Glossary

The terms and its descriptions are depicted below:

Terms	Descriptions
Statement	Helps to view the Sales Rep's commission details for different period. Reps can view only their statements.
Transaction	Transactions are the sales orders or invoices that commissions will be paid against.
Rep	Reps are the people who get commissions paid.
Customer	Customers purchase goods and services from the organization.
Product	Product refers to products/services sold to the customer.
Lead	A lead is a prospect or potential opportunity.
Vendor	A vendor is typically an organization or individual that supplies goods or services.
Opportunity	Opportunities are potential deals that you have with your customer. When you successfully acquire the deal, you can 'Close' the opportunity.
Contact	Contact holds information on the contacts within a customer.
Company	Company holds the company details that are provided during sign up.
Commission Schedule	Commission Schedule allows the setup of the payment calendar for commissions.
Group	Groups are a way to classify transactions for reporting or calculations.
Calculate Commissions	Calculate Commissions applies the plans set against transactions and figures out all the commissions.
Close Period	Close period process allows marking the paid transactions, to avoid duplicate commissions.
Year End	Allows the setup of new commission schedule and moving to a new year
Approve Workflow	Approve workflow contains data that requires action such as Approve or Reject or Close to be performed on Workflow.
Plan	Plan is used to say which transactions should be credited for which Rep and what commissions are to be calculated.
Commission Formula	Commission formula is used to calculate commission payouts.
Queries	Queries allow to get the data from a table or more than one table. It will be used mainly for generating reports.
Dashboard	Represents the attainment of all Reps against credits and transactions in Pie, Doughnut, Bar and List chart for the current Year.
Change Password	Allows to change the existing password for logged in user.
Import	Import allows bringing in master data like transactions, customer from other source file. Currently it allows the import of transactions from Excel file.
Report Designer	Allows the user to generate Reports using query or object details.
Page Designer	Allows the user to create a page, controls for the page and assign events to the page.
Menu Designer	Allows the user to create menu for the page created using page designer.
Workflow Designer	Allows to set criteria that initiates workitem/data, set rules that defines the flow of workitem/data for the process of Approval or Rejection.
User Setup	Provides the admin user to create a new user details pertaining to application like user id, password, setting home page.
Role Setup	Provides rights to access the page, object, and menu for the user.
Lookup Relations	Provides relationship between the objects. i.e., to create a picklist that allows an object data to be used in another object.
Format Masks	Provides the user to set how data for a particular field should be. For example, email address field can be set to "Email" format
Organisation Structure	Provides the user to set hierarchy with in the organization.
Currency	Provides the user to set the currency code and the currency rate for the application.
System Variables	Predefined variables that can be used throughout the EasyCommission application. For example, date, name of the organization, and the user.