Field
|
Comments
|
Account
|
Customer account responsible for the compensation.
|
Award Earned
|
Description of the award.
|
Calculation
|
The rate calculation formula used by the calculation engine, if applicable.
|
Comments
|
A text field for comments.
|
Cost
|
Cost of the product or the order.
|
Credit Allocation
|
Amount of credit for the deal that is being allocated to this employee.
|
Gross Earnings
|
The employee's gross earnings for the plan rule.
|
Groups
|
Name of the group associated with the plan rule.
|
Margin
|
Total margin for the order.
|
Net Discount%
|
The net discount percentage used for this line item. This field is used for compensation when the plan rule has a performance measure of % Discount.
|
Net Price
|
Net price of the order.
|
One-Time Award
|
When the check box is selected, the recognition award is only applied one time.
|
Opportunity
|
Opportunity associated with the order.
|
Order
|
ID number of the order.
|
Order Amount
|
Total amount on the order. For order records, this is the total amount for the order. For line-item records, this is the total amount the product is contributing on the order (Net Price multiplied by Quantity Requested). This is the field used for compensation when the plan rule has a performance measure of Revenue. The order amount is displayed in the currency defined on the order.
|
% of Payout Factor
|
The results of this plan rule is multiplied by the % Payout Factor to determine the final gross earnings for the rule.
|
% Prorate
|
The Ratio of Payment Amount divided by Total Order Revenue.
% Prorate does not pertain to Quota Prorate.
|
Performance Measure
|
Performance measure that is used for this aggregate rule. Two record are created for plan rules that have two performance measures.
|
Plan
|
Name of the compensation plan.
|
Plan Participant Target Incentive
|
The target incentives associated with the plan participant.
|
Plan Role Target Incentive
|
The target incentives associated with the plan role.
|
Plan Rule
|
Name of the plan rule associated with the compensation plan.
|
Plan Rule Type
|
Type of plan rule.
|
Product
|
For a line-item record, this is the product being sold. The field is not populated for order and calculation-type records.
|
Product Line
|
For a line-item record, this is the product line for the product. The field is not populated for order and calculation-type records.
|
Qty Requested
|
Number of units requested for the product. This field is used for compensation when the plan rule has a performance measure of Units.
|
Qty Shipped
|
Number of units of the product shipped.
|
Quota
|
Name of the quota.
|
Quota Credit Allocation
|
This percentage represents the portion of the revenue that is included as Quota Credit.
|
Rate Used
|
Rate used (for example, 5%) to compute the compensation.
|
Record Type
|
Type of transaction. Options are System Add, Manual Add, or Adjust. Manual Add is for records created manually and Adjust is for an adjustment record in the Transaction Workbook. The default is System Add when records are imported using the server process.
|
Score
|
Score used to calculate compensation.
|
Site
|
Location (city, state) associated with the transaction.
|
Status
|
Status of the compensation.
|
Status Date
|
Date of the most recent status.
|
Transaction #
|
Transaction number associated with the order.
|
