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Quota Carry forward

ahmedmorshidy
Explorer
0 Kudos

Hi All,

Thank you for your quick respond

Customer need to generate the quota based on Contract date and this case is ok.

WRT carry forward if the contract renewed for one year more, the remaining balance for old quota will carry forward up till  5 month only ,if the employee didn't take it he will lose it

ex if the duration date of contact start from 01/06/2014 to 03/05/2015 and contract has been renewed one year more then the carry forward should be valid from 01/06/2015 to 01/11/2015 . my question, how the carry forward will be valid only from 01/6 until 01/11?

Accepted Solutions (0)

Answers (1)

Answers (1)

Sanky
Active Contributor
0 Kudos

Hi Ahmed,

For this i have a solution and you will try with it.

Whenever contract extended that time pass the remaining quota to another Quota type and make that quota validating upto 5 month from quota accrual.

In the deduction rule set the priority that quota will be reduced from this carry forward quota type then original quota type.

Check this. Hope so it will work.

Regards,

Sankarsan