Team Members

PeopleSoft Order Management refers to your customer sales and support staff as team members.

Define groups of team members by employee role, such as account manager, sales manager, or customer support; such team member groupings are called team member types. Refine team member types further by associating them with customers, quotes, and sales orders.

Note:

Support teams (groups of team members) do not have commissionable statuses. You cannot declare a support team eligible or ineligible for commissions as a team. Support teams are distinct from team member types.

Each team member type and each individual team member has a status of either commissionable or non-commissionable. That status determines whether the system calculates commission rates for team members. Determine commission statuses for team member types on the Team Member Types page, and commission statuses for team members on the Team Member Personal Data - Member Commissions page. The Member Commissions page takes precedence over the Team Member Types page. If the settings on the two pages conflict, the system uses the settings from the Member Commissions page.