Incentive Inquiry
Click here to see this page in full context

Incentive Inquiry

Menu Path: Customer Service Images\bluerarw.gif Inquiries Images\bluerarw.gif Incentives Images\bluerarw.gif Incentive Inquiry

Purpose

View progress and amounts for incentive goals and incentives.

Overview

Use Incentive Inquiry to display progress and detailed information for incentive goals and incentives. You can only view information for incentive goals and incentives that were previously calculated in Incentive Calculation.

For information on setting up incentives, see Incentive Maintenance.

Using the Inquiry

To use Incentive Inquiry:

  1. Select filter criteria on the Select tab for the data you want to display.

  2. Select whether you want to display data for incentive goals or incentives.

  3. Click the Show Data button in the ribbon. The Results tab displays incentive goals or incentives based on the selected filter criteria.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Incentive Inquiry window.

Show Data

Click this button to display incentive goal or incentive data on the Results tab based on criteria selected on the Select tab.

Select Tab Fields and Buttons

Field or Button

Description

All (Sales Representatives)

Select this check box to display data for all sales representatives. If you are not a sales representative, this check box is selected by default. If you are a sales representative, this check box is cleared by default, and disabled.

Sales Representative ID

Enter a sales representative ID for which to display data, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All check box to the left of it.

Note  If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then your sales representative ID is displayed in this field, and you cannot enter a sales representative ID. This prevents sales representatives from seeing other sales representative's incentive information.

All (Sales Teams)

Select this check box to display data for all sales teams. This check box is selected by default.

Sales Team ID

Enter a sales team ID for which to display data, or click the Lookup button to select a sales team ID. This field is only enabled if you clear the All check box to the left of it.

All (Incentive Goals)

Select this check box to display data for all incentive goals. This check box is selected by default.

Incentive Goal ID

Enter an incentive goal ID for which to display data, or click the Lookup button to select an incentive goal ID. This field is only enabled if you clear the All check box to the left of it.

Incentive Goal Name

Enter an incentive goal name for which to display data, or click the Lookup button to select an incentive goal name. This field is only enabled if you clear the All check box to the left of it.

All (Incentives)

Select this check box to display data for all incentives. This check box is selected by default.

Incentive ID

Enter an incentive ID for which to display data, or click the Lookup button to select an incentive ID. This field is only enabled if you clear the All check box to the left of it.

Incentive Name

Enter an incentive name for which to display data, or click the Lookup button to select an incentive name. This field is only enabled if you clear the All check box to the left of it.

All (Incentive Programs)

Select this check box to display data for all incentive programs. This check box is selected by default.

Incentive Program ID

Enter an incentive program ID for which to display data, or click the Lookup button to select an incentive program ID. This field is only enabled if you clear the All check box to the left of it.

All (Incentive Dates)

Select this check box to display data for all incentive dates. This check box is selected by default.

Incentive Start

Enter an incentive start date in a range of dates for which to display data, or click the drop-down arrow to select an incentive start date. This field is only enabled if you clear the All check box to the left of it.

Incentive End

Enter an incentive end date for a range of dates for which to display data, or click the drop-down arrow to select an incentive end date. This field is only enabled if you clear the All check box to the left of it.

All (Incentive Goal Dates)

Select this check box to display data for all incentive goal dates. This check box is selected by default.

Incentive Goal Start

Enter an incentive goal start date in a range of dates for which to display data, or click the drop-down arrow to select an incentive goal start date. This field is only enabled if you clear the All check box to the left of it.

Incentive Goal End

Enter an incentive goal end date for a range of dates for which to display data, or click the drop-down arrow to select an incentive goal end date. This field is only enabled if you clear the All check box to the left of it.

All (Customers)

Select this check box to display data for all customers. This check box is selected by default.

Customer Code

Enter a customer code for which to display data, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box to the left of it.

Customer Name

Enter a customer name for which to display data, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box to the left of it.

All Beverage Types

Select this check box to display data for all beverage types. This check box is selected by default.

Beverage Type

Click the Lookup button to select a beverage type for which to display data. This button is only enabled if you clear the All check box to the left of it.

All Customer Incentive Groups)

Select this check box to display data for all customer incentive groups. This check box is selected by default.

Customer Incentive Group

Enter a customer incentive group for which to display data, or click the Lookup button to select a customer incentive group. This field is only enabled if you clear the All check box to the left of it.

All Products

Select this check box to display data for all products. This check box is selected by default.

Product Code

Enter a product code for which to display data, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box to the left of it.

Product Name

Enter a product name for which to display data, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box to the left of it.

All (Product Incentive Groups)

Select this check box to display data for all product incentive groups. This check box is selected by default.

Product Incentive Group

Enter a product incentive group for which to display data, or click the Lookup button to select a product incentive group. This field is only enabled if you clear the All check box to the left of it.

All (Product Categories)

Select this check box to display data for all product categories. This check box is selected by default.

Product Category

Enter a product category for which to display data, or click the Lookup button to select a product category. This field is only enabled if you clear the All check box to the left of it.

All (Product Subcategories)

Select this check box to display data for all product subcategories. This check box is selected by default, and is only enabled if you enter a product category in the Product Category field.

Product Subcategory

Enter a product subcategory for which to display data, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All check box to the left of it.

All (Suppliers)

Select this check box to display data for all suppliers. This check box is selected by default.

Supplier Code

Enter a supplier code for which to display data, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All check box to the left of it.

Supplier Name

Enter a supplier name for which to display data, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All check box to the left of it.

Display Option

Select whether to display incentives or incentive goals on the Results tab.

Drill Down

Select the data to display when double-clicking incentives or incentive goals on the Results tab.

Show Inactive Goals and Incentives

Select this check box to display data for inactive incentive goals and incentives. This check box is cleared by default.

Show Only Qualified Goals

Select this check box to only display data for achieved incentive goals. This check box is selected by default.

Results Tab Fields and Buttons

Field or Button

Description

Incentives/Incentive Goals

This grid displays incentives or incentive goals for sales representatives based on the criteria selected on the Select tab after you click the Show Data button in the ribbon.

Double-click an incentive or incentive goal record to display additional information based on the selected Drill Down option on the Select tab.

Double-click an incentive record to display related incentive goals in another Incentive Inquiry window.

Double-click an incentive goal record to display related incentives in another Incentive Inquiry window, or to display Incentive Inquiry Details, which allows you to view invoices related to the incentive goal.

Double-click a value in the Total Incentive Amount column to display Incentive Tiers Details Inquiry, which allows you to view tier and mix and match details for incentives.