---
schema_version: "1"
id: 70cb6ad8d3cc29d336bdc5326826077d98dd3143762b67a9f851c4b005928521
title: Set Effective Dates for Payout Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_payout_rule_effective_dates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_payout_rule_effective_dates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 72ddca1eb53c3cbfb74794958dfeb68cab35c0957f6b98bef2902dbbf9f3e437
description: Just like you can set effective dates for a rep on a plan or team, you can set effective dates for a payout rule on a plan. Effective dates determine when a payout rule appears and calculates commission on rep statements.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Set Effective Dates for Payout Rules

Just like you can set effective dates for a rep on a plan or team, you can set effective dates for a payout rule on a plan. Effective dates determine when a payout rule appears and calculates commission on rep statements.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d64078e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64078e77 ">To edit a payout rule:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64078e77 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Designer Configuration: Manage</p>
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When there's an Effective As Of date set for a rule, the rule doesn’t show up on a statement until that date. When there’s an Effective Until date set for a rule, the rule no longer shows up on a statement after that date. We recommend that you set effective dates at the beginning or end of statement periods.

1. In Designer, under Plans, click the plan where you want to add effective dates.
    
    The rules assigned to the plan appear in the Payout Rule Name column.
2. Enter the Effective As Of and Effective Until dates.

The rules that use effective dates appear on statements when the corresponding month is selected.