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Account |
The account for the order. |
Achievement Workbook Status |
Processed or Unprocessed. Indicates whether or not the transaction has been processed through the Achievement Containers Workbook. |
Adjusted |
Indicates whether or not the transaction has been adjusted. |
Adjusted Status Date |
The status date of the transaction being adjusted. |
Adjusted Transaction |
The original transaction ID from which the adjustment was created. |
Approved |
Indicates whether or not the order has been approved. |
Billable |
Indicates whether or not the order is billable. |
Comments |
A text field for comments. |
Cost |
Total cost of an order—the sum of the costs from the order line items. |
Eligible for Payment |
This check box determines whether 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. If the check box is selected, the value is True. |
Exported to Calculation Workbook |
The read-only check box indicates whether or not the transaction has been moved to the Calculation Workbook. |
Invoice ID |
The ID number for the invoice. |
Margin |
Total margin for the order. |
Last Modified |
The login of the person who last modified the record. |
Last Modified Date |
The time of the last modification. |
Opportunity |
The opportunity associated with the order. |
Order |
The ID number for the order. |
Order Amount |
The total revenue generated by the order. Orders are created by users with a specified divisional currency, and the revenue amount in Siebel Orders and Siebel Transaction Workbook is represented in that currency. When the Calculation Engine calculates a transaction, the order amount is converted into the currency of the plan if they are not the same. |
Order Date |
Date the order was created. The Order Date is used as the exchange date. For more information, see Multi-Currency Transactions. |
Order Type |
Type of order (for example, Sales Order). |
Payment |
The check box, if selected, indicates payment record. |
Payment Amount |
Amount of payment for the transaction. |
Payment ID |
The ID number of the payment. |
Plan Date |
The Plan Date works in conjunction with the status of the order. For example, if the order had a status of Booked in December, 2002, and payment was received in January, 20043(order status was changed to Paid in January 2003), then the Plan Date would be populated with the Booked date (default). The active plan is used to compute compensation for this order. The default status mapping is as follows:
This mapping can be changed, and the status lookup feature can be turned off using Siebel Tools. For more information about configuring mapping and using the status lookup feature, see Configuring Incentive Compensation. The Plan Date also determines which compensation plan is used to compute compensation and which transactions are included in the calculation run. Transactions are sorted by Plan Date/Time in the Calculation Workbook. |
% Discount |
The percentage of discount on the order. |
% Margin |
The Percentage of margin for the order using Order Amount and Total Cost. |
Qty Requested |
The total number of units being requested—the sum of the requested units from order line items. |
Qty Shipped |
The total number of units being shipped—the sum of shipped units from the order line items. |
Site |
The account site. For example, Headquarters. |
Status |
Status of the order (such as Booked, Billed, Shipped, Paid, and so on). |
Status Date |
The date the status of the order was changed, for example, from Booked to Paid. The transactions are imported and exported based on the Status Date. |
Transaction |
Unique ID number for the transaction. |
Transaction Team |
The sales team members who are receiving credit for the order. Also indicates the effective dates and the credit allocation for each member of the team. |
Type |
The type of transaction. Options are System Add, Manual Add, or Adjust. Manual Add is for records created manually and Adjust is for an adjustment record in the Transaction Workbook. The default is System Add when imported through the server process. |