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Siebel Incentive Compensation Administration Guide > Transaction Workbook Imports and Exports > Exporting Data to the Achievement Container WorkbookAs illustrated in Figure 10, two separate server components move data from the Transaction Workbook to the Calculation Workbook and the appropriate achievement containers, filtered by any filters associated with the plan rule. Achievement containers are used to aggregate the achievements of sales representatives according to compensation plan rules and plan hurdles. All transactions applied to Plan Rules with the Aggregate flag set to True (check box selected) will be accumulated into the achievement containers, while other transactions must be exported to the Transaction Workbook. Rollup Achievement in the Achievement ContainerPositions in the sales hierarchy that are compensated as a result of rollup are automatically credited with the transaction as data is moved from the Transaction Workbook to the achievement containers. If a sales representative closes a deal, the deal revenue flows into the representative's achievement container, as well as the manager's container, the second-level manager's container, and so on. The rollup occurs according to the appropriate sales hierarchy, based on the Territory ID and Plan Date of the order. NOTE: To use rollups, you must create a sales hierarchy. For more information on sales hierarchies, see Creating a Sales Hierarchy. For more information on achievement containers, see Achievement Containers. To export data to the Achievement Containers Workbook
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Siebel Incentive Compensation Administration Guide |