Oracle Incentive Compensation Flows

Overview

Oracle Incentive Compensation (OIC) is an Oracle E-Business Suite application that helps enterprises manage their business objectives by controlling the way they compensate their sales forces. OIC is designed to calculate and pay compensation to sales personnel (resources). It provides the flexibility to compensate nonemployees too, such as vendors, suppliers and partners.

The following sections describe the flows in the Oracle Incentive Compensation advanced pack.

Create Pay Group and Associate Role

This flow creates a pay group with From and To dates in the open compensation period. Associate the sales compensation role with this pay group. This in turn associates the sales compensation resources having this role with the plan.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Create Pay Group and Associate flow.

Technical Name

Create_Pay_Group_And_Associate_Role_To_It

Prerequisites

The following is a prerequisite for executing this flow:

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Create Pay Group Operating Unit Vision Operations

Create a Payment Plan and Map Role or Resource

This flow creates a payment plan and associates the sales compensation role with this payment plan. This in turn associates the sales compensation resource with this plan.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Create a Payment Plan and Map Role or Resource flow.

Technical Name

Create_Payment_Plan_And_Map_Role

Prerequisites

The following is a prerequisite for executing this flow:

Profile Options

Not applicable.

Predefined Data

The following predefined data must be used:

Page Name Field Name Field Value
Create Payment Plan Payment Group Standard
Create Payment Plan Payment Interval Period

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Create Payment Plan Operating Unit Vision Operations

Perform Advance Configuration

This flow performs advance configuration for Application Parameters, Collection, Calculation and Payment.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Perform Advance Configuration flow.

Technical Name

Perform_Advance_Configuration

Prerequisites

The following is a prerequisite for executing this flow:

Profile Options

Not applicable.

Predefined Data

The following predefined data must be used:

Page Name Field Name Field Value
Configure Tables and Columns Table CN_COMMISSION_HEADERS
Generate Collection Packages Transaction Source Order Booking Receivables Posting
Define Collection Sources and Mapping Transaction Source Order Booking

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Configuration Workbench – Setup Tasks Operating Unit Vision Operations

Setup Product and Classification Rules

This flow creates a product that can be used while defining a transaction. Associate this product with a product hierarchy that is displayed in a compensation plan. The flow creates classification rules to classify the product added in a new transaction. This completes the setup of creating a product, associating it with a hierarchy, and defining it in the classification rules et.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Setup Product and Classification Rules flow.

Technical Name

Setup_Product_And_Classification_Rules

Prerequisites

The following is a prerequisite for executing this flow:

Profile Options

Not applicable.

Predefined Data

The following predefined data must be used:

Page Name Field Name Field Value
Hierarchies Hierarchy Type Products
Hierarchies Base Table CN_REVENUE_CLASSES
Hierarchies Primary Key REVENUE_CLASS_ID
Hierarchies Display Column NAME

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Products Operating Unit Vision Operations
Hierarchies Operating Unit Vision Operations
Hierarchies Name Product Hierarchy
Classifications Operating Unit Vision Operations
Classifications Name Classification Sales

Create Expression and Formula

This flow creates an input and output expression and a formula using the expressions, and associates a new rate table with this formula.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Create Expression and Formula flow.

Technical Name

Create_Expression_And_Formula

Prerequisites

The following are the prerequisites for executing this flow:

Profile Options

Not applicable.

Predefined Data

The following predefined data must be used:

Page Name Field Name Field Value
Create Expression – Expression Builder Component Sales Compensation Elements - Commission Headers - TRANSACTION_AMOUNT
Create Expression – Expression Builder Component Others – Rate Table Result
Create Formula Calculation Type Commission
Create Formula – Options tab Process Transaction Individually
Create Formula – Options tab Split Option No Split

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Create Expression Operating Unit Vision Operations
Create Formula Operating Unit Vision Operations
Create Formula – Options tab Process Transaction Individually
Create Formula – Rate Tables tab Name Predefined rate table

Create Plan Element

This flow creates a plan element and associates a precreated formula with this plan element. This in turn maps the rate table associated with the formula to the plan element.

Attributes

This section provides information on prerequisites, profile options or data setups required to use the Create Plan Element flow.

Technical Name

Create_Plan_Element

Prerequisites

The following are the prerequisites for using this flow:

Profile Options

Not applicable.

Predefined Data

The following predefined data must be used:

Page Name Field Name Field Value
Create Plan Element – General Information Calculation Type Commission

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Create Plan Element – General Information Operating Unit Vision Operations

Create Compensation Plan

This flow creates a compensation plan and associates a plan element with this plan. The flow defines the eligibility by mapping a role to this plan which in turn maps the resources having this role with the plan.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Create Compensation Plan flow.

Technical Name

Create_Compensation_Plan

Prerequisites

The following are the prerequisites for executing this flow:

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Compensation Plan - Design Operating Unit Vision Operations

Manage Plan Scenarios

Compensation plan along with its components can be exported in an XML file. This XML file can be imported to replicate all the details of a plan, except for role mapping. If the plan has to be imported in the same instance, the name of the plan needs to be changed in the Import Request page. Plan modeling enables users to export multiple plans into a single XML file.

The Manage Plan Scenarios flow lets you manage the compensation plan scenarios.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Manage Plan Scenarios flow.

Technical Name

Manage_Plan_Scenarios

Prerequisites

The following are the prerequisites for executing this flow:

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Create Scenario Operating Unit Vision Operations

Verify Sales Credit Allocation

Sales Credit Allocation is an optional method of splitting the sales credit. It automates the credit allocation process by systematically applying a set of consistent rules. This minimizes errors, thereby reducing the time that compensation analysts spend reconciling them. One of the ways for defining these rules is by using Oracle Territory Manager, as performed in this flow.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Verify Sales Credit Allocation flow.

Technical Name

Verify_Sales_Credit_Allocation

Prerequisites

The following are the prerequisites for executing this flow:

Profile Options

The following profile options must be set:

Profile Option Name Profile Option Value Level
OIC: Skip Credit Allocation No User
OIC: Territory Manager Split Percentage Flex Field ATTRIBUTE1 Site
OIC: Territory Manager Revenue Type Flex Field ATTRIBUTE2 Site
OIC: Number of Batch Workers for Credit Allocation 10 Site

Predefined Data

The following predefined data must be used:

Window Name Field Name Field Value
Descriptive Flex-field Segments Application CRM Foundation
  Title Territory Resource FF
  Context Field Values JTY_Sales
Segments Summary Column (for row 1) ATTRIBUTE1
  Name (for row 1) Split Percentage
  Column (for row 2) ATTRIBUTE2
  Name (for row 2) Revenue Type

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Territory Administration Operating Unit Vision Operations
  Revenue Type REVENUE

Import Transaction

In this flow, users can create bulk transactions by importing a .csv file containing all the information required for a transaction.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Import Transaction flow.

Technical Name

Import_Transaction

Prerequisites

The following is the prerequisite for executing the Import Transactions flow:

Profile Options

Not applicable.

Predefined Data

The following predefined data must be used:

Page Name Field Name Field Value
Imports Definition Import Type Transaction API
Imports Definition Column Delimiter Comma
Imports Definition Field Enclosed By Double Quotation
Import Header Mapping Target Fields EMPLOYEE_NUMBER PROCESSED_DATE REVENUE_TYPE TRANSACTION_AMOUNT ATTRIBUTE1

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Imports Definition Operating Unit Vision Operations

Collect Transaction

Oracle Incentive Compensation is delivered with two predefined transaction sources which allow the collection of data from Oracle Receivables and Oracle Order Management. This is known as Standard Collection.

The Collect Transactions flow covers collection of data from these sources and verifying the transactions.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Collect Transaction flow.

Technical Name

Collect_Transaction

Prerequisites

The following are the prerequisites for executing this flow:

Profile Options

Not applicable.

Predefined Data

The following predefined data must be used:

Page Name Field Name Field Value
Collect Transactions Transaction Source Receivables Posting
Order Booking
Collect Transactions Transaction Type Collect Clawbacks
Collect Invoices
Collect Payments and Givebacks
Collect Revenue Adjustments
Collect Writeoffs

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Collect Transactions Operating Unit Vision Operations

Create Transaction and Verify Commission

This flow creates a manual transaction for a sales compensation resource with an Item ID as the key attribute. The user can load this transaction and create a calculation batch to calculate commission.

Attributes

This section provides information on prerequisites, profile options or data setups required to use the Create Transaction and Verify Commission flow.

Technical Name

Create_Transaction_And_Verify_Commission

Prerequisites

The following are the prerequisites for using this flow:

Profile Options

Not applicable.

Predefined Data

The following predefined data must be used:

Page Name Field Name Field Value
Create Transaction Transaction Type Manual Transaction
Calculate Compensation Type Commission

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Create Transaction Operating Unit Vision Operations
Create Transaction Item ID AS72111
Load Transactions Operating Unit Vision Operations
Calculate Compensation Operating Unit Vision Operations

Create and Pay Payment Batch

This flow creates a payment batch for a pay group that is predefined. In this pay group, user can identify the sales compensation resources for whom payment needs to be processed. Then, approve and pay the payment batch

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Create and Pay Payment Batch flow.

Technical Name

Create_And_Pay_Payment_Batch

Prerequisites

The following are the prerequisites for executing this flow:

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

The following data must be set up:

Page Name Field Name Field Value
Create Payment Batch Operating Unit Vision Operations
Create Payment Batch Incentive Type Commission

Plan, Calculate, And Pay Flow

This flow covers a complete business flow in Oracle Incentive Compensation – from creation of a sales compensation role and resource, to creation of all plan components and a compensation plan, setting up of product and classification rules, creation of a transaction, calculation of commission, and ending with the payment of this commission.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Plan, Calculate, And Pay flow.

Technical Name

End_To_End_Business_Flow

Prerequisites

The following is the prerequisite for executing this flow:

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.