That's a great question. The answer is this: 

 

Yes, you can import past months at any time.  They do not have to be sequential.  Unlike old-fashioned competitor offerings that require a commission run to be "Closed" before the next one can be run, TCAM lets you do it any way you want.  There is no "closing" of a commission run.  The run is finished when you approve and save that month's Master Commission Report.  And yes, you even have the option of redoing the Master Commission Report even after it is saved.

 

It works like this.

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To do the commission run for any month that you received commissions from your Suppliers,   and if needed, to create the reports to pay commissions the month following receipt of them to your agents, the import files must contain the following four columns of information as a minimum. They are:

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• Commission Run Month - is a date field.  The date you use may be any date within the month.  

  • For February Commissions paid to Agents in March use any date from 2/1/2012 to 2/28/2021.  The reason for this is the commission reports will cover a date range of from date XX/XX/XXXX to YY/YY/YYYY.  In this example, the date range will be from 2/1/2021 to 2/28/2021.  

  • To load commissions for any other month before that follow the same process except change the Commission Run Month date to a date within that month.  

    • To load commissions for which you received payment in December, use a Commission Run Month date between 12/1/2020 and 12/31/2020.  For November, use a Commission Run Month date between 11/1/2020 and 11/30/2020, and so on.  You can do them as far back as you wish.  

  • It is a Best Practice to standardize on the same date each month.  Most customers use the 15th. It just keeps it consistent.  
     

• Commission Amount - is a number (not currency) field with no commas.  
   

• Imported Supplier Name - This is a text field with the company name of the Supplier who provided the services or products to the end customer.  
   

• Supplier ID - This is the commissionable account number for that Supplier. The Supplier may call this by another name. Such as the Billing Account Number, BTN, BAN, Order Number, or something else. It does not matter what they call it.  Just that we call it Supplier ID to cover all different naming conventions.  

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As we said, those four fields are required for the commissions to process, match the related Opportunity, apply the commission rates, handle all the splits and generate the commission reports.

 

However, it is HIGHLY RECOMMENDED these two additional import fields are included in your upload:
 

• Bill Date - is a date field that represents the Supplier's Invoice date to their customer.
   

• Bill Amount - is the amount the Supplier invoiced the customer for the services and/or products sold.  It is a number field (not currency) with no commas or dollar signs. 
   

By importing these two additional fields you can track all of the following using Salesforce.com Standard Reporting. 

• The Expected Commissions listed on the Opportunity, if entered, versus the actual dollar amount of the commissions paid.  

• The actual percentage paid versus the contractually obligated commission rate.

• The actual duration in days between the date the customer is invoiced and when you receive payment. We find it is often not what the Supplier commission contract indicates it should be.
   

The Salesforce.com Report Type to create these reports is Opportunity with Opportunity Commissions.  That is an included Report Type in TCAM. 

 

For your reference, the Commission Import file template is located here.  It has more details in its instructions.  

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Import away!

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