This article outlines the steps to process commissions after 7/1/2024 for XBS for PREO Proposals that have been invoiced through E-Automate. This article does not cover ValueQuix, XITS, or other transactions that happen outside of PREO.
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
There are many tools available to us as Commission Administrators. For standard processing of commission (PREO Proposals that have been invoiced in E-Automate) 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 Financial Install (“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 will pay when the entire deal has financially installed. There will not be partial payouts for some equipment being delivered, as PREO does not support partial payouts.
Update FI date
Set filters:
Select your Region on the Region drop down
In the Order Type Drop down select the following:
Accessory Add On
Branch Order
Bundled MPS
Commission Tracking Only (if applicable)
Go-Live
Software Renewal
Standard
Type 75 in Invoiced Percentage
Paid in Full = No
Click Search
This will generate a list of all proposals with 75% invoiced or more.
Filter by Invoices percentage, lowest to highest.
Click and select any proposal not at 100%
Click Sync Invoices Amount (Selected)
To process proposals with eligible FI dates set the filters as follows:
Financial Install Date (<=) - Set this to the last calendar day of the commission period month.
Financial Install Date (>=) - Set this to the first calendar day of the commission period month.
Select your Region on the Region drop down
In the Order Type Drop down select the following:
Accessory Add On
Branch Order
Bundled MPS
Commission Tracking Only (if applicable)
Go-Live
Software Renewal
Standard
Paid in Full = No
Click Search
This will generate a list of all of the proposals that meet these criteria and are eligible for commission processing
Update Commission Plans.
Some proposals submitted in July of 2024 may not have been updated with the new commission plans. To make sure these are updated, sort you list by submitted period.
Click on all deals submitted in 202407
Once highlighted, click Update Commission Selected button
Now, continue processing commissions:
Select 10-15 proposals by clicking on them
Click on the "Process Commission (Selected Proposals)" button
Select the current commission period from the Drop Down
Click Pay Against Wallet
Continue to do this until you have processed all eligible deals.
If you processed a proposal that has already been paid, PREO will not overpay. PREO will only pay up to the amount the commission statement show.
To process proposals with Sales Orders that show in EA as Delivered/ Fulfilled, but do not show an FI date. set the filters as follows:
Select your Region on the Region drop down
In the Order Type Drop down select the following:
Accessory Add On
Branch Order
Bundled MPS
Commission Tracking Only (if applicable)
Go-Live
Software Renewal
Standard
In the Current Milestone Drop Down select the following:
Fulfill in E-Automate
Contracts
Accounting
Get Funding
Finalize
Completed
Invoiced Percentage = 95
Paid in Full = No
Click Search
This will generate a list of all of the proposals that meet these criteria and are eligible for commission processing
Update Commission Plans.
Some proposals submitted in July of 2024 may not have been updated with the new commission plans. To make sure these are updated, sort you list by submitted period.
Click on all deals submitted in 202407
Once highlighted, click Update Commission Selected button
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: "Meets fulfilled/delivered commission rules"
Clack Dave
Click Save again
Repeat for eligible deals.
Now continue processing commissions:
Select 10-15 proposals by clicking on them
Click on the "Process Commission (Selected Proposals)" button
Select the current commission period from the Drop Down
Click Pay Against Wallet
Continue to do this until you have processed all eligible deals.
To process elegible Service/MPS Only, but 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 Service/MPS Only
In the Current Milestone Drop Down select the following:
Fulfill in E-Automate
Contracts
Accounting
Get Funding
Finalize
Completed
Paid in Full = No
Click Search
This will generate a list of all of the proposals that meet these criteria and are eligible for commission processing
Update Commission Plans.
Some proposals submitted in July of 2024 may not have been updated with the new commission plans. To make sure these are updated, sort you list by submitted period.
Click on all deals submitted in 202407
Once highlighted, click Update Commission Selected button
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: "Meets fulfilled/delivered commission rules"
Clack Dave
Click Save again
Repeat for eligible deals.
Now continue processing commissions:
Select 10-15 proposals by clicking on them
Click on the "Process Commission (Selected Proposals)" button
Select the current commission period from the Drop Down
Click Pay Against Wallet
Continue to do this until you have processed all eligible deals.