One reward rule of an incentive plan: it groups incentive targets under a qualification rule and carries the compensation slabs that state the reward. When a period is processed, every line of an Approved plan is scored in Sequence order for each member; a line qualifies when its targets meet its Definition Filter Criteria, it pays the money of its qualifying slabs combined by its Reward Applicability, and the plan's Compensation Eligibility combines the lines. Lines are added, edited and deleted in the line builder on the plan's Related tab.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DefinitionCustomLogic | Definition Custom Logic | Text | | Combination used by Custom Logic Is Met, such as {1} AND {2} OR {3}, where {N} is the Nth target on the line in sequence order. AND and OR must be capitals with a space on each side; OR splits first and brackets are not supported. An empty logic, or a part without {N}, means the line never qualifies. |
DefinitionFilterCriteria | Definition Filter Criteria | PickList | | How the line's targets must qualify a slab: All Conditions Are Met (every target), Any Condition Is Met (one target), Custom Logic Is Met (follows Definition Custom Logic) or Always (No Criteria) (qualifies without checking targets, so no slab qualifies and the line pays nothing). The last two are understood by the engine but must be added to the picklist. Empty or any other value: the line never qualifies. Values: All Conditions Are Met, Any Condition Is Met. |
Id | Id | Guid | Yes | |
IncentivePlanId | Incentive Plan | Lookup → IncentivePlan | | The plan the line belongs to; set by the line builder. A line with no plan is never scored, and lines are scored only while the plan's Status is Approved. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | Line number filled on save from the Incentive Line numbering (series ILN); anything typed is replaced. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
RewardApplicability | Reward Applicability | PickList | | How the money of the line's qualifying slabs combines: All Rewards adds them, Any One With Highest Value keeps the largest, Any One With Lowest Value keeps the smallest. Custom Logic and empty also add them together. Gifts, points, schemes and discount groups are written onto the compensation line and are not money. Values: All Rewards, Any One With Lowest Value, Any One With Highest Value, Custom Logic. |
RewardCustomLogic | Reward Custom Logic | Text | | Stored but not evaluated; Custom Logic reward applicability adds the slab amounts like All Rewards. |
SequenceNumber | Sequence | Number | | Order in which the plan's lines are scored, lowest first. Required (1 or more) in the line builder; the Incentive Line form has no box for it, so lines created there get 0. Duplicates are allowed and run in no fixed order. Only matters for Slab Reward Percentage slabs, which can read what an earlier line paid. |
Title | Title | Text | | Display name of the line in the plan's line builder and on the line's page header. Optional. |
UIProps | UI Props | Text | | Internal display settings; not used by incentive scoring. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
UseSlabAbsoluteValue | Use Slab Absolute Value | Boolean | Yes | When on, the engine compares each target's achieved value with the slabs' From Value and To Value instead of the percentage of quota, and no quota is needed (To Value 0 means no upper limit). Only on the Incentive Line form that New on the plan's Incentive Line list opens; the line builder does not save it and the record page does not show it. |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit |
New | New | New | New |
