Import Your Incentive Compensation Rate Table Rates Data

You can specify the exact parties you want to import as participants. You can also use import specifically for individualized rates. Individualized rates are used when each participant has different rates based on their achievement. Based on Plan Components and participant plan assignments individualization can be enabled.

Note: The individualization must be enabled prior to importing individualized rate table rates.

You can import Incentive Compensation Rate Table Rates using these steps:

Map your source data to Oracle Applications Cloud object attributes. This way the import process would know where to insert each of the information bits.
Create the source CSV file for import.
Create the import activity.
Review the import results.

How You Map Your Source Data to Target Object Attributes

You import Incentive Compensation Rate Table Rates into Oracle Applications Cloud from a CSV file containing your source data that's mapped to target Oracle Applications Cloud object attributes.

Before you create the source data file, you should:

Know how your source data attributes map to the target object attributes in Oracle Applications Cloud. Match each column from the source file to an attribute in the Incentive Participants import object.
Finish all prerequisite steps, such as understanding what attributes are required for importing your objects.
Know how you can uniquely identify the records.
Check the target object attributes required in the CSV file for a successful import.
Ensure that you don't insert duplicate Incentive Participants while importing, to avoid redundant data.

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 Incentive Compensation Rate Table Rates 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 Incentive Compensation Rate Table Rates, prerequisite setup tasks and specific validations, if any.

Note: To load rates at the plan component level, you must specify the measure name as planComponentName_IncFrm. The addition of _IncFrm is to differentiate the record loading between measure level and plan component level.

Attribute	Description	Prerequisite Setup Task/ Import Validations	Updating an Incentive Compensation Rate Table Rate
BusinessUnit	The unique numeric identifier for the Oracle Fusion Incentive Compensation business unit.	None	Conditionally Required. Provide a value if OrgId isn’t provided.
OrgId	The unique identifier of the organization.	The business unit should be valid.	Conditionally Required. Provide a value if BusinessUnit isn’t provided.
ParticipantName	The name of the participant.	Must match unique participant in business unit. If it isn’t unique then provide additional identifiers.	Conditionally Required. Provide a value if PartyNumber or ParticipantId isn’t provided.
ParticipantId	The unique identifier of the participant.	None	Conditionally Required. Provide a value if ParticipantName isn’t provided.
PartyNumber	The alternate unique identifier of the party.	The PartyNumber must match a participant for the given BU.	Conditionally Required. Provide a value if ParticipantName isn’t provided.
CompPlanName	The name of the compensation plan.	Must be a valid compensation plan that is assigned to a specified participant.	Conditionally Required. Provide a value if CompPlanId isn’t provided.
PlanAssignStartDate	The date when the plan assignment starts.	Must match start dates of an existing plan assignment for specified participant	Conditionally Required. Provide a value if you're setting the rates for a specific plan assignment. Also required if someone is assigned to the same plan at different times.
PlanAssignEndDate	The date when the plan assignment ends.	Must match end dates of an existing plan assignment for specified participant	Conditionally Required. Provide a value if you're setting the rates for a specific plan assignment. Also required if someone is assigned to the same plan at different times.
PlanComponentName	The name of the plan component.	Must be a valid plan component with individualization set to All or Rates	Conditionally Required. Provide a value if PlanComponentId isn’t provided.
RateTableName	The name of the rate table.	None	Required
RateTableStartDate	The date when the rate table starts.	None	Conditionally Required. Provide a value if multiple rate tables are assigned to the same plan component or performance measure.
RateTableEndDate	The date when the rate table ends.	None	Conditionally Required. Provide a value if multiple rate tables are assigned to the same plan component or performance measure.
RateValue	The value of the rate.	None	Required
Dim1Name	The dimension name.	None	Required
Dim1Tier	The dimension tier	None	Required

Go to Navigator > Tools > Import Management > Import Objects, to see all the attributes of the Incentive Compensation Rate Table Rates object. The page also lists attribute information like type, length, description, and so on.

Note:

The import won’t make changes to non-individualized rate table rates that are established when setting up plans.
When configuring compensation plans, multiple rate tables can be added to a plan component or performance measure using effective dates. When multiple rate tables are associated in this way, values must be included for Rate Table Start and End Dates to specify which set of rates are to be adjusted.

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:

Go to Navigator > Tools > Import Management > Import Objects.
Select the Incentive Compensation Rate Table Rates 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 Incentive Participants information. To create an import activity:

Go to Navigator > Tools > Import Management > Import Incentive Participants.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Incentive Compensation Rate Table Rates from the Object drop-down list.
Select the CSV file in the File Name field, and click Next.
You would see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.
Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
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:

Go to Go to Navigator > Tools > Import Management > Incentive Compensation Rate Table Rates.
Click All Imports and search for the import activity that you created earlier.
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.