Manual Incentive Goal Entry

Menu Path: Customer Service $Images\bluerarw.gif$ Order Options $Images\bluerarw.gif$ Incentives $Images\bluerarw.gif$ Manual Incentive Goal Entry

Purpose

Record achievements of manual incentive goals.

Overview

Use Manual Incentive Goal Entry to record and update sales representative achievement records for manual incentive goals.

Example A manual incentive goal is to set up a display rack at a retail store. After a sales representative sets up the display rack, you can record the achievement in Manual Incentive Goal Entry.

Recording Achievement of Manual Incentive Goals

To record achievement of a manual incentive goal:

Enter a manual incentive goal ID or name in the Incentive Goal ID or Incentive Goal Name field.
Click the Update button in the ribbon.
Click the New button.
Enter the sales representative ID of the sales representative that achieved the manual incentive goal in the Sales Representative ID field.
If the incentive goal achievement is associated with a customer and/or product, enter the customer and/or product for the achievement.
Enter any notes for the achievement, and if necessary attach any files documenting the achievement.
Click the OK button.
Repeat steps 4-6 for each instance of the achievement.
Click the OK button in the ribbon. The incentive goal is updated.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Manual Incentive Goal Entry window.
Update	Click this button to update data for the selected manual incentive goal. This button is only available if the Main tab is displayed.
OK	Click this button to accept an action. This button is only available if you click the Update button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the Update button in the ribbon.
Show Data	Click this button to display manual incentive goals 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 manual incentive goal. This button is only available if the Main tab is displayed.
Prev	Click this button to display the previous manual incentive goal. This button is only available if the Main tab is displayed.
Next	Click this button to display the next manual incentive goal. This button is only available if the Main tab is displayed.
Last	Click this button to display the last manual incentive goal. This button is only available if the Main tab is displayed.

Fields and Buttons

Field or Button	Description
Incentive Goal ID	Enter an existing manual incentive goal ID, or click the Lookup button to select an existing manual incentive goal ID. For information on creating manual incentive goals, see Incentive Goal Maintenance.
Incentive Goal Name	Enter an existing manual incentive goal name, or click the Lookup button to select an existing manual incentive goal name. For information on creating manual incentive goals, see Incentive Goal Maintenance.
Incentive Program ID	Enter an incentive program ID, or click the Lookup button to select an incentive program ID.

Main Tab Fields and Buttons

Field or Button	Description
Start Date	This field displays the start date for the selected manual incentive goal.
End Date	This field displays the end date for the selected manual incentive goal.
Goal Description	This field displays a description of the selected manual incentive goal.
New	Click this button to create a new sales representative achievement record for the selected manual incentive goal.
Sales Representative ID	Enter the sales representative ID of the sales representative that achieved the manual incentive goal, or click the Lookup button to select a sales representative ID.
Customer Code	Enter a customer code associated with the achievement of the manual incentive goal, or click the Lookup button to select a customer code.
Customer Name	Enter a customer name associated with the achievement of the manual incentive goal, or click the Lookup button to select a customer name.
Product Code	Enter a product code associated with the achievement of the manual incentive goal, or click the Lookup button to select a product code.
Product Name	Enter a product name associated with the achievement of the manual incentive goal, or click the Lookup button to select a product name.
Aggregate (Allowed)	This field displays the number of times the incentive goal can be achieved. If it is 0, there is not limit.
Per Sales (Allowed) Representative	This field displays the number of times the incentive goal can be achieved by each sales representative. If it is 0, there is not limit.
Per Customer (Allowed)	This field displays the number of times the incentive goal can be achieved for each customer. If it is 0, there is not limit.
Per Product (Allowed)	This field displays the number of times the incentive goal can be achieved for each product. If it is 0, there is not limit.
Aggregate (Recorded)	This field displays the number of times the incentive goal has been achieved.
Per Sales Representative (Recorded)	This field displays the number of times the incentive goal has been achieved for the sales representative ID entered in the Sales Representative ID field.
Per Customer (Recorded)	This field displays the number of times the incentive goal has been achieved for the customer code and name entered in the Customer Code and Customer Name fields.
Per Product (Recorded)	This field displays the number of times the incentive goal has been achieved for the product code and name entered in the Product Code and Product Name fields.
Notes	Enter notes about the achievement of the manual incentive goal.
OK	Click this button to save a new or edited sales representative achievement record for the selected manual incentive goal.
Cancel	Click this button to cancel creation of a new sales representative achievement record or cancel making changes to an existing sales representative achievement record for the selected manual incentive goal.
Attachments	Click this button to display Attachment Entry, which allows you to view and edit attachments associated with a sales representative achievement record.
Sales Representative Achievements	This grid displays records for sales representatives that achieved the manual incentive goal. If you are updating data for a manual incentive goal, double-click a record to edit it above the grid.
	Click this button to display Attachment Entry, which allows you to view attachments associated with a record selected in the grid.
	Click this button to delete a record in the grid. This button is only enabled after you click the Update button in the ribbon.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you are editing data for a manual incentive goal.

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