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Siebel Incentive Compensation Administration Guide > Quotas > Revising or Replacing a QuotaIn some circumstances, the compensation administrator or manager may need to revise or replace a quota after it has been created.
When a quota is replaced, the active quota record has a status of Replaced, and the quota record becomes read-only. A copy of the quota is created which can be edited and process for approval. When a quota is revised, the end date of the active record is modified. For example, the active quota has a start date of 1/1/2003 and an end date of 12/31/2003. If the quota is revised on 5/30/2003, the original quota record will have a start date of 1/1/2003 and an end date of 5/29/2003. A copy of the quota record is created with a start date of 5/30/2003 and an end date of 12/31/2003. This is the record that you should revise. A different situation exists if you are revising a quota with the following conditions:
In these instances, the current quota record starts and ends on the start date of the quota (if the quota was valid from 1/1/2003 through 12/31/2003, the record has a start date of 1/1/2003 and an end date of 1/1/2003). This record becomes read-only. A copy of the record is created with a start date of 1/2/2003 and an end date of 12/31/2003. This is the record you can revise.
After the quota is approved and accepted, you import the quota again so that the new quota can be used. |
Siebel Incentive Compensation Administration Guide |