Changing Process Order in Payments

Administrators can specify that Express runs each job sequentially, as opposed to running multiple jobs at once. Calculation Options Selecting to run each job sequentially ensures that orders calculate in a specific sequence. Administrators might choose this option for certain compensation plans in which the order of the transactions can affect the payout (such as when ramped rates with qualifiers apply different rates based on the deal type).

Changing Process Order:

This option is very rare. When making a change to the system such as process order mid-year it can affect past period results. It is not recommended to complete this change without first confirming with Xactly's Professional Services team.

Within the XCDealAttribute object, you can set the process order. This determines which fields are processed first when calculating. Unless overwritten, the Process Order is Deal Date, Deal ID, Username (login).

Changing the process order can change what tier a deal hits first. If you change the Process Order to process the Amount field first, for example, instead of Deal Date, then all negatives will be processed first before positives. In other words, if there are three deals:

Deal 1:

Amount: $10,000

Deal Date: 1/1/2020

Deal 2:

Amount:  -$2,000

Deal Date: 1/31/2020

Deal 3:

Amount: $5,000

Deal Date: 1/12/2020

And the tiers are set up so:

$0 - $10,000: 1% rate

$10,000.01 - $20,000: 5% rate

$20,000.01 - MAX: 10% rate

Since the system uses Deal Date first:

Deal 1 would process first and get a rate of 1% for $10,000

Deal 3 would process second and get a rate of 5% for $5,000

Deal 2 would process third get a rate of 5% for -$2,000

If you change the process order to use Amount first, then it would be:

Deal 2 would process first and get a rate of 1% for -$2,000

Deal 3 would process second and get a rate of 1% for $10,000

Deal 1 would process third get a rate of 1% for $2,000 and 5% for $3,000.

To change the process order:

1. Go to Salesforce > Build > Create > Tabs

Under "Custom Object Tabs" click "New"

Object: XCDealAttribute

Tab Style: Your choice of icon

1. Next > Under the option "Apply one tab visibility to all profiles " select "Tab Hidden"
2. Change the toggle to "Apply a different tab visibility for each profile"
3. Find the profile the user you are impersonating is using. NOTE: In order to even add this tab, when impersonating, you have to be using the System Administrator's profile.
4. Continue > Next > Save
5. Go into the Tab section (could be seen in the Header > "+" )
6. Click the XCDealAttribute Tab > Go > Edit
7. In Step 3 of the view add-in “Custom Object Label Name” and “Process Order”
8. Locate the field you would like to change the process order for and double click the field under “Process Order”
9. Type in the field order > click away from the field to save.

NOTE: It does not matter if you start with 0 or 1. The system will pick up whichever one is first. So if 0 is entered it will use that as the starting point. If 1 is used and not 0, then it will start with 1. When wanting to revert changes made to the Process Orders, set Deal Date as 1 or 0