‘Externally calculated — lump sum’ mechanism

Definition

A lump sum is issued to a single program line but is not apportioned to any specific transactions. The value is calculated outside of Enable 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 Enable. Therefore, when you run the rebate earnings report, these earnings won’t be assigned to any dimensions within any report.

Example

A program line for which the earnings of £10,000 have been calculated outside of Enable, irrespective of transactions. These earnings can be updated at any point.

Configuration approach

Within Enable, you will be required to enter a monetary amount for the program line and select at least one dimension item for each of your dimensions.

ENable will select matching turnover lines for the deal, based on:

• The trading partner to which the program line belongs.

• Your dimension item selections.

• The start and end date of the program line.

• The currency of the parent trading program.

Enable will assign your earnings value as the earnings for the program line.

To calculate an earnings result for a matching transaction line, Enable will apportion the earnings entered for the program line based upon the turnover value that applies to the transaction line relative to the total transaction value of all included transaction 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 program line.

Enable will then assign the sum of the uploaded client member earning values as the earnings for the program line.

To calculate an earnings result for a matching transaction line, Enable will apportion the earnings entered for the associated client member based upon the transaction value that applies to the transaction line relative to the total transaction value of all included transaction lines associated to the client member.

Additional information

When the Cash App is enabled, you will be able to modify the payment line level earnings for a program line that uses the Externally calculated earnings plugin. Modifying the payment line level earnings will update the total program line earnings entered.

Optional settings

The Externally calculated earnings plugin has the following optional settings which can be configured for you in Enable:

• Enable additional conditions.

Additional conditions

Additional conditions can, optionally, be enabled for all mechanisms. When enabled, you will have the option to apply additional conditions to a program line. 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 program line will be calculated as normal. If manual conditions have not been met, the program line and transaction line level earnings will be set to 0.