1.6.0

Feb 13, 2023

There is a new Compensation Type "SPIFF" (Sales Program Incentive Funds). This incentive program is used in companies to drive sales. 

PFPCS-5928

Compensation Holdbacks on a plan level have been introduced. They help you make sure that you do not overpay your Sales Agents in case of cancellations/returns etc. You can configure to take e.g. 20% of compensation from every period and pay it back to the seller in last period.

PFPCS-6019

In Seller data, there are now only three significant fields and the rest is up to users to define.

PFPCS-6146

In the Admin YTD Overview dashboard, it is possible to drill down to Payout details and/or the specific Seller details by opening another dashboard.

PFPCS-6195

In a compensation plan you can define caps - maximum compensation to be paid. 

PFPCS-6323

It is possible to use massAddOrUpdate for COAR type.

PFPCS-6328

The Compensation Dashboard has been renamed to Seller Overview Dashboard and it contains numerous usability improvements. There is also a related manual migration step (see above).

PFPCS-6329

Configurable fields in Compensation Header are now defaulted to the following (maximum of 4 in one row):
Seller ID | First Name | Last Name
Seller Name | Reports To | Termination date

PFPCS-6344

In Sales Compensations dashboards, Compensations in drop-down lists and portlets are sorted now by the newest date (or by Compensation ID).

PFPCS-6349

The Forecast Method input is optional from now, both on the Individual and Group level.

PFPCS-6399

Payouts and Plans dashboard summary has been restructured into a table-like format, so that it provides better guidance.

PFPCS-6425

Admin Dashboard has been modified to better support its purpose - to provide a quick year-to-date overview regarding Sales (revenue) vs. Compensations paid for different Sellers.

PFPCS-6434

Payouts and Plans dashboard has been improved and relabeled so that its functionalities are clearer and more consistent.

PFPCS-6435

For  better clarity and consistency "Transaction Dashboard" has been renamed to "Transactions and Statistics".

PFPCS-6436

In the Seller Overview dashboard and Payouts and Plans dashboard it is possible to drill down to the details: you get to the Transactions and Statistics dashboard with the current context selected in Seller Overview / Payouts and Plans.

PFPCS-6438

There is a new Condition Type "Zero Quota Percent" which allows you to define a condition with simple % compensated to the sales agent, without any quota needed (there is no minimal amount of sales needed to be eligible for compensation). 

PFPCS-6477

There is a new Condition Type “Repetitive Quota Amount” which allows you to set up repetitive compensation for the same quota and the same amount, e.g. get 10$ compensation for every 1000$ of revenue. 

PFPCS-6478

The Adjustment form has been enhanced – to be more easily understandable and with no visual distractions.

PFPCS-6481

The Forecast functionality can be turned on/off directly in the Feature Config, without making any code changes.

PFPCS-6485

SPIFFs (Sales Program Incentive Funds) which have been introduced in this version can be tracked in the Admin Dashboard (Admin YTD Summary) and in output portlets Payouts and Plans and also used as a filter for Compensation Plan Types.

PFPCS-6512

The Quota For setting has been renamed from “Annual” to “Plan duration” to clarify how the setting works.

PFPCS-6513

It is possible to define quota in volume (quantity sold) for amount and bonus plans and keep an overview in:

• CORs

• Seller Overview (dashboard)

• Transactions and Statistics (dashboard)

PFPCS-6535

PFPCS-6536

PFPCS-6537

Publishing templates have been removed from the Sales Compensations Accelerator. 

PFPCS-6588

Compensation Pie Chart does not show the pie slice title for an SKU if its value equals 100%.

PFPCS-5824

The Payouts and Plan Dashboard does not load for a long time after you open the Admin Dashboard (or the other way round). You need to refresh the browser.

PFPCS-6267

The Payout Date column is listed in the Active Compensation Plans of the Payouts and Plans dashboard even though it is of no use there.

PFPCS-6347

In COR and COAR, the Source Currency columns are not next to the Payout Currency columns for both Compensation Records and Accrual Records (even though they should be).

PFPCS-6392

In the Compensation Plan Status input, it is possible to delete the value "Approved" if you click the remove icon of the label twice.

PFPCS-6421

There is a missing currency attribute extension for compensation plan attributes.

PFPCS-6422

The Compensation Records portlet does not take the date filter into account.

PFPCS-6424

When running the Record Calculation Task job or manually running a Compensation Record, you get the error "Cannot get property forecastMethod on null object".

PFPCS-6430

In Compensation Records, Forecasted Baseline Value is not displayed correctly when there are multiple Condition Types added to Compensation and Average forecast.

PFPCS-6475

When multiple sellers are selected in the Seller(s) input of the Transactions and Statistics dashboard, there are no data shown in portlets and tables.

PFPCS-6506

Current Compensation field is missing in the COR detail screen.

PFPCS-6523

Compensation Payment in COR did not follow color coding as elsewhere in the Accelerator. From this version, if Compensation Payment is bigger than Previous Compensation, it is green. If the value does not change, it is orange.

PFPCS-6524

Record Calculation Task job ends with an error "Compensation Record cannot be submitted, it has an invalid calculation status".

PFPCS-6559

When you click the Recalculate Changes button in a Compensation Plan with a forecast, you get an error.

PFPCS-6623

In Seller Overview, the Year filter is not reflected during Compensation Records fetch.

PFPCS-6625