This chapter covers the following topics:
Lookups enable quick selection from drop-down menus. Lookups ensure accuracy when entering data. Oracle Incentive Compensation has 100 lookups incorporated into its system to speed the process of entering data into forms. The lookups listed in the following table display the user name in the left column; the Type name is shown in full caps in the right column with the default selections below it. You can add lookups and add values to the default lists.
Oracle recommends that you do not delete any of the lookups shipped with the application.
Most lookups that come with Oracle Incentive Compensation when you install it are editable to suit your business requirements. To view or edit existing lookups, perform the following procedure.
Incentive Compensation Administrator > Lookups
Press the F11 key and query for Incentive Compensation in the Application field.
Press Control and the F11 key.
Scroll through the lookups by using the up and down arrow keys or use Find in the View drop-down menu. Make changes as needed. Leave the cursor in the Type field while scrolling.
To create a new lookup, perform the following:
In the Navigator, double-click Lookups.
Select Incentive Compensation from the Application field.
Enter the name using all caps with underscores between words.
In the table in the lower part of the window, enter one or more values that you want to use in the lookup. Enter a code, meaning, and description that are easy for users to understand.
Enter effective dates.
Check the Enable box if you want the lookup to be operational within the effective date range.
Save.
The following table lists Oracle Incentive Compensation Lookups, including a description, Access Level, and Seeded Values and Meanings.
| Lookup Type | Description | Lookup Code and Meaning |
|---|---|---|
| ACCESS_CODE | Access Code | UPDATE VIEW |
| ADJUSTMENT_REASON | Manual Adjustment Reason | AR_ERROR (Accounts Receivable Processing Error) OE_ERROR (Error During Order Entry) OTHER SHARED (Commissions should be Split) |
| ADJUSTMENT_STATUS | Manual Adjustment Status | CANCELED POSTED REVERSED REVIEW TRIAL |
| ADJUST_STATUS | Transaction Adjust Status | DEALASGN (Deal Move) DEALSPLIT (Deal Split) FROZEN INVLOAD (Invoice Captured) MANUAL MASSADJ (Move Credits) MASSASGN (Share Credits) ORIGINAL REVERSAL SCA_ALLOCATED (Processed - Credit Allocated) SCA_DISTINCT_ERROR (Error - More than one Distinct Set of Mapping Columns) SCA_NOT_ALLOCATED (Processed - No Credit Allocated) SCA_NOT_ELIGIBLE (Not Eligible for Credit Allocation) SCA_NO_RULE (Processed - No Credit Rule Found) SCA_PENDING (Frozen for Credit Allocation) SCA_REVENUE_ERROR (Error - No Revenue Line) SCA_ROLE_ERROR (Error - Invalid Role) SCA_SRP_ERROR (Error - Invalid Salesrep) SPLIT (Splits) |
| ADVANCED SEARCH | Advanced Search | ADJUSTED_BY ADJUST_DATE ADJUST_STATUS_DISP (Adjust Status) DIRECT_SALESREP_NAME (Direct Salesperson Name) DIRECT_SALESREP_NUMBER (Direct Salesperson Number) INVOICE_DATE INVOICE_NUMBER LOAD_STATUS ORDER_DATE ORDER_NUMBER PROCESSED_DATE QUANTITY REVENUE_TYPE_DISP (Revenue Type) ROLLUP_DATE STATUS_DISP (Calculation Status) TRANSACTION_AMOUNT (Functional Amount) TRX_TYPE_DISP (Transaction Type) |
| ALL_COMPONENTS | All Components | ALL_COMPONENTS |
| ANALYST_NOTE_REASON | Analyst Note Reason | SYSTEM_GENERATED USER_DEFINED |
| ANC_CALC_METHOD | LINE_CALC (Line Calculation) STEP_CALC (Step Calculation |
|
| APPLICATION_TYPE | Application Type | AR (Oracle Receivables) CN (Oracle Commissions and Sales Analysis) GL (Oracle General Ledger) OE (Oracle Order Entry) RA (Oracle Revenue Accounting) |
| APPL_STATUS | Applicable Status | NA (Not Applicable) |
| APPROVE_REJECT | Approve Reject | APPROVE REJECT |
| ASSIGN_TYPE_CODE | Assign Type | RESASGN (Resource Assignment) ROLEASGN (Role Assignment) |
| BASE_RULE | Base Rule | BASE_RULE |
| BATCH_STATUS | Batch Status | POSTED UNPOSTED |
| CALCULATION_STATUS | Calculation Status | COMPLETED FAILED INCOMPLETE PROCESSING (Running) |
| CALCULATION_TYPE | Types of Calculation | BONUS COMMISSION |
| CALC_SUBMISSION_OBJECT_TYPE | Calculation Submission Object | CALC_TYPE (Calculation Type) CONCURRENT_FLAG (Concurrent Calculation) EMPLOYEE_NUMBER EMPLOYEE_TYPE END_DATE HIERARCHY_FLAG (Entire Hierarchy) INTELLIGENT_FLAG (Incremental Calculation) INTERVAL_TYPE NAME (Batch Name) RESPONSIBILITY_NAME SALESREP_OPTION (Salespeople) START_DATE USER_NAME |
| CLASSIFICATION_DATATYPE | Classification Datatype | ALPN (Alpha Numeric) DATE NUMB (Numeric) |
| CLASSIFICATION_STATUS | Classification Status | CLS (Classified) NEVER (Never Classified) XCLS (Failed Classification) |
| CN_COLL_FILTER_STATUS | Collection Filter Status | N (Mark As Filtered) Y (Physically Delete) PON (Post-Notification) PRC (Post-Collection) PRN (Pre-Notification) |
| CN_CW_SETUP_TASK_STATUS | Setup Task Status | COMPLETED INPROGRESS (In Progress) NOTAPPLICABLE (Not Applicable) NOTSTARTED (Not Started) |
| CN_EXPRESSION_OPERATORS | Expression Operators | 0 (AND) 1 (OR) |
| CN_HEAD_TRX | Header Transaction Status | CALC (Calculated) OBSOLETE (Obsoleted) POP (Populated) ROLL (Rolled Up) XCALC (Failed Calculation) XPOP (Failed Population) |
| CN_NOTES | Notes | NOTES |
| CN_NOTE_FIELDS | CN Note Fields | CUSTOMIZED (Customized Flag) END_DATE FIXED_AMOUNT GOAL LOCK_FLAG (Preserve Customization) MAX_AMT (Maximum Amount) MIN_AMT (Minimum Amount) PAYEE (Payee Name) PMT_PLN (Payment Plan Name) START_DATE TARGET |
| CN_OPERAND | Incentive Compensation Operand | 0 (AND) 1 (OR) |
| CN_OPERATOR | Incentive Compensation Operator | 0 (AND) 1 (OR) |
| CN_PAYMENT_TRX_TYPE | Payment Transaction Type | N (Summary) Y (Transaction) |
| CN_PAY_GROUP_DTLS_TYPE_CODE | Lookup code for Pay Group Details Display by | PERIODS SALESPEOPLE |
| CN_PROMPTS | Prompt Texts used in UI interface | DIMENSION_NAME EXP_NAME (Expression Name) FORMULA_NAME RATE_TABLE_NAME |
| CN_R2P_CLUB_ELIG | Club Eligible | N (No) Y (Yes) |
| CN_REPORTS_COMM_SUMM_TYPES | Types for Commission Summary Report | ALL_PLAN_ELEMENTS ALL_TRX_TYPES (All Transaction Types) BONUS COMMISSION PAYADJ (Payment Adjustments) |
| CN_RULE_CREATE_TYPE | Rule Create Type | CHILD ROOT SIB (Sibling) |
| CN_RULE_OPERATORS | Rule Operators | BETWEEN EQUALS NOT_BETWEEN NOT_EQUALS (Does not equal) |
| CN_SEARCH_CATEGORIES | Incentive Compensation Search Categories | JOBTITLE (Job Title) QUOTA (Quota Modeling Groups) ROLE (Roles) SALESREP (Salespeople) |
| CN_UNPROC_TRX_STATUS | Unprocessed Transaction Status | CLS (Classified) COL (Unloaded) ROLL (Rollup) XCLS (Failed Classification) XROLL (Failed Rollup) |
| CN_USAGE_FLAG | Incentive Compensation Usage Flag | C (Collection) Y (Calculation) |
| CN_VIEW_COLUMNS | How to View Columns | ATTRIBUTES CLASS_ATTRIBUTES (Classification Attributes) DIMENSION_ATTRIBUTES KEY_ATTRIBUTES (Primary Key Attributes) |
| CN_VIEW_PAYGROUP | How to View Paygroups | ACTIVE (Active Pay Groups) ALL (All Pay Groups) |
| CN_VIEW_PMT_PLAN | How to View Payment Plans | ACTIVE (Active Payment Plans) ALL (All Payment Plans) |
| CN_WORKBENCH_TASK_STATUS | Configuration Workbench Task Status | COMPLETED INPROGRESS NOTAPPLICABLE NOTSTARTED |
| COLLECTION_FILTER_OPTIONS | Collection Filter Options | DELETE MARKFILTER (Mark as Filtered) NONE |
| COLLECTION_TRANS_SOURCES | Standard Transaction Collection Sources | COLLECTAR (Receivables Posting) COLLECTOE (Order Booking) |
| COLLECTION_TRANS_TYPE | Collection Transaction Types | CBK (Clawbacks) INV (Invoices) PMT (Payments and Givebacks) RAM (Revenue Adjustments) WO (Writeoffs) |
| COLLECTION_TRIGGERS | Collection Triggers | NONE (None) POSTCOLLECT (Post Collection) POSTNOTIFY (Post Notification) PRENOTIFY (Pre Notification) |
| COLLECTION_TYPE | Collection Type | CN_COLLECT_CLAWBACK CN_COLLECT_CUSTOM (Collect Custom Transaction Source) CN_COLLECT_INVOICES CN_COLLECT_ORDERS CN_COLLECT_PAYMENTS (Collect Payments and Givebacks) CN_COLLECT_RAM (Collect Revenue Adjustments) CN_COLLECT_WRITEOFFS |
| COLUMN_TYPE | Column Type | CF (Commissions Factor) CN (User Defined) EF (Event Factor) IN (System) PF (Payment Factor) |
| CP_OBJECT_TYPE | Compensation Plan Objects | CP_NAME (Compensation Plan Name) DESC (Description) END_PERIOD REV_CLS_OVERLAP (Allow Revenue Class Overlap) START_DATE START_PERIOD STATUS_CODE |
| CP_PHASE_CODE | Concurrent Request Phase Code | C (Completed) I (Inactive) P (Pending) R (Running) |
| CP_STATUS _CODE | Concurrent Request Status Code | A (Waiting) B (Resuming) C (Normal) D (Cancelled) E (Error) G (Warning) H (On Hold) I (@Normal) M (No Manager) P (Scheduled) Q (Standby) R (@@Normal) S (Suspended) T (Terminating) U (Disabled) W (Paused) X (Terminated) Z (@Waiting) |
| CURRENCY_TYPE | Currency Type used in reports | FUNCTIONAL_CURRENCY SALESREP_CURRENCY (Resource Currency) |
| DATA_TYPE | Column Datatypes | DATE LONG NUMBER VARCHAR2 |
| DELIMITER_TYPE | Delimiter Type | COMMA DOUBLEQ (Double Quotation) QUOTE (Single Quotation) SEMICOL (Semicolon) SPACE TAB |
| DISCOUNT_OPTION | Discount Option | NONE (Not apply discount percentage) PAYMENT (Apply to payment factor) QUOTA (Apply to quota factor) |
| DISTINGUISHED_HIERARCHIES | Distinguished Hierarchies | REVENUE_CLASS (Revenue Class Rollup) SALESREP (Sales Representative Rollup) |
| DISTRIBUTE_METHOD | Distribution Method | EQUAL EVEN MIN (Minimum) |
| DYNAMIC_PROMPT | Period Processing Status Dynamic Prompt | DISTRIBUTE_DRAW DISTRIBUTE_TARGET DRAW PAYMENT PERIOD_DRAW PERIOD_TARGETS TARGET |
| ELEMENT_TYPE | Element Type | -1000 (Recoverable Payment) -1001 (Nonrecoverable Payment) |
| ENCLOSED_TYPE | Enclosed Type | COMMA DOUBLEQ (Double Quotation) QUOTE (Single Quotation) SEMICOL (Semicolon) |
| EVENT_NAME | Event Name | CHANGE_CLS_HIER (Change a hierarchy used in classification) CHANGE_CLS_HIER_DATE (Change a hierarchy date range used in classification) CHANGE_CLS_HIER_DELETE (Delete a hierarchy interval used in classification) CHANGE_CLS_HIER_PERIOD (Change a hierarchy interval used in classification) CHANGE_CLS_RULES(Change classification rules) CHANGE_CLS_RULES_ATTR (Change classification rules attribute) CHANGE_CLS_RULES_DATE (Change classification rule set date range) CHANGE_CLS_RULES_HIER (Change classification rules hierarchy) CHANGE_CLS_RULES_REV (Change classification rules revenue class) CHANGE_CLS_RULES_SET (Change classification rule set CHANGE_COMP_PLAN (Change compensation plan) CHANGE_COMP_PLAN_OVER_LAP_FLAG (Change compensation plan overlap flag) CHANGE_COMP_PLAN_PERIOD (Change compensation plan effective interval) CHANGE_CP_ADD_MGR (Add a manager to a compensation group) CHANGE_CP_ADD_SRP (Add a salesperson to a compensation group) |
| EVENT NAME (continued) | Event Name | CHANGE_CP_DELETE_MGR (Delete a manager from a compensation group) CHANGE_CP_DELETE_SRP (Delete a salesperson from a compensation group) CHANGE_CP_HIER_ADD (Add an edge to compensation group hierarchy) CHANGE_CP_HIER_DATE (Change date range of a compensation group hierarchy edge) CHANGE_CP_HIER_DELETE (Delete an edge from a compensation group hierarchy) CHANGE_CP_MGR_DATE (Change date range of a manager) CHANGE_CP_SRP_DATE (Change date range of a salesperson) CHANGE_DELETE_TRX (Delete transactions) CHANGE_FORMULA (Change a formula) CHANGE_INSERT_TRX (Insert new transactions) CHANGE_PERIOD_INTERVAL_NUMBER (Change a period's interval number) CHANGE_PLAN_ASSIGN (Change plan assignment CHANGE_PLAN_ASSIGN_INS_DEL (Insert or delete plan assignment) CHANGE_PLAN_ASSIGN_PERIOD (Change plan assignment effective interval) CHANGE_QUOTA_CALC (Change plan element) |
| EVENT_NAME (continued) | Event Name | CHANGE_QUOTA_DATE (Change plan element date range) CHANGE_QUOTA_PERIOD (Change plan element effective interval) CHANGE_QUOTA_POP (Change plan element revenue class factors) CHANGE_QUOTA_ROLL (Change plan element revenue class) CHANGE_QUOTA_UPLIFT_DATE (Change plan element uplift factors date range CHANGE_RC_HIER_DATE (Change revenue class hierarchy date range) CHANGE_RC_HIER_DELETE (Delete revenue class hierarchy effective interval) CHANGE_RC_HIER_PERIOD (Change revenue class hierarchy effective interval) CHANGE_RT_INS_DEL (Insert or delete rate tiers) CHANGE_RT_RATES (Change rate table rates) CHANGE_RT_TIERS (Change rate table tiers) CHANGE_SRP_HIER (Change salesperson hierarchy) CHANGE_SRP_HIER_DELETE (Delete salesperson hierarchy effective interval) CHANGE_SRP_HIER_PERIOD (Change salesperson hierarchy effective interval) CHANGE_SRP_PAY_GROUP (Change pay group/salesperson assignment) CHANGE_SRP_PAY_GROUP_DATE (Change date range of pay group/salesperson assignment) CHANGE_SRP_QUOTA_CALC (Change salesperson's plan element setting) |
| EVENT_NAME (continued) | Event Name | CHANGE_SRP_QUOTA_PAYEE_DATE (Change date range of payee assignment) CHANGE_SRP_QUOTA_POP (Change salesperson's uplift factors or payee assignment) CHANGE_SRP_ROLE_PLAN (Change role/plan or role/salesperson assignment) CHANGE_SRP_ROLE_PLAN_DATE (Change date range of role/plan/salesperson assignment CHANGE_SYS_PARA_RC (Change revenue class hierarchy used) CHANGE_SYS_PARA_SRP (Change salesperson hierarchy and roll up flag) CHANGE_TEAM_ADD_REP (Add a salesperson to a team) CHANGE_TEAM_DEL_REP (Delete a salesperson from a team) CHANGE_UPDATE_TRX (Update transactions) |
| EXPRESSION_MESSAGES | Messages Required for Rule Attribute Expressions | AND BET (Between) GT (Greater than) IIH (In Hierarchy) IS LT (Less than) NOT OR RES (Result) WV (With Value) |
| EXPRESSION_TYPE | Expression Type | EXPRESSIONS EXTERNAL_ELEMENTS FORECAST_AMOUNT FORMULAS GROUP_FUNCTIONS NUMBER_FUNCTIONS OSC_ELEMENTS (Sales Compensation Elements) OTHERS PLAN_ELTS (Plan_Elements) RATE_TABLE_RESULT SQL_FUNCTIONS |
| EXTERNAL_TABLE | External Table | ALIAS CN_CALC_EXT_TABLE_ID (Table) COLUMN (Columns) EXTERNAL_COLUMN_ID (External Column Name) EXTERNAL_TABLE_ID (External Table Name) INTERNAL_COLUMN_ID (Internal Column Name) INTERNAL_TABLE_ID (Internal Table Name) NAME SCHEMA USED_FLAG |
| FORMULA_STATUS | Formula Status | COMPLETE FAILED INCOMPLETE INPROGRESS INVALID VALID |
| FORMULA_TYPE | Formula Type | B (Bonus) C (Commission) |
| GROUP_FUNCTIONS | Group Functions | AVG (Average) COUNT MAX (Maximum) MIN (Minimum) STDDEV (STDDEV) SUM VARIANCE |
| HEADER_TRX_STATUS | Transaction Header Statuses | CLS (Classified) COL (Unprocessed) ROLL (Rolled Up) XCLS (Failed Classification) XROLL (Failed Rollup) |
| HOLD_REASON_CODE | Hold Reason Code | HOLD |
| IMPORT_STATUS | Import Status | CANCEL COMPLETE FAIL IMPORT_FAIL (Failed at Importing) NEW SCHEDULE STAGE STAGE_FAIL (Failed at Staging) SUBMIT |
| IMPORT_TYPE | Import Type | CALCEXP (Expressions) EXPORT HIERARCHY IMPORT REVCL (Revenue Class) RULES TRXAPI (Transaction API) |
| INCENTIVE_TYPE | Incentive Type | BONUS COMMISSION MANUAL PAYMENT QUOTA |
| INCENTIVE_TYPES | Incentive Types | BONUS COMMISSION MANUAL_PAY_ADJ (Manual Pay Adjustment) PMTPLN (Payment Plan) PMTPLN_REC (Payment Recovery) |
| INDIRECT_CREDIT_TYPE | Indirect Credit Type | ALL MGR (If Credit Receiver has Manager Role) NONE |
| INPUT_TOKEN | Input Token | CP_NAME (Comp Plan Name) NAME PE (Plan Element) PE_NAME (Plan Element Name) PERIOD_NAME (Period Name) QC (Quota Category) QSR (Quota Category/Sequence Number/Role) RC (Revenue Class) RCS (Role/Compensation Plan Name/Start Date) ROLE_NAME ROLLPERCENT (Rollover Percentage) RP (Base Quota Component/Percent) SD (Start Date) SEQ (Sequence Number) SPE (Source Plan Element) SR_NAME (Salesrep Name) |
| INTERVAL_TO_DATE | Interval to Date setting | ALL ANNUAL ITD (Interval to Date) PTD (Period to Date) |
| JE_BATCH_REASON | Reason for creating JE batch | BONUS CALC (Calculation) DRAW_BONUS (Draw Recovery from Bonus) DRAW_COMM (Draw Recovery from Commission) PAYMENT PAY_ADJ (Adjustment Payment) PAY_BONUS (Payment from Bonus) PAY_COMM (Payment from Commission) PAY_DRAW (Draw Payment) |
| LOAD_STATUS | Load Status | FILTERED LOADED UNLOADED |
| LOAD_STATUS_LOOKUP | Load Status Error Messages | ERROR - CANNOT CONV/DEFAULT (Error - Cannot Convert/Default ERROR - INCORRECT CONV GIVEN (Error - Incorrect Conversion Given ERROR - NO EXCH RATE GIVEN (Error - No Exchange Rate) ERROR - PRIOR ADJUSTMENT (Error - Prior Adjustment Frozen ERROR - REVENUE_CLASS (Error - Revenue Class Invalid) ERROR - TRX_TYPE (Error - Transaction Type Invalid) LOADED OBSOLETE PERIOD ERROR (Unopened Period) SALESREP ERROR (Salesperson Invalid) UNLOADED |
| MAPPING_TYPE | Mapping Types | COL (Collection) EVT (Event) SLC (Slice) |
| MESSAGE_TYPE | Message Types | DEBUG ERROR TRANSLATE (Translated) |
| MGR_REPORT | Top Bottom Performance Report Hierarchy Level | 1 (Directs) 2 (Level 1 Indirects) 3 (Level 2 Indirects) 4 (Level 3 Indirects) 5 (Level 4 Indirects) ALL (All) |
| MODULE_STATUS | Module Status | CONCFAIL (Concurrent Manager Down) GENERATED (Complete) INSTFAIL (Install Failed) INSTINPG (Install Pending) UNSYNC (Incomplete) |
| MODULE_STATUS_OLD | Old Module Status | DEF (Definition) GEN (Generated) GRQ (Generate Request) INS (Instantiated) IRQ (Instantiate Request) |
| MODULE_TYPE | Module Types | ACCGEN (Account Generation) CALCULATION CB (Clawback Collection Module) CB/GB (Clawback/Giveback Collection Module) CLS (Classification Module) COL (Collection Module) CPAPI (Compensation Plan API Module) INS (Commissions Instance Module) INV (Invoice Collection Module) LOADER (Transaction Interface Loader) ORD (Order Collection Module) PEAPI (Plan Element API Module) PECLS (Plan Element Classification) PMT (Payments Collections Module) PMT/GB (Payments/Giveback Collection Module) REVCLS (Revenue Classification) RUP (Rollup Module) SLC (Slice Module) TRF (Transfer Module) TRX (Commissions Transaction Table Module) WO (Writeoff Collection Module) |
| NOTIFY_ACTION | The action to be taken due to events caused by changing compensation group hierarchy | DELETE (Delete transactions) PULL (Pull transactions up) ROLL (Roll transactions up) ROLL_PULL (Roll and pull transactions up) |
| NOTIF_LOOKUP_TYPE | Lookup used by SF Planning workflow process | ACCEPT/REJECT (Accept) APPROVE (Approve) CUSTOMIZED (Customized) DISTRIBUTE (Distribute) NOTIFIED (Notification Sent) NOT_NOTIFIED (Notification not Sent) REMINDER (Reminder) |
| OBJECT_STATUS | Object Status | I (Invalid) N (New) V (Valid) |
| OBJECT_TYPE | Object Types | COL (Column) DBL (Database Link) IND (Index) PKB (Package Body) PKS (Package Specification) PRC (Procedure) SEQ (Sequence) TBL (Table) TRG (Trigger) |
| ORDER | Order | ASC (Ascending) DESC (Descending) |
| ORGANIZATION | Organization | ALLIANCES (Alliances) BOL (Business Online) EDUCATION (Education) ISD (Telesales) SALES (Sales) SC (Sales Consulting) SUPPORT (Support) |
| PAYABLES_CCID_LEVEL | Payables CCID Level | REVCLS (Revenue Class) PLANELEM (Plan Element) CUSTOM (Custom) CLASSIFICATION (Classification) |
| PAYGROUP_UPGRADE_TYPE | Paygroup Upgrade Type | UPGRADE_PAYGROUP (Upgrade Pay group) |
| PAYMENT_CHANGE | Payment Change | BONUS (Bonus Change) COMMISSION (Commission Change) |
| PAYMENT_GROUP_CODE | Payment Group Code | STANDARD (Standard) |
| PAYMENT_INCENTIVE_TYPE | Payment Incentive Type | ALL (All) BONUS (Bonus) COMMISSION (Commission) |
| PAYMENT_PLAN_TYPE | Payment Plan Type | MIN/MAX (Minimum/Maximum Plan) |
| PAYRUN_ACTION | Payrun Action | CREATE (Create Payrun) FREEZE (Freeze Payrun) PAY (Pay Payrun) REFRESH (Refresh Payrun) REMOVE (Remove Payrun) UNFREEZE (Unfreeze Payrun) |
| PAYRUN_STATUS | Payrun Status | PAID (Paid) PAID_WITH_RETURNED_FUNDS (Paid with Returned Funds) POSTED (Posted) RETURNED_FUNDS (Returned Funds) UNPAID (Unpaid) FROZEN (Frozen) ALL (All) |
| PAY_GROUP_DTLS_TYPE_CODE | Pay Group Details Type Code | PERIODS (Period) SALESPEOPLE (Resource Assignment) ROLES (Role Assignment) |
| PAY_GROUP_VALIDATION_TYPE | Pay Group Validation | END_DATE (Pay Group End Date) PAY_GROUP_NAME (Pay Group Name) PERIOD_SET_NAME (Calendar) PERIOD_TYPE (Period Type) START_DATE (Pay Group Start Date) |
| PAY_RUN_VALIDATION_TYPE | Payrun Validation | CREDIT_TYPE (Credit Type) EMPLOYEE_NUMBER (Employee Number) EMPLOYEE_TYPE (Employee Type) PAY_DATE (Pay Date) PAY_GROUP_NAME (Pay Group Name) PAY_RUN_NAME (Payrun Name) ROLE (Role) SALES_PERSON (Salesperson) |
| PAY_STATUS | Pay Status | PAID (Paid) UNPAID (Unpaid) |
| PA_OBJECT_TYPE | Compensation Plan Assignment Objects | EMP_NUM (Employee Number) |
| PERIOD_PROCESSING_STATUS | Period Processing Status | CALCULATED (Calculated) CLASSIFIED (Classified) CLEAN (Clean) POPULATED (Populated) PROCESSING (In Progress) ROLLED_UP (Rolled Up) UNCLASSIFIED (Unclassified) |
| PERIOD_TARGET_DIST_RULE | Period Target Distribution Rule | EQUAL (Equal) USER_DEFINED (User Defined) |
| PERIOD_TYPE_CODE | Period Type | PERIOD (Period) QUARTER (Quarter) YEAR (Year) |
| PE_OBJECT_TYPE | Plan Element Objects | CALC_FORMULA_ID (Formula ID) CALC_FORMULA_NAME (Formula Name) CREDIT_TYPE (Credit Type) CUM_FLAG (Accumulate Flag) DESC (Description) DISC_OPTION (Discount Option) DISC_RATE_TB (Discount Rate Table) DISC_RATE_TB_ID (Discount Rate Table ID) DRAW_AMOUT (Draw Amount) END_DATE(End Date) END_PERIOD (End Period) END_PERIOD_ID (End Period ID) INCENTIVE_TYPE_CODE (Incentive Type) INTERVAL NAME (Interval Name) ITD_FLAG (Interval to Date) PACKAGE_NAME (Package Name) PAYMENT_AMOUNT (Payment Amount) PAYMENT_FACTOR (Payment Uplift) PAYMENT_TYPE (Payment Type) PERIOD_TYPE (Interval Type) PE_NAME (Plan Element Name) QUOTA_FACTOR (Quota Uplift) QUOTQ_TYPE (Element Type) RATE_TB (Rate Table) RATE_TB_ID (Rate Table ID) REV_CLS_ID (Revenue Class ID) REV_CLS_NAME (Revenue Class Name)) |
| PE_OBJECT_TYPE (continued) | REV_CLS_TARGET (Revenue Class Target SPLIT_FLAG (Split Flag) START_DATE (Start Date) START_PERIOD (Start Period) START_PERIOD_ID (Start Period ID) TARGET (Quota) TRX_GROUP (Apply Trx) UPLIFT_END_DATE (Uplift End Date) UPLIFT_PAYMENT_FACTOR (Uplift Payment Factor) UPLIFT_QUOTA_FACTOR (Uplift Quota Factor) UPLIFT_START_DATE (Uplift Start Date) |
|
| PLAN_ELEMENT_METRICS | Plan Element Metrics | COMMISSION_PAYED_ITD (Interval To Date Commission Paid) COMMISSION_PAYED_PTD (Period To Date Commission Paid) IMPUT_ACHIEVED_ITD (Interval To Date Input Achieved) INPUT_ACHIEVED_PTD (Period To Date Input Achieved) ITD_PAYMENT (Interval To Date Payment) ITD_TARGET (Interval to Date Target) PERF_ACHIEVED_ITD (Interval To Date Sales Credit) PERF_ACHIEVED_PTD (Period To Date Sales Credit PERIOD_PAYMENT (Period Payment) TARGET_AMOUNT (Target Amount) |
| PLAN_GENERATE_STATUS | Plan Generation Status | FAILED (Failed) NOT_PUSHED (Not Activated) PUSHED (Activated) |
| PLAN_OBJECT_STATUS | Compensation Plan Object Status | COMPLETE (Complete) INCOMPLETE (Incomplete) |
| PLAN_STATE | Plan State | ACTIVE (Active) INACTIVE (Inactive) IN_PROGRESS (In Progress) |
| PMT_PLAN_VALIDATION_TYPE | Payment Plan Validation Type | CREDIT_TYPE (Credit Type) PMT_PLAN_NAME (Payment Plan Name) START_DATE (Start Date) |
| POSTING_TYPE | Posting Type | EXPENSE (Expense) NON_REC (Non Recoverable) REC (Recoverable) TO_REC (To Recover) |
| PRE_PROCESSED_CODE | Preprocessed Code | CRPN (Skip Calculation) CRPC (Skip Nothing) CRNC (Skip Population) CRNN (Skip Population and Calculation) CNPC (Skip Rollup) CNPN (Skip Rollup and Calculation) CNNC (Skip Rollup and Population) CNNN (Classification Only) NRPC (Skip Classification) NRPN (Skip Classification and Calculation NRNC (Skip Classification and Population) NRNN (Rollup Only) NNPC (Skip Classification and Rollup) NNPN (Population Only) NNNC (Calculation Only) NNNN (Skip All) |
| PROCEDURE_TYPE | Procedure Types | F (Function) P (Procedure) PRIVATE (Private Procedure) PUBLIC (Public Procedure) |
| PROCESSING_STATUS_CODE | Processing Status | CLEAN (No calculation has ever happened in this period) |
| PROCESS_TYPE | Process Types | GEN (Generate) INS (Instantiate) XFR (Transfer) |
| QUOTA_CATEGORY | Quota Category Type | FIXED (Fixed) TOTAL_QUOTA (Total Quota) VAR_NON_QUOTA (Variable, Non Quota Based) VAR_NON_REVENUE (Variable, Non Revenue Based) VAR_QUOTA (Variable, Quota Based) |
| QUOTA_GROUP_CODE | Quota Group Code | BONUS (Bonus) QUOTA (Quota) |
| QUOTA_PAYMENT_TYPE | Quota Payment Type | FIXED (Fixed Amount) PAYMENT (Payment Amount Percentage) TRANSACTION (Applied Transaction Amount Percentage) |
| QUOTA_TRX_GROUP | Quota Transaction Group | GROUP (Grouped by Interval) INDIVIDUAL (Individually) |
| QUOTA_TYPE | Quota Type | DISCOUNT (Discount) DRAW (Draw) EXTERNAL (External) FORMULA (Formula) MANUAL (Manual) MARGIN (Margin) NONE (None) REVENUE (Revenue Non Quota) TARGET (Revenue Quota) UNIT_BASED_NON_QUOTA (Unit Non Quota) UNIT_BASED_QUOTA (Unit Quota) |
| REPORT_SECURITY_LEVEL | Report Security Level | A (Analyst) M (Manager) R (Salesrep) S (Super User) |
| REPOSITORY_STATUS | Repository Status | A (Active) I (Inactive) |
| REPOSITORY_USAGE | Repository Usages | A (All) P (Collector) S (Calculator) |
| RESOURCE_PLAN_ACTIVATE_STATUS | Resource Plan Activation Status | FAILED (Failed) NOT_PUSHED (Not Activated) PUSHED (Activated) |
| RETURN_STATUS | API Return Status | E (Error) S (Success) U (Unexpected Error) W (Warning) |
| REVENUE_TYPE | Transaction Credit Type | NONREVENUE (Nonrevenue) REVENUE (Revenue) |
| RS_OBJECT_TYPE | Rate Table Objects | COMM_AMT (Commission Amount) COMM_UNIT_CODE (Commission Unit Code) MAX_AMT (To Tier Maximum Amount) MIN_AMT (From Tier Minimum Amount) RATE_TB_NAME (Rate Table Name) TIER_UNIT_CODE (Tier Unit Code) |
| RULE_CREATE_TYPE | Rule Create Type for Root, Sibling, Child | CHILD (Child) ROOT (Root) SIB (Sibling) |
| RULESET_TYPE | Rule set Type | DATA_FLAG (Date Flag) END_DATE (End Date) EXPRESSION (Expressions) MODULE_TYPE (Module Type) OBJECT_NAME (Object Name) PARENT_RULE_ID (Parent Rule Identifier) RULES (Rules) RULE_ATTRIBUTES (Attributes) RULESET_ID (Rule set Identifier) RULESET_NAME (Rule set Name) RULE_ATTRIBUTE _ID (Rule Attribute Identifier) RULE_ID (Rule Identifier) RULE_NAME (Rule Name) SEQUENCE_NUMBER (Sequence Number) START_DATE (Start Date) |
| SALESREP_OPTION | Salesrep Option | ALL_REPS (All Resources) REPS_IN_NOTIFY_LOG (Resources in Notify Log) USER_SPECIFY (Resources specified by you) |
| SALESREP_STATUS | Salesrep Status | A (Active) I (Inactive) |
| SCALING_FACTOR | OSC: Scaling Factor | 0 (No Scaling) 1 (in tens) 2 (in hundreds) 3 (in thousands) 4 (in tens of thousands) 5 (in hundreds of thousands 6 (in millions) |
| SCENARIO_STATUS | Scenario Status | SET (Set) NOT_SET (Not Set) |
| SPLIT_FLAG | Split Flag | N (No Split) P (Proportional) Y (Non-Proportional) |
| SRP_OBJECT_TYPE | Salesrep Object Type | ALL_ROLE (All Sales Roles) EMP_NUM (Employee Number) END_DATE (End Date) PAY_GRP (Pay Group Name) PMT_PLN (Payment Plan Name) ROLE (Sales Role Name) SRP_NAME (Salesperson Name) SRP_TYPE (Salesperson Type) START_DATE (Start Date) |
| SRP_PAYEE_OBJECTS | SRP Payee Assigns Objects | COMP_NAME (Compensation Name) EMPLOYEE_NUMBER (Employee Number) END_DATE (Payee End Date) PAYEE_NAME (Payee Name) PAYEE_START_DATE (Payee Start Date) PE_NAME (Plan Element Name) ROLE_NAME (Role Name) SALESREP_NAME (Resource Name) START_DATE (@Payee Start Date) |
| TABLE_LEVEL | Table Levels | D (Dimension) H (Header Level) I (Internal) L (Line +) N (None) S (Sales Line) |
| TABLE_TYPE | Table Types | T (Table) V (View) |
| TABLE_USAGE | Table Usage | C (Collection) N (None) Y (Calculation) |
| TBL_COL_DETAIL | Table Column Detail | COL (Columns) |
| TIMESCALE | Timescale | PERIOD (Period) QUARTER (Quarter) YEAR (Year) |
| TIME_INTERVAL_TYPE | Time Interval Type | PTD (Period to Date) QTD (Quarter to Date) YTD (Year to Date) |
| TOP_BOTTOM_PERF | Top Bottom Performer | BOTTOM (Bottom) TOP (Top) |
| TRIGGERING_EVENT | Triggering Event | D (Delete) I (Insert) U (Update) |
| TRX_TYPES | Transaction Types | BALANCE_UPGRADE (Balance Upgrade) CBK (Clawback) CM (Credit Memo) DEP (Deposit) DM (Debit Memo) GBK (Giveback) INV (Invoice) MAN (Manual Transaction) ORD (Order) PMT (Payment) PMTPLN (Payment Plan) PMTPLN_REC (Payment Plan Recovery) RET (Order Return) UPGRADE (Upgrade) WO (Writeoff) |
| TRX_ROLLUP_METHOD | Transaction Rollup Method | INV (Invoice Processing Date) ORD (Order Processing Date) |
| TRX_STATUS | Commission Line Status | CALC (Calculated) CLS (Classified) COL (Unprocessed) NCALC (No Calculation) OBSOLETE (Obsoleted) PAYEE (Payeed) POP (Populated) ROLL (Rolled Up) XCALC (Failed Calculation) XCLS (Failed Classification) XPAYEE (Failed Payee) XPOP (Failed Population) XROLL (Failed Rollup) |
| UNIT_OF_MEASURE | Measurement unit | AMOUNT (Amount) EXPRESSION (Expression) PERCENT (Percent) STRING (String) |
| UNIT_TYPE | Unit Type | UNIT (Unit) REVENUE (Revenue) |
| VIEW_PROCESS_LOG_TYPE | View Process Log Type | ALL (All) BRIEF (Brief) MILESTONE (Milestone Only) ERROR (Errors Only) DEBUG (Debugs Only) |
| WORKSHEET_ACTION | Worksheet Action | APPROVE (Approve Worksheet) CREATE (Create Worksheet) LOCK (Lock Worksheet) REFRESH (Refresh Worksheet) REJECT (Reject Worksheet) REMOVE (Remove Worksheet) SUBMIT (Submit Worksheet) UNLOCK (Unlock Worksheet) |
| WORKSHEET_STATUS | Payment Worksheet Status | APPROVED (Approved) FAILED LOCKED (Locked) PROCESSING SUBMITTED (Submitted) UNPAID (Unpaid) |
| YES_NO | Yes or No | N (No) Y (Yes) |
| YTD_GRAPH_TYPE | YTD Graph Type | A (All) C (Achievement) E (Earnings) N (None) P (Payment) |