Import Your Incentive Compensation Performance Measure Data

You can use Import Management to create and update Incentive Compensation Performance Measure records.

To import incentive compensation performance measure records, perform the following tasks:

1. Map your source data to Oracle Applications Cloud object attributes.

2. Create source Comma Separated Values (.csv) file for import.

3. Create the import activity.

4. Review the import activity.

How You Map Your Source Data to Target Object Attributes

You import incentive compensation performance measure data into Oracle Applications Cloud from a CSV file containing your source data that's mapped to target Oracle Applications Cloud object attributes.

You must do the following before creating the .csv file for data import:

• Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.

• Ensure prerequisite steps are complete, such as understanding what attributes are required for importing your objects.

• Understand your options for uniquely identifying the records.

• Ensure parent records exist before importing child records.

• Identify the target object attributes that are required in the .csv file for a successful import

Before You Start

You must do some basic checks before starting your import. For example, make sure that:

• You have completed all the prerequisites for importing each attribute in your source data.

• You have all parent records in place before importing child records.

Required Attributes and Validations for the Incentive Compensation Performance Measure Object

To import data successfully into Oracle Applications Cloud, your CSV file must include the required attributes. Ensure that you provide valid values for the attributes. This table lists the required attributes for importing new Incentive Compensation Performance Measure records, required attributes for updating Performance Measure records, prerequisite setup tasks for the attributes, and specific validations, if any, for Incentive Compensation Performance Measure import:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating an Incentive Compensation Performance Measure record	Updating an Existing Incentive Compensation Performance Measure record
Name	The name of the performance measure.	None	Required	Not Required
PerformanceMeasureId	The unique identifier of the performance measure generated internally.	None	Not Required	Required
OrgId	The unique ID of the business unit to which the performance measure belongs.	None	Required	Required
StartDate	The date on which the performance measure becomes active.	Must be a valid date.	Requried	Not Required
EndDate	The date on which the performance measure becomes inactive.	Must be a valid date.	Required	Not Required
MeasureFormulaExpressionName	The name of the expression used in measure formula to calculate output of the performance measure.	None	Conditionally Required. Provide a value if MeasureFormulaExpressionId isn’t entered.	Not Required
MeasureFormulaExpressionId	The unique identifier for the measure formula expression for this performance measure.	None	Conditionally Required. Provide a value if MeasureFormulaExpressionName isn’t entered.	Not Required
Description	The description of the performance measure.	None	Required	Not Required
UnitOfMeasure	The standardized quantity used as a factor to express occurring quantities of the performance measure property.	Possible values include AMOUNT, PERCENT, QUANTITY, and SCORE. The default value is AMOUNT. A list of acceptable values is defined in the lookup CN_MEASURE_UOM.	Not Required	Not Required
NumberOfDimensions	The number of dimensions of the score card used in the performance measure.	None	Not Required	Not Required
UseExternalFormulaFlag	Indicates whether the performance measure uses an external formula from an external package.	Possible values include FALSE and TRUE. The default value is FALSE. A list of acceptable values is defined in the lookup CN_YES_NO. Review and update the value for this attribute using the Setup and Maintenance, Manage Incentive Compensation Lookups task.	Not Required	Not Required
ExternalFormulaName	The name of the external formula. This should be passed only if the UseExternalFormulaFlag is true.	None	Not Required	Not Required
IncludeInParticipantReportsFlag	Indicates whether to display the measure attainment in all views and reports.	Possible values include FALSE and TRUE.	Not Required	Not Required
RunningTotalFlag	Indicates whether to accumulate a calculation input, such as credit amount or credit quantity, over a period.	The default value is N so you need to explicitly pass Y if processing transaction is set as GROUP. Possible values include FALSE and TRUE. The default value is FALSE. This attribute is not applicable if ProcessTransactions is GROUP.	Not Required	Not Required
SplitOption	Specifies how to split the input number to a score card dimension.	Possible values include NONE to apply a single rate for the entire attainment, NON_PROPORTIONAL to apply multiple rates, which are fixed for an attainment within a tier, and PROPORTIONAL to apply multiple rates, which are proportional for an attainment within a tier. The default value is NONE. A list of acceptable values is defined in the lookup CN_SPLIT_TYPE_OPTION.	Not Required	Not Required
ProcessTransactions	Indicates how the application processes transactions individually or in a group in a measure.	The possible values include GROUP for group transactions for the specified interval, for attainment calculation (when selecting GROUP, pass Accumulation Flag as Y), and INDIVIDUAL to evaluate each transaction independently, for attainment calculation. So each transaction is considered independently. This can’t be updated once performance measure has been created. A list of acceptable values is defined in the lookup CN_PROCESS_TXN.	Not Required	Not Required
PerformanceInterval	The interval value that the performance is measured for. Also, for running total, the accumulated value is reset based on this interval value. Interval would represent a unit of time like month, quarter, year.	The default value is '-1000'. To get this value, describe the resource and use the finder listed to get all possible values.	Not Required	Not Required
DisplayName	The name of the performance measure displayed on the user interface to represent the performance measure.	None	Not Required	Not Required

You can view the Performance Measure object along with all its child objects and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.

Create the Source CSV File

You include the data that you want to import into Sales and Fusion Service in a source CSV file.

You can use the templates available in the Import Objects UI page to create the source CSV file. To download a template:

1. Go to Navigator > Tools > Import Management > Import Objects.

2. Select the Incentive Compensation Performance Measure object in the table and click Download.

You can now edit the downloaded file and provide valid values for the required attributes.

Note: For help in populating the CSV file and to avoid any issues in entering values, see the topic Potential Issues When Opening CSV Files With Excel in Related Topics section.

Create the Import Activity

After you have the CSV file ready, create an import activity to import the Performance Measure information. To create an import activity:

1. Go to Navigator > Tools > Import Management > Import Queue.

2. Click Create Import Activity in the Manage Imports page.

3. In the Enter Import Options page, provide a name for the import activity, and select Incentive Compensation Performance Measure from the Object drop-down list.

4. Select the CSV file in the File Name field, and click Next.

5. You would see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.

6. Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.

7. Review the import details on the Review and Submit page, and click Submit when you're ready.

Review the Import Results

Check if your import succeeded on the Manage Imports page. This page shows the status of all active, completed, and unsuccessful imports. To check the status of the import activity:

1. Go to Navigator > Tools > Import Management > Import Queue.

2. Click All Imports and search for the import activity that you created earlier.

3. Check the Status column for the import activity. The import is successful if the status displays as Completed. You can drill down on the import activity to go to the Import Status page which provides the status details of the import activity.