Compensation Plan List

The Compensation Plans page displays the list of Compensation Plans that you are entitled to see.

On this page, you can:

• Create a new Compensation Plan.

• Export – Exports the data to Excel. An Excel template can be predefined in the Publishing Templates section. It can provide the agreement with a predefined structure and format for viewing the data. Without a template, the raw data is downloaded to MS Excel and can be reformatted there.

• Duplicate a Compensation Plan. This action creates a new Compensation Plan with the same data and saved filters. Unlike a revision, a duplicated Compensation Plan is created as an independent object and does not use revision-style version tracking. In the Details panel, however, there is a hyperlink to the original Compensation Plan; this is only a reference link and does not establish a revision relationship.

  By default, attachments are not copied to the duplicated Compensation Plan (this can be changed by adding a parameter to the Compensation Type configuration).

• Delete one or more Compensation Plans.

• Revoke a Compensation Plan.

• Create a new revision of a Compensation Plan. The procedure is the same as for Rebate Agreements.

• Move the selected Compensation Plan to a different folder in the Categories tree.

• View and add attachments.

• Unlock locked Compensation Plans (administrator rights required).

It is possible to customize the structure and content of the Compensation Plans table to suite your needs. You can:

• Organize Compensation Plans into folders in the Categories tree

• Sort the table

• Use a simple filter

• Create advanced filters

• Add/remove fields (columns)

• Save your customized layout and filters as a preference

• Completely hide those Compensation Plans from the list that certain user groups are not entitled to edit or view its details. Set the advanced configuration option hideCompensationsBasedOnUserGroups to true.

See the Common Table Actions section for details.