Adjustments (Sales Compensation)

Adjustments allow you to modify the value of compensation that is going to be paid to a Sales Agent.

There are two places you can adjust:

• Request Adjustment

• Adjustment Form – only for the [SC] Administrator and [SC] Sales Manager roles

Request Adjustment

This Request Adjustment can be viewed by any of these: Sales Agent, Sales Manager, Administrator.

1. Go to Pricefx Processes > Request Adjustment.

2. Open the page.

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3. Fill the required Title and Description.

4. You select which transactions you want to adjust by using these filters:

   • Product Group

   • Customer Group

   • Payee(s) (= Sales Agents or Sellers)

   • Pricing Date

   • General Filter

5. Click the Apply button.

6. The submit message, including your adjustment request reference number, is displayed later.

Adjustment Form

1. Go to Sales Compensations > Adjustments.

2. Create New Adjustments and fill in the Label and User Group (Edit) and User Group (View Details).

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3. Fill in option on the Adjustments Details page.
   
   

    

   1. Inputs:

      • Created By

      • Created On

      • Title – filled when you create from the Request Adjustment

      • Status

      • Description
        
        

   2. Find Transactions – Use these filters to specify transactions which you want to adjust:

      • Product Group

      • Customer Group

      • Payee(s)

      • Pricing Date

      • General Filter

      • Filtered Transactions

        
        Note: For performance reasons only the last 10 transactions found are shown below. Make sure you want to adjust ALL transactions according to your filter or provide more specific filter.
        Keep in mind that adjustments will be applied to each transaction separately.
        
        

   3. Define Adjustment – Select Adjustment Type and specify what you want to change. Defined adjustment will be applied to every selected transaction individually. There are the following Adjustment Types:

      • Change Data – Allows you to change values, e.g., from Payee A to Payee B or from Date A to Date B.
        You can change values in these fields: New Payee, New Product, New Customer, New Date Value, New Invoice Price, New Quantity, New Gross Margin.
        
        

         

      • Split Credit – Allows you to split data among payees. Make sure the sum of split payees equals to 100%. If the sum of split payees is not equal to 100%, there is a warning message displayed.
        
        

         

4. You can go to other tabs such as Payee Profile, Transactions to check dashboard data.
   
   

    

5. Lastly, you need to click on the Workflow tab and submit it. Without this step, there is no adjustment generated in the Accrual Records.

6. You can check these generated adjustments in the Accrual Records:

   1. Go to Sales Compensations > Accrual Records.

   2. Filter Type == Adjustment && Compensation Record == your CFO ID you want to check.
      
      

For more details on the Calculation Flow see Flow Diagrams (SC).

Using Adjustments to Create “Dummy” Transaction

You also have to option to “create new transaction” through Adjustments. Instead of just changing values on an existing transaction, you can take into account a dummy/artificial transaction.

To do that, use the input Data Type and select Manual.

There is a new input matrix that has Product / Customer / Seller / Date / Adjustment Invoice Price / Adjustment Gross Margin / Adjustment Quantity fields for you to fill in. The result of the input matrix is put directly into the AccrualRecords table as a new type ManualAdjustment.

Note: In the Request Adjustment wizard, this input matrix is not shown, as it might be too technical for users. It is expected that users will just use the Description field to specify the requirements and an admin will prepare a suitable adjustment.