To allocate sales credit for a contract to one or more employees, display the Credit Allocation dialog box from the Contract tab of the Contract Management form. When you generate a Sales Credit report, the allocation percentages are used to calculate the portion of the total contract amount for which each employee is given sales credit.
To allocate sales credit to employees:
-
In the Navigation pane, select
.
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At the top of the Cash Management form, enter either a complete or partial name or number in the
Find project
lookup field to find and select the project for which you want to enter sales credit allocations.
-
Click the Contract tab.
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In the Contract Management grid, hover over the contract row for which you want to enter sales credit information and click
.
-
Click
Credit Allocation.
-
In
Employee, select the first employee for whom you want to allocate sales credit.
-
In
Percent, enter the percentage of the contract for which you want to give the employee sales credit.
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To enter sales credit percentages for other employees, click
+ Add Employee and repeat steps 6 - 7.
Normally, the total of all employee percentages for a contract is 100 percent, but that is not required.
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When you have entered all sales credit allocations for the contract, click
Save.
If the total allocated is 100 percent, the allocations are saved and the dialog box closes.
If the total is less or more than 100 percent,
Vantagepoint warns you of that. Click
Proceed to save the allocations as they are, or click
Cancel to make changes to the percentages.
Video
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Description
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Contract Management
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Learn about using Contract Management (in the Projects hub) to manage your firm's contracts and compensation, including estimated fees.
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Explicit Save in Hubs
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Learn how to use the Explicit Save feature in list view and detail view in hubs and understand what happens if you receive error messages when you save your changes.
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