Lions, Tigers, and Rules - Oh My!
This box on a Commission Rule indicates the denominator of the attainment calculation associated with the rule.
What is Quota Period?
This is the Order field which determines the version of reference objects used during the calculation process.
What is Incentive Date?
This is where a Sales Rep goes to see their Orders, Credits, Commissions and Payments in one view; it's thought of as the main report an end user will use in Incent.
What is the Incentive Statement?
These two fields on the Person record are effective across all versions of the record, i.e. all versions use the latest value entered.
What are Employee Status and User?
This is the max length of a String Custom Field.
What is 512 characters?
This type of rule is the most rare, requires end user input in order to function correctly, and is associated with a specific module of Incent.
What is an Illustrator rule?
This is the recommended maximum number of Orders for a batch.
What is 20,000?
When an end user clicks on a hyperlinked Payment value in Incent, this is the report that will load.
What is Incentive Details?
This is the field on the Position record which will prevent results from being generated for that Position, even if a valid order is loaded and calculated.
What is Incentive End Date?
These are the 3 Incent objects which allow custom fields to be created on them.
What are Order, Person, and Quota?
If you're unable to get indirect credit to fire, but have valid direct credits, this is the most common credit rule setting which people forget to use.
What is the Rollable checkbox? (or checkboxes)
These are the names of the tables where Incent stores Orders after calculation is completed.
What are Staged Orders and Processed Orders?
This is the suffix that gets added to some Fact objects in Analytics when PPP is enabled.
What is PPA?
This is the order in which an admin must create objects when entering a new end user into the system; assume no Named Relationships are required.
What is User, Person, Position, Hierarchy?
This is the checkbox which allows you to control whether an order type can be used with the module which allows users to import data from SFDC to help project commissions associated with a specific order.
What is "Hide from Incentive Estimator"?
These are the two features which differentiate Bonus Rules from Commission Rules.
What are firing directly from Orders and the ability to natively fire only once in a period?
These are the attributes Incent uses to decide the sort for orders when calculating inbound data.
What are Batch Name, Incentive Date, Order Code, Item Code?
This is the navigation path to get to the page of Incent where you can specify which credits retire which quotas for display on end user reports, starting with the primary tab in Incent.
What is Reports > Customize > Quota Credit?
This field on the Title record determines whether an end user can drill down into monthly details on reports, or if they are restricted to a quarterly view only.
What is Pay Period Type?
This is the Setup object which allows you to assign a colored icon which will appear next to it in reports. This same object also allows you to include users in ranking reports.
What is Employee Status?
Before Multiplier existed as an option on Commission Rules, you had to make this edit to your formulas in order to produce a flat amount as an incentive result.
What is dividing by Credit.Amount?
This is where Incent will place Results which are produced when an Order is loaded to a closed period and calculated through incentives.
What is credits and commissions placed in the closed period, but payments placed in the first open period
This is the name of the additional report that gets enabled when using PPP.
What is Payment Summary?
This is something that Incent hierarchies and plants have in common.
What are roots? / What is a root?
When creating a Reason Code, these are the three Areas with which it may be associated.
What are Incentive, Person Version and Workflow?