Manage Disputes

Owned by Ioana Kocurova
Last updated: Sept 09, 2024
4 min read

It is inevitable to run into conflict when it comes to commissions and bonuses. While it is recommended that you make sure you avoid it at all costs, managing disputes is easier in Sales Compensation thanks to transparency and record keeping.

Some of our screens may look different as, for the purposes of this tutorial, we are in a demo environment. This should not deter you from understanding how the system works.

Keep Track of Compensation Plans

Besides the obvious advantages SC offers, another important benefit is that you can keep track of compensation records, as well as manage potential disputes in one space, transparently with the whole process being recorded for all the parties involved to be able to refer to.

Through Sales Compensation you avoid guessing and backtracking as well as missing emails, calls or any other communication that covers the potential dispute.

The way to manage disputes in SC is pretty straight forward and requires minimum hassle. It makes therefore for more effective processes leading to stronger incentivising and more trust and visibility.

Sales Compensation allows for management of disputes coming from sales, finance or others.

You can approve or reject queries

You can track queries for audit purposes

Managing Disputes

To manage disputes, you must first navigate the Sales Compensations sidebar menu. Go to Pricefx home in the top-left corner Sales Compensation Adjustments.

This will open a screen where you can either create a new adjustment or edit an existing one.

If you choose the latter, you simply have to click on the checkbox corresponding to your selected query edit in the black ribbon below. This will take you to the Adjustments screen. Make sure that before you make any changes you run the calculation once by clicking Recalculate in the top-right corner. This will refresh and display the latest updates to the plan including any requests for adjustments from Sellers.

Alternatively, you can click on the label. This will open the query details screen where you can see the payee profile, a history of the communication, workflow and query details.

For performance reasons only last 10 transactions found are shown. To better meet your specific needs, make sure to adjust ALL transactions according to your filter or provide a more specific filter. Keep in mind that adjustments will be applied to each transaction separately.

Make an Adjustment

Under Adjustment details, you can enter a description (for instance, change transaction data for Seller 00X. If you choose transaction data in the Data Type field, you will get a set of all available transactions. You can choose a specific product or customer group and you can select your payee – in this case the seller you chose). This will display the last 10 transactions. 

To make an individual change, select the transaction you want, apply the filter and you will see only the transaction in scope. In the new display you can change data, so for instance, you can change the payee for another seller, you can add new customers or products, new dates, new invoice price, quantity and gross margin. You can check specific information later in the Payee profile and transactions. The process closes with the workflow step.

Exploring Workflow

Once you are happy with the adjustments you have made, in the workflow tab, you can click submit in the top-right corner to make sure your changes get stored.

Alternatives in Adjustments

In the Define adjustment tab, under Adjustment Type you may want to choose Split Credit instead of Change Data. This case is pretty straight forward. You can split the credit between sellers. Make sure that when you do so, the split percentages sum is not equal to 100%. So let’s say you want to split credit between two sellers, then one could get 45% and the other 55%.

You can also make manual adjustments by choosing Manual in the Data Type and fill in the corresponding fields. You can later check the updated plan if you go to Accrual Records and under Type you select adjust. This will display a list of adjustments. You can look up the plan in the Compensation Plan column and you can see all relevant details for the plan, based on the adjustments you made.

 

Submitting an Adjustment Request (for Sellers)

However, if you are a Seller and want an adjustment, you can go to Company Processes Request adjustment and fill in the corresponding fields, then click Submit. You will get a message confirming that your request has been submitted.