Advanced Configuration (Sales Compensation)

The main place for package configuration is an Advanced Configuration option named SC_AdvancedConfiguration. Option values are configured mostly during a package deployment process (refer to installation) and can be adjusted later here. Some options can be overridden on a Condition Type or Line Item level where the lower level has a priority.

The following table shows a list of all configuration parameters stored in SC_AdvancedConfiguration:

Name	Description	Values
sourceType	Type of source data.	Select one of these options: DM – Datamart DS – Data Source
sourceName	Name of the source used to query and allocate the compensation value.
pricingDateFieldName	Contains a pricing date in the Source Name.
customerIDFieldName	Contains a customer ID in the Source Name.
productIDFieldName	Contains a product ID in the Source Name.
productNameFieldName	Contains a product name. It is used for the Transaction List report only.
baselineFieldName	The field name of a Value Base field is used to calculate the base value. In most cases, it will be a revenue or margin field; in some cases it can be volume. This depends on the used Condition Type.
invoicePriceFieldName	Contains an Invoice Price in the Source Name. It is used for the Adjustments
quantityFieldName	Contains a Quantity in the Source Name. It is used for the Adjustments
marginFieldName	Contains a Margin in the Source Name. It is used for the Adjustments
sellerIDFieldName	Contains an identification of a sales agent.
currencyFieldName	Contains the main Source Name (DM or DS) currency.
payoutDays	Number of days after the end date of the payment period when the payout happens.
paymentPeriod	Sets a frequency of payouts. The user can specify it also on a Line Item level.	Select one of these options: Monthly Quarterly Semi-Annually Annually
quotaFor	The target defined on the line item is evaluated for each payment period (see paymentPeriod) or for the whole plan duration.	Select one of these options: Payment Period – Gets a base value for every period, then compares and calculates the compensation. Plan Duration – Gets a base value for the whole plan duration, then compares and calculates the compensation.
depositScheme	Parameter providing guidance on compensation accumulation across payment periods.	If "quotaFor" is "Plan duration", you need to define how to calculate the compensation value: Non-Cumulative – The compensation value is calculated for the current period based on a cumulation of the base value, then divided by the number of periods (12 months or 4 quarters, 2 for semi-annually, 1 year). Cumulative – The same as with calculation of Non-Cumulative above, but the compensation value of the previous period is excluded.

Example of SC_AdvancedConfiguration:

{
  "sourceType": "DM",
  "sourceName": "SC_TransactionData",
  "pricingDateFieldName": "PricingDate",
  "customerIDFieldName": "CustomerId",
  "productIDFieldName": "ProductId",
  "productNameFieldName": "ProductName",
  "baselineFieldName": "InvoicePrice",
  "invoicePriceFieldName": "InvoicePrice",
  "quantityFieldName": "Quantity",
  "marginFieldName": "GrossMargin",
  "sellerIDFieldName": "SellerId",
  "currencyFieldName" : "Currency",
  "payoutDays": 2,
  "paymentPeriod": "Quarterly",
  "quotaFor": "Plan duration",
  "depositScheme": "Non-Cumulative"
}

Explanation of selected parts of the configuration above:

Example 1:

"payoutDays": 2,
"paymentPeriod": "Quarterly",
"quotaFor": "Payment Period",
"depositScheme": ""

The layout on the line item of a Compensation Plan (see details in Create Compensation Plan (Sales Compensation)) based on the configuration:

Quota input (100) and Target Incentive (15) are understood as per Payment Period input (in this case, it is Quarterly by default, you can select another input such as Monthly, Semi-Annually, or Annually).
Then, you compare those inputs with your baseline value in the Source Name, Source Type (e.g. SC_TransactionData DM) for each payment period (Q1, Q2, Q3, Q4) and calculate the compensation based on the condition type you selected.
End of each payment period (Q1, Q2, Q3, Q4), the payout date is planned to pay for the sales agent at the second day (2) later, excluding the weekends.

Example 2:

"payoutDays": 4,
"paymentPeriod": "Quarterly",
"quotaFor": "Plan duration",
"depositScheme": "Non-Cumulative"

Quota For is Plan Duration → Quota input (130) and Target Incentive (20) are understood as a whole compensation plan duration (it should be the Start Date - End Date input on the Compensation Plan)."
(see details in Create Compensation Plan (Sales Compensation)).
You compare those inputs with your cumulated baseline value in the Source Name, Source Type (e.g. SC_TransactionData DM) for payment period (Q1, Q2, Q3, Q4).
For calculation details for this case see Condition Types & Calculation Examples (Sales Compensation).
End of each payment period (Q1, Q2, Q3, Q4), the payout date is planned to pay for the sales agent at the fourth day (4) later, excluding the weekends.

Summary

There are 3 different calculation ways:

Quota For: Payment Period
Quota For: Plan Duration – Deposit Scheme: Non-Cumulative
Quota For: Plan Duration – Deposit Scheme: Cumulative