Compensation Types

With Compensation Types you can speed up the process of creating new Compensation Plans. A Compensation Type is a template that specifies the header, filtering and workflow logics and the JSON configuration for dynamic tabs. You can define several Compensation Types and then quickly create Compensation Plans based on these types.

Create a Compensation Type

1. Go to Sales Compensation > Compensation Types and click Add Compensation Type.

2. On the General tab:

   1. Give the new type a name. The name must be unique. Note that Compensation Types cannot be renamed once they are created.

   2. Optionally, define a label. The label must be unique and it also cannot be the same as an already existing Compensation Type name. The label can be changed anytime.
      If a Compensation Type has a label, it will be displayed on the Compensation Plan list and detail pages instead of the name.

   3. Select the desired header logic and a filtering logic that will offer only some Compensation Condition Types for the user to select from when creating a new Compensation Plan.

   4. Select a Compensation Plan workflow logic and creation workflow logic. The drop-down lists contain only active logics. If no logic is selected, the default one will be used (in case of workflow logics it’s the valid and active logic with the 'Valid After' date closest to today).

   5. Select a Compensation Record workflow logic.

   6. You can limit which Compensation Types the user will see when creating a new Compensation Plan by adding a user group in the User Group (View Details) column. Similarly, you can determine which users will be able to edit a Compensation Type. Remember that certain rules apply to the combinations of user group entitlement settings.

3. On the Advanced tab, you can define the structure of the Compensation Plan in JSON format. Specify how many tabs and what types of tabs the Compensation Plan will have. The editor will allow you to save a configuration containing only supported tabs. See the Knowledge Base article Detail Page Layout and Dynamic Tabs for details.

4. Click Create.

Edit a Compensation Type

To edit an existing Compensation Type, select it on the list page and click the Edit button.

You can modify all properties defined during creation, except the name. You can also specify whether Compensation Plans should be recalculated when line items are added or imported.

• Recalculate when adding items – If enabled, adding products doesn’t trigger full Compensation Plan recalculation. The Compensation Plan is recalculated only after the Recalculate button is clicked.

• Recalculate when importing items – If enabled, importing products doesn’t trigger full Compensation Plan recalculation. The Compensation Plan is recalculated only after the Recalculate button is clicked.

See also How to Add or Import Items to a Quote Without Recalculation.

Create a Compensation Plan Based on a Compensation Type

When Compensation Types are defined, you can start creating Compensation Plans based on these types.

1. Go to the Compensation Plans page and click the New Compensation Plan button.
   If there is more than one Compensation Type defined, a drop-down list with available types appears on the first click.

2. Select the desired type.

3. Start editing your new Compensation Plan.

If you want to know on which Compensation Type a Compensation Plan is based, you can see it in the Compensation Type column on the Compensation Plans list page or in the Compensation Plan detail view on the Details panel of the Items tab. A Compensation Type column is also available in the Compensation Records table.