Incentive Details

This page allows you to define the incentive details for a scheme. Incentive is computed based on the slab specified for the number of bookings with effective dates.

Select the “Incentive Details” link at the bottom of the “Scheme Details - Sales” activity.

The “Incentive Details” page appears.

The system displays the following in the header:

Scheme Code	The code identifying the scheme.
Scheme Name	The name of the scheme.
Scheme Category	The category of the scheme which is mapped to the login user.

Enter the following details in the header:

Broker Type	Use the drop-down list box to specify the type of broker. The combo is loaded with options “Individual”, “Corporate” and “Consortium”.
Pay Plan Type	Use the drop-down list box to specify the pay plan type. The combo is loaded with the pay plan types defined for the scheme code.
Effective From	The date from which the incentive details are effective.
Effective To	The date until which the incentive details are effective.
Replace	Check this box to replace the incentive details.

Enter the following details in the “Fetch Slab” group box:

Date

The date on which the incentive details are created.

Click the “Fetch” button to fetch the booking details in the multiline.
Enter the following details in the “Booking details” multiline:

From	The number of bookings from which the incentive details to be computed.
To	The number of bookings until which the incentive details to be computed.
Incentive Basis	Use the drop-down list box to select the basis for the incentive. The combo is loaded with the option “%”.
Value	The value specified for the incentive.

Note: At lease one row should be selected in the multiline.

Click the “Save” button to save (create/modify) the incentive details for a scheme.