Applying Personal Currency to Payment Rules and Quotas

A User’s personal currency is set at the individual user level. When creating a user, the ISO code entered in the Currency Preference field will be their Personal Currency.

Setting Currency in Payments/Quotas

After ensuring Users are set to their correct currency, the individual payments and Quotas can be set to either personal or business currency.

1. Quotas

On the specific Plan, select the Quota you’d like to update the currency requirement on and alter column D.

2. Payments

On the specific Plan, select the cogwheel in the top right-hand corner of the Payment Rule you’d like to alter. Then change the “Set Currency Units” to the desired result

Ensure Data has ISO Code Columns

When data is brought into the Compensable Events tables, everything is set in business currency unless otherwise specified. An ISO Code column is needed to specify the currency if deals come in multiple currencies. To add an ISO Code column simply edit the mapping on import (see the Import Mapping Article) or Add a Column that is the specific amount’s currency column. Each amount column used will need an associated ISO Code.

1. Build the ISO Code Column in the respective Compensable Events. Can be done natively on the import creation or manually by Adding a Column.
2. Assign the new ISO Code column to the given Amount column by clicking on the column header and selecting from the drop down the Assign Currency ISO Code Column option.