Avoiding using a reference file by leveraging a lookup table   When it comes to the basis of best practices, approach should always be simplified and efficient. Avoiding updating connect logic allows for a client to be self-sufficient and save on cost by making...

Varicent Scheduler   One of the often overlooked but more useful features within Varicent is the Scheduler module. As the name implies, Scheduler allows you to automate jobs or entire processes to run at defined intervals. Making the module more robust, is the...

Use of held credits   During one of our implementations of SAP, the requirement had the complexity of providing accounting double entries along with the calculation of payment. The transaction for a particular event type shall come into commissions come only...

Prevent duplicate credits for roll-up and roll-over indirect credits within Xactly Incent   Client presented with a case where 2 Account Executives were receiving full credit (100% split percent each) for the same sale. Not an issue, until those credits rolled to...

Varicent APIs | Automate & Define Interactions   APIs are potent tools to automate and define interactions between multiple software applications, and Varicent, sure enough, takes advantage of such tools. That said, the Varicent APIs allow clients' modules to...

Using Variables   A key component when configuring Incentive Plans in SAP Commissions is the use of Variables. These allow you to create calculation logic that is data driven. A feature of SAP Commissions is the ability to assign variables at different levels,...

Document Management in Analytics Reports   One of the new feature in Document Management is using Document Management fields in the Subject Area in Analytics. Using this allows admin to create a report. This is the easiest way of tracking status of the routed...

Effective Dated Tables   In Varicent, we can create tables that include effective start and end dates. Multiple versions of the same record can be entered by setting different start and end dates for each record. Biggest advantage of this feature: Varicent...

Xactly Connect   Xactly has feature to automate Quota upload and assign to different positions using Xactly Connect. To achieve this, user has to create Quota at plan level in incent and then download the template in CSV format to local drive. User then updates...

Creating a Custom Data Model for Embedded Analytics   Custom data model can be used in Embedded Analytics when a story that involves one or more TCMP and EXT tables is used. There are two types of Custom Models. Custom model with NO data restriction Custom model...