Multidev Commissions Processing Overview

November 6, 2024

• Store Quotas

  • A CSV file needs to be created and uploaded into Smartforms for store quotas.

  • The data to be loaded includes quota data, e.g., base, district and store quota, AND staff assignments for each store, i.e., store manager, area manager, district manager and regional manager.

  • See:

  • This CSV file takes the CURRENT store manager, area manager, district manager and regional manager from Smartforms per the CURRENT SALESBRANCH table.

  • Quota data should be added to the quota columns and the entire CSV resaved and loaded into Smartforms.

• Associate Quotas
  • Until go live, associate quotas entered in the SLSP QUOTA web page, can be unloaded and then loaded into Universe, avoiding the input that is now being down.
  • See: O:\ACCTGRP\InformerLinks\MISC\SLSP.QUOTA Universe UNLOAD From PaymentPortal.iqy
  • Save the resulting file as a CSV file in: K:\Acctgrp\SLSP.QUOTA.FILES.IN
  • Only ONE CSV file (the current one being processed) should be saved in this location.

• After CM323 is run, the import file is delete. November 5, 2024 Additional comments
• Once quotas have been input for the month, extracted and loaded into Smartforms, same month changes must be communicated to Accounting so that Smartforms (and then POS) can be updated directly. This could be done by email or a help desk ticket.
• The SLSP QUOTA website tool can be used to update associate quotas (provided the month has not been locked down). The chain could be extracted and selected stores loaded into Smartforms to make updates.
• HOWEVER, the SLSP QUOTA website tool should be looked at a worksheet used at the beginning of the month to aid the entry of quotas into Smartforms, NOT a living, permanent record of monthly associate quotas. October 31, 2024
• The purpose of this document is to outline the higher-level concepts related to commissions processing in Multidev.
• Major elements are:

• These are the parameters used to determine quota results.
• A record in the table can be used for multiple commission periods in sequentially and non-sequentially months. Sequentially – the same parameter record for June through September. Non-sequentially – the same parameter record used (and re-used) in May every year.

• One BTF record should be setup for each quota period, i.e., each month.
• Update Quota Settings** on Payment Portal Web Site**

• Add an Employee Note of the Note Type SQ – SLSP Qta Web Page Access.
• See O:\PAYROLL\InformerLinks\Multidev - Access SLSP QUOTA Web Pages.iqy for of a listing of employees with this note type set.

• A record for each quota month must be added in this table.
• Quota month records can be:
  • OPEN – allowing for input/editing of associate quotas.
  • CLOSED – prohibiting input/editing of associate quotas.
• The BTF ID must exist in Smartforms/SV1020 to be added to a quota month.
• Associate Quota Input/Edit** (Operations)**

• Additional instructions to be provided on the input of associate quotas.
• Add Quotas to Smartforms** (Accounting)** Smartforms - Employee Management/Quotas (Store and Associate) Usage name - Quotas
  • Records are created in this table for both store and associate quotas.
  • There are separate field lists for store and associate quota assignments.
  • Store quota records identify area manager, store manager, district manager and regional manager for the store. NOTE: Changes in area manager, store manager, district manager and regional manager assignment can be made at any time to reflect adjustments that may be made in quarterly or annual programs were “ownership” of a store for a given month needs to be adjusted.
  • More work is being done to make it clear within this usage you are editing a store quota or associate quota.
  • There are action menu items to import CSV files for both stores and associates.
    • Stores:
      • A CSV file needs to be built manually for import to this table.
      • Columns (Update Table Parameter record 1024)
        • BRANCHLABEL
        • CALLMONTH
        • BASE
        • DISTRICT_QUOTA
        • FIRST_QUOTA
        • FINAL_QUOTA
        • BTF (BTF Parameter ID, i.e., commission program)
    • Associates:
      • A CSV export from the Payment Portal salesperson quota import web page is available (Informer Live Excel Link to be identified and inserted here).
      • The data loaded through this process can be overwritten by a subsequent CSV export and re-load
      • The data can also be edited in the Smartforms usage.
      • Columns (Update Table Parameter record 1004)
        • EMPLYID
        • BRANCHID
        • CALLMONTH
        • FIRST_QUOTA
        • BTF (BTF Parameter ID, i.e., commission program)
• Process commissions** (Accounting)**
  • Additional instructions to be provided.
• Unload commission results and import into UKG** (Accounting)**
  • Additional instructions to be provided.