Forum Discussion
BMK-520
Oct 15, 2021Copper Contributor
Version Verification for Excel
Greetings, I have a built out quote tool in excel that is used by salesman for pricing. An issue we are encountering is that we have salesman using out of date quote tools. Whenever we make changes ...
Riny_van_Eekelen
Oct 16, 2021Platinum Contributor
BMK-520 I'm no expert on the matter on how to prevent users from using the wrong files, but I have quite some experience in dealing with sales people when it comes to calculating their commissions. Sales reps are driven by earning commissions. Add a simple business rule stating that commission will only be earned on orders that were based on the valid calculation tool.