ICM ROSS Payee RM DM change

New IT

           See instructions to add new IT to the admin in ICM

           Add to SCC_PAYEE table in ROSS

1. Import:            0 Web Portal -  Imports Payees, Regions
   1. now see in PAYEE table
   2. now see in EffectivePayee table
2. Portal Access
   1. Groups
      1. Adminstrator  click on the edit pencil            click on persons to add     Finish 
3. Manage Web Access            gier upper right         

                    Mike Penrod                Web Enable           Password    Confirm           SAVE

                    Dan Serio                    Web Enable            Password    Confirm           SAVE   Finish

NEW RM Setup

This must match the login used in Website:

Payee table in ICM                           SCCUserName                   fwalters

SELECT        TOP (200) GEM_DBKEY, COMPANY_CODE, DIVISION, STATEMENT_ACCOUNT, SALESPERSON_CODE, CUSTOMER_NUMBER, SCC_FROM_CUSTOMER_NUMBER

FROM            SCC_ZIP_CUSTOMER_RMS

WHERE        (CUSTOMER_NUMBER = '8584501') OR    (CUSTOMER_NUMBER = '8579501')

SELECT  TOP (200) GEM_DBKEY, STATEMENT_ACCOUNT, ZIP_CODE, SALESPERSON_CODE, CODE_DESCRIPTION, SYS_STATE

FROM    SCC_ZIP_CODE_BY_RM_OVERRIDE  ORDER BY STATEMENT_ACCOUNT, ZIP_CODE, SALESPERSON_CODE

1. ReserveStartingBalance                  View/Edit Data    Payee  0508                Period    2016-Pay 21 NOV(1)      0.00
   1. Composer     table:  ReserveStartingBalance           View Data
   2. Select by Period:   2025       
   3.  select period and Apply filter
   4. 
   5. Edit first record (pencil)  
      1. Copy & paste  
   6. Correct to the new RM and period
   7. 
   8. change payee
   9. 
   10. select the period
   11. ReserveBalance stays at 0)
       1. set starting balance  to $0.00                 Reserve Balance
       2. Submit
2. ReserveBalanceImport                 
   1. Composer     table:  ReserveBalanceImport             View Data
      1. Select a recent hire        0799
         1. Select the last row with the date from Jan of this year 
      2. Edit first record (pencil)  
         1. Copy & paste  
      3. Correct to the new RM 
      4. 
         
      5. Attribute ID            DRAW BALANCE PERIODIC BALANCE [ACTUALS]
      6. Correct the Period            Scroll down until you see the 2025-Pay 01 JAN (1)      Submit
      7. 
         
      8. Repeat from 2025-Pay 01 JAN (1)   to  pay of the current period 2025-Pay 01 JAN (1)      Submit
      9. Fill in for all periods – Including:   t h i s   p a y  p e r i o d
         1. it will not work if this period is   N O T   filled
3. Run the full calculation - this is required
4. Run the calculation a second time – the ReserveBalanceImport does not update after the first run.

1. NEW:  This must match the login used in Website:
   1. Payee table in ICM                           SCCUserName                          fwalters
2. Add new Customer = “RM”   address code =     1^stinitial and last name and their actual address  - make sure correct RM#.
   1. Request Nichole to setup
3. Change names on transfer points
4. Add SCC_ZIP_CUSTOMER_RMS if needed:  8534401 for RM 344 for 0547501 THD.
5. Add SCC_ZIP_CUSTOMER_RMS if needed:  3029201 for RM 344 for 3010001 Ferguson.  Pick the next number

Portal Access

1. ICM “Portal Access” for new RM                ICM V10tab:   Groups
   1. Groups                 
      1. All Workflow Groups
         1. RM
            1. Edit                        click on new RM Names to add to RM group
               1. FINISH
      2. 
   2. Manage Web Access       (Click on Geer, on far right, opposite “Inquiries”)
      1. Click on RM name            
         1. See the selected RM at the top of this page
         2. Password   Needs Capital, numbers, special characters
            1. Spartan56!   
            2. look for message if not acceptable!!!
         3. Confirm password     
            1. FINISH

In Payee, make sure the SCCUserName is the same as in Active Directory:   dcampbell

This is passed from SCC_PAYEE in ROSS

1. Add record for New RMs to see the commission rates
   1. You cannot prefill since they are based on the Region and the RM is not yet assigned to that region.
2. Update new table:  
   1. SCC_ZIP_CUSTOMER_RMS with newly assigned Home Depot Pro customer
   2. SCC_ZIP_CUSTOMER_RMS with newly assigned Ferguson customer
   3. SCC_ZIP_CODE_BY_RM_OVERRIDE key zip code overrides by statement account
      1. Those that are different from the Home Depot Proc Zip codes assigned

1. SALESPERSONS – When they are in for training
   1. Code description:  “ASR:Jordan Jones”
   2. SYS_ADDRESS_4 & SCC_SORT_FIELD
   3. SCC_NAME_NO_SPEC_CHAR
   4. SCC_Promotion_date
   5. PAYEE_NUMBER

1. SCC_Payee/Open Payee  Payee for Open region = “O272” for region 272
   1. Copy before you change the old RM to 0 Reserve!
   2. End open region to the period before the new RM starts
      1. You will need to do this after you start the copy
      2. And before you finish the copy
2. Commissions Payee Maint
   • Tab into the person in the region or another region in this division
   • Option:  “Copy to New Payee” menu option
   • Fill this out with the info brought in from the copy from selected.
     • If the current region is not “ENDED”, it will give you a warning, stay where you are
       1. open another Commiss Payee Maint and “END” the current payee; return and the message will go away.
     • Grow Reserve%:   
       1. For new RM use 25%
       2. For Open regions 0%
     • Hire date will be the start date for new RM or for Open Region
     • EMAIL is REQUIRED IN ICM!!!  For open region use the Div email.
   • After you copy,
     • You must change to “ACTIVE”, in order for the RM to import into ICM
     • The effective date will prevent them from getting paid prematurely
   • For the Open region do not miss this step!!!
     • Tab into the newly created Payee for “O272”
     • Option:   “Mark Open Region – must be “O” 272 RM#
     • Now see the “O” in the first column and Active

2. Region changes

• Region Commission Group maint
  1. Any changes to the region – different Draw, 200 minimum
• Salespersons table  
  1. Only make changes after they are “LIVE” in the region
  2. Always the current RM assigned to the region
• Locations table to add a divisional manager

3. In ICM Scheduled job to Import Payee data - gets updates from Ross

4. In ICM portal access

A.   Portal Access                       Groups                 Click on “DM”  or “RM”                  Edit                                        Add the Payee to the group

B.   Portal Access                       Groups                 Click on “DM”  or “RM”                  Geir at top next to +       Manage web access

1. Click on the “web enable”                       key the 2 passwords at the top Spartan56!  Needs a spec char                      SAVE     FINISH

2.  If email is not unique, PAYEE table      filter by Email

a.  For the Open region with the same email address, change to scomfort2@spartanchemical.com

1. See 2 screen shots below:

Add payee to group:

Enable Payee to Web Access:

• Portal Access     
  1. Groups                 RMs (double click)           move them to the selected side on the right
  2. Manage Web Access
     • RMs (single click to select)                           make sure check by Web Enabled  (click Enable)
     • Single Click on the user                  
     • click on “Enable” button on the bottom.
       1. After they sign in, then mark them to change password on next login
     • If they did not have the email address on the import, it will not allow them access – you will get a red “!”
     • Fill in a FAKE password “Spartan56”

Web User Details – Ron Swedelson

Login:  rswedelson@spartanchemical.com

Login:    ssimmons

Password:   Spartan56                    

Requirements:

Upper and lower case and numbers and letters.

And at least 8 char

                                                                                Close

                                                                                You do NOT need to run the calculation!!!!

Add new DM (change from RM to DM)    

• If change from RM to DM…. look in this to change the Roles in ICM
  1. How to Make ICM users and roles changes
• Change Locations in ROSS
• Change Bill of distribution in ROSS  table:   SYS_BILL_OF_DISTRIBUTION
• Change Bill of distribution code descriptions   table:  SYS_BOD_CODES
• Commiss Payee Changes              select the RM Payee   and change the Payee Type = DM
  1. You can change the Zero Reserve for this RM flag to “N” since for the DM record it is not needed
  2. Change the reports to Region 990  make the DM the one for this divisions  2130 Mangum
• Commiss Payee Maint   sort by DM
  1. Tab into leaving DM and “End Payee”
• Commiss Payee Maint    sort by DM
  1. Sort by DM#
  2. Tab into each RM   “Change Reports to”   change the Payee for the new division
  3. Do NOT change the old record for when they were a RM since the Payee cannot be the same
• Scheduled jobs – run update to payee

• Sales Location (Division)   DivisionCode = 01  Division Name = ‘David Muhr’
  1. Go into SQL to fix email & payee and promotion date

• DivisionPriceCodes – this will be set to the division # 05

• IF there are no records, it will show
• Portal Access     ICM V10tab:   Groups
  • Groups                 
    • RM
      1. Edit                        click on new RM Names to add to RM group
         • FINISH
  • Manage Web Access       (Click on Geer, on far right, opposite “Inquiries”)
    • Click on RM name            
      1. See the selected RM at the top of this page
      2. Password
      3. Confirm password     
         • FINISH
• 
  
  1.  
  2. DM                         Double click on DM         Group Name: DM  next
  3. Click on DM        Edit        “Add >”  to add them to the group   (remove them from RM group)   FINISH
  4. Click on DM        Manage Web Access                       enable                  web enabled      close
  5. Refresh and exit
  6. RM                         double click on RM          Group Name:  RM next
  7. Remove the new DM from the RM list
• Calculate    so that the DM is attached to the RMs
• Home                    Testing Reports                Test Commission Report
  1. Select    payee 0275 Josh Belcher               select the last commission run    view      all his RMS will show
• Home                    Testing Reports                Test Commission Rates
  1. Select    payee 0275 Josh Belcher               select Payee (see all RMs for div 05)         refresh   select PriceCode
• AD changes???
  1. Do not delete records
  2. 

How to add/change RMs

Ross

• If they are leaving
  1. Copy to setup new RM or new Open region BEFORE you change the old RM to 0 Reserve!
  2. Zero Reserve change
     • Commission Payee Maint – DO NOT USE THIS OPTION IF THE RM WILL END WITH A NEGATIVE RESERVE 
       • Option:   Make a Major Change or 0 Reserve
         1. Option:   Zero Reserve for this RM = “Y” which will pay what they earn and payout the reserve.
         2. Leave the 25% and any adjustment%
       • ICM Start Date is this period start date
       • Change the END Date to the last Day of the last period they are working – this is a REQUIREMENT IN ICM!!!!
         1. This can be this pay period or one in the future if they are paid in this and the next pay.
         2. Do this before adding the “OP2G” open region
       • Status Code – keep “A”
       • ICM Active Code keep “ACTIVE”
         1. Change to “ACTIVE” if it is not already
         2. If you do not, It will not import into ICM
     • If you end date and mark as “INACTIVE” it will not pull in the record so only mark as “INACTIVE” after the Payee Import is run
     • After last pay and After Calendar is LOCKED, then TERMINATE and change to INACTIVE.
       • Commission Payee Maint:  Terminate Payee menu option  - the terminated record will pull in if “INACTIVE”

Ross

• If they are leaving and the RM will end with a negative reserve 
  1. Copy to setup new RM or new Open region
  2. Zero Reserve 
     • Commission Regions  
       • Option:  Make a Change 
         1. Promised Region Draw to 0.00 
         2. Promised Region Reserve to 0.00
         3. Keep the flag “N” to not zero reserve for someone who will have negative reserve amount.

• If they are being terminated
  1. Wait until after the last pay Period Calendar in ICM is Locked
     • Commiss Payee Maint
       • Tab into the last payee record
         1. Option:   “Terminate Payee”
         2. Import into ICM and refresh and see the Effective Payee Table to see if Terminated.
• If they are moving to a different region
  1. Commission Region Group
     • Change the Region Draw to whatever Greg wants changed. (use old or new person draw)
     • Change the reserve minimum to 200 if not already
  2. Payee changes:   If new RM and OLD RM are sharing region for a while (2 RMs in the region)
     • MARK OLD RM as NOT PRIMARY
       • Commission Payee Maint:  “Dup Payee Not Primary”  menu option;   see “N” in 1^stcolumn
         1. This will prevent the SA_DETAIL_LINES from exporting Lines for BOTH RMs - double pay
       • Change the END Date to the pay period end date for their estimated Retirement date – End date change is REQUIRED!!!
     • The new RM will be
       • ACTIVE
       • End_Date = 2100-01-01
       • SOP_ACTIVE must be “A”
     • The old RM will be
       • ACTIVE
       • End_Date NOT= 2100-01-01
       • SOP_ACTIVE must be “A”
       • Not Primary = “N”

New RM, DM, IT

SELECT        TOP (200) GEM_DBKEY, PAYEE_NUMBER, SCC_ICM_START_DATE, SCC_HIRE_DATE, SCC_TERMINATION_DATE, END_DATE, SCC_PAYEE_TYPE, SALESPERSON_CODE, LOCATION, SCC_REPORTS_TO, PAYEE_NAME,     FIRST_NAME, LAST_NAME, SCC_SORT_FIELD, EMAIL, SOP_ACTIVE, SCC_PAYEE_ADJUSTMENT_PERCENT, SCC_GROW_RESERVE_PERCENT, SCC_ICM_ACTIVE_CODE, SCC_NEW_PAYEE_NAME, SCC_STATUS_CODE,  SCC_ZERO_RESERVE_FLAG

FROM            SCC_PAYEE  WHERE        (SCC_REPORTS_TO = '4235')   ORDER BY PAYEE_NUMBER

If you get this error from a RM:        the UserID must match the login used in Website:

• Payee table in ICM                           SCCUserName                   fwalters               0740
• Payee table in ICM                            SCCUserName                    dolin                5000

Payee        default values                reports to   4235          Admin = "Y"      (It will not allow me to change this flag)

           you need to do a calculation for these flags to be set after they are changed to admin.

************************************************************************************************************************************

Add new IT person to Admin

Model Settings

SPM ICMProd10               drop down                          Model options                   Add User far right option

                User name:  SarahGroll (no spaces)          email   sgroll@spartanchemical.com         leave SAM information/clear any email there

                Password  Upper Lower numbers and 1 special characters  Spartan56!                     Finish

                Scroll down   for User Permissions                            All permissions

All Models drop down                    ICMProd10                         Add User                             Choose from existing users

                Choose a role                     administrator                     

Repeat for all models you want them to access   

Log in issue:  If login is unsuccessful, restart services:   “IBM Cognos ICM Service (IBMCOGNOSICM)”   or TOMCAT or  check with Rick..