I'm at the end of the development cycle and I am now doing some unit testing before our UAT next week. Everything checks out but I noticed in my Finance report shows some sales reps are estimated to have zero commission.
The reason this is happening is because of the tenure calculation.
As part of the tenure calculation what constitutes the first year, or <1 year?
Is it 1/1/2020 to 12/31/2020?
Or, is it 1/1/2019 to 12/31/2019?
This will obviously affect the calculations greatly. Thanks for giving this some thought. Looking forward to your answer.
Something else that was discovered during our unit testing.
CSOMs are able to assign sales reps that won't be starting for over a year (1/1/2021). Unfortunately, the data the CSOM's provided show that 3 sales reps that start after 1/1/2021 have been assigned accounts.
Do you want me to add a filter to the account assignment dropdown that only shows sales reps that are available before the year ends, i.e., before 12/31/2020?
Or, is it okay to allow the CSOMs to assign these sales reps? Perhaps these are being used as placeholders?