Synchronize Earning and Payment Data during Revert
Synchronize earning and payment data during the revert process. Whether the revert process is run separately or the reversal of earnings occurs as a part of other processes like crediting or classification, the payment data will be kept in sync with the latest reversed earnings.
This is controlled by a profile option 'Synchronize Earnings and Payments during Revert'. The default value of this profile option is set to No which means the data between payments and earnings will not be synchronized until the calculation process is run. This is because it increases the workload on the reversal process irrespective of where it is run from and can affect its performance. Only set it to Yes, if you run all the calculation processes separately and don't always run the processes all the way to Calculation (example: you just run revert, or crediting or rollup or classification but don't proceed ahead to Calculation) while you have payment batches being processed for those periods.
Keep data in earnings and payments in sync if you run processes separately and are actually creating payment batches while you are still changing transactions or rules and running processes like revert, crediting, rollup and classification without running calculation.
Steps to Enable
This feature is delivered disabled by default since it increases the workload on the reversal process irrespective of where it run from and can affect its performance. Enable it only if you run all the calculation processes separately and don't always run the calculation process and also stand a risk of the payment batches being processed while you are still doing reversals for a period that may be included in those payment batches.
To enable the feature:
- Log in as a user with Incentive Compensation Administrator Role
- Navigate to Setup and Maintenance
- Navigate to task 'Manage Incentive Profile Values'
- Search for Profile Option Code 'ORA_CN_SYNC_EARN_PMT_RVT' or profile display name 'Synchronize Earnings and Payments during Revert'
- Change the Profile value to Yes.
Tips And Considerations
By default, the synchronization of data between earnings and payments occurs when the Calculation process is run. This works fine for most customers who run the Run All Transactions process or who only initiate the payment batch process after they are done with calculation. Even for customers who have reversals after initiating the payment batch process, as long as you run all the processes all the way to calculation, the payment data will be in sync with earnings.
Therefore this feature is delivered disabled by default since it increases the workload on the reversal process irrespective of where it is run from and can affect its performance. Enable this feature only if you run all the calculation processes separately and also don't always run the processes all the way to Calculation (example: you just run revert, or Crediting or Classification but don't proceed ahead to Calculation) while you have payment batches being processed for a period that may be included in those processes.
Access Requirements
Incentive Compensation Administrator role
Incentive Compensation Analyst role
Incentive Compensation Manager role