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Siebel Incentive Compensation Administration Guide > Achievement Containers >

Creating Plan Rule Filters and Personal Plan Rule Filters

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You can create multiple filters for the achievement container, so that only the designated criteria are accumulated in a given container. You can also create personal plan rules for participants so that different filters apply to each participant in the plan.

To create plan rule filters

From the application-level menu, choose View > Site Map > Incentive Compensation Administration > Filters.
In the Filters list, click New to create a new filter, and complete the fields.

For more information, see Creating a Filter.

In the new filter record, drill down on the hyperlink in the filter Name field.
In the Filter list, select New, and complete the fields.

The Filter list view tab reflects the type of filter you created —Account Filter, Product Filter, Product Line Filter or Revenue Type Filter (product or service).

Navigate to the Plans list, and select the plan.
In the plan record, drill down on the hyperlink in the Name field.
In the Plan form, select the Plan Rules view tab, and in the Plan Rules list, select the rule with which you want to associate the filter.
In the plan rule record, drill down on the hyperlink in the Name field.
In the Plan Rule form, click the select button in the Filters field, and in the Filters dialog box, select one or more filters, and click OK.

To create a personal plan rule filter

From the application-level menu, choose View > Site Map > Incentive Compensation Administration > Plans.
In the Plans list, select the plan, and then drill down on the hyperlink in the Name field.
Click the Plan Participants view tab, select the participant, and drill down on the hyperlink in the Last Name field.
In the Personal Plan form, click the Rules view tab, and in the Rules list, drill down on the personal plan rule for which you want to create filters.
Personal Plan Rules form for the participant, click the select button in the Filters field and choose one or more filters to associate with that participant.

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