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Siebel Incentive Compensation Administration Guide > Transaction Workbook Imports and Exports > Adjusting a Transaction Compensation AmountChanges to orders can cause changes to compensation payments. For example, suppose that last month a sales representative booked an order for 100 product items. The compensation period for last month has closed, and the sales representative has already been paid a commission. Now the customer wants to order 50 units of the product item instead of 100. The 100-product item order was used to calculate the representative's compensation, so the amount he was paid is now incorrect. The 50-product item order should be used to calculate the sales representative's compensation. The representative's company adjusts the incorrect transaction and recalculates compensation for the appropriate months to reconcile the incorrect original compensation. You can use adjustment transactions to modify transactions from past periods. To adjust a transaction from a past period
When you export data for the current period to the Calculation Workbook, the adjustment records are also exported. Although you may have made adjustments to only one line item on a transaction, when you export the data to the Calculation Workbook, all line items are exported. When you execute a Calculation Run, the Calculation Engine ignores the original and reversal transactions, and only includes the correct transaction. The result is that the Calculation Run represents the correct earnings for the participants involved on the transaction. |
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Siebel Incentive Compensation Administration Guide |