Bookshelf v7.5: Revision History

Table 2. Changes Made in Rev. B for April 2003 Bookshelf
Topic	Revision
Adding a Next-Level Report to a Plan Quota (Manager)	Added caution noting that next-level reports can only be added in an approved Sales Hierarchy Version.
Adding Sales Crediting Fields to a Sales Crediting Rule	New topic
Creating a Hurdle	Shortened procedure to remove information duplicated in steps and field description table. Added Table 6, Supported Aggregate and Nonaggregate Hurdles and Rules.
Credit Allocation and Aggregated Rules	Revised first paragraph to remove inaccuracy.
Designating the Plan Participant as Compensable	Revised note in procedure to reference Group Administration screen's Positions view.
Designating the Plan Rule as the Default	This section originally appeared in the Customizing Plan Rules section.
Reviewing a Calculation Summary	Added information on the Cap Details, Draw Details and Hurdles Details views.
Reviewing Data in the Calculation Workbook	Added note after Step 4 in procedure "To review data in the Calculation Workbook" to add that Calculation run name appears on some records with Compensation as NULL.
Sales Credit Assignment	Added note to underscore that Sales Crediting only works on order headers.
Sales Hierarchy Error Messages	Moved this section from the Sales Hierarchy chapter to Troubleshooting appendix.
Setting up the Server Request Processor for Calculations	Moved this section from the Incentive Compensation Tracking chapter.
Specifying Currency Scale and Extended Scale Values	Added topic
Submitting a Sales Hierarchy Version for Approval	Added Step 4 in procedure, and caution that single-login user must save the sales hierarchy version record after changing status to Submitted, before changing status to Approved.
Submitting a Sales Hierarchy Version for Expiration	Amplified procedure for clarity.
Troubleshooting Accumulation Processes	Moved this section from the Achievement Containers chapter to the Troubleshooting appendix.
Troubleshooting Sales Crediting Errors	Moved this section from Sales Crediting chapter to Troubleshooting appendix.
Validating a New Territory Position and Crediting Rule	Revised procedure to indicate that territory positions and crediting rules either can be validated separately, or as part of a territory validation.
Optimizing Sales Credit Engine Performance	Added appendix.
Troubleshooting Incentive Compensation	Added appendix.

Topic	Revision
Net Change Transactions and the Transaction Workbook	Added cross reference for configuration information
Accumulating Achievement Containers	Revised Step 4 of procedure
Associating a Cap with a Plan Rule	Revised procedure
Associating a Quota and Quota Target with a Manager	Revised Step 4 of procedure
Calculating Total Estimated Compensation (End User)	Added caution
Checking the Log Files for Errors	New topic
Creating a Compensation Plan	Added procedure
Creating a Plan Rule Rate Table	Added caution statement
Creating a Rule	Added and clarified terms
Creating Team and Personal Team Bonus Plan Rules	New topic
Cumulative Performance Measures	New topic
Making Plans and Plan Rules Estimable	Added note describing what can be included in compensation estimates
Updating a Calculation Run Using Populate Plans	New topic
Processing Sales Crediting on an Order	Revised process
Prorating Compensation Earnings Scenario	Revised to correct explanation
Sales Crediting Solutions	New topic
Rate Calculation Syntax	New appendix
Incentive Compensation Server Components	New appendix
Configuring Incentive Compensation	New appendix
Configuring Order Change Tracking	Removed topic from Chapter 7, "Transaction Workbook Imports and Exports" and moved to Appendix D, "Configuring Incentive Compensation."

Revision History

April 2003 Bookshelf

November 2002 Bookshelf