Calculating Compensation for a Salesperson
You can calculate compensation for one or more salespeople using the Calculation Submission form. By default, the Find dialog helps you locate the salespeople to be calculated. Alternatively, you can choose individual salespeople to calculate by selecting them from the list of values.
Note: You can only submit calculations for salespeople who have been assigned to a compensation plan. The names of salespeople who have been assigned compensation plans appear in the Salespeople list of values. You can see the Salespeople list of values by selecting the list icon from the Name field in the Find Salespeople window.
To calculate compensation for a salesperson:
1. Ensure the salesperson has:
- A valid compensation plan assigned
- You have defined, synchronized, generated, and installed your revenue classification rules
- You have defined a revenue class hierarchy and set it in the System Parameters window.
- Defined a revenue classification hierarchy.
- Defined, synchronized, generated, and installed revenue classification rules.
3. Choose Calculation Submission from the Salespeople menu.
Oracle Sales Compensation displays the Find Salespeople query dialog for you to locate the salesperson you want to work with.
4. Enter your query criteria in the Find Salespeople window:
Salesperson Name: The name of the salesperson
Employee Number: The salesperson's employee number
Analyst: Your user ID or that of another compensation analyst
You can use standard the SQL comparison operators (% for many characters, _ for one character) in any of these query fields to return all salespeople who meet the criteria. For example, to display all salespeople on Field Representative compensation plans, Global enters 95% in the Compensation Plan field.
You can also combine query criteria to narrow your search. For example, to return all salespeople on Field Representative compensation plans whose names begin with the letter F, Global enters 95% in the Compensation Plan field and F% in the Salesperson field.
Note: Instead of using the Find dialog to locate the salespeople you want to calculate, you can close the Find dialog and then use the list of values to choose individual salespeople to calculate.
Oracle Sales Compensation returns the set of salespeople meeting the query criteria in the Calculation Submission window, with the names of the compensation plan each is currently assigned to.
By default, the Calculation Submission form displays these fields:
Salesperson: The name of the salesperson to be calculated.
Calculate From: The period you want Oracle Sales Compensation to calculate from. If this field is blank, all open periods are calculated.
Salesperson Num: The number for this salesperson.
To view the amount calculated for the salesperson, choose Show Fields from the Folder menu and select Calculated Amount from the list of fields. The Calculation Submission form also has these optional fields which you can display using the Show Fields command: Analyst, Attributes 1-15, Charge To, and Cost Center.
If Oracle Sales Compensation does not return the salespeople you need to calculate, you might need to import them into Oracle Sales Compensation. See Entering Salespeople for more information on importing salespeople.
6. If you are recalculating compensation for a salesperson, enter the period you want Oracle Sales Compensation to recalculate from in the Calculate From field.
If you leave this field blank, Oracle Sales Compensation calculates all open periods for the salesperson. If you enter a period, Oracle Sales Compensation calculates all open periods starting with the one you entered. For example, if you enter JUN-95 and JUN-95 to DEC-95 are open, the Oracle Sales Compensation calculates JUN through DEC.
For example, imagine that Global's FY95 compensation plans are not yet complete, so the company decides to put all salespeople on a default plan until the new plans are approved. The company's fiscal year begins in June, and the new plans are approved at the end of August. To recalculate compensation, Global opens all compensation periods from June until the end of August, queries all salespeople on the Calculation Submission form, and enters JUN-95 in the Recalc From field for each salesperson.
When Global chooses Calculate, each salesperson's earnings are recalculated from June 1 through the end of the last open period.
7. Choose one of these buttons:
Calculate Now: Submit the calculation process to be run now. Note that control does not return to you until the calculation is complete. Use this option if you are submitting a small calculation run.
Concurrent: Submit a concurrent process through the Concurrent Manager. After submitting a concurrent process, you can proceed to do other things. Use this option for long calculation runs.
Suggestion: Make a note of the concurrent process number in case you later want to check the status of the process. See Viewing Compensation Process Statistics for more information.
When you calculate compensation, Oracle Sales Compensation calculates compensation for all salespeople in the list and gives you the process number for tracking purposes. Oracle Sales Compensation tracks that information in an account called Commission Earned in the salesperson subledger.
After calculation, the Balance field displays the new compensation amount for the salesperson.
