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   To define unit quota compensation:

1. Open the Plan Elements window.

2. Name the plan element and provide a description.

3. For Active Periods, enter the start and end dates when this plan element can be assigned.

These dates must be within the dates of the compensation plan(s) the plan element is assigned to.

4. For Interval Type, choose the type of time interval for which this plan element is defined:

Period: The quota and payment targets are defined on a period basis.

Quarter: The quota and payment targets are defined on a quarterly basis.

Year: The quota and payment targets are defined on a yearly basis.

5. For Element Type, select Unit Quota.

6. In the Apply Txn (Transaction) field, select Individually.

7. In the Payment Type field, select how the payment is calculated from the list of values.

Applied Transaction Amount Percentage: A percentage of the amount of the transaction(s) is paid for each level of quota achievement specified in the rate table.

Payment Amount Percentage: A percentage of the payment amount you specify in the Payment field is paid for each level of quota achievement specified in the rate table.

8. In the Rate Table field, select a rate table from the list of values where the From/To rate tier is percentage, which is based on the Payment Type field:

Applied Transaction Amount Percentage: The commission rate is percentage.

Payment Amount Percentage: The commission rate is percentage.

9. Choose the Revenue Classes button to assign one or more revenue classes to this compensation plan element. (See Assigning Revenue Classes)

10. Verify whether to check or uncheck the Split check box.

The Split check box lets you have the option of splitting or not splitting a single transaction across multiple tiers. See Defining Split and Non-Split Commission.

Note: The Split check box and ITD check box cannot be checked at the same time.

11. Verify whether to check or uncheck the ITD (Interval to Date) check box.

The ITD check box lets you define interval to date target and payment amounts, which are used to calculate the commission.

When you check the ITD check box, the Distribute Target button becomes active.

Note: The ITD check box and Split check box cannot be checked at the same time.

12. Choose the Distribute Target button.

The Interval to Date Targets window appears, which lets you define the target for each period and view the sum of the targets interval to date.

Note: There are three different types of Interval to Date Targets windows that you can access: Period (default), Quarter, and Year.

Interval to Date Targets
Plan Element		Unit Quota QTD		Save/Refresh
Period
		Target Amount		Payment Amount
			Interval		Interval
Period	Quarter	Period	To Date	Period	To Date
JAN-97	1	60.00	60.00	60.00	60.00
FEB-97	1	90.00	150.00	90.00	150.00
MAR-97	1	150.00	300.00	150.00	300.00
APR-97	2	100.00	100.00	60.00	60.00
MAY-97	2	150.00	250.00	90.00	150.00
JUN-97	2	200.00	450.00	150.00	300.00
JUL-97	3	100.00	100.00	60.00	60.00
AUG-97	3	100.00	200.00	90.00	150.00
SEP-97	3	100.00	300.00	150.00	300.00
OCT-97	4	150.00	150.00	60.00	60.00
NOV-97	4	150.00	300.00	90.00	150.00
DEC-97	4	150.00	450.00	150.00	300.00

The Interval to Date Targets window shows the period targets for the start and end dates with the:

• Interval Type field set to Quarter.

Note: At the end of each quarter, the ITD amounts are reset.

• Payment Type field set to Payment Amount Percentage

13. After you enter the period targets for the start and end dates, choose the Save/Refresh button to populate the Interval to Date columns.

The The Interval to Date columns will show the accumulated sum of the Periods for each quarter.

14. You can display the target sum for the quarter or year by first choosing the Period button; a popup menu appears, then select Quarter or Year, respectively.

If you select Quarter, the following window appears:

If you select Year, the following window appears:

15. Save your work.