Name: Locating Producer, Product, Customer, and Contract Records in SAP SuccessFactors Agent Performance Management
Uploaded: 2020-5-15
Duration: 269 s
Description: This video demonstrates multiple ways to locate Product, Customer, and Contract records in Agent Lifecycle Management.

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<div><div><div><div><div><div><div><div>This video demonstrates multiple ways to locate Product, Customer, and Contract records in Agent Lifecycle Management.</div></div></div></div></div></div></div></div>

Locating Producer, Product, Customer, and Contract Records in SAP SuccessFactors Agent Performance Management

Hi. I'm Brian. This video will explain and demonstrate how to locate producers, products, customers, and contract records in  SAP Agent Performance Management. Using the insurance industry as an example, Producers guide customers in selecting the best insurance plans for their needs. Each sales transaction consists of Producer information, product information, customer information and contract information. SAP Agent Performance Management, or APM for short, manages data from all of these components and prepares this  data for compensation-ready payments. I’ll begin by demonstrating how to locate product, customer, and contract components and how each are  connected to existing Producer records. Navigating to the Manager portal, I’ll search for an existing Producer by clicking the Producers tab, followed by the Producer  Search menu item. Numerous search options are available. I can enter a Producer’s ID, the producer’s first or last name, or effective date of a specific transaction. I can also filter a search by Writing Agent and Producer Type. I’m choosing to enter the Producer’s Name and then click Search. I’m searching for a new writing agent, John Smith. From the Producer Detail landing page, I’ll navigate to the Contract Search menu item to learn if John Smith has active contracts on file. This producer has two active contracts; one for health and one for dental. I’ll open the Health contract to view the specific product that was sold. The contract ID and Type are available at the top of this page. However, to view details of products sold, I’ll navigate to the Related Entities portion of this page. I’ll open the ContractProduct entity to view John Smith’s active health and dental product records. I’ll close this page and return to Contract Detail. I’ll explore the customer details of this sales transaction by navigating and opening the Ownership Distribution record. John Smith is the Primary Owner of this sales transaction and has 100% ownership, which means he will receive 100% of commission payments, processed for this sell. To view the specific customer who purchased this product and signed the contract with the writing agent, I’ll click the blue monitor icon, located right of the Ownership record container. The customer information resides with the Entity Value record. I’ll click the blue monitor icon to view customer details. I now learn that Bob Jones is the customer who purchased this health product on April 17th. With the Customer Detail page, I can also view ownership of this sales transaction with the Ownership record, located under Related Entities. John Smith is the owner of this record. I will close these pages and return to the Contract Detail page to view one additional record. I’ll open the Contract-Producer-Hierarchy record to view the commission-ready payment structure for this sales transaction. I’ll move to the far-right side of this page and click the View Hierarchy icon. This is a simple example of a hierarchy for commission-ready payments. John Smith is the only producer who will actively receive payment for this health contract: Medical AL129. In summary, I demonstrated how to locate producer, product, customer, contract, and compensation-ready hierarchy records in SAP Agent Performance Management. Thanks for watching.