Siebel Incentive Compensation Administration Guide > Achievement Containers >
Reviewing Achievement Container Information
The Achievement Containers Workbook contains data about each of the created achievement containers.
To review Achievement Containers Workbook information
- From the application-level menu, choose View > Site Map >Incentive Compensation Tracking > Achievement Containers Workbook.
A list of achievement containers appear, as shown in the following figure.
The fields are described in the following table.
Field
|
Comments
|
Achievement Container ID
|
Automatically generated by the system to define the container.
|
Execution Period
|
The measure period into which the accumulated transactions are grouped, according to the Status Date of the transaction.
|
First Name
|
Participant's first name.
|
Group ID
|
ID of the group.
|
Group Name
|
Name of the Group.
|
Last Name
|
Participant's last name.
|
Obsoleted Date
|
If the container has been changed, a new container is created and the old one is obsoleted. This is the date that the container was replaced.
|
Plan
|
The compensation plan with which the achievement container is associated.
|
Plan Participant ID
|
Plan Participant identifier.
|
Plan Participant Position ID
|
Plan Participant position identifier.
|
Plan Period
|
The measure period into which the accumulated transactions are grouped, according to the Plan Date of the transaction. The Plan Period determines which calculation run includes the container.
|
Plan Rule ID
|
Plan Rule identifier.
|
PM1 Revenue Credit
|
Performance Measure 1 Revenue Credit.
|
PM1 Unit Credit
|
Performance Measure 1 Unit Credit.
|
PM2 Revenue Credit
|
Performance Measure 2 Revenue Credit
|
PM2 Unit Credit
|
Performance Measure 2 Unit Credit.
|
Position
|
The participant's position.
|
Rule
|
The Plan Rule with which the container is associated.
|
Status
|
Either Active or Obsoleted, depending upon whether the container is current or has been replaced by another one.
|
Territory
|
The participant's position territory, if applicable.
|
- In the list, select an Achievement Container record, and then drill down on the hyperlink in the Achievement Container ID field.
- In the Sales Hierarchy Explorer view, drill down to trace the container to its transactions.
Drill-down on an Achievement Containers requires the Plan Participant to be associated with a Sales Hierarchy.
Alternatively, you can view Achievement Container data from the Plan Rules Achievement Containers view, as shown in Figure 14.
Figure 14. Plan Rules Achievement Containers View
|
The data in this view is the same as the data in the Achievement Containers Workbook, but it is organized by Plan Rule.
