Getting Wrong Expected Commission With Per Event True-up Plan Component Setup (Doc ID 2619748.1)

Last updated on SEPTEMBER 22, 2022

Applies to:

Symptoms

Commission is only generated on the first transaction and not for the other transactions on plan component that is Per Event and True-Up is enabled.

STEPS
1. Create Performance Measure "Individual PM Quarterly Interval"
          Performance Interval = Quarter
          Process Transactions = Individually
          Measure Formula = ROUND ( Credit.Credit Amount / Measure.Interval Target * Plan.Target Incentive * Plan component.TI Weight / 4 )
          Total Target = 2,000,000
          Quarterly Interval Target = 500,000

2. Create Plan Component "PC PerEvent TrueUP"
          Target Incentive Percent = 50%
          Incentive Formula= ROUND ( Prorated Measure Participation ( Measure result.Individual PM Quarterly Interval.SrpCompPlanID ,
                                                                                                 Measure result.Individual PM Quarterly Interval.PlanComponentId ,
                                                                                                 Measure result.Individual PM Quarterly Interval.Period ID ,
                                                                                                 Measure result.Individual PM Quarterly Interval.FormulaId )
                                                  * Measure result.Individual PM Quarterly Interval.ITD Output Achieved
                                                  * ( Credit.Credit Amount / Credit.Credit Amount ) )

3. Create Compensation Plan [ Target Incentive ] = 4,000,000 and add the plan component
4. Assign comp plan to participant for date range 1/15/19 - 12/31/19
5. Create transactions
          Transaction Number   Event Date   Transaction Amount
                Trx1                   1/20/19          $30000
                Trx2                   1/21/19          $20000
6. Run All Transaction Processes
7. Review Earnings
          Transaction Number    Event Date   Commission Amount
                Trx1                   1/20/19          $42222.22
                 Trx2                        1/21/19                 $0.00

Cause

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