Entering Salespeople
To define a salesperson in Oracle Sales Compensation:
1. Open the Salespeople window.
By default, choose Salespeople Workbench from the Salespeople menu.
You use the Salespeople window to define salespeople. You can also access the salesperson's plan assignments and subledger through this window.
2. Enter the name of the salesperson in the Name field.
The name need not be the name of an employee if, for example, reseller companies are part of your sales force. Name can be any name you want.
Select the name from the list of values, which shows all current employees as defined in HR that have not already been entered into OSC or Accounts Receiveable.
3. Enter a unique number for the salesperson in the Employee Num field.
As with name, the number you enter here need not be an employee number.
4. Enter the dates this salesperson is active:
Active From: The first period for which the salesperson is assigned a compensation plan. Typically you should specify the period when the salesperson starts employment with the company. This parameter must be set before you can assign compensation plans to the salesperson. The From period is required.
Active To: The last period when the salesperson has a compensation plan assigned. Typically you leave this field blank until the salesperson is terminated. The To period is optional.
You can specify the dates or choose from a list of values.
5. (Optional) In the Assigned To field, enter the name of the compensation analyst to which the salesperson is assigned.
Oracle Sales Compensation lets you calculate and pay batches of salespeople according to the analyst to which they are assigned.
6. (Optional) Enter the cost centers for this salesperson:
Home Cost Center: The salesperson's home cost center.
Charge-to Cost Center: The cost center charged for this saleperson's incentive compensation. This cost center can be different from the home cost center.
7. In the Currency Code field, select from a list of values to assign a currency code for the salesperson; this is known as the salesrep currency. The salesrep currency code describes the currency in which the salesperson's compensation is to be paid. Currency codes are defined when setting up the General Ledger set of books.
8. (Optional) For EMail Address, enter the email address of this salesperson.
9. If you have defined a descriptive flexfield, click between the brackets and enter the appropriate information.
