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Symbols
% Deal payout, described 1
% Discount performance measure rule, described 1
% Margin performance measure rule, described 1
% Quota performance measure rule, described 1
A
account filter, about 1
Account predefined filter type, about 1
Achievement Containers
See also Troubleshooting Accumulation Processes
advantages, table of features and benefits 1
attainment information, reviewing 1
business scenario 1
data type, configuring in 1
end user process procedures 1
plan rule achievement containers, reviewing 1
process flow described 1
process flow example (diagram) 1
table-based filter, creating 1
troubleshooting 1
Workbook, reviewing information 1
Achievement Containers end user procedures, reviewing attainment information 1
Achievement Containers Workbook
about 1
exporting data to 1
Transaction Workbook, about exporting data to 1
Achievement Containers, administrator procedures
Achievement Container log file, creating 1
Achievement Container log file, reviewing 1
Achievement Containers Workbook, reviewing information 1
aggregated plan rules, creating 1
containers, recalculating for a change to a plan 1
creating process 1
daily attainment calculation, creating 1
filters, using with and filter types 1
personal plan filter, creating 1
personal team (area) plan rule, creating 1
plan participant, recalculating container for a change 1
plan rule filters, creating 1
plan rule, associating a defined territory with a 1
plan rule, recalculating containers for changes to 1
transactions, accumulating in 1
transactions, reviewing that contributed to achievement 1
adjustment transactions, about multi-currency transactions 1
aggregate performance measure, creating 1
aggregate rules and credit allocation, about and example 1
archiving
calculation run data 1
calculation runs, about 1
compensation plan data 1
assignment failure, about 1
Assignment Manager
component state, verifying is online 1
server component parameters (table) 1
server maps, setting up 1
assignment rules, defining 1
attainment calculation, creating daily 1
audience for guide 1
B
batch components, synchronizing 1
Bonus-Other Results rule type, creating
See also Creating a Custom Bonus-Other Results Performance Measure
custom measure, associating with 1
Employee Workbook LOVs, modifying 1
Employee Workbook user properties, creating a performance map in 1
list of values, adding a performance measure to 1
new performance measure, selecting when creating a rule 1
note, about second performance measure 1
Performance Measure 1 pick list, about 1
Bonus-Sales Results performance measure, creating
See also Creating a Custom Bonus-Sales Results Performance Measure
aggregate performance measure, creating 1
business component fields, exposing in the corresponding applets 1
business components, adding fields to 1
Calculation Workbook user properties, creating a performance map in 1
data fields, creating to track compensation data 1
List of Values, adding performance measure to 1
mapping, defining between workbooks 1
Performance Measure 1 and 2 pick lists 1
rate calculation, making a performance measure available for 1
rule, selecting a performance measure when creating 1
table extension, applying to the database 1
troubleshooting custom performance measure process 1
C
calculate compensation
See also Creating a New Calculation Run
administrator process procedures 1
business scenario, replacing calculation run scenario 1
calculation run archiving, about 1
calculation run plans, about 1
calculation run replacement, about 1
calculation run, about releasing results 1
cap and draw balances, about tracking and example 1
processing steps 1
run year-to-date flag, about calculation 1
server request processor, setting up for calculations 1
calculate compensation, administrator procedures
See also Creating a New Calculation Run
calculation engine, running (procedure) 1
calculation engine, steps before running 1
calculation engine, troubleshooting 1
calculation plan participant, selecting 1
calculation run data, archiving 1
calculation run plan rule, selecting a 1
calculation run, creating 1
calculation run, reflecting plan rule and plan participant changes in 1
calculation run, selecting compensation plan 1
calculation run, selecting dynamic target incentive calculation 1
calculation run, specifying criteria for 1
Clear Lock method, using 1
compensation adjustment, manually making 1
compensation plan data, archiving 1
compensation plan, excluding from calculations 1
compensation, recalculating and displaying new and old results 1
compensation, recalculating and overwriting old results 1
earning replacement, selecting a calculation run for 1
error message after starting calculation run 1
Excel, exporting data to 1
calculated field formula, about creating with an integer 1
calculation
calculation summary, reviewing by administrator 1
calculation summary, reviewing by administrator, about 1
Calculation Engine
See also Compensation Calculation and Currency
note, about failing if add filter 1
running (procedure) 1
running, steps before 1
troubleshooting 1
calculation plan, selecting participant 1
calculation run
compensation plan, selecting 1
creating calculation run 1
criteria, specifying for 1
data, archiving 1
dynamic target incentive calculation, selecting 1
earning replacement, selecting for 1
lock on calculations, clearing 1
note, about appearance of replaced runs 1
plan rule and plan participant changes, reflecting in 1
plan rule, selecting 1
releasing (procedure) 1
viewing by administrator 1
calculation run plans, about 1
Calculation Run Replacement, about 1
Calculation Workbook
See also Reviewing Data in the Calculation Workbook
adjustments, making manually 1
best practice, setting up audit trail 1
caution, about editable fields in workbook 1
data, reviewing 1
exporting transaction, viewing request 1
fields and syntax (table) 1
performance map, creating in 1
rollups, about 1
Transaction Workbook, creating mappings between 1
transaction, exporting to 1
cap
Cap and Rule types, list of 1
defined 1
filter types, list of 1
note, about adding to a plan and currencies are different 1
plan cap, personalizing 1
plan rule cap, personalizing 1
plan rule, associating with 1
plans, associating with 1
stand-alone filters criteria, creating 1
stand-alone filters, about adding to rules 1
stand-alone filters, about creating 1
stand-alone filters, creating (procedure) 1
stand-alone, creating (procedure) 1
cap balance, about tracking and example 1
Cap Details view tab, about 1
Cap Withheld amount, about 1
Clear Locks
clearing all calculation locks 1
error message after starting calculation run 1
commission credit allocation%, about adding separate values for quota credit allocation% 1
commissions or bonus-sales results rules, list of 1
compensation
See also Reviewing Total Performance
adjustment, manually making 1
calculation process, described 1
calculation run process, about 1
compensation balances, adjusting 1
currency types, list of 1
employee total compensation, reviewing 1
employee's performance, reviewed by sales manager against quota targets 1
employee's total compensation, reviewing by employee 1
estimating, about and scenarios 1
information, releasing 1
recalculating and displaying new and old results 1
recalculating with new results and overwriting old results 1
report, listed by role (table) 1
report, running 1
total compensation paid to an employee, reviewing by administrator 1
total compensation paid to an employee, reviewing by sales manager 1
compensation administrator procedures
See also Making Plans and Plan Rules Estimable
common quota factors, creating 1
compensation plan quota, associating with a plan rule 1
compensation plan quota, creating 1
compensation plan, associating quota with 1
Net Change transactions, about creating 1
plans and plan rules, making estimable 1
quota and quota target, associating with a manager 1
quota, revising or replacing 1
seasonality skew, creating for a quota 1
compensation administrator, associating plan elements with plan
See also Associating a Cap with a Plan Rule
cap, associating with a plan rule 1
compensation group, associating with a group plan 1
filter, associating with a rule 1
hurdle, associating with a plan 1
multiplier plan rule, associating a plan rule with 1
plan cap, creating 1
plan hurdle, associating with a plan rule 1
plan participant, designating as compensable 1
plan quota, associating with a plan rule 1
plan quota, creating 1
plan rule, defining as the default 1
plan rules, linking 1
plan, associating participant with 1
process of 1
recognition award, associating with a plan rule rate table 1
rule, associating with a plan 1
territory, associating with a plan rule 1
two plan rules, linking 1
compensation administrator, creating compensation plan elements
See also Creating a Draw for a Compensation Plan
compensation plan, creating a draw for 1
multiplier, creating 1
rule rate table, creating 1
target incentive, about creating 1
compensation administrator, creating stand-alone plan elements
See also Creating a Hurdle
aggregate and nonaggregate hurdles and rules (table) 1
Cap and Rule types, list of 1
cap, creating stand-alone (procedure) 1
cap, defined 1
commissions or bonus-sales results rules, list of 1
compensation group, adding member to 1
compensation group, creating 1
compensation plan, creating 1
filter criteria, creating 1
filter types, list of 1
filter, creating 1
filters, about adding to rules 1
hurdle definition, creating 1
hurdle example 1
hurdle, about creating and example 1
hurdle, creating (procedure) 1
performance measures, about and table of 1
plan hurdle criteria, creating 1
plan rule, creating 1
plan rule, creating multiplier for 1
process of 1
prorate payments, setting up rule 1
quota, creating stand-alone 1
rules, about and procedure 1
stand-alone filters, creating (procedure) 1
stand-alone rule rate table, creating 1
compensation administrator, customizing plan rules
See also Associating a Participant with a Personal Plan Rule
plan participant, associating with a personal plan 1
plan rule payout factors, defining 1
plan rules, defining as estimable 1
process of 1
compensation administrator, personalizing a plan and plan rule elements
See also Incentive Compensation Measures and Rules
compensation plan cap, personalizing 1
compensation plan draw, personalizing methods 1
compensation plan rule, personalizing methods 1
compensation plan, personalizing 1
elements, customizable (table) 1
personal plan draw, adding 1
personalization and the default flag 1
personalized plan quota, adding 1
plan hurdle, personalizing 1
plan rule cap, personalizing 1
plan rule filter, personalizing 1
plan rule territory, personalizing 1
compensation data, creating to track data fields 1
compensation estimation
See also Compensation Estimation Features
about 1
administrator process procedures 1
business scenario 1
end-user process procedures 1
plans and plan rules estimable, making 1
process flow, diagram 1
compensation estimation, end-user procedures
See also Reviewing Quota Achievement Against Target (End User)
multiple opportunities, estimating compensation for 1
quota achievement, reviewing against target 1
total estimated compensation for an opportunity, calculating 1
total estimated compensation, about calculating 1
compensation group
about compensation groups and example 1
creating compensation group 1
member, adding to group 1
plan rule, associating with 1
recognition award, about creating 1
recognition award, creating (procedure) 1
compensation plan quota
creating 1
plan rule, associating with 1
spreading 1
compensation plans
calculation run, selecting for 1
calculation, excluding 1
common quota factors, creating 1
creating 1
data, archiving 1
draw, about creating a draw 1
draw, creating a plan draw 1
manager quota targets, reviewing 1
personalization and the default flag 1
personalizing, about 1
quota target, importing into 1
quota, associating with 1
quota, revising or replacing 1
quote, adding to plan 1
seasonality skew, creating for a quota 1
compensation tracking
See Tracking Compensation Processes
component events, configuring (procedure) 1
component request, submitting 1
credit allocation
aggregated rules, about and example 1
correcting 1
nonaggregated rules, example 1
credit assignments, about manually adding 1
Crediting Engine server parameters (table) 1
crediting rule
expiring, designated as 1
validating separately 1
crediting validation rules, defining 1
Cumulative % Quota performance measure rule, described 1
cumulative performance measures
about 1
accumulated revenue, calculating compensation (example) 1
cumulative % quota, calculating (example) 1
cumulative quota attainment, compensation based on (example) 1
cumulative revenue, commission based on (example) 1
Cumulative Revenue performance measure rule, described 1
currency
reports, about and currency issues 1
types of 1
currency conversions
adjustment transactions, about 1
compensation, estimating 1
quota setting, about 1
reports and currencies, about 1
currency, configuring
conversion data, configuring 1
currency scale and extended scale values, specifying 1
customer satisfaction performance measure rule, described 1
D
daily attainment calculation, creating 1
data type, configuring in Achievement Containers
about 1
Revenue business user component, mapping to a newly-configured field 1
Units business component user property, mapping to a newly-configured field 1
Default Draw, about 1
default or non-default, defining 1
Default Plan Caps, about 1
Default Plan Rule Caps, about 1
Default Rules, about 1
delegated administrators, performing territory owner functions 1
dollar amount payout, described 1
draw
about creating 1
plan draw, creating 1
draw balance, about tracking and example 1
E
earnings
plan rule earnings, viewing 1
replacement, selecting for a calculation run 1
employee balances
See also Reviewing Employee Balances
administrator process procedures 1
altering after calculated, regular occurrence of 1
business scenario 1
described 1
end user process procedures 1
workflow example (diagram) 1
employee balances and payment releases
about 1
employee balances, administrator procedures
See also Reviewing Employee Balances
balance, adjusting 1
run balances, reviewing before releasing the run 1
employee balances, end user procedures
See also Reconciling an Employee Balance (End User)
employee balance, reconciling 1
employee balances, reviewing 1
employee compensation tracking
See also Tracking Compensation Processes
about 1
administration process procedures 1
business scenario, compensation tracking 1
compensation tracking process flow (diagram) 1
employee's total compensation, reviewing by employee 1
end-user process procedures 1
Incentive Compensation Tracking views, table of 1
process flow 1
sales manager process procedures 1
Server Request Processor, setting up for running calculations 1
tracking events and compensating employee, process steps 1
tracking events and compensating employees process flow, diagram 1
employee compensation tracking, administrator procedures
See also Incentive Compensation Screen All Compensation View
All Quota Achievement, viewing 1
calculation run, viewing 1
calculation summary, about reviewing 1
calculation summary, reviewing 1
compensation information, releasing 1
compensation report, listed by role (table) 1
compensation report, running 1
compensation, reviewing compensation paid to an employee 1
employee calculations, viewing 1
plan rule achievement containers, reviewing by administrator 1
plan rule earnings, viewing 1
total compensation paid for an employee, reviewing 1
total performance, reviewing 1
total performance, viewing 1
employee compensation tracking, end user procedures
See also Reviewing Cap, Draw, and Hurdle Details (End User)
cap, draw, and hurdle details, reviewing 1
target quotas, reviewing assigned 1
total compensation, reviewing 1
employee compensation tracking, sales manager procedures
See also Reviewing the Employee Total Compensation (Manager)
employee total compensation, reviewing 1
employee, reviewing plans associated with 1
employee's performance, reviewing against quota targets 1
total compensation paid to employee, reviewing by sales manager 1 , 2
employee scores, entering 1
Employee Workbook
fields and syntax (table) 1
LOVs, modifying 1
scores, entering into 1
user properties, creating a performance map in 1
employees
calculations, viewing by administrator 1
cap, draw, and hurdle details, reviewing 1
compensation, reviewing total compensation paid to 1
employee balance, reconciling by end user 1
employee balance, reviewing by end user 1
employee's performance, reviewing by sales manager against targets 1
payment, reconciling previous payment by end user 1
plans, reviewing associated with 1
target quota, reviewing assigned to 1
total compensation paid to, reviewing by sales manager 1
total compensation, reviewing 1
total compensation, reviewing by employee 1
total performance, viewing by administrator 1
error messages
See also Troubleshooting Sales Crediting Errors
calculation run, after starting 1
resetting lock using Clear Locks method, 1
Sales Crediting (table) 1
Sales Crediting, incorrect assignments to an order 1
Sales Crediting, no assignments to an order 1
sales hierarchies (table) 1
eScript, adding transaction record using 1
event logging
component events, configuring (procedure) 1
event logs, location of 1
server events, configuring (procedure) 1
Excel
calculation summary, exporting data to 1
exporting data to 1
exporting
Achievement Containers Workbook, exporting data to 1
calculation run data to Excel 1
calculation summary data to Excel 1
Calculation Workbook, transaction to 1
Calculation Workbook, viewing transaction request 1
payment details, exporting into a report 1
F
filters
Achievement Containers, using with and filter types 1
personal plan filter, creating 1
plan rule filter, creating 1
plan rule filter, personalizing 1
rule, associating with 1
filters, configuring
table-based filter, creating 1
text-based filter, creating 1
filters, stand-alone
creating (procedure) 1
creating, about 1
filter criteria, creating 1
filter types, list of 1
rules, about adding to 1
G
guide
audience for 1
organization of 1
revision history 1
H
history of revisions 1
hurdle
about creating and example 1
aggregate and nonaggregate hurdles and rules (table) 1
compensation plan, associating with 1
creating (procedure) 1
examples 1
hurdle definition, creating 1
plan hurdle criteria, creating 1
plan hurdle, personalizing 1
plan rule, associating with 1
I
importing
changed orders from the Order Module 1
order, into Transaction Workbook 1
quotas, assigning at time of import 1
Transaction Workbook, about importing legacy data into 1
incentive compensation calculation
See Compensation Calculation Features
Incentive Compensation Plan Rule Earnings report, using to view plan rule earnings 1
incentive compensation processes
Achievement Containers Workbook, about 1
calculating compensation, about 1
employee balances and payment releases, about 1
employee compensation tracking, about 1
estimated compensation, about 1
plans, about defining 1
process diagram 1
quotas, about 1
sales crediting, about 1
sales hierarchies, about and distribution of 1
Transaction Workbook, about and exporting 1
Incentive Compensation Tracking views, table of 1
incentive compensation, configuring
Bonus-Other Results rule type, about creating 1
Bonus-Other Results rule type, associating custom measure with 1
configure plan date, using status lookup 1
currency conversion date, configuring 1
custom Bonus-Sales Results performance measure, creating 1
data type, configuring in Achievement Containers 1
Employee Workbook LOVs, modifying 1
Employee Workbook user properties, creating a performance map in 1
list of values, adding a performance measure to 1
net change, configuring for newly added fields 1
new performance measure, selecting with creating a rule 1
order change tracking, configuring (table) 1
performance measures, rules types available 1
quota credit revenue, configuring 1
table-based filter, creating 1
text-based filter, creating 1
transaction records, adding using eScript 1
invoice
payment, recording against 1
Transaction Workbook, creating in 1
K
key sales objective measure (KSO) performance measure rule, described 1
KSO (key sales objective measure) performance measure rule, described 1
L
Leads performance measure rule, described 1
lock on calculation
about clearing 1
Clear Lock method, using 1
log files
Achievement Container log file, reviewing 1
Achievement Container, creating 1
checking for errors 1
component event, configuring (procedure) 1
event logs, location of 1
server event, configuring (procedure) 1
M
management-by-performance measure (MBO), about 1
manager quota targets, reviewing 1
mappings, creating between workbooks 1
MBO performance measure rule, defined 1
Microsoft Excel
calculation summary, exporting data to 1
exporting calculation run data to 1
mobile client, about using Estimating Compensation 1
multi-currency transactions
See also Configuring the Currency Conversion Date
adjustment transactions, about 1
calculation run process, about 1
compensation, about estimating and scenarios 1
compensation, calculation process described 1
currency types, list of 1
quota setting, about 1
reports, about and currency issues 1
multiplier
about creating 1
plan rule, associating with 1
plan rule, selecting a multiplier plan rule for a 1
scenarios 1
working with 1
N
negative balance carry-forward, about 1
net change transaction records
Siebel Order Module, detecting in 1
nonaggregated rules and credit allocation, about and example 1
O
order change tracking
about configuring 1
configuring (table) 1
net change, configuring for new fields 1
order currency, about 1
Order Module
See Importing Changed Orders from the Order Module
orders
Calculation Workbook, about exporting transaction 1
paid, marking as 1
Transaction Workbook, importing into 1
Transaction Workbook, reviewing and changing orders 1
Transaction Workbook, verifying compensation is calculated 1
organization of guide 1
P
participant
groups of participants, associating with a plan 1
Plan Compensable field, about 1
plan, associating with (procedure) 1
plan, making compensable 1
prorate factor, about 1
participant's divisional currency, about 1
payment details, exporting into a report 1
payment release, administrator procedures
See also Creating a New Payment Release
new payment release, creating 1
report to payroll, exporting payment details into 1
payment release, creating 1
payment release, end user procedures
See also Reconciling an Employee Balance (End User)
employee balance, reconciling 1
employee balance, reviewing 1
previous payment, reconciling 1
payout factors, defining 1
percentage target incentive payout, about 1
performance
See also Reviewing an Employee's Performance Against Targets
employee's performance, reviewing against quota targets 1
total performance, reviewing by administrator 1
total performance, viewing by administrator 1
Performance Measure fields and syntax (table) 1
performance measures
See also Incentive Compensation Measures and Rules
Bonus-Other Results rules, list of 1
commission credit allocation% and quota credit allocation%, adding separate values for 1
commissions or bonus-sales results rules 1
credit allocation and aggregated rules, about and example 1
credit allocation and nonaggregated rules, example 1
cumulative performance measures 1
Performance Measure 2, about and examples (tables) 1
plan rule, creating multiplier for 1
rate table scenario 1
rate tables, types of 1
rates by rule type, table 1
rules, about and procedure 1
performance measures, creating
See also Creating a Custom Bonus-Other Results Performance Measure
Bonus-Other Results rule type, about creating 1
Bonus-Other Results rule type, associating custom measure with 1
compensation rule types, described 1
configure plan date, using status lookup 1
currency conversion date, configuring 1
custom Bonus-Sales Results performance measure, creating 1
data type in Achievement Containers configuring 1
Employee Workbook LOVs, modifying 1
Employee Workbook user properties, creating a performance map in 1
list of values, adding a performance measure to 1
net change, configuring for newly added fields 1
new performance measure, selecting when creating a rule 1
order change tracking, configuring (table) 1
quota credit revenue, configuring 1
Sales Crediting rule, adding new field to 1
transaction record, adding using eScript 1
plan administrator's currency, about 1
plan cap, personalizing 1
plan components, about adding 1
plan currency, about 1
plan date, using status lookup to configure
about and example 1
new plan date mapping, creating 1
plan date, populating with a value other than status date 1
status lookup feature, turning off 1
plan designs
See also Associating a Quota with a Compensation Plan
business scenario, cash collection bonus rule 1
business scenario, nonrecoverable draw scenario 1
business scenario, prorating compensation earning 1
business scenario, recoverable draw 1
business scenario, sales manager group compensation 1
business scenario, sales representative group compensation 1
groups of participants, associating with a plan 1
plan rules, about linking 1
process and about adding plan components 1
prorate factor, about calculation of 1
plan draw
personal plan draw, adding 1
personalizing, ways to 1
plan elements, associating
See also Associating a Cap with a Plan
cap, associating plans 1
cap, associating with a plan rule 1
compensation group, associating with a plan rule 1
filter, associating with a rule 1
hurdle, associating with a compensation plan 1
plan hurdle, associating with a plan rule 1
plan participant, making compensable 1
plan quota, associating with a plan rule 1
plan rule, associating with a multiplier plan rule 1
plan rules, linking two plan rules 1
plan rules, linking two plan rules (procedure) 1
plan, associating a participant with (procedure) 1
quotas, associating with plans 1
recognition award, associating with a plan rule rate table 1
rule, associating with a plan 1
territory, associating with a plan rule 1
plan elements, creating
See also Creating a Draw for a Compensation Plan
compensation plan, about creating a draw 1
compensation plan, creating a plan draw 1
multiplier scenarios 1
multiplier, about creating 1
multiplier, working with 1
plan rule, selecting a multiplier plan rule for a 1
Rate Calculation field name, about 1
Rate Calculation field, using 1
Rule Calculating field, examples 1
Rule Calculation field, available fields and syntax (table) 1
rule rate table, creating 1
target incentive, about creating 1
target incentives and target scripts, inheriting 1
variable target incentive for a plan, creating 1
plan hurdle, personalizing 1
plan participant
calculation run plan participant, adding 1
containers, recalculating for a change 1
fields and syntax (table) 1
personal plan, associating with 1
plan quota
personalized plan quota, adding 1
plan rule, associating with (plan design) 1
plan rule, associating with (quotas) 1
plan rule cap, personalizing 1
Plan Rule fields and syntax (table) 1
plan rule rate table, associating with recognition award 1
plan rule territory, personalizing 1
plan rules
achievement containers, reviewing by administrator 1
aggregated plan rules, creating 1
calculation run, adding for 1
containers, recalculating for changes to 1
creating (procedure) 1
defined territory, associating with 1
earnings, viewing by administrator 1
filters, creating 1
linking, about 1
multiplier, creating for 1
personal plan filter, creating 1
personal team (area), creating 1
personalize, ways to 1
plan rule filters, personalizing 1
plan rules, customizing
plan participant. associating with a personal plan 1
plan rules payout factors, defining 1
plan rules, defining as default or non-default 1
plan rules, defining as estimable 1
plans
caps, associating with plans 1
compensation group, associating with a plan rule 1
containers, recalculating for a change to a plan 1
employee, reviewing associated with 1
groups of participants, associating with a plan 1
hurdle, associating with 1
hurdle, associating with a plan rule 1
note, about adding cap and currencies different 1
participant, associating with (procedure) 1
participant, making compensable 1
personalizing and plan rule elements 1
personalizing and the default flag 1
Plan Compensable field, about 1
plan quota, associating with a plan rule 1
plan rule payout factors, defining 1
plan rule, associating a cap with 1
plan rule, associating with a multiplier plan rule 1
plan rules, about linking two 1
plan rules, defining as default or non-default 1
plan rules, defining as estimable 1
plan rules, linking two (example) 1
plan rules, linking two (procedure) 1
prorate factor, about 1
quotas, associating with plans 1
rule, associating with a plan 1
territory, associating with a plan rule 1
plans, personalizing and plan rule elements
personal plan draw, adding 1
plan cap, personalizing 1
plan draw, ways to personalize 1
plan hurdle, personalizing 1
plan quota, personalizing 1
plan rule cap, personalizing 1
plan rule filter, personalizing 1
plan rule territory, personalizing 1
plan rule, ways to personalize 1
table of 1
Populate Plans feature, using to update calculation run 1
Product Line predefined filter type, about 1
Product predefined filter type, about 1
prorate factor, about calculation of 1
prorate payments
plan rule, creating 1
rule, setting up 1
Q
quota achievement
rule, about 1
target, reviewing against 1
quota credit allocation%, about adding separate values for commission credit allocation% 1
Quota Credit Revenue, creating container records in 1
quota factor
creating 1
report, applying to 1
quota setting
managers, assigning quotas and top-level quota targets to 1
multi-currency transactions, about 1
quota setting tool, about using to create quota targets 1
Quota Spread list, about the spread appearing 1
Quota Target, about using to calculate attainment 1
quota targets
employee's performance, reviewing against 1
prorate factor, about calculation of 1
quota targets, compensation manager procedures
See also Personalizing a Quota Target for a Plan Participant
personalizing for a participant 1
quota and top-level quota target, associating with a manager 1
quota targets, end-user procedures
See also Accepting or Rejecting a Quota Target (End User)
accepting or rejecting 1
quota targets, sales manager procedures
See also Applying a Quota Factor to a Report (Manager)
direct report quota targets, refining by applying quota factors 1
initial quota target amount, manually adjusting 1
modified quota targets, rolling up 1
quota targets, reviewing compensation 1
rolling down 1
quotas
See also Business Scenario for Quotas
about 1
administrator process procedures 1
All Quota Achievement, viewing 1
business scenario 1
defined and ways to create 1
end user process procedures 1
importing, about assigning at time of import 1
manager, associating with 1
personalized plan quota, adding 1
plans, associating with 1
positions, about assigning to 1
quota-setting tool, about 1
revising or replacing 1
sales manager process procedures 1
seasonality skew, applying to a quota 1
seasonality skew, creating 1
stand-alone, creating 1
target quotas, reviewing assigned 1
quotas, administrator procedures
See also Associating a Quota with a Compensation Plan
compensation plan quota, spreading 1
compensation plan, adding quote 1
compensation plan, importing quota target into 1
new quota, creating 1
plan rule, associating plan quota with 1
quota factor, creating 1
quota target, personalizing for a participant 1
quota, about revising or replacing 1
quota, revising or replacing (procedure) 1
quotas, end-user procedures
See also Accepting or Rejecting a Quota Target (End User)
quota target, accepting or rejecting 1
sales representative quotas and targets, viewing 1
quotas, sales manager procedures
See also Adjusting Quota Target Amounts for Reports (Manager)
initial target amount, manually adjusting 1
manager quota targets, reviewing 1
next-level reports, adding 1
quota target, rolling down 1
seasonality skew, applying to a quota 1
R
rate calculation
about 1
field names, about 1
Rate Calculation field, using 1
rate tables, creating stand-alone rule rate table 1
rates
rate tables, types of 1
rule type, table of 1
recognition award
about 1
about creating 1
creating (procedure) 1
plan rule rate table, associating with 1
recovery of data, about 1
Releasable Flag, troubleshooting problems with 1
reports
compensation report, listed by role (table) 1
compensation report, running 1
currency, about and currency issues 1
next-level reports, adding 1
payment details, exporting into 1
quota factor, applying to 1
retroactive plan changes, about 1
Revenue performance measure rule, described 1
Revenue Type predefined filter type, about 1
revision history 1
Rule Calculation field
available fields and required syntax (table) 1
examples 1
rule manager business service, running 1
rule rate table
creating 1
Rate Calculation field name, about 1
Rate Calculation field, using 1
Rule Calculating field, available fields and required syntax (table) 1
Rule Calculating field, examples 1
rules
Bonus-Other Results rules, list of 1
commission credit allocation% and quota credit allocation%, adding separate values for 1
commissions or bonus-sales results rules, list of 1
creating, about and procedure 1
credit allocation and aggregated rules, about and example 1
credit allocation and nonaggregated rules, example 1
cumulative performance measures 1
filter, associating with 1
Performance Measure 2, about and examples (tables) 1
performance measures, about and table of 1
plan rule, creating 1
plan rule, creating multiplier 1
plan rules, about linking two 1
plan rules, linking two (example) 1
plan rules, linking two (procedure) 1
plan, associating with 1
prorate payments, setting up rule 1
rate table scenario 1
rate tables, types of 1
rates by rule type, table 1
run balances, reviewing before releasing the run 1
S
sales boundary, about 1
sales credit assignment
about 1
assignment rules 1
order, running on 1
rule, creating 1
rule, modifying 1
Sales Credit Engine, about and operations performed 1
Sales Crediting
rule, adding new fields to 1
sales crediting
See also Business Scenario for Sales Crediting
administrator process procedures 1
business scenario, dynamic assignment 1
components, description of and process flow (diagram) 1
data flow processing diagram 1
Sale Credit Assignment rules 1
Sales Credit Engine, about and operations performed 1
Sales Crediting Engine
See also Sales Crediting Engine Advanced Setup
Assignment Manager Server component parameters (table) 1
Crediting Engine server parameters (table) 1
restarting 1
sales crediting, administrator procedures
See also Setting Up Assignment Manager Server Maps
Assignment Manager server maps, setting up 1
batch components, synchronizing 1
component request, submitting 1
credit allocation, correcting 1
rule manager business service, running 1
sales credit assignment or allocation rules 1
sales credit assignment processing, running on an order 1
sales credit assignment rule, modifying 1
sales crediting engine, enabling Credit Assignment component group 1
sales crediting engine, restarting 1
server component state, verifying is online 1
sales crediting, assignment options
See also Sales Credit Assignment Operations
assignment rules, defining 1
crediting validation rules, defining 1
processing on an order 1
sales team and credit assignments, about manually adding 1
sales crediting, support operations
See also Sales Crediting Support Operations
assignment failure and recovery, about 1
credit assignments, maintaining 1
Sales Crediting, troubleshooting
error messages (table) 1
incorrect assignments to an order 1
log files, checking for errors 1
no assignments to an order 1
sales hierarchies
See also Example Processes for Sales Hierarchies
administrator process procedures 1
business scenario, compensation administrator 1
business scenario, sales manager 1
defined 1
error message (table) 1
example processes, about and figure 1
refreshing in Explorer view 1
sales manager process procedures 1
territories and sales boundaries, about 1
territory owner and delegated administrator process procedures 1
validation process, about 1
version, about approving 1
sales hierarchies, administrator procedures
See also Designating a Crediting Rule as Expired
crediting rule, expiring 1
multiple territories for approval, submitting 1
multiple territories into hierarchy version, selecting using Best Practice methods 1
new territory position after approval, adding 1
sales hierarchy version for approval, caution about submitting 1
sales hierarchy version for approval, submitting 1
sales hierarchy version, approving expiration of 1
sales hierarchy version, creating 1
sales hierarchy version, selecting a territory into 1
sales hierarchy, creating 1
territory for approval, submitting 1
territory, about adding a crediting rule to 1
territory, adding a position to 1
territory, creating a territory 1
sales hierarchies, manager procedures
See also Managing Sales Hierarchies and Territories
sales hierarchy version, approving or rejecting 1
sales hierarchy version, validating 1
sales hierarchy, reviewing 1
territory, approving or rejecting 1
territory, territory position, and crediting rules, validating 1
sales representative quota and targets, viewing 1
sales team assignments, about manually adding 1
seasonality skew
quota, applying to 1
quota, creating for 1
server component state, verifying is online 1
server components
predefined Siebel Server component groups (table) 1
predefined Siebel Server components (table) 1
server events, configuring (procedure) 1
Server Request Processor, setting up for running calculations 1
Service levels performance measure rule, described 1
Siebel Achievement Aggregation, about and process diagram 1
Siebel Incentive Compensation Achievement Containers Workbook
See Incentive Compensation Processes
Siebel Incentive Compensation Transaction Workbook
See Incentive Compensation Processes
Siebel Order Module
changed orders, importing from 1
Net Change transaction, about 1
net change transaction, detecting in 1
Siebel Server
component groups, predefined (table of) 1
components, predefined (table) 1
simple rate table, about 1
stand-alone quota, creating 1
stand-alone rule, creating rate table 1
Static target incentives, about 1
status lookup feature
new plan date mapping, creating 1
Plan Data field, using to populate 1
Plan Data value other than Status date, populating 1
turning off 1
subjective performance measures
See Incentive Compensation Measures and Rules
T
table-based filter
Achievement Containers, creating a table-based filter for 1
business component layer, setting up 1
data layer, setting up 1
Incentive Compensation engine, integrating with 1
user interface layer, setting up 1
target incentive
about creating 1
inheriting target incentives and target scripts 1
plan, creating for (procedure) 1
plan, creating variable target incentive (procedure) 1
target quotas, reviewing assigned target quotas 1
target scripts, inheriting 1
target, reviewing against quota achievement 1
territories
approving or rejecting a territory 1
approving, about 1
Best Practice methods, selecting multiple territories into hierarchy version 1
creating a territory 1
crediting rule, about adding to a territory 1
multiple territories, submitting for approval 1
new territory position, adding after approval 1
plan rule territory, personalizing 1
plan rule, associating with 1
position, adding to 1
sales hierarchy version, selecting into 1
territory position, separately validating 1
territory, submitting for approval 1
territory owner, performing functions 1
text-based filter, creating
creating procedure 1
joined field, checking 1
tiered rate table, about 1
Time available performance measure rule, described 1
total performance, reviewing by administrator 1
Total Revenue Commission rule, about 1
tracking compensation
See Tracking Compensation Processes
transaction
Calculation Workbook, exporting to 1
Calculation Workbook, viewing export request 1
transaction level rule, about 1
transaction line item, reviewing and changing 1
Transaction Workbook
See also Recording a Payment Against an Invoice
about and exporting 1
about using 1
Achievement Container Workbook, exporting data to 1
administrator process procedures 1
business scenario 1
Calculation Workbook, creating mappings between 1
caution, making module configuration changes 1
legacy data, about importing into 1
note, about adding picklist fields to 1
Revenue business component, mapping to a new field 1
Units business component, mapping to a field 1
workflow, import and export (diagram) 1
Transaction Workbook, administrator procedures
See also Recording a Payment Against an Invoice
Achievement Containers Workbook, exporting data to 1
Calculation Workbook, exporting a transaction to 1
Calculation Workbook, exporting transaction to 1
employee scores, entering 1
Employee Workbook, entering scores into 1
exporting a transaction, viewing request 1
invoice, creating for importing orders 1
invoice, recording payment against 1
Net Change transaction, about creating 1
net change transactions, about adding to 1
order change tracking, about configuring 1
Order Module, importing changed orders from 1
order, importing into Transaction Workbook 1
order, reviewing and changing in Transaction Workbook 1
order, verifying compensation is calculated 1
orders, marking as paid 1
Siebel Order Module, detecting net change transactions 1
transaction from a past period, canceling 1
transaction from past period, adjusting 1
transaction line item, reviewing and changing 1
Transaction Workbook, exporting data to the Achievement Container Workbook 1
transactions from a past period, canceling 1
transactional adjustments, about 1
transaction-detail level rule, about 1
transactions
Achievement Containers, accumulating in 1
Achievement Containers, reviewing in 1
adjustment transactions, about 1
adjustment, making minor 1
Calculation Workbook, exporting transaction to 1
employee transactions, entering 1
line item, reviewing and changing 1
past period transactions, adjusting 1
past period transactions, canceling 1
past period, canceling 1
record, adding using eScript 1
troubleshooting
accumulation and reaccumulation processes 1
Achievement Container log file, creating 1
Achievement Container log file, reviewing 1
Calculation run 1
custom performance measure process 1
incorrect assignments to an order 1
Sales Crediting errors (table) 1
Sales Crediting, checking log files for errors 1
Sales Crediting, no assignments to an order 1
sales hierarchies error messages (table) 1
true-up calculations, about 1
U
Units performance measure rule, described 1
V
validation process, about 1
Variable target incentives, about 1
Y
year-to-date flag, about run calculation 1
YTD calculation run, about and example 1
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Siebel Incentive Compensation Administration Guide Published: 18 April 2003 |