Siebel Incentive Compensation Administration Guide > Transaction Workbook Imports and Exports >

Reviewing Data in the Calculation Workbook

Calculation Workbook records are used in calculation runs where the transaction Plan Date falls into the Calculation Run period.

A single transaction in the Calculation Workbook can be used in multiple calculation runs. For example, a transaction record with a Plan Date in January, 2003, can be used in January's run and again at the end of the quarter. You do not need to reimport transactions for the quarterly run—the calculation engine uses records with a Plan Date during January, February, and March calculation runs.

To review data in the Calculation Workbook

  1. From the application-level menu, choose View > Site Map > Incentive Compensation Tracking > Calculation Workbook.
  2. In the Calculation Workbook form, query for Last Name or Order or any other field in the list or form.

    CAUTION:  Some of the fields in the Calculation Workbook are editable (Credit Allocation, Order Amount, Status, Plan Date, and % Net Discount), but these fields should be edited with caution. If you edit the fields in the Calculation Workbook, that information is not reflected in the Transaction Workbook.
    Similarly, if you edit fields on calculated records after the Calculation Engine has calculated the record, the record will be out of sync with the calculated amount. The recommended best practice is not to modify records in the Calculation Workbook, and turning on the audit trail in the Calculation Workbook to record any changes that are made. For more information on audit trails, see Applications Administration Guide.

  3. In the Calculation Workbook list (or form), click the show more button.
  4. Review the calculation record details.

    NOTE:  All the transactions that fall into a Calculation Run Period are selected by the Calculation Run with the calculation run name populated. Those transactions that do not have the matching Status against the compensation rule Earned Status, will have a NULL compensation result.

    The following table describes the fields.



    The account associated with the order.


    Indicates whether or not the transaction has been adjusted.

    Adjusted Transaction

    The original transaction ID from which the adjustment was created.

    Calculation Run

    Name of the calculation run. This field is populated after the calculation engine has run.

    Commission Credit Revenue

    The value in this field is calculated as Order multiplied by Commission.

    Contributor Position

    The position from which the manager is receiving the credit allocation (commission credit) and quota credit allocation (production credit).

    Contributor Territory

    The territory where the Contributor Position first received credit.

    Credit Allocation

    The amount of credit allocated to this employee for the deal.

    Eligible for Payment

    If the check box flag is selected, the compensation from this record is included in the Gross Earnings Eligible total. Regardless of the value of the flag, the compensation amount is included in the Gross Earnings amount.

    First Name

    The first name of the employee being compensated.

    Gross Earnings

    The gross earnings across all plan rules for this given transaction.

    Gross Earnings (Admin Currency)

    The gross earnings, converted to the divisional currency of the compensation administrator currently logged into the application

    Last Name

    The last name of the employee being compensated.


    The name of the person who last modified the record.

    Modified Date

    The date the record was last modified.

    Net Cost

    The net cost of the product or order.

    Net Price

    The net price of the product (after the net discount has been applied).


    The opportunity associated with the order.


    The ID number of the order itself.

    Order Amount

    The total amount on the order. For order records, this is the total amount for the order. For line-item records, this is the total amount the product is contributing on the order (Net Price multiplied by Quantity Requested). This field is used to determine compensation when the plan rule has a performance measure of Revenue. The order amount is displayed in the currency defined on the order.

    Order Date

    The date the order was placed.

    Order Type

    The type of order (for example, Sales Order).

    Original Sales Team

    This position on the order is treated like a member of the original team for compensation purposes. The flag is set in the Transaction Team field in the Transaction Workbook, and it works in conjunction with the Distribution field in the Earned status.


    Indicates payment record.

    Payment Amount

    The payment amount for this transaction.

    % Margin

    The percentage of margin on the product. This field is used for compensation when the plan rule has a performance measure of % Margin.

    % Net Discount

    The net discount percentage used for this line item. This field is used for compensation when the plan rule has a performance measure of % Discount.


    Indicates which period this record is associated with during import into Calculation Workbook.

    Plan Date

    The date to export transactions. This date is used to determine which calculation run would include the transaction. The default is the Order Creation Date, but with tools configuration, the Plan Date can be mapped to the Status Date of any previous status of a transaction.


    The position of the employee.


    For a line-item record, this is the product being sold. This field contains no value for order header and calculation type records.

    Product Line

    For a line-item record, this is the product line for the product. This field contains no value for order header and calculation type records.

    Quantity Requested

    The number of units requested for the product. This field is used for compensation when the plan rule has a performance measure of Units.

    Quantity Shipped

    The number of units of the product shipped.

    Quota Credit Allocation

    The percentage of order amount revenue applied towards the quota attainment calculation. The percentage is defined for each sales team member in the Team field in Orders or in the Transaction Workbook's Team field.

    Quota Credit Revenue

    The value in this field is calculated as Order Amount multiplied by Quota Credit Allocation.

    Record Code

    The code for the record, either Adjusted or Regular. Regular is used for any transaction other than an adjustment.

    Record Type

    The type of record in the Calculation Workbook. The type might be an transaction record (which represents the transaction header record), a line item (which represents a line item on the transaction), or a calculation (which represents a record that has been created to display an aggregated calculated amount).

    Revenue Type

    Describes the type of revenue for the Transaction line (such as product or service). Users can create filters based on this field. For more information on creating filters, see Creating a Filter.

    Sales Team End

    The end date of the position on the sales team.

    Sales Team Start

    The start date of the position in the sales team.


    For example, Headquarters.


    The status of the order (for example, Booked, Billed, Shipped, or Paid).

    Status Date

    The date of the transaction. This is the date that was entered for the order when the status was changed.


    The territory of the position.

    Transaction ID

    The ID of the transaction that has been imported into the Calculation Workbook.

Creating Adjustment Transactions

You can create adjustment transactions to update compensation after the Calculation Engine has been run. This allows you to make last-minute changes before releasing the compensation to the sales representatives. For example, you can add to, or subtract from a compensation amount. You can then roll up the totals for the period using the adjusted amounts. For more information, see Adjusting Calculated Compensation Manually.

Siebel Incentive Compensation Administration Guide