Advanced Configuration Options (Sales Compensation)

automaticallySelectAddedItemCompensations

Automatically select added item. If visible, the added item will be selected and the previous selection will be unselected.

Configured on page – Administration > Configuration > Sales Compensation > General Settings

Type – boolean

Sample value – true

calculateNewCOImmediately

Calculate new Compensation Plan immediately. If selected, the Compensation Plan header logic is executed right after the Compensatiton is created. Refresh is needed for changes to take effect.

Configured on page – Administration > Configuration > Sales Compensation > General Settings

Type – boolean

Sample value – true

compensationAsyncThreshold

Async actions threshold. The number of items for which it is necessary run Submit, Recalculation, etc as asynchronously actions. Default value is 100. For forcing always async actions use 0.

Configured on page – Administration > Configuration > Sales Compensation > General Settings

Type – integer

Sample value – 100

compensationPrefix

Sets the Compensation Plan prefix in their unique name. The default is CO-.

Type – text

Sample value – CO-

compensationRecordPrefix

Sets the Compensation Record prefix in their unique name. The default is COR-.

Type – text

Sample value – COR-

compensationRevisionFormat

Format of document revision id

Type – text

Sample value – $uniqueName$-REV-$revId$

defaultCOHeaderFormula

Name of the Logic. Defines a default calculation logic used at the compensation header level.

Type – text

Sample value – CompensationHeaderLogic

defaultCompensationTypeFilterFormula

Type – text

Sample value – CompensationConditionTypeFilterLogic

defaultGroups

Sets which objects will be assigned the same default user groups as the creator has.

Configured on page – Administration > Configuration > System Configuration > Entitlements

See also – Entitlements

Type – json object

Sample value –

{
    "quote" : true, 
    "contract" : true, 
    "rebateAgreement" : true, 
    "compensation" : false,
    "pricelist" : true, 
    "manualPricelist" : true, 
    "priceGrid" : false, 
    "simulation" : false, 
    "lookupTable" : false, 
    "dataChangeRequest" : false
}

disabledDocxDownload

Allows you to hide the icon for downloading objects (e.g. Quotes, Contracts) in the DOCX format.

See also – How to Hide Download DOCX Icon

Type – boolean

Sample value – true

disableSaveWhenCreationWorkflowIsFinishedCompensation

Submit on Creation WF finish and restart the last state when denied or withdrawn. If checked, the Compensation Plan is submitted automatically when document creation WF is finished. If the Compensation is rejected in the approval process, the creation workflow is restarted at its last step.

Configured on page – Administration > Configuration > Sales Compensation > General Settings

See also – Creation Workflow

Type – boolean

Sample value – true

enableSubmitReasonForTypes

Enable submitter comment. For Quotes, Contracts, Rebate Agreements, Compensation Plans or Price Lists, you can allow users to optionally enter comments when they submit the document.

Configured on page – Administration > Configuration > System Configuration > My Workflows

See also – Workflows Configuration

Type – json array

Sample value – [ "Q", "CT", "RBA", "CO", "PL" ]

headerRefAfterSaveDisabled

Switch to eventually consistent OBJREFs after AP/RBA save, new revision and copy. If enabled, OBJREFs generation is left to a background job that will be scheduled immediately on save, new revision and copy of Agreements & Promotions and Rebate Agreements.

Type – boolean

Sample value – false

hideCompensationRecordsBasedOnUserGroups

If set to true, CompensationRecords are completely hidden for groups that are not entitled to see them.

Type – boolean

Sample value – false

hideCompensationsBasedOnUserGroups

If set to true, CompensationPlans are completely hidden for groups that are not entitled to see them.

Type – boolean

Sample value – false

objRefAfterSaveDisabled

Allows you to disable the creation of OBJREF tasks for line items after a Contract or Rebate Agreement is saved or submitted.

Configured on page – Administration > Configuration > System Configuration > General Settings

See also – General Settings

Type – boolean

Sample value – false

publishingTemplates_<typeCode>

Specifies Excel or Word templates used for publishing documents to XLSX, PDF or DOC formats. You need to specify the type by adding a suffix: "publishingTemplates_Q" (Q for quotes; others respectively).

Configured on page – Administration > Configuration > Templates > Publishing Templates

See also – Publishing Templates

Type – json object

Sample value – { "templates" : [ ] }

rerenderInputsOnFetch

Reevaluates inputs in the syntax mode during fetching Rebate Records. See PFCD-5976.

Type – json array

Sample value – [ "RR" ]

runCreationWorkflowOnCompensationSave

If set to true, the creation workflow logic is executed right after a Compensation Plan is saved.

Type – boolean

Sample value – false

skipRevisionRecalc_<typeCode>

If set to true, a new revision of Q/RBA/CT is not recalculated immediately. You need to specify the type by adding a suffix: "skipRevisionRecalc_Q" (Q for quotes; others respectively).

See also – Quote Actions

Type – boolean

updateHeaderRefInSyncAfterSaveDisabled

If set to true, during submit the system updates ObjRefs for header Customer Group right away on save (synchronously). See PFUN-8055.

Type – boolean