Compensation Plan List

Owned by Ondřej Tesař
Sept 27, 2024
1 min read

The Compensation Plans page displays the list of Compensation Plans that you are entitled to see.

On this page, you can:

  • Create a new Compensation Plan.

  • Export – Exports the data to Excel. An Excel template can be predefined in the Publishing Templates section. It can provide the agreement with a predefined structure and format for viewing the data. Without a template, the raw data is downloaded to MS Excel and can be reformatted there.

  • Duplicate a Compensation Plan.

  • Delete one or more Compensation Plans.

  • Revoke a Compensation Plan.

  • Create a new revision of a Compensation Plan. The procedure is the same as for Rebate Agreements.

  • Move the selected Compensation Plan to a different folder in the Categories tree.

  • View and add attachments.

It is possible to customize the structure and content of the Compensation Plans table to suite your needs. You can:

  • Organize Compensation Plans into folders in the Categories tree

  • Sort the table

  • Use a simple filter

  • Create advanced filters

  • Add/remove fields (columns)

  • Save your customized layout and filters as a preference

  • Completely hide those Compensation Plans from the list that certain user groups are not entitled to edit or view its details. Set the advanced configuration option hideCompensationsBasedOnUserGroups to true.

See the Common Table Actions section for details.

Found an issue in documentation? Write to us.

 
Pricefx version 13.1