Running Predefined Reports
Oracle Sales Compensation provides several predefined reports you can run using the Oracle Applications Concurrent Manager. The Concurrent Manager also allows you to view reports, set report parameters, monitor the progress of a report being created, and print a report.
You can submit the following default reports using the Concurrent Manager. Several of these reports can be run in multiple currencies.
This report shows the classification rules and their corresponding revenue classes currently defined in Oracle Sales Compensation. See Classification Rules for more information.
This report reflects the information in the Transaction window in the subledger in the salesperson Workbench. This report shows the compensation amounts for the selected period for individual salespeople by compensation plan and grouped by plan element. This report shows the commission from each individual transaction, with the transaction details. This report can be run in either functional currency or in the salesrep currency. The amounts reflect the selected currency. See Commission Statement for more information. This report can be run using report level security. For instance, a manager can run Commission Statements for only the individuals below him in the Salesperson hierarchy.. See System Profiles Option OSC: Report Security Level.
This report shows compensation plans and their corresponding rate tables, plan elements, and revenue classes currently defined in Oracle Sales Compensation. See Compensation Plans for more information.
This report shows hierarchy structures with parent/child relationships for the different hierarchies. See Hierarchy for more information.
This report shows period-to-date and year-to-date compensation summaries for all salespeople you specify. This report can be run in either the functional currency or in the salesrep currency. The amounts reflect the selected currency. See Commission Summary for more information. This report can be run using report level security. For instance, an analyst can run Commission Summary reports for only the individuals assigned to him. See System Profiles Option OSC: Report Security Level.
This report shows the performance for each specified salesperson by plan element and by revenue class. If a plan element has the Apply Txn field set to Grouped by Interval, then this report needs to be run to see the commission earned for the plan element. The Commission Statement report will not show the commission earned for a Grouped by Interval case, as the commission amount field will show 0 for each individual transaction. This report reflects the information in the performance window in the Subledger in the Salesperson Workbench. This report can be run using report level security. See System Profiles Option OSC: Report Security Level.
- Salesperson Plan Assignments
This report shows the plan assignments for all salespeople assigned to each compensation plan currently defined in Oracle Sales Compensation. See Salesrep Plan Assignments for more information.
On each report, Oracle Sales Compensation prints:
- The current page and number of pages in the report
To submit a report request in Oracle Sales Compensation:
1. Choose Run from the Concurrent Requests menu.
Oracle Sales Compensation displays a window asking you whether you want to submit a single request or a request set. A request set is a user defined set of reports that you typically run together.
3. From the Name field, select the report you want to run using the list of values.
4. Select the currency code from the alternate region. Default is functional currency.
5. Enter other parameters as required for each report.
You can use Oracle Reports 2.5 to customize these default reports or create additional reports.
Note: See Oracle Reports 2.5 User's Guide for more information on how to use Reports 2.5.
