True Ups

When selecting Bonus (lump sum) from section B of the payment rule and Quarterly from section D, you have the option of making the payment rule a true-up. True ups work where if a rep misses the bonus in one quarter, but then goes over their YTD number in a later period, the rep will get a bonus from the period you missed it from. It is a bonus rule so it will be calculated along with the other rules.

In other words, if the payment is not achieved at the time of calculation, the rep can be paid at a later time if the cumulative quota is achieved.

NOTE: This option is only available if you are paying a Quarterly Attainment Bonus, and have only one payment threshold without qualifiers.