Incentive Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Order Options $Images\bluerarw.gif$ Incentives $Images\bluerarw.gif$ Incentive Maintenance

Purpose

Set up and maintain incentives.

Overview

Use Incentive Maintenance to view, create, edit, copy, and delete incentives for sales representatives that achieve incentive goals. For information on setting up incentive goals, see Incentive Goal Maintenance.

Creating Incentives

To create an incentive:

Click the New button in the ribbon.
Enter a name for the incentive in the Incentive Name field.
Enter the date range of the incentive in the Incentive Start and Incentive End fields.
Select one of the Incentive Payout options to indicate how the incentive is paid.
If you selected a type other than Manual in step 4, enter the amount of the incentive in the Incentive Amount field. If you selected Manual in step 4, enter the details of the manual incentive on the Manual tab.
If you selected Volume Based in step 4, select a payout basis and enter a payout maximum.
Enter an incentive goal ID or name that sales representatives will achieve to receive the incentive in the Incentive Goal ID or Incentive Goal Name field.
Click the Add button.
If sales representatives must achieve multiple goals to receive the incentive, repeat steps 7-8 for all incentive goals related to the incentive.
Select any other options for the incentive.
Click the OK button in the ribbon. The incentive is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Incentive Maintenance window.
New	Click this button to create a new incentive. This button is only available if a tab other than the Inquiry tab is displayed.
Update	Click this button to update the selected incentive. This button is only available if a tab other than the Inquiry tab is displayed.
Copy	Click this button to copy the selected incentive. This button is only available if a tab other than the Inquiry tab is displayed.
Delete	Click this button to delete the selected incentive. This button is only available if a tab other than the Inquiry tab is displayed.
OK	Click this button to accept an action. This button is only available if you click the New, Update, Copy, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, Copy, or Delete button in the ribbon.
Show Data	Click this button to display incentives based on the selected criteria on the Inquiry tab. This button is only available if you click the Inquiry tab.
First	Click this button to display the first incentive. This button is only available if a tab other than the Inquiry tab is displayed.
Prev	Click this button to display the previous incentive. This button is only available if a tab other than the Inquiry tab is displayed.
Next	Click this button to display the next incentive. This button is only available if a tab other than the Inquiry tab is displayed.
Last	Click this button to display the last incentive. This button is only available if a tab other than the Inquiry tab is displayed.

Fields and Buttons

Field or Button	Description
Incentive ID	Enter an existing incentive ID, or click the Lookup button to select an existing incentive ID. The incentive ID is automatically assigned when creating a new incentive. Incentive ID's have the prefix IB.
Incentive Name	Enter an incentive name, or click the Lookup button to select an existing incentive name.
Incentive Program ID	Enter an incentive program ID, or click the Lookup button to select an existing incentive program ID. You can use this field as an optional additional method of identifying incentives.
Incentive Start	Enter a start date for the incentive, or click the drop-down arrow to select a start date.
Incentive End	Enter an end date for the incentive, or click the drop-down arrow to select an end date.
Incentive Payout	Select one of the following incentive payouts: Fixed - This is used to create an incentive of a fixed monetary amount (per incentive goal tier). Volume Based - This is used to create an incentive amount that varies, such as an amount per case sold or per number of placements. Manual - This is used to create a miscellaneous incentive, which is not a monetary amount, such as a television or vacation.
Closed	This check box is selected if the incentive is closed. Incentives are closed in Incentive Calculation.
Payout Basis	Enter a basis for calculating a volume-based incentive. These radio buttons are only enabled if you select the Volume Based radio button.
Incentive Maximum	Enter the maximum amount of the incentive. If you leave 0 in this field, no maximum exists for the incentive. This field is only enabled if you select the Volume Based radio button.
Billback Percent	Enter a percentage of the incentive amount that you can bill back to a supplier if a supplier is co-funding the incentive. If you enter a percentage in this field, you must enter a supplier code or name for the incentive.
Supplier ID	Enter a supplier code for which to bill back a percentage of the incentive, or click the Lookup button to select a supplier code.
Supplier Name	Enter a supplier name for which to bill back a percentage of the incentive, or click the Lookup button to select a supplier name.
Incentive Goal ID	Enter an incentive goal ID you want to relate to the incentive, or click the Lookup button to select an incentive goal ID.
	Click this button to display Incentive Goal Maintenance, which allows you to create a new incentive goal and relate it to the selected incentive.
Incentive Goal Name	Enter an incentive goal name you want to relate to the incentive, or click the Lookup button to select an incentive goal name.
Add	Click this button to relate a selected incentive goal to the incentive.
Remove	Click this button to remove a selected incentive goal from the Related Incentive Goals grid.
Related Incentive Goals	This grid displays incentive goals related to the incentive. You can update the following columns for incentive goals. Include in Payout - Select the check box in this column to use the quantities for an incentive goal to calculate the incentive amount. This column is only enabled if the Volume Based radio button is selected. Example An incentive is based on two incentive goals. One goal is set up to sell 10 units of product A, and the other goal is set up to sell 10 units of product B. If you want to pay an incentive amount based on units sold of both product A and B, you would select the check box in this column for both goals. However, if you only want to calculate the incentive amount based on the quantity sold of one of the products, you would only select the check box for the related goal. Mix and Match - Select this check box for two or more non-tiered incentive goals of the same type that must be met to be awarded an incentive. If you specify mix and match incentive goals, you can set up different incentives based on the number of mix and match incentive goals that are achieved. Example If an incentive is based on three incentive goals, which are all mix and match goals, then you can set up different incentive amounts based on whether a sales representative achieved one of the goals, two of the goals, or all three of the goals. Double-click an incentive goal to display Incentive Goal Maintenance, which allows you to view and edit information for the incentive goal.

Non Manual Tab Fields and Buttons

This tab is only available for fixed and volume-based incentives.

Field or Button	Description
Retroactive Tiers	Select this check box if the incentive amount for the highest tier achieved for a tiered incentive goal is used for all quantities when calculating the incentive. This check box is cleared by default, and only enabled if an incentive has an appropriate related tiered goal. Example An incentive is related to an incentive goal that pays $10 for the first 9 units sold if 5 units are sold, and $20 for 10 or more units sold (the incentive goal has two tiers). A sales representative sells 12 units. If this check box is selected, the incentive amount is calculated as $12 x 20 = $240. If this check box is cleared, the incentive amount is calculated as ($10 x 9) + ($20 x 3) = $150.
Incentive Amount	Enter a monetary amount for the incentive. This field is only available if the related incentive goals for the incentive are not tiered.
Payout Basis	This field displays the selected payout basis for the incentive. This field is only available if the related incentive goals for the incentive are not tiered.
Placement Payout (Products)	Select whether the incentive is paid based on amounts of all products included in the incentive goal or only products for placements. This radio set is only available if a related incentive goal for the incentive is based on placements.
Placement Payout (Customers)	Select whether the incentive is paid based on amounts of all customers included in the incentive goal or only customers for placements. This radio set is only available if a related incentive goal for the incentive is based on placements.
Tiers	This grid displays tiers and units, sales, or placements for each tier of the incentive goal. You can enter the incentive amount for each tier. This grid is only available if the related incentive goals for the incentive are tiered or are mix and match goals.

Manual Tab Fields and Buttons

This tab is only available for manual incentives.

Field or Button	Description
Manual Incentive Name	Enter a name for the manual incentive.
Manual Incentive Description	Enter a description of the incentive, including the prize a sales representative receives when accomplishing the associated incentive goal.

Description Tab Fields and Buttons

Field or Button	Description
Description	Enter a detailed description of the incentive.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you are creating, editing, copying, or deleting an incentive.

Field or Button	Description
Status	Select whether to display open incentives, closed incentives, or both open and closed incentives.
Date	Enter a date on which incentives ended for which you want to display closed incentives, or click the drop-down arrow to select a date. You can leave this field blank to display all closed incentives. This field is only enabled if you select the Closed radio button.
Incentives	This grid displays incentives after you click the Show Data button in the ribbon. Double-click an incentive to select it and display information for it on the Non Manual or Manual tab.