If you have submitted a deal prior to using PREO and the deal is going to deliver for commission while using PREO, you may need to submit the Proposal using a special order type called "Commission Tracking Only".
This order type removes the WIN Helper requirements and flags the deal so order processing does not recreate the sales orders in E-Automate.
The primary purpose of this proposal in PREO is to set your estimated commission correctly. Therefore, you should build the proposal with the data needed to ensure the commission in PREO matches what you expect to earn. Once built, "Submit for Review" just like a regular proposal.
Note: If your comp plan was different when the proposal was submitted, PREO will not reflect the correct compensation. In this case, you should provide the commission team a manual commission sheet explaining the revenue and commission expected. If you have already earned a percentage of revenue/commission on this deal in a prior month, please provide these details as well.
Steps to Change to Commission Tracking Only:
Click Order Type
Change to Commission Tracking Only and click Save