Index
- accelerators, incentives
- account adjustments, viewing
- account types
- Accumulate, check box on Plan Elements window
- achievement
- Active Periods
- adding nodes to a hierarchy
- administering periods
- allocating sales credit
- application integration
- Apply Txn, field on Plan Elements window
- Apply Txn field options
- AR Mapping, choices
- assigning, compensation plans
- assigning responsibilities
- assignment
- assignment period, for compensation plans
- attribute hierarchy
- attributes, defining rule
- awarding commission credit
- base tables, using to define a dimension
- batch programs
- batch sizes, specifying
- bonuses, entering
- brackets
- brackets in rate table
- breakpoint, in quota achievement
- business flow
- calculating, manual transactions
- calculating compensation
- calculation, payment formula
- calculation process, compensation formula
- Calculation Submission window
- calculator
- calculator instance
- calendar, defining
- cash-based incentive
- categorizing sales revenue [2]
- changing
- check box on Plan Assignments window, Custom
- check boxes on Plan Elements window
- checklist, setup
- choosing source documents
- classification process, defining rules [2]
- classification rule attributes
- classification rules
- classification rules hierarchy
- Classification Rules report
- Classification Rules window [2] [3]
- classifying revenue
- clawback
- clawback transactions
- CN_PAYMENTS_API
- CN_TRX table
- CN_TRX_LINES table
- CN_TRX_SALES_LINES table
- collecting, transactions through an open interface
- collecting data
- collecting past-due invoices
- collecting transaction data
- collecting transactions
- collection, process
- collection and calculation, distributing
- collection batch size
- collection event points
- collection parameters, specifying
- collection programs
- Collections window
- collector
- collector instance
- Columns window
- commission, awarding credit
- Commission Statement Report
- Commission Summary Report
- commission, Element Type calculating examples
- compensating for a transaction, more than once
- compensation
- compensation alternatives
- compensation calculations, defining source documents
- compensation credit
- compensation periods, overview
- compensation plan
- compensation plan elements
- compensation plan elements, guidelines for creating
- compensation plans, about [2]
- Compensation Plans report
- Compensation Plans window
- compensation rate
- compensation rate brackets, breakpoint
- compensation rates
- compensation transaction, about [2]
- Concurrent Manager
- concurrent manager programs, Generate Classification Rules Package Text [2]
- concurrent processes, transferring transactions
- conditions, classification rules
- conditions of payment, defining
- correcting sales credit
- creating
- credit
- credit account
- credit assignments, making new
- credit chain, about
- credit factors
- credit rollup
- credit splits, multiple compensation
- credit-based incentive
- currency
- currency code
- currency codes, enabled or disabled
- Custom check box, in Plan Assignments window
- customizing
- customizing columns, in transaction tables
- customizing compensation
- data collection
- data sources, defining
- data transfer batches, using SQL*Net
- debit account
- defining
- deleting
- Description, field on Plan Elements window
- descriptive flexfields, defining for salespeople
- diamond, in credit chains
- dimension
- dimensions
- Dimensions window
- direct mapping of transaction data collection
- Discount, Element Type quick reference
- Discount compensation
- Discount Option, field on Plan Elements window
- Discount Option field options
- distributing targets, for a pay period
- double compensation
- double-entry accounting, about
- Draw, Element Type quick reference
- draw amounts, recoverable
- Draw compensation
- draws
- earnings, period and annual
- Element Type
- Element Type field options
- Element Type quick reference
- elements, compensation plans
- end period, defining for a compensation plan
- entering
- event types, clawback [2]
- examples, Global Computers scenario
- exception reporting
- factors
- features
- filtering sales credit
- foreign key, using to map Receivables data
- formula for calculation
- freeze function
- functional currency, and manual transactions
- generating revenue classification rules
- GL, choosing set of books
- Global Computers scenario
- goals
- grace period
- hierarchies, and periods
- Hierarchies window
- hierarchy
- hierarchy terminology
- incentive
- incentive factors
- indirect mapping of transaction data collection, header level, using a foreign key
- individual financial summary
- Install Collection Code package
- installment payments
- instances
- integrating, with other applications
- integrating with applications
- Interval to Date Targets (Period) window [2]
- Interval to Date Targets (Quarter) window [2]
- Interval to Date Targets (Year) window [2]
- Interval Type, field on Plan Elements window
- Interval Type field options
- intervals, within hierarchies
- invoice transaction, and transaction factors
- invoices, collecting past-due
- ITD, check box on Plan Elements window
- ITD calculation examples
- ITD compensation plan elements
- ITD quota target calculation, defining
- ITD Revenue Quota compensation, calculation examples
- ITD Unit Quota compensation, calculation examples
- key transaction types
- line of business
- loading transaction data, in SQL*Plus [2]
- Lookup Tables window
- manage compensation information
- Manual, Element Type quick reference
- manual bonuses, entering
- Manual Bonuses window
- Manual compensation
- manual transaction reason codes
- manual transactions
- mapping AR data
- mapping transaction attributes
- Margin, Element Type quick reference
- Margin compensation
- model plans
- monitoring salesperson performance
- multicurrency
- multiple compensation
- multiple currencies
- Name, field on Plan Elements window
- Navigator paths
- Nodes window [2]
- notification log, viewing
- Notify Log window
- objectives
- objects, rate table
- open interface, using to collect transactions
- opening periods
- Oracle General Ledger
- Oracle Receivables
- Oracle Sales Compensation
- order transaction, and transaction factors
- overview
- parameters, setting system
- past-due invoices, collecting
- paying salespeople
- payment
- payment amounts, customizing
- payment information, entering
- payment interface table
- payment process
- payment setup
- payment terms, defining
- payment timing
- payment transaction, and transaction factors
- Payment Type, field on Plan Elements window
- Payment Type field options, Applied Transaction Amount Percentage [2]
- payment uplift
- payment worksheet
- Payment Worksheet window
- payrun document
- Payrun Listing Report
- performance
- period
- period status, changing
- period status buttons
- period status codes, rules for changing
- period targets, defining for each salesperson
- period-effective targets
- period-to-date earnings
- periods
- Periods window [2]
- Plan Assignments window [2]
- plan elements
- Plan Elements window
- predefined reports
- process, payment
- Process Logs window
- process statistics, viewing
- processing, manual transactions
- processing functions
- product features
- product flexibility
- profile of compensation
- profile option, payment
- profile options, full description
- programs
- prorating compensation
- quality achievement, compensating for
- querying, manual transactions
- querying sales representative performance
- quota
- quota achievement
- quota credit
- quota incentives, about [2] [3]
- Quota Performance Report
- quota uplift
- Rate Table, field on Plan Elements window
- Rate Table window [2]
- rate tables
- Receivables Mapping window
- recoverable draw amounts
- reporting [2]
- reports, Classification Rules [2]
- responsibilities, defining and assigning
- revaluation rates
- revenue class
- revenue class hierarchy [2]
- revenue class targets, customizing
- revenue classes
- Revenue Classes window [2]
- revenue classification
- revenue classification rules, about
- Revenue Classification window [2]
- revenue goals
- Revenue Non Quota, Element Type quick reference [2]
- Revenue Non Quota compensation
- Revenue Quota, Element Type quick reference [2]
- Revenue Quota compensation
- revenue types
- roll-across credit
- rolling credit, across multiple chains
- rolling up, manual transactions
- rollup credit, about
- Root Nodes window
- roots, creating
- rule attributes, defining
- Rule Attributes window
- rule hierarchy
- rules, conditions for modifying [2]
- Rules window
- running predefined reports
- sales, defining valid types
- sales categories, classifying
- sales compensation
- sales credit
- sales credit adjustments
- sales credit from Oracle Receivables, implementing
- sales incentives
- sales line, and compensation transactions
- sales revenue, categorizing
- salespeople
- salespeople hierarchy, about [2]
- Salespeople window [2]
- salesperson
- salesperson currency
- salesperson hierarchy
- salesperson payment information, entering
- salesperson performance
- salesperson subledger, using
- salesperson transactions, viewing individual
- salesperson's subledger, about
- salesperson, types
- Salesrep Plan Assignments report
- sample reason codes
- scenario, Global Computers examples
- set of books
- setting up data collection, steps
- setting up for payment
- setup
- source documents, choosing
- specifying batch sizes
- specifying collection parameters
- Split, check box on Plan Elements window
- splitting credit, multiple compensation
- SQL*Net, how used
- SQL*Plus
- start period, defining for a compensation plan
- statistics, viewing compensation process
- status codes, rules about changing
- subledger, account types
- subledger balances, for salespeople
- Subledger Balances window
- Submit Payment window
- Submit Requests window [2] [3]
- submitting payment
- summary, payment process
- synchronizing, classification rules [2]
- synchronizing collected data, from Oracle Receivables
- System Parameters window [2] [3] [4]
- table, payment interface
- table definition, for a dimension
- table structure, CN_COMM_LINES_API
- tables, CN_COMM_LINES_API [2]
- Tables and Columns window [2]
- target
- terminology, hierarchy
- terms of payment, defining
- tiers in rate table
- transaction
- transaction attribute
- transaction attributes, mapping
- transaction batch
- Transaction Batches window
- transaction data mapping
- transaction factors
- Transaction Factors window
- transaction processing, from the open interface
- transaction status
- transactions
- Transactions form, customizing
- Transactions window [2] [3]
- Transfer batch program
- transfer batch size
- types of revenue
- Unit Non Quota, Element Type quick reference
- Unit Non Quota compensation
- Unit Quota
- Unit Quota compensation
- uplifts
- user responsibilities, setup
- user tables, and dimensions
- users, defining
- validate, compensation plans
- varying compensation, revenue classes
- View Assigned Salespeople window
- viewing salespeople, assigned to compensation plans
- windows
- writeoff
- year-to-date earnings