Create Incentive Expressions with Predefined Functions

You can create predefined function expressions using Manage Expressions in the Compensation Plans work area.

Create Expressions with Predefined Functions

In most cases, you select plan component result attributes to pass to the predefined function.

1. On the Attributes menu, select Predefined functions in Functions.

2. Select the predefined function.

3. Click Add to Expression.

4. Click the left parenthesis (.

5. On the User Defined Objects menu, select Plan component result.

6. Search for and select the appropriate plan component.

7. In the Select an Attribute list, scroll to and select the attribute to pass to the function.

   If you select Plan Component Measure, then complete these steps before continuing to step 8.

   1. Search for and select the relevant performance measure.

   2. In the Select an Attribute list, scroll to and select the attribute to pass as the measure ID to the function.

8. Click Add to Expression.

9. Click ,.

10. Repeat steps 7 -- 9 as required.

11. Click the right parenthesis ).

In some cases, you enter a constant to pass to the predefined function.

1. On the Attributes menu, select Constant.

2. In the Add Constant field, enter the constant according to this table.

   Parameter	Constant to Enter
   Date 1 or Date 2	Date in the format dd/mm/yyyy Example: 01/06/2015
   Number of Intervals	Number of intervals you want the results for Example: If you want the rolling average attainment for the last three months, then enter 3.
   Period Type	D, W, M, Q for Days, Weeks, Months, or Quarters, respectively

To add the Credit category ID attribute to the Credit Category Name function or the Product ID attribute to the Product Name function, do these steps:

1. On the Attributes menu, select Credit and then the category or product ID, or your organization's user name for the column.

2. Click Add to Expression.

Identify Attributes Passed to Predefined Functions

This table identifies the attributes passed as input parameters by predefined function. The attribute names are the suggested user names to enter when enabling the attributes for calculation. The table also provides the table column name for each attribute as these attribute names might be different than those used by your organization.

Predefined Function	Column Name	Attributes
Credit Category Name	ELIGIBLE_CAT_ID	Credit category ID
Date Difference	CREDIT_DATE ROLLUP_DATE	Date 1 Date 2 Period Type Example expression: Date Difference(Date 1,Date 2,'D') 'D' is the constant entered for the period type Days.
Previous Interval Attainment and Prorated Measure Participation	SRP_COMP_PLAN_ID PLAN_COMPONENT_ID PERIOD_ID FORMULA_ID	Participant plan ID Plan component ID Period ID Measure ID
Product Name	INVENTORY_ITEM_ID	Product ID
Prorated Plan Component Participation	SRP_COMP_PLAN_ID PLAN_COMPONENT_ID PERIOD_ID	Participant plan ID Plan component ID Period ID
Rolling Average Attainment	SRP_COMP_PLAN_ID PLAN_COMPONENT_ID PERIOD_ID FORMULA_ID	Participant plan ID Plan component ID Period ID Measure ID Number of intervals Example expression: Rolling Average Attainment(Participant plan ID,Plan component ID,Period ID,Measure ID,4) 4 is the constant entered to specify for how many intervals, starting with the most recent, to provide the rolling average attainment.
YTD Target Incentive	SRP_COMP_PLAN_ID PLAN_COMPONENT_ID PERIOD_ID	Participant plan ID Plan component ID Period ID Number of intervals Example expression: YTD Target Incentive(Participant plan ID,Plan component ID,Period ID,4) 4 is the constant entered to specify quarterly payout frequency to provide the year-to-date target incentive. If the payout frequency is monthly, then you specify 12.