Incentive Compensation - Rules Real Time

Description

Compensation Analysts use it to verify the Credit, Roll-up and Classification rules setup. You can also use this subject area to report on Participant Assignment Rules. You can build ad-hoc queries and operational reports using this subject area. Credit rules determine who gets the credit for a sales transaction. Classification rules are used to classify sales transactions to user-defined categories such as credit categories. Generally these rules are organized in hierarchies.

Business Questions

This subject area can answer the following business questions:

• What are the credit rules which a credit receiver is assigned to?

• What are the criteria for a rule including the inherited criteria from the ancestors?

• What are the rules which contain the given criteria, for example Sales Channel = Distributor What are the classification rules which a credit category is assigned to?

• What are the rules effective as of the given date in the hierarchy?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Operations Manager

• Channel Sales Manager

• Incentive Compensation Analyst

• Incentive Compensation Manager

• Incentive Compensation Participant

• Incentive Compensation Participant Manager

• Incentive Compensation Plan Administrator

• Partner Administrator

Duty Roles

The following duty roles secure access to this subject area:

• Incentive Compensation Transaction Analysis Duty

Primary Navigation

Navigator > Incentive Compensation

Time Reporting

This subject area doesn't report historical data.

This subject area has no anchoring date.

Transactional Grain

Rules

Special Considerations

Administrators and analyst users need to have the BU assigned through 'Manage Business Unit Data Access for users' FSM task in order to see data. For further details please review "Configure Administrators to Acess Incentive Compensation" steps 7 - 13. https://docs.oracle.com/en/cloud/saas/sales/22c/oscus/configure-administrators-to-access-incentive-compensation.html#s20067888