Oracle Incentive Compensation Information Discovery Plus

This chapter covers the following topics:

• Overview
• Recent Jobs Dashboard
• Quality by Phase Dashboard
• Jeopardy by Phase Dashboard
• Paysheet Console
• Overview
• Set up Oracle Incentive Compensation Information Discovery Plus
• Setting Up Oracle Incentive Compensation Information Discovery Plus Profile Option
• Roles in Oracle Incentive Compensation Information Discovery Plus
• Running the Full Load Graph
• Setting Up the Scheduler for Incremental Refresh
• View and Joins to Load Oracle Incentive Compensation Information Discovery Plus Data

Overview

Oracle Incentive Compensation Information Discovery Plus enables you to search and filter incentive compensation related information. Using Oracle Incentive Compensation Information Discovery Plus, you can:

• Minimize overpayment by:

  • Incorporating quality assurance processes across all phases of compensation processing

  • Rapidly reacting to quality issues

  • Transparently viewing the lifecycle of a transaction

• Improve sales morale for increased sales by:

  • Proactively removing pay obstacles

  • Reducing pay delays

  • Faster, User Friendly Disputes Resolution

You can search using Oracle Incentive Compensation Information Discovery Plus (EID) design tools. These pages are hosted in an EID environment, and called from container pages in EBS.

Lifecycle Statuses

Oracle Incentive Compensation (OIC) Information Discovery Plus enriches transactions with lifecycle attributes that combine multiple statuses to reflect what has how a transaction has been processed in OIC in a single glance.

There are 4 lifecycle attributes; one for each for collect, calculate and pay phase; and a single concatenated lifecycle status across all phases.

Lifecycle attributes include:

1. Collect Lifecycle

2. Calc Lifecycle

3. Pay Lifecycle

4. Lifecycle Status = Collect Lifecycle + Calc Lifecycle + Pay Lifecycle

   For example, a paid transaction has lifecycle status COLLECT: Collected -> Loaded -> CALC: Calculated -> Posted -> PAY: Approved -> Paid. A paid manual transaction has lifecycle status: COLLECT: -> CALC: -> Calculated -> Posted -> PAY: Approved -> Paid. An unpaid commission earning: COLLECT: Collected -> Loaded -> CALC: Calculated -> Unposted.

Lifecycle or Status Name	Data Group	Comments
API Load Status	Interface Processing	CN_COMM_LINES_API.LOAD_STATUS
API Adj Status	Interface Processing	CN_COMM_LINES_API.ADJUST_STATUS
Collect Lifecycle	Interface Processing	DECODE(CN_COMM_LINES_API.TERR_ID,NULL,'Collected', 'Credited') + '->' + CN_COMM_LINES_API.LOAD_STATUS
Status	Transaction Processing	NVL(CN_COMMISSION_HEADERS.STATUS, CN_COMMISSION_LINES.STATUS)
Posting Status	Transaction Processing	CN_COMMISSION_LINES.POSTING_STATUS
Calc Lifecycle	Calculation Processing	Status + Posting Status
Paysheet Status	Paysheet Processing	CN_PAYMENT_WORKSHEETS.STATUS
Payrun Status	Payrun Processing	CN_PAYRUNS.STATUS
Pay Lifecycle	Paysheet Processing	Paysheet Status + Payrun Status
Lifecycle Status	Transaction Processing	Collect Lifecycle + Calc Lifecycle + Pay Lifecycle

Oracle Incentive Compensation Information Discovery Plus User Interface

Recent Jobs Dashboard

OIC processing is very job centric. You kick off jobs for collection, for load, for calculation, and for creating paysheets.

The Recent Jobs dashboard is for compensation analysts or managers, and is an OIC processing centric workbench for managing and assessing these batch and online jobs. It brings together information from concurrent manager, online jobs across all phases into a single actionable dashboard.

You can analyze data using various metrics, charts, graphs, and tables.

Phase	Program Name
Collect	Generate Collection Packages Collection Orders Transaction Interface Loader Load Online Credit Allocation
Calculate	Calculation Calculation Online
Pay	Create Worksheets Approve Payrun Delete Unpaid Payrun
Others	Open Periods

The Recent Jobs dashboard contains the following regions and components:

Region	Components
Tip	Displays the date on which the data was last refreshed.
Search Boolean Search Search Within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details. Partial record search is enabled for specific attributes. Attributes for partial record search include: Plan Elements Product
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Quick Links	The Quick Links region displays links to associated pages. Requests > Schedule – use this quick link to navigate to the Schedule Request: Define page to define or manage a schedule request. Quality by Phase – use this quick link to navigate to the Quality by Phase page
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names: Jobs Periods
Recent Job Alerts	This metrics displays Errored Job Alerts.
Job Status	This tag cloud displays the job status by number of records.
Program Name	This tag cloud displays the program name by number of records.
Job Status Charts	Contains 3 tabs: By Phase – displays Job Analysis which displays Job Count by Phase and Job Status By Job Name – displays Job Count by Job Status and Job Name By Date – displays Job Count by Request Date and Job Status
Recent Job Results	Displays: Req Log Calc Log Validate Trx (Validate Transaction) Job Name Job Status Program Name Request Date Job Type Completion Message Workload Duration Parameters Start Date End Date Submitted By Click any of the links to refine your search results further by that value. You can use the Actions menu to Print or Export the results. Additionally, you can compare the results of two or more rows using the Compare action.

Quality by Phase Dashboard

OIC processing is very sequential. In assessing the completeness and accuracy of calculated earnings, collection must be validated prior to load, load must be validate prior to calculation. In other words, the quality of each phase is predicated on the success of its prior phases.

The Quality by Phase dashboard is for compensation analysts or managers, and is an OIC processing centric workbench for managing and assessing the completeness & accuracy of each phase of OIC processing. It links together transactional information from all phases of processing (collect, calc, pay) into a single actionable dashboard so quality of the processing can be assessed.

The same dashboard is used to research disputes. As a Compensation Analyst or Manager, you need to research disputes, understand the depth and breadth of root cause and provide appropriate resolution. A single dispute can be isolated to a single representative or may be the tip of the iceberg. As disputes are resolved, their attributes and outcomes can filtered to discover similarities across all disputes. Refine by attributes of transactions under dispute. Quickly validate how transactions were processed via the Lifecycle Status. Identify discrepancies associated to the dispute. If the source of the dispute can affect others, alter refinements to discover the source and scope of the issue; before taking action to rectify the situation.

You can analyze data using various metrics, charts, graphs, and tables. The Quality by Phase page contains the following regions and components:

Region	Components
Tip	Displays the date on which the data was last refreshed.
Search Boolean Search Search Within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details. Partial record search is enabled for specific attributes. Attributes for partial record search include: Plan Elements Product
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Quick Links	The Quick Links region displays links to associated pages. Collect Transactions – click this quick link to navigate to the Collect Transactions page Import CSV Transactions - click this quick link to navigate to the Import/Export page Allocate Credit - click this quick link to navigate to the Credit Allocation page Load Transactions - click this quick link to navigate to the Load Transactions page Calculate Online - click this quick link to navigate to the Calculation Requests page Manage Payruns - click this quick link to navigate to the Payment Batches page Paysheet Console - click this quick link to navigate to the Paysheet Console page Jeopardy by Phase - click this quick link to navigate to the Jeopardy by Phase page Recent Jobs - click this quick link to navigate to the Recent Jobs page Concurrent Requests - click this quick link to navigate to the Schedule Request: Define page
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute group Calculation Processing to view and select attribute names.
Processing Metrics by Value	Displays: % of Sales - displays the total commission as a percentage of Total Transaction Value Total Commission - displays the sum of earnings from CN lines Total Transaction Value - displays the sum of transaction amount from CN Lines Total Paysheet Value - displays the sum of pay amount from paysheets
Conversion Metrics by Count	Displays: % API Load – displays the percentage of interface transactions loade % Trx Calculated – displays the percentage of transactions calculated % Trx in Payruns - displays the percentage of earned transactions have been picked up in payruns (of any status) % Payments Distributed - displays the percentage of payments belong to distributed payruns API Count - displays the count of interface transactions Headers Count - displays the count of transaction headers Lines Count - displays the count of transaction lines Payments Count - displays the count of payments
Explosion Ratio from Collect to Calc	Displays: Trx Value Explosion (Transaction Value Explosion) – displays the multiplication factor of sum of transaction amount from interface to transactions (commission lines) Trx Count Explosion (Transaction Count Explosion) – displays the multiplication factor of count of transactions from interface to transactions (commission lines)
Plan Element	This tag cloud displays plan element by plan elements (records with values)
Charts	Contains 2 tabs: Transactions – displays the following: Count Value Commissions – displays the following: Validate by Commissions Calculated Validate by Max
Results	Displays 5 tabs: Collect – choose between Interface Transaction and Interface Processing from the list of values. Interface Transaction – displays API Salesrep, API Invoice Date, API Transaction Amount, API Quality, API Customer, API Order Number, API Invoice Number, and API Employee Number Interface Processing – displays API Salesrep, API Invoice Date, API Transaction Amount, API Quality, API Customer, API Order Number, API Invoice Number, and Collect Lifecycle Calculate – choose between Transaction, Calculation Processing, Product, Plan, Sales Credit, and Customer from the list of values. Transaction – displays Edit Transaction, Credit Receiver, Processed Date, Transaction Amount, Commission Amount, Commission Rate, Quantity, and Processed Date Calculation Processing – displays Edit Transaction, Credit Receiver, Processed Date, Transaction Amount, Commission Amount, Commission Rate, Quantity, and Comm Header ID Product - displays Edit Transaction, Credit Receiver, Processed Date, Transaction Amount, Commission Amount, Commission Rate, Quantity, and Products Plan – displays Edit Transaction, Credit Receiver, Processed Date, Transaction Amount, Commission Amount, Commission Rate, Quantity, and Plan Sales Credit – displays Edit Transaction, Credit Receiver, Processed Date, Transaction Amount, Commission Amount, Commission Rate, Quantity, and Original Credit Receiver Customer - displays Edit Transaction, Credit Receiver, Processed Date, Transaction Amount, Commission Amount, Commission Rate, Quantity, and Bill to Contact Payment – choose between Payment, Payment Processing, and New Set from the list of values.. Payment – displays Payment Payee, Payment Plan Element, Payment Payrun Name, Payment Credited Salesrep, Payment Payee, Payment Role, and Payment Incentive Type Payment Processing – displays Payment Payee, Payment Plan Element, Payment Payrun Name, Pay Lifecycle, Lifecycle Status, Payment Payrun Name, and Payment Transaction ID New Set – displays Payment Payee, Payment Plan Element, Payment Amount, Payment Payrun Name, and Payment Plan Paysheet – choose between Paysheets and Paysheet Processing from the list of values. Paysheets – displays Paysheet Detail, Payrun Name, Paysheet Salesrep, Paysheet Total, Paysheet Note, Paysheet Earnings, Paysheet Current Earnings Due, Paysheet Held Amount Paysheet Processing – displays Paysheet Detail, Payrun Name, Paysheet Salesrep, Paysheet Total, Paysheet Note, Paysheet Earnings, Paysheet Current Earnings Due, Paysheet Held Amount Payrun – displays Payrun Summary, Payrun Name, Payrun Note, Payrun Name, Payrun Status, Payrun Run Date, Payrun Run Period, and Payrun Pay Interval Click any of the links to refine your search results further by that value. You can use the Actions menu to Print or Export the results. Additionally, you can compare the results of two or more rows using the Compare action.

Jeopardy by Phase Dashboard

The Jeopardy by Phase dashboard is for finance directors or comp managers typically responsible for getting incentives paid on time, and is a workbench for assessing whether incentives processing is on schedule to complete on time; and to take corrective action if necessary. It is a more metrics oriented dashboard that helps to assess compensation administration's readiness to pay. Where Quality by Phase focuses on conversion between phases, Jeopardy by Phase focuses on readiness to pay. This helps to ensure timely incentive payments by providing insight for remedial decision making including:

• Number of payees and payee communities in jeopardy

• Monies in jeopardy

• Pay components in jeopardy

You can analyze data using various metrics, charts, graphs, and tables. The Jeopardy by Phase page contains the following regions and components:

Region	Components
Tip	Displays the date on which the data was last refreshed.
Search Boolean Search Search Within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details. Partial record search is enabled for specific attributes. Attributes for partial record search include: Plan Elements Product
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Quick Links	The Quick Links region displays links to associated pages. Quality by Phase – click this quick link to navigate to the Quality by Phase page Paysheet Console - click this quick link to navigate to the Paysheet Console page Calculation - click this quick link to navigate to the Calculation Requests page Recent Jobs - click this quick link to navigate to the Recent Jobs page
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute group Calculation Processing to view and select attribute names.
Incoming Metrics	Displays: Total Transaction Value - sum of transaction amount from transaction records Transaction Count - count of transaction records where commission amount is greater than or less than zero Rep Count - count of unique reps from transaction records where commission amount is greater than or less than zero
Ready to Pay Metrics	Displays: % Trx Value in Payments - percentage of total transaction amount represented in payments out of all transaction records with commission earnings % Trx Count in Payments - percentage of transaction count represented in payments out of all transaction records with commission earnings % Reps in Payments - percentage of reps represented in payments out of all transaction records with commission earnings % Paysheets in Payments - percentage of paysheets belonging to paid payruns
Transaction Type	This tag cloud displays transaction types by number of records.
Jeopardy Analysis	Displays the following tabs: Overall – displays Value Proceed and Counts Proceed charts. Value Proceed displays Transaction Amount (sum) by Role and Lifecycle Status. Counts Proceed displays Transaction Count by Role and Lifecycle Status Collect – displays Value Proceed and Counts Proceed charts. Value Proceed displays Transaction Amount (sum) by Role and Collect Lifecycle. Counts Proceed displays API Count by Role and Collect Lifecycle Calc – displays Value Proceed and Counts Proceed charts. Value Proceed displays Commission Amount (sum) by Role and Calculation Lifecycle. Counts Proceed displays Transaction Count by Role and Calculation Lifecycle Pay – displays Value Proceed and Counts Proceed charts.

Paysheet Console

The Paysheet Console provides visibility across payruns and supports a more flexible approval process. As a Compensation Analyst/Manager or Finance Director responsible for payment processing, you need to see how the paysheet processing is progressing for current period(s), review paysheets, how many outstanding paysheets assigned to which analysts. This dashboard, in particular, provides the ability to see across different payruns. This is also used to review submitted paysheets prior to approval in OIC.

You can analyze data using various metrics, charts, graphs, and tables. The Paysheet Console page contains the following regions and components:

Region	Components
Tip	Displays the date on which the data was last refreshed.
Search Boolean Search Search Within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details. Partial record search is enabled for specific attributes. Attributes for partial record search include: Plan Elements Product
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Quick Links	The Quick Links region displays links to associated pages. Recent Jobs - click this quick link to navigate to the Recent Jobs page Create Payruns - click this quick link to navigate to the Payment Batches page
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Processing Metrics	Displays: #Unlocked – total of unpaid paysheets #Unsubmitted – total of locked paysheets #Unapproved – total of submitted paysheets % Submitted – percentage of submitted paysheets #Terminated – number of terminated sales representatives
Pay Metrics	Displays: Pay Total – sum of paysheet total Held Total – sum of paysheet held amount Earnings Adjusted – sum of paysheet adjusted amount Pay Adjusted – sum of paysheet payment plan adjustment Paysheet Average – average of paysheet total Paysheet Max – maximum paysheet total
Payruns	This tag cloud displays Payrun Name by number of records.
Chart	Displays: Count – displays Paysheet Count by Paysheet Status Value – displays Payment Total (sum), Paysheet Current Earnings Due (sum), Paysheet Current Earnings (sum), Payment Diff (sum), Paysheet Held Amount (sum), and Paysheet Pay Amount Adjustment (sum) by Paysheet Salesrep.
Paysheets Table	Displays: Link to Quality by Phase Link to Paysheet Paysheet Salesrep Paysheet Status Payrun Status Payrun Name Paysheet Salesrep Employee Number Click any of the links to refine your search results further by that value. You can use the Actions menu to Print or Export the results. Additionally, you can compare the results of two or more rows using the Compare action.

Oracle Incentive Compensation Information Discovery Plus Product Configuration

Overview

Complete the Oracle Incentive Compensation Information Discovery Plus product configuration after the installation and common configurations are completed as described in the Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1).

Set up Oracle Incentive Compensation Information Discovery Plus

1. Grant the OIC CM Endeca Access Role (CN_ICM_ENDECA_ACCESS_ROLE) to the predefined Compensation Analyst or Compensation Manager responsibilities. You can also grant the Role to any custom Oracle Incentive Compensation custom responsibility.

   See: Oracle E-Business Suite System Administrator's Guide - Security for more information on how to assign roles.

   See: Roles in Oracle Incentive Compensation Information Discovery Plus

2. Set up the Profile Option.

   See: Setting Up Oracle Incentive Compensation Information Discovery Plus Profile Option

3. Run the Full Load Graph.

   See: Running the Full Load Graph

4. Set up the Scheduler.

   See: Setting Up the Scheduler for Incremental Refresh

Setting Up Oracle Incentive Compensation Information Discovery Plus Profile Option

Set up the following profile option for Oracle Incentive Compensation Information Discovery Plus:

• OIC: Endeca Database View Periods - Use this profile option to set the period range before you run any ETL load. You must set the Start Period ID and the End Period ID to specify the period.

Roles in Oracle Incentive Compensation Information Discovery Plus

To access the Oracle Incentive Compensation Information Discovery Plus Application, grant the OIC CM Endeca Access Role (UMX|CN_ICM_ENDECA_ACCESS_ROLE) to users, who require access to Information Discovery content. Users with this role can access the Information Discovery pages from the predefined Compensation Manager responsibility. You can also assign the role to any other custom responsibility.

• Role Name: OIC CM Endeca Access Role (UMX|CN_ICM_ENDECA_ACCESS_ROLE)

• Permission Set Code: CN_ICM_ENDECA_ACCESS_PS

• Responsibility Code: FND_RESP|CN|CN_INC_COMP_MANAGER|STANDARD

Running the Full Load Graph

Once you have run the full load graph in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1), attribute configuration is loaded for all seeded attributes.

We recommend you do not run the full load periodically. You should run it once after set up and whenever you update the OIC: Endeca Database View Periods profile option.

To run a full Endeca Refresh on the Integrator Server

1. Login to Integrator server using your Clover login.

2. Click the Scheduling tab.

3. Select the New Schedule link.

4. Enter a Description for the scheduler, for example, Incentive Compensation Full Load Scheduler.

5. Select Periodic as the Type.

6. Select by interval as the Periodicity.

7. Enter a start date and time in the Not active before date/time field.

8. Enter an end date and time in the Not active after date/time field.

9. Enter a value in the Interval (minutes) field.

10. Ensure you select the Fire misfired event as soon as possible check box.

11. Select Execute graph from the Task Type list.

12. Select cn-cp or cn-trx from the Sandbox list, based on the application for which you are running the full load.

13. Select graph/Full.grf from the Graph list.

14. Click Create to set the scheduler.

Setting Up the Scheduler for Incremental Refresh

Once the Full graph is run in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1)), initial data load for Oracle Incentive Compensation Information Discovery Plus is complete. For incremental refresh, you must determine how often the Endeca data should be refreshed from EBS depending upon your organizational requirements. Oracle recommends that you keep this near real time. As the data is updated in the EBS, you need to ensure it is updated in the endeca MDEX server.

To set up the scheduler

1. Login to Integrator server using your Clover login.

2. Click the Scheduling tab.

3. Select the New Schedule link.

4. Enter a Description for the scheduler, for example, Incentive Compensation Incremental Load Scheduler.

5. Select Periodic as the Type.

6. Select by interval as the Periodicity.

7. Enter a start date and time in the Not active before date/time field.

8. Enter an end date and time in the Not active after date/time field.

9. Enter a value in the Interval (minutes) field.

10. Ensure you select the Fire misfired event as soon as possible check box.

11. Select Execute graph from the Task Type list.

12. Select cn-cp or cn-trx from the Sandbox list, based on the application for which you are running the full load.

13. Select graph/Incremental.grf from the Graph list.

14. Click Create to set the scheduler.

Technical Integration Components

View and Joins to Load Oracle Incentive Compensation Information Discovery Plus Data

The following views are used by the ETL layer in Endeca to load and display Oracle Incentive Compensation Information Discovery data to the Oracle Endeca data store:

• CN_EID_CR - View to extract Recent Jobs data.

• CN_EID_V1 - View to extract Quality by Phase, Paysheet Console, and Jeopardy by Phase data.