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
- 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.
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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Either Active or Obsoleted, depending upon whether the container is current or has been replaced by another one.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. |
- In the list, select an Achievement Container record, and then drill down on the hyperlink in the Achievement Container ID field.
- 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
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The data in this view is the same as the data in the Achievement Containers Workbook, but it is organized by Plan Rule.
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