Create a User-Defined Category for Commissions

This example demonstrates how to create a Commissions category using the User-Defined category type. The following table summarizes key decisions for the category in this scenario.

Decision to Consider	Category in This Example
What is the category type?	User-Defined
Display category details in the statement at what level?	Viewers see all details on one page.
Add items?	Yes: Sales target, sales revenue, and commissions items for year end.
Display graphs? How many? What type?	Yes. Two bar charts, one for revenue generated and one for commissions earned.
Hide or edit any columns in the category?	Edit column labels.

Task Summary

To create the user-defined category for commissions complete the following tasks. Use the default values except where otherwise indicated.

1. Create a User-Defined category.

2. Attach existing compensation items.

3. Configure display options.

Prerequisites

1. Create the following compensation items:

   • Sales Target Year End

   • Sales Revenue Year End

   • Commission Year End

Entering Category Details and Adding Items

1. Click the Manage Compensation Categories task.

2. Click Create.

3. Complete the fields, as shown in this table.

   Field	Value
   Name	Commissions
   Category Type	User-Defined
   Number of Item Columns	3

4. Click Continue.

5. Select Viewers see all details on one page in the Level of Detail field.

6. Click Edit Column Properties and select the Your Contribution column.

7. Enter Sales Target in the Column Label field.

8. Click OK.

9. Click Edit Column Properties and select the Company Contribution column.

10. Enter Sales Revenue in the Column Label field.

11. Click OK.

12. Click Edit Column Properties and select the User-Defined Column 3 column.

13. Enter Commission in the Column Label field.

14. Click OK.

15. Click Add Items.

16. Complete the fields for the new row, as shown in this table.

    Name	Description	Sales Target (Item)	Sales Revenue (Item)	Commission (Item)
    Row 1	Year End Activity	Sales Target Year End	Sales Revenue Year End	Commission Year End

    The Name column doesn't show in the statement when the level of detail is configured to display all details on a single page.

Configuring Display Options.

1. Select the Graphs tab.

2. Complete the fields for two graphs, as shown in this table.

   Field	Value for the First Graph	Value for the Second Graph
   Graph Title	Revenue Generated	Commissions Earned
   Graph Type	Bar	Bar
   Graph Items	Sales Revenue	Commissions

3. Click Save.

4. Click OK in the confirmation.

5. Select the Descriptive Text tab.

6. Enter any text here to describe what's included in this category or details about policies, and format it appropriately.

7. Click Reorder Components at the top of the page.

8. Select Descriptive Text and click the downward arrow until Descriptive Text appears below Graphs.

9. Click OK.

10. Click Save and Close.