5 Oracle Incentive Compensation

Oracle Incentive Compensation is a sophisticated application that helps enterprises manage their business objectives by controlling the way they compensate their sales forces. Oracle Incentive Compensation is designed to calculate and pay compensation to salespeople (resources). It is flexible enough to compensate, vendors, suppliers, and partners.

This chapter describes the following test flows in Oracle Incentive Compensation:

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

5.1 Create Role Group Resource

Creates roles of type Sales Compensation, and groups having usage as Sales Compensation. Creates resources, and quota sales credits are added to resources to convert them from resources to sales representatives. Finally these resources are assigned with the above created role and associated to the above created group.

Prerequisites

  • User is logged in with the CRM Resource Manager responsibility.

Profile Options

Not applicable.

Predefined Data

Table 5-1 Predefined Data for Create Role Group Resource Flow

Window Name Field Name Field Value

Resource

Category LOV

Other (It can be an Employee, if created in HRMS and imported in CRM Resource Manager application)

Resource - Receivables tab

Sales Credit Type

Quota Sales Credit

Resource - Roles tab

Role Type

Sales Compensation


Setup Data

Table 5-2 Setup Data for Create Role Group Resource Flow

Window Name Field Name Field Value

Resource - Receivables tab

Operating Unit

Vision Operations


5.2 Create Rate Table

Creates rate dimension of type Percent with a single tier, and rate table of type Percent. The rate dimension is mapped to the rate table and rates are updated for the rate table.

Prerequisites

  • Logged in user has Plan Administrator responsibility.

Profile Options

Not applicable.

Predefined Data

Table 5-3 Predefined Data for Create Rate Table Flow

Page Name Field Name Field Value

Create Rate Dimension

Type

Percent

Create Rate Table

Rate Type

Percent


Setup Data

Not applicable.