Sales Compensation General Settings

There are the following settings for the Sales Compensation module:

  • Autosave – Sets the autosave feature on and off.

    • On (default) – Compensation Plans are saved automatically immediately after creation and after any change made by the user. Newly created empty Compensation Plans can still be discarded.

    • Off – Compensation Plans must be saved manually – a warning dialog is displayed if you try to close a Compensation Plan with unsaved changes with the option to save or discard them.

  • Create Compensation Plan Option – On creating a new Compensation Plan:

    • Do nothing

    • Save and calculate new Compensation Plan immediately – If checked, the new Plan is saved immediately after creation and the header logic is executed. It is useful if you need to work with the Plan's typedId in the header logic.

      After you change this setting and save it, you also must refresh the UI, i.e., refresh the browser window or log out and in again.

  • Automatically select added item – A single line item added to the Compensation Plan will be automatically selected and all other currently selected items will be deselected. This only applies if the added item is added on the currently displayed page (in the case when the table has several pages).

  • Submit on Creation WF finish and restart the last state when denied or withdrawn – If checked, Compensation Plan is submitted automatically when document creation WF is finished.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

  • Async actions threshold – Sets the number of Compensation Plan line items from which actions (submit, recalculate, etc.) are run asynchronously. Enter "0" to force asynchronous mode in all cases.
    This setting works only for the React version of the UI (as the decision if an action will be run asynchronously or not is made in the frontend).

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Pricefx version 13.1