Definition
In PREO, a deal is considered Fully Invoiced (FI) when the total invoiced amount matches or exceeds the expected funding amount reported in EA. This status is required for commission payout and is automatically assigned when all sales orders under the deal are marked as Delivered/Fulfilled in EA.
Note: PREO does not support partial commission payouts.
FI Date Assignment Process
Daily at 1:00 AM ET: PREO syncs with EA to update invoiced amounts from the GL for each PREO Job #.
PREO compares the invoiced amount (from "SOfulfilldetails.billamount" in EA) to the expected funding amount ("Proposal.NetFundingAmount" from the PREO Proposal) and calculates the Percent Invoiced.
Once the Percent Invoiced reaches 100%, the deal is automatically assigned an FI date.
Deals “Almost” FI’d (≥95%)
Per the compensation plan, deals with ≥95% invoiced are eligible for commission payout.
Manual FI Date Entry
Commission Admins can manually assign an FI date for eligible deals:
Go to the Commission Manager tab.
Select your Region.
In Order Type, choose:
Accessory Add-On
Branch Order
Bundled MPS
Commission Tracking Only (if applicable)
Go-Live
Software Renewal
Standard
In Current Milestone, select:
Fulfill in EA
Contracts Accounting
Get Funding
Finalize
Completed
Invoiced Percentage = 95
Service/MPS-Only Deals
These deals are processed differently and often lack an FI date. To ensure commission data is sent to SAP Incentive Management:
End-of-Month Manual FI Update
Commission Admins must:
Go to the Commission Manager tab.
Enter the Submitted Period.
Select your Region.
In Order Type, choose:
MPS/Service Only – SLG/GPO
Service/MPS Only
In Current Milestone, select:
Fulfill in EA
Contracts Accounting
Get Funding
Finalize
Completed
Lease Booked – Pending Buyout Processing
Click Search to generate eligible proposals.
Manually enter the FI date for qualifying deals.