This article outlines the steps to identify and manually update the Fully Invoiced date for PREO Service/MPS Only Proposals to have the commission data upload to the SAP Incentive Management System
Open Commission Management
As a Regional Admin or Commission Admin, you will have a Commission Management page in your navigation list.
Click on Processing > Proposal & Wallet Balance
Although PREO will no longer be calculating or processing final commissions, there are still many tools available to us as Commission Administrators. To update the Fully Invoiced date, use the Proposal & Wallet Balance page.
Filter Proposals Eligible for Commission Payout
1G deals in PREO will be eligible for commission payout based on a Fully Invoiced (“FI”) date only. This date is determined on a deal invoicing the total expected funding amount as reported in EA or if ALL the Sales Orders under the deal show in EA as Delivered/ Fulfilled. Commission data will be uploaded to SAP Incentive Management when the entire deal has fully invoiced. There will not be partial payouts for some equipment being delivered, as PREO does not support partial payouts.
Service/MPS Only deals are processed differently in PREO and often do not have an FI applied. In order for SAP Incentive Management to receive the commission data for these deals that qualify in any given month, the Commission Admin will have to identify eligible proposals and update the FI date on the last business dat of the current month, but no later than the 2nd business day of the next month.
To process eligible Service/MPS Only, that do not show an FI date, set the filters as follows:
Type in the commission period in the Submitted Period tab
Select your Region on the Region drop down
In the Order Type Drop down select:
MPS/Service Only - SLG/GPO
Service/MPS Only
In the Current Milestone Drop Down select the following:
Fulfill in E-Automate
Contracts
Accounting
Get Funding
Finalize
Completed
Lease Booked - Pending Buyout Processing
Click Search
This will generate a list of all of the proposals that meet these criteria and are eligible for commission processing
Set the FI Date:
Select a proposal
Click Edit Proposal Processing Status
Click Manually Update
Type in a date within the commission period as the Financial Install Date
In Exception Reason, type: "MPS"
Click Save
Click Save again
Repeat for eligible deals.