Answers - Configuration Challenge #R2

Answers - Configuration Challenge #R2


Challenge
Here is a link to the original challenge.



Answers
  • The GetDate() function gets the day component of the calculation's start date (ex: the day component of 2021-10-15 is 15).
  • The business purpose is to use a lower quota of 8000 when the calculation has its start date on the 1st of the month, and a higher quota of 16000 otherwise.
  • For example, this could be used by a 2-week plan, where the quota depends on which half of the month we are calculating for.
  • Additional configuration would be required if, when calculating for the 2nd half of the month, we wanted to check all in-month transactions, and retroactively pay commissions (if the full month quota was met).
  • This could be managed by doing the following:
    • First, setup advanced options to always scan in-month transactions (so, if we are calculating for the 2nd of the month, we include all in-month transactions, from the 1st of the month)


        

  • Second, setup a formula to re-evaluate the owed commission amount, and only pay the delta (some transactions for the first half of the month may already have been paid if the half-quota was attained)