26Installing Mobile Commissions and Using Estimated Compensation

This chapter contains the following:

Overview of Mobile Commissions

Your smartphone and tablet go with you. Use them to check your compensation activities any time and stay current on your sales progress, commissions, and disputes.

Available Tasks

You can:

  • View your credits, earnings, performance, payments, and active compensation plans for a selected period.

  • Look up payment components, balances, and other details.

  • Review your earnings by plan component and performance attainment by each measure.

  • Check the status and details of any disputes.

  • Check your most recent payments, earnings, disputes, and credit transactions to track whether you're on target for the current period.

  • View a selected OTBI report.

Before You Implement Mobile Commissions

Do these actions first:

  • Set up Incentive Compensation.

  • Assign participants to compensation plans.

  • Determine if your mobile device meets mobile system requirements. See the System Requirements for Oracle Applications Cloud.

Install the Oracle Mobile Commissions iPhone Application

This procedure shows you how to install Oracle Mobile Commissions on your iPhone. Before you can install Oracle Mobile Commissions, you must be an incentive compensation participant and be assigned a compensation plan.

Do these tasks to install Oracle Mobile Commissions:

  1. Use your iPhone to sign in to iTunes and access the App Store.

  2. Search for Oracle Mobile Commissions and then tap Install.

  3. Ask your administrator if he's using the URL-based or mobile application-based configuration.

    • If it's URL-based, then click the URL the administrator sends in an email.

    • If it's mobile application-based, then copy the URL provided by the administrator and paste it in the Host text box and click Proceed.

  4. Open the Oracle Mobile Commissions application and enter your user name and password.

  5. Sign in to the Oracle Mobile Commissions application.

Install the Oracle Mobile Commissions Android Application

This procedure shows you how to install Oracle Mobile Commissions on your Android device. Before you can install Oracle Mobile Commissions, you must be an incentive compensation participant and be assigned a compensation plan.

Do these tasks to install Oracle Mobile Commissions:

  1. Use your Android device to sign in to Google Play, then browse the Apps.

  2. Search for Oracle Mobile Commissions and then tap Install.

  3. Ask your administrator if she's using the URL-based or mobile application-based configuration.

    • If it's URL-based, then click the URL the administrator sends in an email.

    • If it's mobile application-based, then copy the URL provided by the administrator and paste it in the Host text box and click Proceed.

  4. Enter your user name and password.

  5. Sign in to the Oracle Mobile Commissions application.

Use Estimated Compensation

You can create deals and then estimate your compensation for those deals. The estimator classifies your deals and calculates your compensation according to your compensation plan.

  1. Navigate to Incentive Compensation.

  2. In the Tasks pane, click Estimated Compensation.

    The estimated earnings charts provide a quick view of your current and estimated earnings. They are calculated using your compensation plans, and you see a graph for each component of the plan.

  3. Click Potential Attainment to see your current and potential attainment for each performance measure in your compensation plan.

  4. Click the Table icon to see the data in a table format.

  5. Click Show to choose to see all deals, only deals that were successfully estimated, or deals that failed classification and calculation.

  6. Click Select Deals.

  7. Click Show. You can limit the deals shown to a specific quarter.

  8. If you see an exclamation point beside the close date, it means that the close date for this deal has already occurred. Check to see if this deal closed or if the date is incorrect.

  9. To delete or duplicate a deal, use the menu in the Actions column.

  10. Click Create Deal.

    Use this page to create one or more new deals. If you enter a credit category, then the estimator skips classification and uses the credit category of the deal to match the correct compensation plan and plan components.

  11. Click Cancel.

  12. Use the check boxes to select at least two deals to estimate.

  13. Click Submit.

  14. Click Potential Attainment.

    You can see your current and potential earnings for the selected deals. Not only can you see how much you can possibly earn for commission, but you can also see how much this sale might affect your quarterly bonus.

  15. Click Estimated Earnings.

    You can see the current attainment and potential attainment for your selected deals.

Use REST APIs to Estimate Compensation

You can estimate your compensation for potential sales using the Calculation Simulations REST API.

What's Needed Before You Estimate Compensation

You have a one-time setup step to do in Setup and Maintenance:

  • Offering: Sales

  • Functional Area: Incentives

  • Task: Deploy Flexfield

Deploy the base transaction descriptive flexfields. Then run the process Regenerate Formula Packages for estimated compensation.

What To Expect When You Make a Call

Here's what to expect when you make a call to estimate compensation using REST:

  • You can pass one simulation transaction per simulation call.

  • The credited participant passed in the payload is assumed to get credit for the transaction. The REST service doesn't perform crediting.

  • The estimated compensation amount is only an estimate. The results when actual calculation is recorded on a real transaction can be different.

  • When your compensation plan contains an expression that contains user-defined queries, performance depends on the performance of the user-defined query.

You must have one of these roles to use the Calculation Simulations REST service.

  • Compensation Analyst

  • Compensation Manager

  • Plan Administrator

Limitations

Expressions in your compensation plans don't always calculate well when you estimate compensation. Here are some examples.

  • Non-aggregated and aggregated elements used in the same expression. For example, SUM(Credit Amount) + Goal. A better approach is to split this into two performance measures:

    • Measure 1: SUM(Credit Amount)

    • Measure 2: Measure1.Output + Goal

  • MAX and MIN are only valid if used at the beginning of a transaction and nothing else is after it.

    • MAX (Credit Amount) * 2 is invalid.

    • MIN (Credit Amount) / Goal is invalid.

    • MIN (Credit Amount/Goal) is valid.

  • Average and Standard Deviation functions aren't supported.

  • Conditional statements while using grouped functions and conditions.

    CHOICE (
     IS_GREATER ( SUM(Credit Amount), 1000),
     SUM (Credit Amount) * 0.1,
     SUM (Credit Aount) * 0.5
     )

    For example, the sum of existing credits is already 1500 and the existing compensation is 0.1 * 1500 equals 150.

    You want to estimate for a new simulated transaction worth 100. The estimation uses the 100 by itself, which is less than 1000. So the estimate uses the rate of 0.5, which is 50 added to your existing 150 equals 200.

    But a real transaction of 100 is added to the existing 1500. 1600 is greater than 1000 and the rate applied is 0.1 which equals 1600.

Cleanup

Delete simulations when they're no longer needed. This helps ensure accurate results and better performance.