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

Changing a Transaction Line Item

You can review and revise the transaction line items for the current period as necessary. For example, you can perform any of the following actions:

To review and change a transaction line item

  1. From the application-level menu, choose View > Site Map > Incentive Compensation Tracking > Transaction Workbook.
  2. In the Transactions list, select the transaction, and then drill down on the hyperlink in the Transaction field.
  3. In the Transaction Details list, select a line item.
  4. In the Transaction Detail form, click the show more button to get an expanded view of the Transaction Detail.
  5. In the form, change the fields as necessary.

    6. Your changes to the transaction details are not applied to the source order or transaction, whether that be Siebel Orders, Invoices, or an external system.

    NOTE:  In order for a transaction to be exported to the Calculation Workbook, you must complete the Product, Status, and Plan Date transaction detail fields.

    The following table describes the Transaction Line Item fields.

    Field
    Comments
    Adjusted Item ID
    The ID of the transaction from which the adjustment had been created.
    Comments
    A text field for comments.
    Compensable
    A Boolean field. If TRUE (check box selected), the transaction line item is exported to the Calculation Workbook. If FALSE (check box cleared), the transaction line item is not exported to the Calculation Workbook.
    Cost
    Cost of line items.
    Discount Amount
    Amount of discount given for the line item.
    Discount Price
    Manually entered price for the product.
    Line
    Number of the item for the order.
    List Price
    Price of the item that is populated from the Price List.
    Margin
    Total margin for the order.
    Net Cost
    Calculates net cost of the line items.
    Net Margin
    Net Margin.
    Net Price
    Net price of the product (after the net discount has been applied).
    Payment
    Indicates payment record.
    Payment Amount
    Order payment amount is equally distributed among the line items.
    % Discount
    Discount percentage on the line item.
    % Margin
    Percentage of margin on the product. This field is used for compensation when the plan rule has a performance measure of % Margin.
    % Net Discount
    Net discount percentage used for this line item. This field is used for compensation when the plan rule has a performance measure of % Discount.
    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, 2003, and payment was received in January, 2004, (order status was changed to Paid in January, 2004), then the Plan Date would be populated with the Booked date (default). The active plan in 2003 will be used to compute compensation for this order. The default status mapping is as follows:
    • Invoiced, Booked
    • Billed, Booked
    • Booked, Booked
    • Paid, Booked
    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.
    Product
    For a line-item record, this is the product being sold.
    Product Line
    For a line-item record, this is the product line for the product. This field is empty for order and calculation type records.
    Product Revenue
    Quantity Requested multiplied by Net Price.
    Qty Requested
    Number of units requested for the product. This field is used for compensation when the plan rule has a performance measure of Units.
    Qty Shipped
    Number of units of the product shipped.
    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.
    Status
    Status of the line item.
    Status Date
    Date when the status was set or changed.

NOTE:  When you add drop-down list fields that include many choices to the Transaction Workbook, Transaction Workbook Item, Calculation Workbook, Calculation Workbook Item, or Payments Table, set the Long List option to TRUE to improve performance.


 Siebel Incentive Compensation Administration Guide 
 Published: 18 April 2003