Bookshelf v7.5: Creating a Sales Hierarchy Version

Creating a Sales Hierarchy Version

By default, a sales hierarchy is created without a sales hierarchy version. After you create a sales hierarchy, create a version for the hierarchy.

Only one Sales Hierarchy Version can exist with a status of In Progress at any given time. You can create a new Sales Hierarchy Version from an approved Sales Hierarchy Version, and multiple versions can exist in a Sales Hierarchy with start and end dates that do not overlap.

To create a sales hierarchy version

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

In the Explorer, expand the Sales Hierarchy folder, and then click the Sales Hierarchy Versions folder.

The Sales Hierarchy Versions list appears.

In the Sales Hierarchy Versions list, click New.

The new version record shows a status of In Progress.

In the Sales Hierarchy Version record, enter a name for the version.

In the new version record, complete the fields.

The following table describes the fields.


Field	Comments
Approved By	The login of the manager who approved the new Sales Hierarchy Version.
Approved Date	The approval date for the Sales Hierarchy Version.
End Date	The expiration date for the Sales Hierarchy.
Hierarchy	The Sales Hierarchy associated with the Version.
Organization	The name of the organization that can access the Sales Hierarchy Version.
Start Date	The starting date for the new Sales Hierarchy Version. The default is the creation date.
Status	Predefined status options. When a version is created, the default status is In Progress. Other options include Submitted, Approved, and Rejected.
Submitted Date	The submission date for the new Sales Hierarchy Version.
Submitted To	When the Status changes to Approved, this field is populated with the login of the administrator's direct manager in the Position Hierarchy.
Version Name	The name of the new Sales Hierarchy Version.

The new hierarchy version information also appears in the Sales Hierarchy Versions form. To view this form, drill down on the hyperlink in the Version Name field.