This chapter covers the following topics:
Oracle Incentive Compensation provides seven reports that are used by Compensation Analysts and Compensation Managers to assist in monitoring the processing of transactions.
Commission Statement
Earnings Statement
Year to Date Summary
Transaction Details Report
Attainment Summary
Performance Detail Report
Compensation Group Hierarchy Report
The first six reports can be accessed from the Compensation tab on the Resource View page. Three of the reports, including the Compensation Group Hierarchy Report, are available directly in the Navigator.
Five reports are used by Incentive Compensation Users and their managers to track their progress towards achieving their sales goals:
Commission Statement
Year-to-Date Summary
Earnings Statement
Attainment Summary
Performance Detail Report
A resource can export these reports to a CSV file for use with a spreadsheet program such as Microsoft Excel. Or, the resource can publish the report using XML Publisher.
For all of the self-service reports, RTF Word Templates and data sample files have been delivered. These allow the Compensation Manager to redesign the look and feel of the reports that are published in pdf format, as well as to add and delete columns to suit the company's business needs and data. XML Publisher can be configured to work with Workflow and Concurrent Manager so the reports can be sent out automatically. Reports also can be published in Excel, Word, or plain text.
In addition, ten Oracle Discoverer reports are supplied with this release. Oracle Discoverer is an ad hoc query, reporting, analysis, and web publishing tool. It is tightly integrated with Oracle E-Business Suite Release 12. Oracle Discoverer is useful in Oracle Incentive Compensation for creating, modifying, and executing ad hoc queries and reports. See Discoverer Workbooks.
For some of the reports, when you click the link, a Resource Search page appears. Use search parameters to get to a Resource Search Results page. A few reports display another search parameter page after you make a selection from the Resource Search Results page.
The Compensation Group Hierarchy report displays compensation groups and the resources in each, and also shows the roll up hierarchy of the groups in relation to each other. In the Level column, the number indicates the level in the hierarchy of the compensation group. A Level 1 group is at the top of the hierarchy, and is also at the top of the report.
The Transaction Details report shows transactional details for a specific resource. It is primarily used by Compensation Analysts. The report can be run to show results of any specified period and transaction status. This report allows users to search for and display data for non-direct credit receivers as well as direct credit receivers.
The Attainment Summary is a snapshot of salespeople achievement and earnings. Achievements are shown against interval to date quota and annual quota. Earnings totals are broken down by period to date and interval to date. This report was earlier known as the Quota Performance report.
The Performance Detail Report provides quota attainment detail not available in other reports. It contains target, attainment, and attainment to target % at the plan element and eligible product level for a resource. It contains a chart that displays total quota to total attainment amounts. The report is accessible by Compensation Managers, Compensation Analysts as well as by Incentive Compensation Users and their managers.
The Commission Statement report is designed to be easily understood. It includes a Balance Summary that shows balances, earnings, recoverable and nonrecoverable amounts, payment due and ending balance. In the Commission Summary section you can select details for commission, bonus, or payment adjustments. This section also includes a graph.
Resources and their managers can access the Commission Statement report through the following responsibilities:
Incentive Compensation User (Self-Service)
Incentive Compensation User (Manager Self-Service)
or by using the Sales Dashboard through the Sales User responsibility in Oracle Sales.
You can select the Compensation Reporting Hierarchy usage in Resource Manager as the Group Usage for all Sales Compensation Groups to determine user access to the Commission Statement report. This usage makes it easier to set up reporting structures so that managers have access to commission statements for the people that report to them. This usage can be set up by the Incentive Compensation Administrator in the General Parameters area of the Configuration Workbench.
Notes
If you are logged in as an Incentive Compensation User the reporting currency field automatically defaults to your local currency.
The Payment Batch list of values is associated with the salesperson selected.
In the Commissions Summary area, selecting Commission, Bonus, or Payment Adjustments partially refreshes the page, giving you the details associated with the selection.
In the Commission: Plan Element Details area, select a specific plan element or all plan elements from the View drop-down list. This partially refreshes the page and gives you the details associated with the selection.
When you click the Export button to download the report information to a spreadsheet, the downloaded report includes all possible columns, not just the ones that are selected for on-screen display.
The Year to Date Summary is an overview of a resource's achievements, commission and bonus earnings and advances or draws.
The figures are grouped by period and by plan element. The Compensation Manager or Compensation Analyst can control which plan element appears as a quota or bonus category by checking the Quota Group box on the Plan Element page. If you check:
Quota: The plan element name displays in the Quota category.
Bonus: The plan element displays in the Bonus category.
None: The plan element name does not display.
The payout section is grouped by earnings type and by period.
Notes
Any transactions from December must be posted in order to appear in the January summary for the following year.
To reset the salesrep subledger balances (cn_srp_periods) to zero at the beginning of each fiscal year during calculation and payment, set the Reset Balances Each Year profile option to Yes. If it is set to No, the default setting, the balances carry over across fiscal years. You should decide which option you want to use for carrying forward balances and set it before using the application. If the profile is changed after the application has been used and calculations are run, you must rerun calculation to synchronize and accumulate the balances.
The Earnings Statement Report gives you a complete look at all of the transactions for a resource for a selected period. These transactions include both direct credit acquired by the resource as well as indirect credit acquired by the resource through his or her direct reports. The search criteria Period Type and Period are used in conjunction with each other.
If the Period Type is Period and the Period is Nov-07, then the report will display all transactions for the month November 2007.
If the Period Type is Quarter and the Period is Nov-07, then the report will display all transactions for the quarter in which November 2007 falls.
If the Period Type is Year and the Period is Nov-07, then the report will display all transactions for the year in which November 2007 falls.
You can personalize the Earnings Statement Report by creating views. A view can be created by using the Save Search button or by using the Views panel > Personalize > Create View. After you've performed a search in the Earnings Statement Report, if you want to save the result for future reference, a click the Save Search button. This will lead you to the Create View page where you can specify the displayable columns, the sort order and the search criteria. After you have saved this view, you can access it by clicking on the Views button on the Earnings Statement report. It is advisable to create a view which has both Period Type and Period search criteria specified. If only one of these criteria are specified, the application will not take it into consideration.
The XML based WebADI report can be leveraged by users to visualize plan components and rules through network analysis tool sets. The exportable XML report conforms to the Graph Exchange XML Format ( GEXF), a language for describing network structures like nodes and edges. In context of Oracle Incentive Compensation, the nodes would refer to plans and the components of plans, while the edges would refer to the relationships between nodes or the association of a plan to their component pieces.
The ability to visually render a plan, its relationships and its rules can drive greater agility and productivity from plan administrators because they can understand more efficiently how a plan is built to facilitate accurate and agile plan changes.
To enable this enhanced plan visualization, plan administrators can export plan objects and their relationships as nodes and edges wherein nodes are plan objects and edges are the relationships between the objects. The GEXF file format is used to save the exported information which can then be opened with network analysis tool sets to provide interactive exploration and visualization of plans.
Launching XML based WebADI reports
Navigate to Plan Administrator> Compensation Plans and Components > Maintain Compensation Plans
In the Compensation Plans page, select the Operating Unit. Click Go.
Use the Export icon to launch the XML based WebADI report for a compensation plan.
Select to open or save the report as an XML file. This file conforms to the Graph Exchange XML Format ( GEXF) and can be used with network analysis tools that provide the visualization.
Oracle Discoverer is an ad hoc query, reporting, analysis, and web publishing tool. It is tightly integrated with Oracle E-Business Suite Release 12. Oracle Discoverer is useful in Oracle Incentive Compensation for creating, modifying, and executing ad hoc queries and reports.
Nine predefined Discoverer workbooks are provided in this application. For more information on these reports, see below.
The predefined Discover reports are explained below.
This workbook allows the monitoring and analysis of batch calculation processes as they run.
This workbook shows, for a given effective date, all plan element and revenue class assignments for a compensation plan. The workbook can be used to list eligible products that identify a compensation plan's plan elements that will generate compensation.
This workbook checks pay group assignment and compensation plan validity for a specific effective date. There are two worksheets, one for invalid compensation plans and one for resources without a pay group. This report should be run before initiating a calculation batch process.
This workbook identifies resources whose compensation plan assignments are not correlated with their pay group assignments. This report should be run before starting the calculation process.
This workbook provides transaction details by resource for a specified time period. It can also be run for a specific analyst for a time period to collect all transactions for all analyst resources. All transactions that have been calculated successfully are reported. It displays batch calculation process status.
This workbook provides transaction details by resource for a specified time period. It can also be run for a specific analyst for a time period to collect all transactions for all analyst resources. All transactions are reported irrespective of their status. It displays the same information as the online version of the report.
This workbook shows the details of the calculation formula that is associated with a resource's compensation plan. There are two worksheets. One worksheet shows input and output expressions for calculation and another worksheet shows input and output expressions used for forecasting. The worksheets identify all incomplete formulas that have been assigned to resources and also identifies all formulas that utilize a specific expression.
This report captures all of the assignments that a resource has: compensation group, role, compensation plan, pay group, analyst, and effective date assignments for resources.
The Transaction Status report enables analysts to obtain transactional data for all of their resources that are in a specific status. From viewing the results of this report, the analyst can then select a single transaction and initiate a query that returns all the records that share the same transaction header ID. This means that the analyst can have a 360 degree view of all reversals, obsoleted transactions, frozen transactions, split transactions, RAM adjustments, and so on, for a single transaction.