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titleApproving a New Plan

Approving a New Plan

Whether you approve/ reject a plan, you can add a comment or a reason, then click Submit. After this step, the system will display a confirmation message and the status will shift from submitted to Approved in the workflow.

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Good to know: Once the approval process has been completed, no changes are further allowed.

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titleFinding information on sales compensation

Finding Information on Sales Compensation

The sales compensation information will be displayed in the Quoting capability ➡️ Quotes. Here Sellers can see how far or close they are to reach their targets and get the incentives result values. You can find this information in the calculation section on the right side of the products quote.

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titleVisualise Sales Compensation in Quotes

Visualise Sales Compensation in Quotes

If you want to see the Sales Compensation in formation in Quotes, you must make sure that in the master data ➡️ Sellers table, you select your Pricefx User Account, so the information can be fed into the Quoting module and then you can look up your seller’s information there. To see the data, you hit Recalculate. This will display the estimated Compensation for that specific seller and in more detail in the righ-side box below the pie chart. It will also include any adjustments that might have been made.

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