Warning - Your Selected Date Field Could Cause Double-Crediting

Warning - Your Selected Date Field Could Cause Double-Crediting


Applicability
This warning applies to the following situation:

Impact
This may result in double-payment of commissions. Indeed, as transactions are updated, the last modified date keeps changing, yielding repeat commissions in multiple calculation periods.

Explanations
For example, consider the following scenario:
  • You configure an incentive plan whose period is quarterly
  • Transactions for Q1 are imported into SalesCookie, and eligible for Q1 incentive calculations
  • During Q2, a change is made to some Q1 transactions within your source system (ex: SalesForce)
  • The Q1 transaction now has a "last modified" date which is in Q2
  • The automatic import process detects the change, and updates the transaction in SalesCookie
  • The same transaction now has a transaction date, making it eligible again for Q2 incentives!

Resolution
To fix this issue, either:
  • Select a different date field - one indicating when the transaction is eligible for commissions (NOT when the transaction was last updated)
  • Keep using your selected date field, but make absolutely sure transactions are "locked" (i.e. the selected date cannot be updated in the source system (ex: SalesForce)

For a more detailed article about double-payment of commissions, click here.

    • Related Articles

    • Error - No Field Mappings

      Applicability This error applies to the following situation: You are importing transactions You have not mapped fields Impact This error prevents you from importing transactions. Explanations Some field mappings are required: At least one field ...

    • Error - Can't Date Transactions

      Applicability This error applies to the following situation: You are importing transactions You do not have any field mapped to category "Transaction Date" Impact This error prevents you from importing transactions. Explanations Without a field ...

    • What Does The "Credit Date" Represent?

      The "Credit Date" field tells you the effective date which allowed the transaction to fall within calculation period. When running a calculation for a given time period, we must determine which transactions are eligible based on their dates. In some ...

    • Warning - You Will Need To Provide Scoring Rules In Sales Cookie

      Applicability This warning applies to the following situation: You are importing transactions You want to create incentive plans which either: Measure performance based on a score Reward users based on a score Impact This warning simply informs you ...

    • Warning - You Will Need To Provide Per-Unit Margin For Products In Sales Cookie

      Applicability This warning applies to the following situation: You are importing transactions You want to create incentive plans which either: Measure performance based on profit Reward users based on profit Impact This warning informs you that you ...