but do not want it available to run, select Deactivate or Archive.
Commissions are processed in batches at a set time. This option manually triggers the the commissions to run if you need a commission plan to run outside of the automated run cycle.
Click Run Commissions.
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In the Run Commissions window, select a start and end date for the date range you want to run commissions.
Click Run Commissions.
To check commissions calculations, go to Commissions > Commissions Ledger.