Enable Custom Attributes for Qualifying Criteria

When defining the classification rules, direct credit rules, or participant assignment rules, the list of values ( LOV ) for the qualifying criteria can be set up with custom attributes.

This example shows how to create a lookup for the Support Level attribute and designate the attribute to use for crediting or classification.

The classification process uses classification rules and credit categories to classify base or credit transactions. The crediting and rollup processes use credit and rollup rules to do the following:

• Identify the transactions that qualify for crediting and rollup as well as the direct and rollup credit receivers.

• Determine the percentage of credit (revenue or non-revenue) each receiver gets.

1. Create the list of values for the attribute field. (Optional)

   1. In the Setup and Maintenance work area, go to the Manage Incentive Lookups task:

      • Offering: Sales

      • Functional Area: Incentives

   2. Click New.

   3. Enter the lookup type SUPT_ACCT_CLASS with a meaning of Support Account Classification and the Shared module.

   4. Save

   5. In the Lookup Codes region, click New and enter these lookup codes:

      Code	Sequence	Enabled	Meaning
      PREMIER	1	Selected	Premier Support
      GOLD	2	Selected	Gold Support
      SILVER	3	Selected	Silver Support

   6. Click Save and Close.

2. Create a value set to apply to the descriptive flexfield segment named Support Level in the next step. This value set restricts the data in Support Level to the three levels in your LOV. (Optional)

   1. In the Setup and Maintenance work area, go to the Manage Incentive Value Sets task:

   2. Click Create.

   3. In the Create Value Set page, enter or select these fields:

      Field	Value
      Value Set Code	SUPT_ACCT_CLASS_LOV
      Description	Restrict data to SUPT_ACCT_CLASS lookup values
      Module	Incentive Compensation
      Validation Type	Table
      Value Data Type	Character
      FROM Clause	FND_LOOKUP_VALUES_VL
      Value Column Name	LOOKUP_CODE
      Description Column Name	MEANING
      ID Column Name	LOOKUP_CODE
      WHERE Clause	LOOKUP_TYPE = 'SUPT_ACCT_CLASS'
      ORDER BY Clause	DISPLAY_SEQUENCE

   4. Save and close.

3. Enable the descriptive flexfield segment to be used. (Optional)

   1. Go to the task Manage Incentive Descriptive Flexfields.

   2. Search the flexfield code CN and select the flexfield name Base Transaction and Edit.

   3. Create a new descriptive flexfield global segment.

      Field	Value
      Name	Support Level
      Code	Support_Level
      API Name	SupportLevel
      Data Type	Character
      Table Column	ATTRIBUTE11
      Value Set	SUPT_ACCT_CLASS_LOV
      BI Enabled	Select if you want to see this field in the BI subject area Incentive Compensation - Transaction Real Time

   4. Save and close.

   5. In the Flexfield Summary page, select the flexfield and click Deploy Flexfield.

4. Designate the attribute to be used for crediting and classification.

   1. Go to the task Manage Custom Rule Qualifiers.

   2. Click New.

   3. Enter these field values:

      Field	Value
      Name	Support Level
      Rule Type	Credit and Classification Rules
      Lookup Type	Fixed Choice List Dynamic Choice List allows a user to enter values and it will save to the list. You can also leave this blank if don't want an LOV.
      Qualifier Operators	Equal to Only select the qualifier operators that you plan to use. Selecting all (especially Between) has performance impact. However, once you save your custom rule qualifier, you can't edit to enable other qualifier operators. You then must remove it from all rules before being able to delete this custom qualifier.

   4. Save.

5. Enable the attribute for crediting and classification. If you're enabling the attribute for participant assignment rules, then select the table CN_SRP_PARTICIPANT_DETAILS_ALL instead of CN_TP_TRANSACTIONS_ALL..

   1. Go to the task Configure Tables and Columns.

   2. Select the table CN_TP_TRANSACTIONS_ALL.

   3. Find the ATTRIBUTE11 Support Level column and select Enable for Classification or Enable for Crediting, or both.

   4. The User Name for the attribute column is blank. You can leave it blank, but if you plan to also use this attribute column in expressions (Calculation), then give it a name.

   5. Save and close.

6. Verify that your attribute is available for classification rules or direct credit rules.