This table is a reference guide to who the recommended or required resources are to maintain PREO data in production.
Task | Role | Notes |
User Management | Regional Admin | |
Global Item Catalog | Item Configurators | |
Regional Pricebook | Regional Admin | |
Funding Rates | Global Admin | |
Rep Rates | Regional Admin | |
Regional Settings | Regional Admin | |
Commission Plans | Regional Admin |
Details of Tasks
User Management
Add/Edit/Delete system users. Set user roles, navigation menu packages, and configure Sales Rep settings such as commission plan and quota. Add/Edit/Delete regional sales branches.
Global Item Catalog
Add/Edit/Delete global item configurations including available mainframes and accessories. Manage accessory rules (conflicts and requirements). Link items to EA Item codes. Edit/Export/Import transfer costs for EA Items.
Regional Pricebook
Create regional pricebooks and assign user permission to pricebooks. Include/Exclude mainframes and accessories within regional pricebook. Edit/Export/Import regional rep costs for mainframes and accessories. View transfer costs of global items.
(Note: Regional pricebooks share the configuration of items built in the global item catalog)
Funding Rates
Add/Edit/Delete/Export/Import funding rates that are shared across all Regions.
Rep Rates
Add/Edit/Delete/Export/Import regional rep rates that are unique to Proposals within the specified region. Rep Rates are associated to the system-wide funding rates.
(Note: We expect there to be at least 1 Rep Rate created for each region for each funding rate)
Regional Settings
Edit Region and Core settings such as approval thresholds, EA Quote creation settings, EA Item codes used, regional expenses, PREO order types/workflow/checklist questions, and other regional specific settings.
Commission Plans
Add/Edit/Delete/Export/Import Commission Plans that are assigned to Sales Users. Commission Plan rules are built and tested and ultimately determine the commission calculations per user on a Proposal.