In QuotaPath, a discrepancy refers to a change in earnings. Discrepancies can represent either a positive or negative amount and will appear on the Deals, Approvals and Deal Details pages. In order for a discrepancy to appear, a deal's earnings must have been previously approved. In this article, we'll review what causes a discrepancy to appear and how to view and resolve discrepancies.
What causes discrepancies
Since discrepancies can appear anytime a deal's earnings change, there are many actions and events that can trigger earnings changes. Here are the most common reasons:
Retroactive accelerators
Edits to deal in integration source (deal amount, stage, date, etc.)
Edits to plan quotas or rates
Edits to integration mappings
How to view discrepancies
In order to view discrepancies, you can either go to the Deals page, Approvals page or the Deal Details page.
Viewing discrepancies on the Deals page
From the Deals page, the discrepancy will appear in the 'Discrepancy' on the table. Please ensure you have the 'Discrepancy' column enabled in your table column selections.
From the Deals page, a deal's earnings can be overridden, but not approved. Approvals can only take place on the Approvals page or on the Deal Details page.
Viewing discrepancies on the Deal Details page
From the Deal Details page, a discrepancy will appear in earnings section in the top right:
From the Deal Details page, you can restart the approvals process in order to resolve the discrepancy. Continue reading below to learn how to resolve a discrepancy.
Viewing discrepancies on the Approvals page
On the approvals page, discrepancies will appear in a separate table labeled 'Discrepancy'.
Within this table, you'll be able to view columns for the current Earnings amount, the Discrepancy amount, and the previously Approved Earnings amount:
From the discrepancy table on the Approvals page, you can restart the approvals process in order to resolve the discrepancy. Continue reading below to learn how to resolve a discrepancy.
How to resolve discrepancies
In order to resolve a discrepancy, you'll need to first decide whether you would like to payout the deal according to the new earnings amount. If you would like to process the payout based on the new earnings amount, follow these steps:
From either the Approvals or Deal Details page, click the button to 'Restart' the approvals process
Next, re-approve the deal's earnings by clicking 'Approve'
If using a multi-level approval workflow, each approver in the workflow will need to re-approve the deal
If the discrepancy is positive, an 'Owed' payout record will be created on the Payouts page
If the discrepancy is negative, an 'Overpaid' payout record will be created on the Payouts page
If you do not want to payout the deal based on the new earnings amount, then follow these steps instead:
From either the Deals or Deal Details page, select the option to 'Override earnings' from the three-dot kebob menu
Override the earnings amount to match the previous earnings amount that was already scheduled for payment
From there, the earnings amount will be updated and the discrepancy will be removed.