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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:

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  • 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.

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  • 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)

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  • 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.
  • 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)

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  • Records will be created in BTF_QUOTAS.
  • A search option for YYYYMM is available to examine all records for a single month.