Best Practice - Apply Transactions Filtering To Plans

Best Practice - Apply Transactions Filtering To Plans


Normally, you want your sales incentive plans to only process sales transactions within a time period, but also matching a certain criteria (ex: exclude all line items of type "renewal", only consider transactions associated with new products, etc.).

Applying transaction filtering to your plans can:
  • Reduce the risk of commission overpayment
  • Avoid the system asking you for unnecessary input (ex: catalog entries) via system alerts
  • Increase calculation speed by processing fewer records
  • Avoid you having to pre-determine which specific transactions to import

To apply filtering, simply create a saved query, and apply it to your plan.

Importing all transactions, and then applying transaction filtering to your plan, is a winning combination.

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