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.
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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.
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