Enable Custom Attributes for Crediting and Classification Rules

Your transactions capture custom attributes using descriptive flexfields. You can use the attributes to determine who should receive credit or to classify the transaction. Classification ties a transaction to a specific performance measure on a plan.

Enable a flexfield that uses an LOV to select customer account levels.

1. Create a lookup type and code.

2. Create a value set.

3. Enable the descriptive flexfield segment to be used.

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

Create a Lookup Type and Code

Create a value set for a list of values for the attribute. In this example, create a lookup type to store specific lookup codes for the list of values.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales

   • Functional Area: Incentives

   • Task: Manage Incentive Compensation Lookups

2. In the Manage Incentive Compensation Lookups page, create a lookup type by entering these values.

   Field	Value
   Lookup Type	CUST_ACCT_LVL
   Meaning	Customer Account Level
   Module	Shared (It can be used everywhere within Incentive Compensation

3. Save.

4. Create lookup codes by entering these values.

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

5. Save.

Creating a Value Set

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

2. In the Manage Incentive Compensation Value Sets page, enter these values.

   Field	Value
   Value Set Code	CUST_ACCT_LVL_LOV
   Description	Restrict data to CUST_ACCT_LVL 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 = 'CUST_ACCT_LVL'
   ORDER BY Clause	DISPLAY_SEQUENCE

3. Save.

Enable the Descriptive Flexfield Segment

1. In the Setup and Maintenance work area, go to the Manage Incentive Descriptive Flexfields task.

2. In the Manage Incentive Descriptive Flexfields page, search for the flexfield code CN.

3. From the result select Base Transaction and Edit.

4. Complete these fields to create a new descriptive flexfield global segment.

   Field	Value
   Name	Customer Account Level
   Code	Customer_Account_Level (default)
   API Name	CustomerAccountLevel (default)
   Data Type	Character
   Table Column	ATTRIBUTE11
   Value Set	CUST_ACCT_LVL_LOV
   BI Enabled	Selected

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

Designate and Enable the Attribute to Be Used for Crediting and Classification

1. In the Setup and Maintenance work area, go to the Manage Custom Rule Qualifiers task.

2. In the Manage Custom Rule Qualifiers page, add a new record and enter these values.

   Field	Value
   Rule Type	Credit and Classification rules
   Lookup Type	Fixed Choice List
   Qualifier Usage	Global
   Qualifier Operators	Select Equal to Note: Only select the qualifier operators (Equal, Like, Between) that you plan to use. Selecting all or Between impacts performance.
   Name	Customer Account Level

   Some fields aren't available to be added as custom qualifiers.

3. Click Save and Done.

   Note: After you save your custom rule qualifier, you can edit the qualifiers to add more operators for a specific business unit.

4. In the Setup and Maintenance work area, go to the Configure Tables and Columns task.

5. In the Configure Tables and Columns page, make sure you are pointing to the correct business unit.

6. Select the table CN_TP_TRANSACTIONS_ALL.

7. Confirm the check boxes for crediting and classification are enabled for the Customer Account Level attribute.

   Tip: The User Name field for the attribute column is blank. If you plan to also use this attribute column in expressions, then give it a name.

8. Save.