Choosing Which Source Documents Feed Oracle Sales Compensation
After you specify which Oracle Receivables application instance you want to collect source information from, you need to specify which Receivables source documents are associated with compensation payments in your organization. See About Oracle Receivables Source Data for more information about source documents.
Oracle Sales Compensation lets you collect data for your compensation transactions from the following types of Receivables source documents:
You can also collect information from clawbacks and givebacks, which are types of transactions created within Oracle Sales Compensation.
Note: For more information on the data these source documents contain or how Oracle Receivables processes them, see the Oracle Receivables Reference Manual.
To base compensation calculations on data from these source documents:
1. Navigate to the Collections window.
Choose Collection from the Setup menu.
The names of the event points at which collection can occur are displayed in the Collection Event field. The names in the Collection Event field represent corresponding source documents in an application such as Oracle Receivables.
2. Check Collect for all source documents your organization uses to calculate compensation.
For example, Global Computers pays compensation for software sales based on the invoice posting date, and hardware sales based on the date the invoice is paid (the payment posting event). Global checks Collect for both the invoice and payment transactions.
Note: The clawback and giveback event types let you collect information about past-due invoices so that you can debit a salesperson's compensation balance when an invoice goes past-due, and credit the balance once again when the customer pays the past-due invoice. The process Oracle Sales Compensation uses to collect data about past-due invoices is explained in Collecting Past-Due Invoices.
