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Siebel Incentive Compensation Administration Guide > Sales Hierarchies >
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.
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.
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Siebel Incentive Compensation Administration Guide Published: 18 April 2003 |