Making the Salesperson Hierarchy Effective
To make your salesperson hierarchy effective you need to set system parameters that control sales credit rollups.
To make the salesperson hierarchy effective:
1. Log on to the database where the Calculator module or Calculator and Collector modules reside.
2. Navigate to the System Parameters window.
By default, choose System Parameters from the Setup menu.
3. In the Calculation region, check the Managerial Rollup box.
Managerial Rollup is either on or off for all transactions. When you turn this parameter on, Oracle Sales Compensation awards indirect credit for each transaction whose direct credit receiver is in the salesperson hierarchy. Thus, you cannot selectively allocate indirect credit on a transaction-by-transaction basis.
4. In the Collection region, specify a Transaction Rollup Method.
If you checked Managerial Rollup, use this parameter to specify the rollup hierarchy and compensation plans to use as of the order date or invoice processing date to calculate commission payments on the following types of transactions:
Oracle Sales Compensation uses this date to determine which of a salesperson's compensation plans to use to calculate commission payments for all indirect sales credits.
For example, suppose Global Computers chooses the invoice processing date (the default) for the Transaction Rollup Method parameter. Pat Smith, a Global salesperson, brings in Software Invoice #25068, processed on 1/5/95, for $1000 of sales credit. This credit rolls up the salesperson hierarchy to Jones' manager, Bigelow, and the Vice President of sales operations. The customer chooses to return the software four months later, and Global issues a credit memo to take back the $1000 of sales credit from Jones. To calculate a commission payment for the -$1000 of sales credit, Oracle Sales Compensation uses the rollup hierarchy and the compensation plans effective for Bigelow and Cummins on the date the invoice was processed rather than the date the credit memo is processed.
