Oracle Incentive Compensation User Guide

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Preface

Introduction to Oracle Incentive Compensation

Overview

Responsibilities Based on Business Flows

Incentive Compensation Administrator

Plan Administrator

Compensation Manager and Compensation Analyst

Incentive Compensation User

Navigating in Oracle Incentive Compensation

Rules Library Management

Defining Products and Product Hierarchies

Building a Product Hierarchy

Defining Rule Sets

Building a Rules Hierarchy

Building Compensation Plans

Overview of Building Compensation Plans

Creating a Compensation Plan

Creating a View for Compensation Plans

Maintaining Compensation Plans

Defining Plan Elements

Assigning Eligible Products

Assigning Rate Tables

Defining Rate Tables

Defining Rate Dimensions

Defining Quotas

Distributing Target, Fixed Amount, and Performance Goal

Creating a Bonus Plan Element

Using Accelerators and Transaction Factors

Using Interdependent Plan Elements

Defining Formulas

Calculation Expressions

Input Expressions

Output Expressions

Performance Measures

Defining Calculation Expressions

Export and Import Compensation Plans

Creating Export Requests

Viewing Export Request

Creating Import Requests

Viewing Import Request

Import Examples

Assigning Compensation Plans, Pay Groups, and Payment Plans

Overview of Assigning Compensation Plans, Pay Groups, and Payment Plans

360 Degree View of the Resource

Customizing a Compensation Plan for a Resource

Assigning a Compensation Plan to a Role

Assigning a Role to a Resource

Assign Pay Groups

Assigning a Pay Group to a Role

Assigning a Pay Group to a Resource

Define Payment Plans

Assign Payment Plans

Assigning a Payment Plan to a Role

Assigning a Payment Plan to a Resource

Collecting and Adjusting Transactions

Overview of Collecting Transactions

Standard Collection

Collection Features

Submitting a Collection Request

Viewing the Request Status and Logs

Collecting Adjustments

Collecting Adjustments for Order Transactions

Collecting Adjustments for Custom Transaction Sources

Collecting Adjustments for AR - RAM

Imports and Exports

Defining Imports

Process Log

Correct Failed Records

Creating a Personalized Search for the Import/Export Page

Exporting Data

Maintaining Transactions

Resolving Problems with Transactions

Create a New Transaction

Add a New Attribute to the Create New Transaction Page

Mass Updates

Deal Split

Adjusting Transactions

Adjust Statuses

Split Transaction

Loading Transactions

Viewing Transaction Requests

Using the Transaction Interface

Validation Checks and Resolution Method

Calculating Compensation

Overview of Calculating Compensation

Two Types of Calculation

Two Modes of Calculation

Phases of Calculation

Unprocessed and Failure Statuses

The Calculation Process

Preparing for Calculation

Rollup Summarized Transactions

Accumulation and Splits in Multidimensional Rate Tables

Submitting Calculation

Resubmitting Calculation

Using Incremental Calculation

How Incremental Calculation Processes New Transactions

The Notify Log

Customizing the Notify Log Search

Notification Log Triggering Events

Payment with Payment Batches

Overview of Payment with Payment Batches

Payment Setups and Relationships

Working with Paysheets

Integrating with a Third Party Payroll System

Pay Groups, Payment Plans, and other Setups

Pay Groups

Payment Plans (Draw)

Pay by Transaction or by Summary

Payment Administrative Hierarchy

Creating a Payment Batch

Create Paysheets for a Payment Batch

Viewing and Changing Existing Payment Batches

Creating a Personalized View for Payment Batches

Using the Payment Batch Summary

Working with the Paysheets Summary Page

Working with Individual Paysheets

Creating a Personalized View for Paysheets

Payment Hold at the Transaction Level

Approving Paysheets

Submitting a Payment Batch for Payment

Payment Review with Example

Creating Resources, Roles and Groups

Define Resource Groups (Compensation Groups)

Defining Roles

Sales Compensation Payment Analyst Role Type

Defining Resources

Setting Up Payees

Setting Up Resources for Team Compensation

Reports

Overview of Oracle Incentive Compensation Reports

Compensation Group Hierarchy Report

Transaction Details Report

Attainment Summary

Performance Detail Report

Commission Statement

Year To Date Summary

Earnings Statement Report

Discoverer Workbooks

Calculation Batch Process Report

Compensation Plan Eligible Product Mapping

Resources Not Validated for Calculation

Resources with Pay Group Assignment Different than Compensation Plan Dates

Earnings Statement Report

Transaction Details Report

Formula Definitions

Resource Assignments Overview

Transaction Status Report

Sales Credit Allocation

Overview of Sales Credit Allocation

Credit Rules Setup

Defining, Editing, and Deleting Credit Rules

Creating Credit Rules

Editing Credit Rules

Deleting Credit Rules

Synchronize the Credit Rules

Simple and Advanced Rule Searches

Simple Rule Search

Advanced Rule Search

Transferring Transactions to the Sales Credit Allocation Rules Engine

Processing Transactions in the Sales Credit Allocation Rules Engine

Using Workflow to Check and Update the Revenue Allocation Percentage

Compensation Scenarios

Introduction

Creating a Compensation Plan and Using the Plan Component Library

Scenario Management

Common Compensation Scenarios Based on Formula Options

Complex Compensation Scenarios

Compensation Scenarios Based on External Tables

Archive and Purge

OIC Archive and Purge Concurrent Program

Compensation Plan Templates

Compensation Plan Templates

Glossary

Index

Oracle Incentive Compensation User Guide

Contents