This article shows you how to create a Revenue Split Template. The following topics are covered.
Creating the template
Adding Items to a Revenue Split Template
Creating the template
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- In TFS Administration \ Templates select Rev. Split Tpl.
- Click in the Templates section of the screen.
- Click on the New button.
- Enter the Name for the Split.
- Click OK.
The template will then be added. Because there is no allocation of the revenue the Complete? field is not ticked
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Adding Items to a Revenue Split Template
For a Revenue Split Template to be complete, the total Revenue Split Item amounts must equal 100%. This can be achieved with a combination of Minimum Splits, Fixed Amount Splits and Percentage splits.
- Minimum splits can ONLY be created at the first level. Minimum splits cannot be created within a Group Split.
- TFS will not allow more than 100% of a revenue split to be assigned.
- The Revenue Split dialog includes the Specific Entity field. Selecting the Specific Entity popup button () will display the Select Application Specific Entity dialog.
If [Specific Entity] is chosen, the Entity field becomes available and users can use the Search dialog to find an entity.
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Adding an End Split
When you select Yes the Revenue Split dialog is displayed as below;
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Click the
button next to Specific Entity and select Referrer
In the example below you can see that Fixed Amount has been toggled to Yes and a value of $200 has been entered
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When the OK button is pressed the Revenue Split item is added to the Template.
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This is showing that $200 dollars of the revenue will be paid to the Referrer of the deal.
The rest of the revenue will be divided with a Group Split.
Adding a Group Split
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With Revenue selected click on New and select No to add a group split. The Revenue Split dialog is displayed as below;
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The Percentage Split is automatically shown at 100%. You can change this if required. This is a 100% of the remaining revenue after the end split has been taken for the Default Referrer.
When the OK button is pressed the item is added to the split template.
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In the example above you can see that there is an item in the template section with 100% next to it. This is showing that 100% of the remaining revenue after the end split is to be divided.
Dividing the Group Split
The Group Split is taking a portion of the revenue to be divided by End Splits or Group Splits. To add a split to a Group Split first click on the the item in the Template window
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When you now add subsequent splits they will be against the Group Split as opposed to the Revenue.
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In the example above you can see that 2 end splits have been added to the group split. Each of the for 50%. The Complete? now has a
because all of the revenue has been allocated.
Below is an example of how the split looks when it is applied.
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The total revenue was $1100.
- $200 is to be paid to the Referrer of the deal who was the vendor Big Wheels.
- Take $200 off the total and this leaves $900. This is the value to be divided in the Group split.
- The Broker for the deal receives $450.00
- The Enterprise receives $450.00