Siebel Incentive Compensation Administration Guide > Achievement Containers >

Reviewing Achievement Container Information

The Achievement Containers Workbook contains data about each of the created achievement containers.

To review Achievement Containers Workbook information

1. From the application-level menu, choose View > Site Map >Incentive Compensation Tracking > Achievement Containers Workbook.

   A list of achievement containers appear, as shown in the following figure.

   The fields are described in the following table.

   Field	Comments
   Achievement Container ID	Automatically generated by the system to define the container.
   Execution Period	The measure period into which the accumulated transactions are grouped, according to the Status Date of the transaction.
   First Name	Participant's first name.
   Group ID	ID of the group.
   Group Name	Name of the Group.
   Last Name	Participant's last name.
   Obsoleted Date	If the container has been changed, a new container is created and the old one is obsoleted. This is the date that the container was replaced.
   Plan	The compensation plan with which the achievement container is associated.
   Plan Participant ID	Plan Participant identifier.
   Plan Participant Position ID	Plan Participant position identifier.
   Plan Period	The measure period into which the accumulated transactions are grouped, according to the Plan Date of the transaction. The Plan Period determines which calculation run includes the container.
   Plan Rule ID	Plan Rule identifier.
   PM1 Revenue Credit	Performance Measure 1 Revenue Credit.
   PM1 Unit Credit	Performance Measure 1 Unit Credit.
   PM2 Revenue Credit	Performance Measure 2 Revenue Credit
   PM2 Unit Credit	Performance Measure 2 Unit Credit.
   Position	The participant's position.
   Rule	The Plan Rule with which the container is associated.
   Status	Either Active or Obsoleted, depending upon whether the container is current or has been replaced by another one.
   Territory	The participant's position territory, if applicable.

2. In the list, select an Achievement Container record, and then drill down on the hyperlink in the Achievement Container ID field.
3. In the Sales Hierarchy Explorer view, drill down to trace the container to its transactions.

   Drill-down on an Achievement Containers requires the Plan Participant to be associated with a Sales Hierarchy.

Alternatively, you can view Achievement Container data from the Plan Rules Achievement Containers view, as shown in Figure 14.

Figure 14.  Plan Rules Achievement Containers View

The data in this view is the same as the data in the Achievement Containers Workbook, but it is organized by Plan Rule.