The core principle in SimplyComp is to think of the Compensable Reports as the calculation sheet that twists and tweaks the core data (Compensable Events) in order to calculate. Adding Lookup columns is a core tenant of this - it's how we alter the data to get our desired results before calculation. Examples would include Manager Credit, Product Type, or anything not provided in the core data that is needed for decisions/filters.
Once created this column will be available on ALL Compensable Reports in the tool and will function the same in all instances. You cannot modify what this column does on one Report versus another - they all function the same across all Reports.
- Add new Lookup table (if necessary) for the new reference data (Creating a Lookup Table Article)
- Add a new Lookup Column in the given Compensable Report.
- Fill out the details to operate that column. Note: take notice of data types when creating this column. Once created as a text data type (text returns text) the column will only function as text, so if you wanted to edit the lookup parameters and have text return numbers, you would need a new column.
Remember that all User fields intended for assignment to Payment Rules will need User Credit and will need the “User Details” lookup. Example below: