Bookshelf v7.5: Creating a Sales Hierarchy

Siebel Incentive Compensation Administration Guide > Sales Hierarchies >

Creating a Sales Hierarchy

As an administrator, you can create one or more sales hierarchies for your organization. For example, you might have a direct hierarchy which includes the sales force, and another overlay hierarchy for product marketing and product specialists.

To create a sales hierarchy

From the application-level menu, choose View > Site Map > Incentive Compensation Sales Hierarchies Administration > Sales Hierarchy Definition.

In the Sales Hierarchy Definition list, click New.

In the new record, complete the Name field.

(Optional) Complete the Organization, Evaluation Sequence, and Credit Validation Rules fields.

The following table describes the fields.

Field

Comments

Credit Validation Rules

Select the validation rules for validating credit assignments. For more information, see Sales Crediting.

Evaluation Sequence

Indicates the sequence number for Sales Crediting to evaluate the crediting rules. For more information, see Sales Crediting.

Name

Name of the new sales hierarchy.

Organization

Name of the organization that should have access to this sales hierarchy.

Field	Comments
Credit Validation Rules	Select the validation rules for validating credit assignments. For more information, see Sales Crediting.
Evaluation Sequence	Indicates the sequence number for Sales Crediting to evaluate the crediting rules. For more information, see Sales Crediting.
Name	Name of the new sales hierarchy.
Organization	Name of the organization that should have access to this sales hierarchy.

Siebel Incentive Compensation Administration Guide
Published: 18 April 2003