A lump sum is issued to a single deal but is not apportioned to any specific turnover. The value is calculated outside of DealTrack and therefore can be updated at any point.
The value is based on external factors that do not relate to any of the dimensions in DealTrack. Therefore, when you run the rebate earnings report, these earnings won’t be assigned to any dimensions within any report.
A deal for which the earnings of £10,000 have been calculated outside of DealTrack, irrespective of turnover. These earnings can be updated at any point.
Within DealTrack, you will be required to enter a monetary amount for the deal and select at least one dimension item for each of your dimensions.
DealTrack will select matching turnover lines for the deal, based on:
The supplier to which the deal belongs.
Your dimension item selections.
The start and end date of the deal.
The currency of the parent scheme.
DealTrack will assign your earnings value as the earnings for the deal.
To calculate an earnings result for a matching turnover line, DealTrack will apportion the earnings entered for the deal based upon the turnover value that applies to the turnover line relative to the total turnover value of all included turnover lines.
When a client member dimension has been configured, you will be required to upload member earnings for the selected client member dimension instead of entering a single monetary amount for the deal.
DealTrack will then assign the sum of the uploaded client member earning values as the earnings for the deal.
To calculate an earnings result for a matching turnover line, DealTrack will apportion the earnings entered for the associated client member based upon the turnover value that applies to the turnover line relative to the total turnover value of all included turnover lines associated to the client member.
When the Cash module is enabled, you will be able to modify the deal line level earnings for a deal that uses the Externally calculated earnings plugin. Modifying the deal line level earnings will update the total deal earnings entered.
The Externally calculated earnings plugin has the following optional settings which can be configured for you in DealTrack:
- Enable additional conditions.
Additional conditions can, optionally, be enabled for all deal mechanisms. When enabled, you will have the option to apply additional conditions to a deal. Currently, the only type of additional condition available is manual conditions which, when selected, allow you to select whether manual conditions have been met or not.
When manual conditions have been met, the deal will be calculated as normal. If manual conditions have not been met, the deal and turnover line level earnings will be set to 0.