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Effective dates in tables

In Varicent Incentives, you can create hierarchy, custom, and structural tables that include effective start and end dates.

Multiple versions of the same record can be added to a date effective table by setting different effective start and end dates for each record. Incentives maintains the start and end dates for all records as changes occur to the data over time. For example, you can change the job code for an employee on February 1, 2015 and both job codes for the employee can exist in the table with different start and end dates.

Records are viewed as of a defined date that is known as the effective date. A user's selected effective date must fall between a record's start and end dates.

If a table with effective dates contains a column that pick lists to another table with effective dates, the records that are available to pick from in the list are based on the selected effective date. If a value in the pick listed table does not exist for the selected effective date, it is not displayed in the list.

Tables with effective dates cannot be modified through the Sales Portal.

To learn more about using effective dated tables in Incentives, take the Working with Effective Dated Tables in Incentives course.

Adding tables with effective dates

In Incentives, you can add effective dates to records in Hierarchy, Custom, and Structural tables.

The effective start date is automatically added with the user-identified columns as part of the table's primary key.

  1. In the Data module, add a hierarchy, custom, or structural table.

  2. Type a name for the table.

  3. Turn on the Effective dated toggle.

  4. Click Add.

An Effective start column and an Effective end column are automatically added to the table.