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Siebel Incentive Compensation Administration Guide > Configuring Incentive Compensation >
Adding Sales Crediting Fields to a Sales Crediting Rule
You can modify a Sales Crediting rule to allow allocation of Credit % and sales team Positions to orders. For example, you might want to assign credits so that they are applied at 100% for regular credit allocation, and 60% for quota credit allocation. The following procedures describe how to add new fields, such as Rollup %, to a crediting rule.
CAUTION: You should use Siebel Tools to make changes to Assignment Manager and recompile the srf on the server database.
To add new fields to a crediting rule
- Add the new columns to the S_SLSCR_RL_POSTN table, and then add the new fields to the business components and expose the fields in the user interface.
- Update the Incentive Compensation Rule Manager.
- Modify the $siebel_install\sqltempl\rulemaps.tsq file so that the new columns in the S_SLSCR_RL_POSTN table are copied to the S_ASGN_GRP_POSTN table by the Incentive Compensation Rule Manager.
In the SQL statement, the CREATE_AM_RULE_POSTN section has the following values (including commas and quotation marks):
CAUTION: As a default, the hard-coded value 100 is specified for Num2, which is used to populate ROLLUP_PCT.
- Modify the section, as shown in the following example, and repeat the change for each database section (including commas and quotation marks):
- Update the Assignment Object
- Create a new row in the `Order' Workflow policy object.
`Order (Sales Credit Assignment)' Assignment Object > Assignment User Properties
- If the SQL statement was modified in Step 2, add the following:
Name = PositionTeamDenorm6, Value = NUM3,QUOTA_ALLOC_PCT,N
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Siebel Incentive Compensation Administration Guide Published: 18 April 2003 |