Siebel Incentive Compensation Administration Guide > Configuring Incentive Compensation >

Adding Sales Crediting Fields to a Sales Crediting Rule

You can modify a Sales Crediting rule to allow allocation of Credit % and sales team Positions to orders. For example, you might want to assign credits so that they are applied at 100% for regular credit allocation, and 60% for quota credit allocation. The following procedures describe how to add new fields, such as Rollup %, to a crediting rule.

CAUTION:  You should use Siebel Tools to make changes to Assignment Manager and recompile the srf on the server database.

To add new fields to a crediting rule

1. Add the new columns to the S_SLSCR_RL_POSTN table, and then add the new fields to the business components and expose the fields in the user interface.
2. Update the Incentive Compensation Rule Manager.
   1. Modify the $siebel_install\sqltempl\rulemaps.tsq file so that the new columns in the S_SLSCR_RL_POSTN table are copied to the S_ASGN_GRP_POSTN table by the Incentive Compensation Rule Manager.

      In the SQL statement, the CREATE_AM_RULE_POSTN section has the following values (including commas and quotation marks):

      Select NULL	Row ID,
      rulepostn.POSTN_ID	POSTN_ID,
      rulepostn.ALLOC_PCT	NUM1,
      '100'	NUM2

      CAUTION:  As a default, the hard-coded value 100 is specified for Num2, which is used to populate ROLLUP_PCT.

   2. Modify the section, as shown in the following example, and repeat the change for each database section (including commas and quotation marks):

      Select NULL	Row ID,
      rulepostn.POSTN_ID	POSTN_ID,
      rulepostn.ALLOC_PCT	NUM1,
      rulepostn.ROLLUP_PCT	NUM2,
      rulepostn.QUOTA_ALLOC_PCT	NUM3

3. Update the Assignment Object
   1. Create a new row in the 'Order' Workflow policy object.

   'Order (Sales Credit Assignment)' Assignment Object > Assignment User Properties

   2. If the SQL statement was modified in Step 2, add the following:

      Name = PositionTeamDenorm6, Value = NUM3,QUOTA_ALLOC_PCT,N