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Oracle Incentive Compensation Implementation Guide

Contents

Title and Copyright Information

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Introduction

Implementing Oracle Incentive Compensation

Oracle Incentive Compensation Basics

Responsibilities in the Compensation Process

The Oracle Incentive Compensation Process

Getting Started

Using the Notes Feature

Starting Implementation

Beginning The Implementation Process

Implementation Task Sequence

Oracle Incentive Compensation Command Center Setup

Setting Up Incentive Compensation Command Center

Setup and Configuration Steps for Incentive Compensation Command Center

Setting Profile Options for Incentive Compensation Command Center

Loading Incentive Compensation Data

Mandatory Dependencies and Integrations

Mandatory Dependencies

Oracle Resource Manager

Oracle General Ledger

Oracle Payables

Oracle Receivables and Oracle Order Management

Oracle Human Resources

Oracle Quoting or Third Party Quoting Application

Oracle Territory Manager

Oracle Transportation Management

Integrate with the Territory Assignment Engine

Modify the Code in the API Template

General Ledger Setups

General Setup Tasks

Define Period Types

Define Accounting Calendar

Define Currency

Define the Set of Books

Application Parameter Setups

Application Parameters

Set up General Parameters

Set up General Ledger Parameters

Define Interval Settings

Define Credit Types and Conversion Factors

Collection Setups

Set up Collection Parameters

Configure Tables and Columns for Collection

Define External Table Mapping for Collection

Define Collection Sources and Mapping

Add a New Transaction Source to the TRX TYPES Lookup

Notification Queries

Collection Query

Generate Collection Packages

Calculation Setups

Calculation Setup

Set Up Calculation Parameters

Configure Tables and Columns for Calculation

Define External Table Mappings for Calculation

Payment Setups

Set Up Payment Parameters

Account Generator

Define Pay Element Mappings

Credit Allocation Setups

Set up a New Transaction Source

Configure Transaction Source Mappings

Set up Workflow Options

Set Up Workflow Background Process

View Workflow Background Process Results

Profile Options

Profile Options

Table of Profile Options

Viewing and Editing Lookups

Creating a Lookup

List of Lookups

Archive and Purge

Planning for Archive and Purge

Archive and Purge Process

Project Checklist

Functional Prerequisites

Understanding Volume Data Areas

Understanding OIC Archive and Purge

Scope

Architecture of OIC Archive and Purge

Phases of Archive and Purge Processing

Archive and Purge OIC Periods Concurrent Program

Public API

Tips and Troubleshooting

SQL Insert Statement for Credit Allocation

SQL Insert Statement for Credit Allocation

Compensation Plan Templates

Implementing Compensation Plan Templates

Setting Up Oracle Incentive Compensation for Oracle Transportation Management Integration

Configuring Tables and Columns

Defining External Tables

Defining Collection Sources and Mapping

Generating Collection Packages