Payment and Quota Rule Mappings

After preparing the data for calculations in the Compensable Reports, the next step is to assign the Payment Rules and Quotas from the Plan section to their respective data sets. To access the mappings, select the Map Icon in the top left corner of the given Compensable report.

Then select the given Payment Rule you’d like to assign. Below is a list of each required field and how they operate.

Payment Rule - this is the Payment Rule from the Plan page you are assigning to the data.

Calendar Group - this is the given Calendar group that this Payment Rule will use

Attainment Period - if this Payment Rule has attainment tiers and references a Quota, how often is attainment reset

Payment Timing - how often does this Payment actually pay

Owner field to Use - SimplyComp will match names to give a User credit. Ensure that this field has the name of the person you want to have credit on a given deal when assigning.

Amount - This is the amount field that will flow into the payment rule.

The settings for the payment rule are above and the Quota are below. If a Quota is already assigned to a given Payment Rule, you will need to use the same Compensable Report to assign a new Payment Rule using the same Quota.

Also remember that not all Payment Rules require a Quota.