Compensation Manager
Copyright 2005-2011 LAN International and/or its commonly-owned affiliated companies. All rights
reserved. VIERO, VIERO RADIO FUSION, VIERO BEST RATE, VIERO transACT, VIERO BOOKING
AGENT, VIERO e-PIF, VIERO STREAMING, LAN International, and the VIERO and LAN
International logos are registered trademarks of LAN International and/or its commonly-owned
affiliated companies. VIERO RMS and VIERO MERS are trademarks of LAN International and/or its
commonly-owned affiliated companies. All other trademarks are the property of their respective
owners. VIERO BOOKING AGENT scheduler and VIERO BEST RATE rate and yield management
are patent protected. Patent pending for VIERO transACT electronic business platform.
Contents
Incentive Compensation Manager ............................................................................................ 1
Overview of Incentive Compensation Manager .................................................................... 1
About Incentive Compensation Manager................................................................................ 1
ICM toolbar ............................................................................................................................. 2
Keyboard shortcuts................................................................................................................. 3
Creating an AE Compensation Profile................................................................................... 4
About Creating Compensation Profiles................................................................................... 4
Create an AE compensation profile ........................................................................................ 5
Copy a compensation profile .................................................................................................. 7
Delete a compensation profile ................................................................................................ 9
Copy or delete lines .............................................................................................................. 11
Define Prime and Value dayparts ......................................................................................... 12
About applying Prime and Value definitions ......................................................................... 14
Define Days commission kicker............................................................................................ 17
Define Full Daypart kicker for Prime dayparts ...................................................................... 19
Define AE miscellaneous revenue commission rates ........................................................... 21
Define AE spot commission rates......................................................................................... 23
About applying commissions ................................................................................................ 25
Adding Commission Incentives ........................................................................................... 27
About commission incentives ............................................................................................... 27
Create AE incentive groups .................................................................................................. 28
Define group rates ................................................................................................................ 29
Make group assignments...................................................................................................... 31
Updating Orders to Reflect Compensation Changes......................................................... 32
About updating existing orders ............................................................................................. 32
Recalculate commissions in ICM.......................................................................................... 33
Recalculate commissions in the Orders module................................................................... 35
Index .......................................................................................................................................... 38
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Overview of Incentive Compensation Manager
Incentive Compensation Manager
Overview of Incentive Compensation Manager
About Incentive Compensation Manager
Incentive Compensation Manager (ICM) is a tool for creating and managing AE compensation
profiles. Sales and business managers use it to set up commission structures for each station and to
pay incentive commissions to account executives.
You can use ICM to create new compensation profiles, edit existing profiles by station, and create and
maintain AE commission groups. The data in these profiles determines the commission rates
displayed on spot commission and miscellaneous revenue order lines. The information you enter in
ICM is used to calculate order line commission rates, which are used in calculating the blended rates
for the order.
Access ICM by selecting Setup from the VIERO launch bar, then clicking the ICM icon. The Incentive
Compensation Manager window is comprised of two panes.
Left navigation panel
Use the navigation panel to select the AE group or station you want to work with to create and edit
groups, dayparts, effective dates, and commission rates.
Click a plus sign (+) to display AE or station information; click minus (-) to collapse displayed
information.
Right pane
The right pane is the work area where you configure your compensation profile.
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Incentive Compensation Manager
ICM toolbar
The Incentive Compensation Manager toolbar includes the following buttons that can be used to
perform the tasks listed in the table. Use your mouse to click an icon.
Icon
2
Name
Function
New
Creates a new line.
Delete
Deletes the current line.
Save
Saves the current line or the last action.
Print Preview
Shows how the current Groups, Dayparts, Miscellaneous Revenue, or
Spot Commissions pane will be printed.
Print
Prints the current Groups, Dayparts, Miscellaneous Revenue, or Spot
Commissions pane.
Copy
Copies the current line.
Help
Accesses the ICM online Help.
Keyboard shortcuts
Keyboard shortcuts
ICM uses the following keystrokes to move through the Incentive Compensation Manager window and
to process compensation profiles. In addition to the keystrokes listed in the following tables, you can
also access the ICM online Help by pressing the F1 key.
From the Left Pane
Shortcut Keys
Purpose
Up arrow
Moves upward through the station tree.
Down arrow
Moves downward through the station tree.
F6
Moves the process to the right pane.
Enter
Has the same effect as clicking on the highlighted item.
From the Right Pane
Shortcut Keys
Purpose
Ctrl+N
Creates a new line.
Ctrl+S
Saves the current line.
Ctrl+X
Cuts from the current cell.
Ctrl+Shift+C
Copies the selected line.
Ctrl+C
Copies the current cell
Ctrl+V
Pastes into the current cell.
F6
Moves the process to the left pane.
Ctrl+D
Deletes the current line.
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Incentive Compensation Manager
Creating an AE Compensation Profile
About Creating Compensation Profiles
Incentive Compensation Manager is a tool used by sales and business managers to set up
commission structures for each station and to pay commissions to account executives (AEs).
To set up a compensation profile for a station, you can create a completely new structure or copy an
existing structure and modify it to build a new structure. The process for creating compensation
profiles includes the following steps:
•
Establish a basic profile or copy an existing one
•
Define Prime and Value dayparts
•
Define the Days commission kicker
•
Define the Full Prime Daypart kicker
•
Define AE miscellaneous revenue commission kickers
•
Define AE spot commission kickers
Rules
4
•
You cannot delete compensation profiles that have an effective date prior to the current date.
•
You cannot delete a profile if commission items or miscellaneous revenue items are
associated with the profile.
•
The daypart start time and end time for each station are defined in Daypart Designer. If they
are revised, the new parameters are reflected in Incentive Compensation Manager.
•
The lowest commission rate of all qualifying rates is assigned to the order line.
Create an AE compensation profile
Create an AE compensation profile
The following procedure describes how to create a new compensation profile. You can shorten this
process by copying an existing compensation profile and modifying it to meet your needs. See Copy a
compensation profile.
Sales Manager or Business Manager
To create a new AE compensation profile:
1. In the VIERO launch bar, click Setup > ICM. The Incentive Compensation Manager window
opens.
2. In the selection tree, click the plus sign (+) next to Stations to display a list of stations.
3. Assign an effective date for the new profile.
a. Click the plus sign (+) next to the station for which you are creating a new AE
compensation profile.
b. Click the plus sign (+) next to Effective Dates to display compensation profiles and
their effective dates.
c. Click Effective Dates or click
window.
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New on the toolbar to open the Effective Dates
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Incentive Compensation Manager
d. Add a new effective date:
e. Click in the empty Effective Date field next to the asterisk (*).
f.
Enter an effective date or click the arrow to view a calendar and select the date.
g. Enter a base rate, if applicable.
h. Click
Save on the toolbar.
4. Once you have created the basic profile, you need to define Prime and Value dayparts. See
Define Prime and Value dayparts.
6
Copy a compensation profile
Copy a compensation profile
You can copy a compensation profile from one station to another station or from one effective date to
another effective date for the same station. Copying profiles enables you to enter data for a station
without having to manually enter the data for each field in the profile.
Sales Manager or Business Manager
To copy a compensation profile:
1. In the selection tree, click the plus (+) sign next to Stations to display the list of stations.
2. Click the plus (+) sign next to the station you want to copy from.
3. Click Effective Dates. The Effective Dates window opens in the right pane to display a list of
profiles.
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Incentive Compensation Manager
4. Select the profile you want to copy, and then click
Or, select Utilities > Copy from the menu.
Copy on the toolbar.
The Copy Options dialog opens.
5. Select the station from the list.
6. Select an effective date by typing a date in the dd/mm/yyyy format, or choose the date from
the calendar.
7. Click OK. A copy of the January 2008 profile has been copied to the new profile with a
January 2009 effective date. You can now edit the profile.
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Delete a compensation profile
Delete a compensation profile
You cannot delete compensation profiles that have an effective date prior to the current date. You
also cannot delete profiles that have spot commission items or miscellaneous revenue items
associated with them unless you remove those items.
Sales Manager or Business Manager
To delete a compensation profile:
1. In the selection tree, click the plus (+) sign next to Stations to display the list of stations.
2. Click the plus (+) sign next to the station whose profile you want to delete.
3. Click Effective Dates. The Effective Dates window opens in the right pane to display a list of
profiles.
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Incentive Compensation Manager
4. In the right pane, select the profile you want to delete.
Important: If the profile has an effective date prior to the current date, it cannot
be deleted.
5. Click the
Delete button on the toolbar or select File > Delete on the menu. An Effective
Dates message opens indicating that deleting the Effective Dates will permanently delete the
record.
6. If you are sure you wish to permanently delete the effective dates, click Yes. The profile is
removed automatically.
FYI: You might receive a message saying the profile cannot be deleted
because there are spot commissions or miscellaneous revenue items
associated with the profile. You must remove these items in order to delete the
profile.
7. Move the cursor to a new line or click
10
Save on the toolbar.
Copy or delete lines
Copy or delete lines
You can copy or delete lines in the following ICM windows:
•
Dayparts
•
Misc Revenue
•
Spot Commissions
Sales Manager or Business Manager
To copy a line:
•
Select the line you want to copy, and then click
Copy on the toolbar.
Or, select Utilities > Copy on the menu. The copied line displays below the last entry in the
table.
To delete a line:
•
Select the line you want to delete and click
Or, select File > Delete on the menu.
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Delete on the toolbar.
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Incentive Compensation Manager
Define Prime and Value dayparts
For each of your stations, you must determine Prime and Value definitions for use when configuring
account executives (AE) commission rate kickers.
Important: Because specifying Prime and Value definitions is a way to provide
an incentive to AEs to sell more Value spots, ensure Value spots carry a larger
commission rate modifier than their prime-time equivalents.
The lowest Prime or Value percentage is applied based on the order line parameters, even in the
following scenarios:
•
If the order line’s specified bind-to attributes cross over dayparts or time parameters based on
Prime and Value as defined in Incentive Compensation Manager.
•
If any of the ordered days have different Incentive Compensation Manager definitions for
Prime and Value.
•
If daypart definitions vary by day.
For more information, see About applying Prime and Value definitions.
Sales Manager or Business Manager
To define a station's Prime and Value definitions for dayparts:
1. In the left pane, select the Stations > Effective Dates > Dayparts branch for the station.
The Dayparts setup window opens in the right pane. You can add new dayparts or modify an
existing daypart definition.
2. In the empty row at the bottom of the Dayparts window, select a daypart from the Daypart list
if you want to add a new definition.
3. Select the days for the daypart by clicking the check box for each applicable day.
4. Select Prime or Value from the Prime/Value list to determine the appropriate incentive level
for the daypart. The daypart is automatically saved when you move the cursor to a new line or
click
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Save on the toolbar.
Copy or delete lines
5. Repeat these steps for each daypart definition you want to make. Below is an example of a
completed Dayparts table.
FYI: If you make a mistake, you can delete the incorrect definition by placing
your cursor at the row selector and then clicking
Delete.
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Incentive Compensation Manager
About applying Prime and Value definitions
The following scenarios show how Prime and Value are applied. These examples use the following
Prime and Value definitions:
•
Prime = Mon - Sat AMD
•
Prime = Mon - Sat MID
•
Prime = Mon - Sat PMD
•
Prime = Sun MID
•
Prime = Sun PMD
•
Value = Mon - Sun Overnight
•
Value = Mon - Sun Evening
•
Value = Sun AMD
In the examples, Value is represented by green, Prime by yellow, and the bind-to parameters of the
spot are represented by shading.
Example 1 - Fixed Time or User Defined Daypart: 6:00 – 23:59:59
Days: Mon - Fri
Prime rate is applied because the binding spans both Prime and Value periods, and Prime is the
lower of the two.
Example 2 - Daypart: AMD
Fixed Day: Sunday
Value rate is applied since the binding falls completely within a Value period.
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Copy or delete lines
Example 3 - MID = 10:00am - 3:00pm
7 Day Auto Schedule
Prime rate is applied since it falls completely within a Prime period.
Example 4 - Fixed Time or User-Defined Daypart: 6:00 - 9:59:59
Auto Schedule - User Defined M, W, F, Su
Prime rate is applied because the binding falls within both Prime and Value periods and Prime is the
lower of the two.
Example 5 - Daypart: PMD
Auto Schedule - 5-Day Week
Prime rate is applied because the binding falls entirely within a Prime period.
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Incentive Compensation Manager
Example 6 - Fixed Time or User Defined Daypart: 19:00 – 20:59:59
Fixed Day - W, Th, Fr
In this example, the Prime rate is applied because the binding spans Prime and Value periods, and
Prime is the lower of the two.
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Define Days commission kicker
Define Days commission kicker
Use the Days option to add kickers depending on the day of the week the spots are ordered. This
affects the order line commission when the order line is saved, based on the rules of horizontal
rotation.
Sales Manager or Business Manager
To define a day commission kicker:
1. In the selected profile, click Days. The Days window opens in the right pane.
2. Type an additional commission percentage for the day fields.
In the following examples, the base rate is applied to the AE commission before the Days
factor is applied. These examples are based on the values in the above graphic.
Example 1:
If an order line had a base rate of 10% with one spot ordered for Monday, the order line rate
would be increased to 11%.
Example 2:
If an order line had a base rate of 10% with two spots ordered for Monday, the order line rate
would be increased to 11%.
Example 3:
If an order line had a base rate of 10% with one spot ordered for Monday and one spot
ordered for Tuesday, the order line rate would be increased to 10.75%. This value is
determined by adding together 1 (Incentive for Monday) and .5 (Incentive for Tuesday) and
dividing by 2 (10 + AVG: 1+.5/2).
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Incentive Compensation Manager
Example 4:
A Mon-Fri auto schedule order line is entered covering one week with a maximum of two per
day, seven per week (2,2,1,1,1). The order line rate would be increased to 10.29%.
[10+ AVG(+1, +1, +.5, +.5, 0, 0, -1)]
Example 5:
A Mon-Fri auto schedule order line is entered covering two weeks with a maximum of two per
day, seven per week (2,2,1,1,1) / (1,1,2,2,1). The order line rate would be increased to
10.18%.
[10+ AVG(+1, +1, +.5, +.5, 0, 0, -1,+1,+.5,0,0,0,0,-1)]
FYI: The factors for determining the order line commission bear no correlation
to where the spots are scheduled. If in example 1, the spot is moved to Friday,
the AE still receives 11% for this order line since the spot remains ordered for
Monday.
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Define Full Daypart kicker for Prime dayparts
Define Full Daypart kicker for Prime dayparts
The Full Dayparts kicker enables you to set bumps based on where the spots are ordered vertically
during the day and how many Prime dayparts are included.
Sales Manager or Business Manager
To define a Full Daypart kicker:
1. In the selected profile, click Full Dayparts. The Full Dayparts window opens in the right pane.
2. Enter a rate. The full daypart kicker is allocated based upon the number of Prime dayparts
included in a day and whether or not the order line completely covers a prime daypart.
Example 1:
•
A day is defined with AMD (6a-10a), Midday (10a-3p), and PMD (3p-7p) as Prime.
•
An order line with three spots is entered from 6a-7p. The spots are ordered by the
system (vertical rotation rules) with one spot in each daypart.
•
Because the order line covers all three Prime dayparts, all three spots receive the Full
Daypart kicker.
Example 2:
•
A day is defined with AMD (6a-10a), Midday (10a-3p), and PMD (3p-7p) as Prime.
•
An order line with three spots is entered from 6a-6p. The spots are ordered by the
system (vertical rotation rules) with one spot in each daypart.
•
Because the order line covers only two Prime dayparts and a portion of the third
daypart, only two-thirds of the full commission available for the Full Daypart kicker is
allocated.
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Incentive Compensation Manager
Example 3:
•
A day is defined with AMD (6a-10a) Prime, Midday (10a-3p) Value, and PMD (3p-7p)
Prime.
•
An order line with three spots is entered from 6a-7p. The spots are ordered by the
system (vertical rotation rules) with one spot in each daypart.
•
Because the order line covers only two Prime dayparts, only two-thirds of the full
commission available for the Full Daypart kicker is allocated.
Example 4:
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•
A day is defined with AMD (6a-10a) Prime, Midday (10a-3p) Value, PMD (3p-7p)
Prime.
•
An order line with three spots is entered from 6a-6p. The spots are ordered by the
system (vertical rotation rules) with one spot in each daypart.
•
Because the order line covers only one Prime daypart, only one third of the full
commission available for the Full Daypart Kicker is allocated.
Define AE miscellaneous revenue commission rates
Define AE miscellaneous revenue commission
rates
You can define AE commission rates for your station’s miscellaneous revenue lines.
Sales Manager or Business Manager
To add an AE miscellaneous revenue commission rate:
1. Click Misc Revenue under the selected profile.
Miscellaneous Revenue displays in the right pane.
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Incentive Compensation Manager
2. Click the drop-down arrow in the empty row to display the possible miscellaneous revenue
kickers.
3. Select a miscellaneous revenue type.
4. Tab to the Rate% field and enter the rate.
5. The changes are automatically saved when you move the cursor to the next line or click
Save on the toolbar.
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Define AE spot commission rates
Define AE spot commission rates
Commission rate kickers or commission lines are used along with the station base rate when
calculating AE commission rates for your station’s order lines. You can define a kicker for every
possible combination of revenue type, break type, spot length, and Prime and Value. You can also
define kickers and use the default kicker for unspecified combinations.
Sales Manager or Business Manager
To add an AE spot commission rate:
1. In the selected profile, click Spot Commissions.
Commission Lines opens in the right pane.
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Incentive Compensation Manager
2. Click the Revenue Type list, and select the type of revenue.
3. Click the Break Type list, and select the type of break type.
4. Click the Spot Length list, and select the length of the spot.
5. Click the Prime Value list, and select All, Prime, Value or Special Event.
6. Enter an appropriate rate in the AE Commission % field.
7. Enter an appropriate rate for meeting Best Rate goals.
•
If the AE met the Best Rate percentage, enter the rate under Best Rate Met (%).
•
If the AE did not meet the Best Rate goals, enter the rate under Best Rate Missed(%).
FYI: Best Rate commissions are calculated using the One Look Planner. To
include Best Rate commissions as part of the station, you must check the Best
Rate Met box on the Order Line window. For information about Best Rate and
the One Look Planner, refer to the Best Rate documentation.
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About applying commissions
About applying commissions
In the following example, AMD is defined differently for two days of the week: Monday AMD is 6 am –
10 am and Tuesday AMD is 5:30 am –10 am. A spot is bound to the hours of 2:00 am – 6:00 am for
both days. On Monday the spot is bound completely within Value time. But on Tuesday the spot
spans Value and Prime.
The result is that the lower rate, Prime, is applied to the spot’s AE commission rate, no matter when it
airs during the 2 am to 6 am period, for both ordered days. Should Wednesday through Sunday mirror
Monday’s pattern, the Prime rate would still be applied for all seven days.
In the following example, a number of commission lines are defined in Incentive Compensation
Manager and each has one or more conditions which qualify it for the same order line. The lowest
commission rate is assigned to the order line. In this example, the assigned rate is 3%.
Order Line
Order
Line
Revenue Type
Break Type
Spot Length
Daypart
1
Agency Direct
Premium First
60
Mon/AMD
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Commission %
4.00
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Incentive Compensation Manager
Commission Lines in Incentive Compensation Manager:
Comm
Line
Revenue Type
Break Type
Spot
Length
1
All
Commercial
60
Mon/AMD
3.00
2
All
Premium First
All
Mon/AMD
3.50
3
Agency Direct
Commercial
30
Mon/AMD
4.00
4
All
Premium First
60
Mon/AMD
4.50
5
Agency Direct
Commercial
60
Mon/AMD
5.00
Daypart
Commission %
The daypart start and end times for each station are defined in Daypart Designer. If they are revised,
the new parameters are reflected in Incentive Compensation Manager.
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Adding Commission Incentives
Adding Commission Incentives
About commission incentives
In addition to the standard AE commission rates for stations, managers can provide additional
incentives to AEs who meet Yield Per Minute (YPM) goals or other sales goals. Compensation
Manager allows managers to create group incentive plans for different levels of account executives,
based on ability to meet goals. Managers can then establish a commission rate for each group and
assign AEs to the group that matches their performance level. When an AE achieves the goals of his
assigned group, he is paid the extra commission.
The process for setting commission bonuses includes these steps:
•
Creating AE groups
•
Making group assignments
•
Defining group rates
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Incentive Compensation Manager
Create AE incentive groups
Sales Manager or Business Manager
To create an AE incentive group:
1. In the selection tree, click the plus sign (+) next to AEs. The AE tree opens displaying the
group task icons.
2. Click Groups. Groups setup opens in the right pane.
3. In the row marked with an asterisk (*) in the setup window, type:
•
Group Name—name for the group, must be unique, using up to 15 alphanumeric
characters.
•
Description—definition of the group, may be up to 100 alphanumeric characters.
FYI: Click on either the Name column head or the Description column head to
sort the groups in ascending or descending order.
4. When you are finished, click the
Save button. Your entries are also saved when you click
inside another line. After you create the AE groups, the groups display under the Group Rates
branch. See Define group rates.
FYI: You cannot delete a group once an AE is assigned to the group and a
group rate has been created for the group. To delete the group, first remove all
assignments and rates associated with the group, then click
Delete on the
toolbar.
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Define group rates
Define group rates
Once groups have been created, you need to determine the group commission rate that will be paid to
all AEs assigned to that group when they meet or exceed sales goals. The group rate is paid in
addition to the regular commission rate.
Sales Manager or Business Manager
To define group rates:
1. In the selection tree under AEs, click the plus sign (+) next to the Group Rate icon.
2. Click on a group to set up the rate. The Group Rate setup window appears in the right pane.
3. Click on the Effective Date column and enter a date in dd/mm/yyyy format or click the arrow
to select the date from the calendar.
4. Complete the rate columns:
•
Group Base - Enter the base rate paid to all AEs in this group.
•
Commission Factor - Enter an optional rate that can be paid to all AEs the group.
•
New Business - Enter the percentage paid to the AEs in this group who bring in orders
specified as new business according to the order head.
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Incentive Compensation Manager
5. Click
Save on the toolbar or place your cursor in the next line to save your group rates.
You are now ready to assign AEs to the group (see Make group assignments).
FYI: If you need to delete a group rate, select the row and click the
button, then Yes when prompted to delete the group rate.
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Delete
Make group assignments
Make group assignments
Once incentive groups and rates have been established, assign AEs to a group in order to receive the
group rate commission.
Sales Manager or Business Manager
To make group assignments:
1. Click Group Assignments. Group Assignments setup opens in the right pane.
All of the AEs are listed in alphabetical order in the setup window.
2. Click in the Group Name field next to the AE name and select the appropriate group from the
list.
3. Your entry is saved when you move to the next line. You can also click
toolbar.
Save on the
FYI:
•
Click either the AE Name column title or the Group Name column title
to sort the groups in ascending or descending order.
•
AE names cannot be removed from the assignment list. This must be
done in System Data. To exclude an AE from any commission
incentives, you may choose the blank field in the Group Name
assignment list.
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Incentive Compensation Manager
Updating Orders to Reflect Compensation Changes
About updating existing orders
Changes or additions that you make using Incentive Compensation Manager become effective at
12:00:01 a.m. on the specified effective date. This applies both to new profiles and to edits to existing
profiles. Once you make a change to a profile, all new orders reflect the change. However, these
changes may need to be reflected in existing orders. This update is not automatic. You have two
recalculation options:
•
Open individual existing orders in the Order module and update them to reflect Incentive
Compensation Manager changes, or
•
Use the Recalc tool in Compensation Manager (see Recalculate commissions).
FYI:
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•
Compensation profiles are defined by station, and orders can include
multiple stations. When updating existing orders with new compensation
profile data, make sure that you have updated all orders that have
active order lines for that station.
•
You can save time by recalculating only those orders that are
associated with the changed profiles. Creating a list of affected stations
as the changes are made in Incentive Compensation Manager is a good
way to ensure that no stations are missed when the time comes to
update existing orders.
Recalculate commissions in ICM
Recalculate commissions in ICM
You can recalculate commissions on orders and invoices to reflect changes to the compensation
profile.
Sales Manager or Business Manager
To recalculate commissions:
1. To recalculate the commissions, click Utilities > Recalc on the menu bar. The Recalculate
Commissions window opens in the right pane.
2. Select a Station from the list for which you want to recalculate commissions.
3. Select the Commission Plan Date (effective date) from the list for the selected station.
4. Select Orders, Invoices or Both for commission recalculation.
This determines if the AE is paid commission based on the order placed or the amount billed
or both.
5. From the Revenue Source list, select Spot Commissions, Miscellaneous Revenue or
Both.
6. From the Billing Type list, select Broadcast or Calendar billing, or Both.
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Incentive Compensation Manager
7. In order to target current and future order lines to ensure they reflect commission changes,
configure the following date selections to recalculate order lines.
•
Start Date – First
•
Start Date – Last
•
End Date – First
•
End Date – Last
Example:
You have three order lines and you want to capture only January order lines for recalculation:
•
Order Line #1 runs from January 1 to January 31
•
Order Line #2 runs from January 5 to January 28
•
Order Line #3 runs from January 3 to February 15
Do the following:
•
Set the Start Date - First to January 1, YYYY
•
Set the Start Date - Last to January 5, YYYY
•
Set the End Date - First to January 28, YYYY
•
Set the End Date - Last to January 31, YYYY
Order Line #3 is excluded based on the start and end dates you have selected.
8. For order commission recalculations, you can define the range of orders by entering a
Minimum Order Number and a Maximum Order Number.
9. Select the applicable Invoice Month by entering the beginning date of the broadcast or
calendar month.
10. Enter the authentication password. The default password is icmrecalc.
FYI: If you want to change the default password, click the
ellipsis to display
the Change Password dialog. Enter the old password and the new password.
Retype the new password and click OK.
11. Click
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Recalculate on the toolbar.
Recalculate commissions in the Orders module
Recalculate commissions in the Orders module
If you change the AE commission in Compensation Manager, you can recalculate or manually
override the original VIERO RMS rate calculation for the order line in the Orders module and ensure
the proper rate is reflected on the order head. You can recalculate order lines whether or not they are
currently running.
Important:
•
Order lines that have already been invoiced for a closed month cannot
be recalculated. No message is displayed that recalculation does not
occur.
•
Recalculating rates cancels out any existing manual overrides on all
selected order lines. If you are in doubt as to whether you should
recalculate the AE commission rates on an order line, see your
supervisor before proceeding.
•
AE miscellaneous revenue commission rates are unaffected by any
actions performed on order lines.
Sales Manager or Business Manager
To recalculate commission rates on an order line:
1. Select Orders from the VIERO Main menu.
2. Search for the order you want to correct (see Search for an Order in the Orders module).
3. Click on the order to open the Order Head.
4. Select the order line for which you want to recalculate commissions and click the
Recalculate AE Commission button.
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Incentive Compensation Manager
The selected order line changes value, the unselected order lines remain unaffected, and the
blended AE commission rate on the order head is recalculated to reflect the change to the
order line.
5. Repeat the above step for each order line you want to recalculate.
6. Click Save.
36
Recalculate commissions in the Orders module
To override a commission rate that VIERO RMS has calculated:
1. Select the order line and edit the AE Commission: (%) field.
2. Click
Save.
3. Repeat steps 1-2 for each line whose commission rate you need to override. The overrides are
saved and the blended AE commission rate on the order head is recalculated and saved.
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Incentive Compensation Manager
Index
commissions
recalculate ................................................. 33
Incentive Compensation Manager (ICM)
recalculating commissions ........................ 33
38
order lines......................................................33
recalculate commissions ...............................33