Multidev Commissions Processing Overview V2
December 26, 2024 See: O:\MISGRP\Multidev\Implementation Documentation\Multidev Commissions Processing Overview.docx For discussions related to the creation of associate quotas on the Payment Portal (long term) and usage of this data in Universe pre-Go Live.
- Major elements are:
- One BTF record should be setup for each quota period, i.e., each month.
- BTF records can be set-up in advance and must be on file before other processes related to quota input and/or commissions processing can be done.
- 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.
- Monthly Processing
- Store Quotas
-
Store Quotas are generally developed in the final week of the preceding month.
-
See:
- Update and save the BTF_Quotas Lead Sheet to a CSV file DO NOT CHANGE THE LAYOUT OF THE COLUMNS AS PRESENTED IN THE LEAD SHEET
- Load in Smartforms
- Store Operations/Quotas (Stores)
-
- Store Quotas
- Records will be created in BTF_QUOTAS.
- A search option for YYYYMM is available to examine all records for a single month.
- Data in the BTF_QUOTAS table can be updated.
- BTF Parameter ID
- Rules for the current month are changed AFTER the records have been loaded.
- The wrong BTF Parameter ID was and enough edits were made to the data that correcting and loading the lead sheet again is too difficult.
- Management hierarchy
- Manager changes in the current month?
- Allowed hours, adjustments to allowed hours, e.g., trunk shoes, adjustments to usage hours, e.g., termination vacation hours.
- Retroactively change manager or district manger ownership, e.g., annual program editing and updates.
- BTF Parameter ID
- See:
O:\ACCTGRP\InformerLinks\Multidev\Multidev - BTF_QUOTAS Store Proof Export.iqy
- This query could be augmented to sort by district, add-emails for bursting delivery by district, etc.
- Associate Quotas
- Associate Quotas are generally developed in the first week of the month.
- Associate Quotas are input and edited on the Store Portal.
- See:
- Save the data to a CSV file
DO NOT CHANGE THE LAYOUT OF THE COLUMNS AS PRESENTED IN THE EXPORTED DATA
- Load in Smartforms
- Employee Management/Quotas (Associates)
- Load in Smartforms
- Records will be created in BTF_QUOTAS.
- A search option for YYYYMM is available to examine all records for a single month.