Manage Custom Qualifiers and Lookups

You can create incentive compensation custom rule qualifiers. These qualifiers apply for crediting, classification, and participant role assignment rules. In the Setup and Maintenance work area, use the following tasks.

1. Register Custom Qualifier Tables and Views

2. Manage Incentive Lookups

3. Manage Value Sets for Custom Qualifiers

4. Manage Incentive Descriptive Flexfields

5. Manage Custom Rule Qualifiers

Register Custom Qualifier Tables and Views

Use registered tables, views, and lookups to dynamically create the Business Object choice list on the Create Value Set for Custom Qualifier page. Unregistered objects aren't available in that choice list and can't be used to create a value set. You can register custom objects as well as any lookups where the selected module is Incentive Compensation.

Manage Incentive Lookups

To create an incentive compensation lookup:

1. Start the lookup type with CN_.

2. Set the module to Incentive Compensation.

Note: You can register custom qualifier lookups only when the selected module is Incentive Compensation.

Manage Value Sets for Custom Qualifiers

On the Create Value Set for Custom Qualifier page, you select the business object from a choice list that contains only the registered tables, views, and lookups.

You can also validate whether the value set satisfies your business requirements before creating the custom rule qualifier. To perform the validation:

1. Add a data filter for the new value set.

2. Run a test to see up to the top 100 results for the display column and column ID or column values for the value set.

You can't use value sets created using the common Manage Value Sets task with custom qualifiers.

Manage Descriptive Flexfields for Custom Qualifiers

When you create a descriptive flexfield, also select BI Enabled so that the attribute is available for use in business intelligence dashboards and reports.

Manage Custom Rule Qualifiers

This task exposes the attribute on the relevant incentive compensation rule and transaction pages, as well as any transaction spreadsheets that you generate after completing the task. Some attributes aren't available in the Name field, for example, transaction attributes like invoice number, order number, and transaction number.