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Siebel Incentive Compensation Administration Guide > Transaction Workbook Imports and Exports > Canceling a TransactionWhen a customer cancels an order, it can affect the compensation of the sales representative who closed the order. For example, suppose a sales representative books a deal in January for 100 product items. Then, in June, the customer cancels the order. The sales representative has already been paid compensation based on the 100 product items. His company needs to adjust the compensation totals for the current period to account for the cancellation. You can create a cancellation transaction to cancel the order and subtract the corresponding compensation amount from the original compensation period. To cancel a transaction from a past period
When you export data for the current period into the Calculation Workbook, this cancellation record is also 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 |