A fixed amount is apportioned to the qualifying transactions for the program line, allowing more accurate granular reporting. The amount cannot be changed once the trading program is signed off.
A program line in which a fixed amount for advertising support of £2,500 is apportioned between a specific product group.
Within Enable, you will be required to enter a monetary amount for the program line and select at least one dimension item for each of your dimensions.
Enable will select matching transaction lines for the program line, based on:
Enable will assign your earnings value as the earnings for the program line.
To calculate an earnings result for a matching transaction line, Enable will apportion the earnings entered for the program line based upon the transaction value that applies to the transaction line relative to the total transaction value of all included transaction lines.
When a client member dimension has been configured, you will be required to upload member earnings for the selected client member dimension instead of entering a single monetary amount for the program line.
Enable will then assign the sum of the uploaded client member earning values as the earnings for the program line.
To calculate an earnings result for a matching transaction line, Enable will apportion the earnings entered for the associated client member based upon the transaction value that applies to the transaction line relative to the total transaction value of all included transaction lines associated to the client member.
The Fixed amount (apportioned) plugin has the following optional settings which can be configured for you in Enable:
Additional conditions can, optionally, be enabled for all mechanisms by Enable's system administrators. When enabled, you will have the option to apply additional conditions to a program line. Currently, the only type of additional condition available is manual conditions which, when selected, allow you to select whether manual conditions have been met or not.
You might have a program line where some additional conditions need to be met before rebate can be earned, for example, a program line which only earns rebate if a taster event has been organized to promote new products.
If such an event was organized, and therefore the manual conditions have been met, the program line will be calculated as normal. If such an event was not organized however, and the manual conditions have therefore not been met, then the program line should not earn any rebate, i.e. the program line and transaction line level earnings will be set to 0.
When the program line is initially being created, you may not know yet if these conditions have been achieved. Therefore, you will be able to navigate to the program line at a later date to indicate whether the conditions have been met or not met, and also add a comment to explain why the selection has been made.
Apportion program line total is the default for this setting.
When the selection of this setting is configured as Apportion scaled total and the Finance App is enabled:
A Claim point setting will be available when configuring a program line using this mechanism.
If the selected option for this setting is changed from the default, In arrears, to In advance, the payment date for payment lines will be set to the start date of the payment line rather than the end date.
When this option is enabled, an Irregular payment frequency will be available when configuring a program line using this mechanism.
If you select the Irregular payment frequency when configuring a program line, you will be required to use the ‘Mechanism details’ area of the program line configuration page to add payment lines with monetary amounts. The sum of the monetary amounts entered for these payment lines will be used as the total earnings for the program line.
When this option is enabled, a read-only payment lines listing will appear in the ‘Mechanism details’ area of the program line configuration page.
A list of permitted cash processes can be configured for the Fixed amount (apportioned) plugin. You can select a single cash process from this list when configuring a program line using the Fixed amount (apportioned) plugin.