Sales Compensation 1.2.0
- Ondřej Tesař
Analytics
Version 1.2.0 requires Pricefx Hurricane 9.1.0 to work properly.
Manual Changes
Update Seller Attributes
Attribute | Change |
|---|---|
attribute5 | Set name: terminationDate |
attribute6 | Set name: hireDate |
attribute7 | Set name: region |
attribute8 | Set name: market |
attribute9 | Set name: status |
Update Accrual Record Attributes
Attribute | Change |
|---|---|
attribute6 | Add description: "This value typically represents volume, revenue, or margin depending on the relevant condition type." |
attribute11 | Add description: "This number represents a value from one period ago. It typically represents volume, revenue, or margin depending on the relevant condition type." |
attribute12 | Change name: NextPriorPeriodPricingMonth → PenultimatePeriodPricingMonth |
attribute13 | Change name: NextPriorPeriodPricingQuarter → PenultimatePeriodPricingQuarter Change label: Next Prior Period Pricing Quarter → Penultimate Period Pricing Quarter |
attribute14 | Change name: NextPriorPeriodPricingSemiYear → PenultimatePeriodPricingSemiYear Change label: Next Prior Period Pricing Semi Year → Penultimate Period Pricing Semi Year |
attribute15 | Change name: NextPriorPeriodPricingYear → PenultimatePeriodPricingYear Change label: Next Prior Period Pricing Year → Penultimate Period Pricing Year |
attribute16 | Add description: "This number represents a value from two periods ago. It typically represents volume, revenue, or margin depending on the relevant condition type." Change label: Next Prior Period Pricing Baseline → Penultimate Period Pricing Baseline |
Update Compensation Record Attributes
Attribute | Change |
|---|---|
attribute1 | Add description: "This value typically represents volume, revenue, or margin depending on the relevant condition type." |
attribute5 | Clear / Remove |
attribute6 | Clear / Remove |
attribute7 | Clear / Remove |
attribute8 | Add description: "This value typically represents forecasted volume, revenue, or margin depending on the relevant condition type." Change label: Accrual Forecast Baseline Value → Forecasted Baseline Value |
attribute9 | Change name: AccrualForecast → AccrualForecastCompensation Change label: Accrual Forecast → Compensation Forecast |
attribute10 | Change name: TruesUp → TrueUp Change label: Trues Up → True-up |
attribute11 | Change name: AccrualMethod → ForecastMethod Change label: Accrual Method → Forecast Method |
attribute12 | Change type: NUMERIC → PERCENT |
attribute14 | Change label: Accrual Forecast Quantity → Forecasted Quantity |
attribute18 | Add description: "This number represents a value from one period ago. It typically represents volume, revenue, or margin depending on the relevant condition type." |
Update Condition Type Attributes
Attribute | Change |
|---|---|
attribute9 | Change label: Target For → Quota For |
attribute18 | Set name: BaseFieldSeller |
Create New Condition Types
Name | Label | Pricing Logic (formulaName) | Condition Type Name (attribute4) |
|---|---|---|---|
SC_MultiTargetAmount | Multi Target Amount | Sales Compensation (SC_Compensation) | Multi Target Amount |
SC_MultiTargetPercent | Multi Target Percent | Sales Compensation (SC_Compensation) | Multi Target Percent |
Update Compensation Types
Type | Change |
|---|---|
Indirect Compensation | Remove |
Direct Compensation | Remove |
Individual Compensation | Needs to be created. Header Logic: Sales Compensation Header (SC_CompensationHeader) |
Adjust Configuration Wizard
Navigate to Settings > Configuration > Configuration Wizard Admin and change the label of SC_AdjustmentWizard: SC Adjustment Wizard -> Request Adjustment.
Create Header Seller Details Mapping Company Parameter
Based on this default definition:
Create New Publishing Templates
Based on these default definitions:
Improvements and Fixed Issues
Stories
PFPCS-6072 Adjustment Creation Wizard - Add summary screen
PFPCS-6071 Adjustment Creation Wizard - Add transaction filters
PFPCS-6069 Rename "Next Prior" column to "Penultimate"
PFPCS-6067 Accrual Forecasts - Rename to Compensation Forecasts
PFPCS-6062 Adjustment Wizard - Add filters for seller, transaction unique ID and Payment Date
PFPCS-6061 Adjustment Wizard - Add possibility to modify Product and Customer of a transaction
PFPCS-6060 Adjustment Wizard - Improve messages
PFPCS-6059 Adjustment Wizard - Add “Created By” read-only input
PFPCS-6037 Add descriptions for Baseline columns
PFPCS-6036 Add new Seller table fields
PFPCS-6025 Hide payout date and calculation date header inputs
PFPCS-6024 CPQ Plugin - Remove rounding from header level chart
PFPCS-6017 Add currency information to absolute inputs condition type inputs
PFPCS-5996 Rename Target to Quota - Labels
PFPCS-5994 Adjust Compensation Types
PFPCS-5977 Additional read-only Inputs
PFPCS-5957 Input Validation - allow setting target to 0
PFPCS-5946 Replace SellerGroup input with Seller input for Direct and Indirect types
PFPCS-5936 Display Seller Information in Compensation Header
PFPCS-5935 Multi-Target Condition Type
PFPCS-5927 Replace SG input with Team dropdown input
PFPCS-5926 Accrual Records - Fill period data even when there is no data
PFPCS-5924 Seller Termination Date
PFPCS-5921 Adjustments - Pre-check if exist before executing performance-heavy-filter queries
PFPCS-5920 Replace .unique() with a built-in stream unique functionality
PFPCS-5900 Adjustments - Replace Issue Type with title of request
PFPCS-5880 Adjust Publishing Templates to new calculation flow
PFPCS-5815 Condition Types - Add override option to Seller ID field
PFPCS-5753 SC Accrual Forecasts
Tasks
PFPCS-6074 Remove redundant record attributes
PFPCS-6040 Adjustment CFO: implement the mechanism to block submitting when there is no data
PFPCS-6031 Record Calculation - Disable recalculation of submitted Compensation Records
PFPCS-5904 Migrate the Adjustments definition into new JSON structure
PFPCS-5903 SC - Update min supported version to 9.1
PFPCS-5810 Warn the user properly if no data found + have the tx data rows only with filters
PFPCS-5783 Warn the user if there are more rows of transactions data, than currently displayed
PFPCS-5985 [SC Quoting Plugin] Add more calculation
PFPCS-5892 Adjustment CFO: allow to open the transaction list matrix always
PFPCS-5891 Adjustment CFO: Created time in detail should be the same with list
PFPCS-5841 Adjustment: CFO's Label should be filled automatically somehow if seller creates form from wizard
Bugs
PFPCS-6121 SC_AdvancedConfiguration is changed after deployment from -upgrade
PFPCS-6118 COR: error displays when running record detail manually but not running plan calculation beforehand
PFPCS-6117 CO: There is no workflow after clicking Submit
PFPCS-6110 Missing Condition Type in the warning when required inputs are empty both on header and line
PFPCS-6100 SC Transaction Dashboard - Remove Indirect Compensation in Compensation Header Type selection input
PFPCS-6096 SC Transaction Dashboard - Alerts display in Compensation Plan Statistics when leaving date range empty
PFPCS-6065 Mismatch Accrual Compensation label between header and line
PFPCS-6049 Seller information displays incorrectly by field label
PFPCS-6047 Accrual Compensation Comparison Chart on header: null displays after creating new CO
PFPCS-6046 Restore accidentally changed field names
PFPCS-6023 Multiple INPUT VALIDATION messages display if containing many line items
PFPCS-6022 COR: Adjustment Id is applying to all records met the condition (seller, product, customer) but not including pricing date period
PFPCS-6016 Dashboards - Error when opening embedded active compensation plans dashboard in payouts and plans dashboard
PFPCS-5964 Replace payoutdate with start/end date in Active Compensation Table filters in Payee Plans Dashboards
PFPCS-5923 Query for adjustments doesn't work when filter is too big
PFPCS-5912 Group Compensation does not work if member of more than one teams at the same time and select directly in Sellers master
PFPCS-5873 Indirect & Direct Compensation: issue when having the same seller but different teams and time is overlapped
PFPCS-5837 Compensation Pie Chart can show only 2 first SKUs in Quote Items tab
PFPCS-5794 Edge case: the error thrown at Record Calculation Task job when adding seller back into SX
PFPCS-5679 Missing Publishing Templates for Compensation Plans