Guide to create a test

OIC Comp Plan

Author: Manoj Sharma

Last Update: 27/3/2013

Scenario

Organization ABC Laptop Services wants to payout their sales reps based on below matrix/rates

Total Order Line Value(for Laptop)

% commission payout (on total order line value)

0-1000 5

1000-2000 10

2000-9999999 15

For example if a salesrep has order line with order line amount 1299, he should be paid 10% of total

order line amount as commission (1299*10%= 129.90).

Pre-Requisites

All required feeding applications are configured (General Ledger, HRMS, CRM Resources etc)

Required table columns are configured (Calculation & Classification) in OIC under Incentive

Comp Administrator>Workbench Configuration>Configure Table and Columns for

‘CN_COMMISSION_HEADERS’

Required OIC Profiles and Parameter Setups are completed

Required OIC periods are open

Product, Product Hierarchy and Product Classification is configured in OIC

Refer OIC Implementation guide for more detail on base OIC setups

1) Navigate to Plan Administrator responsibility>Maintain Plan Components>Expression

Create input expression as below (note: commission_headers.transaction_amount is configured

as Order Value on this instance)

2) Navigate to Plan Administrator responsibility>Maintain Plan Components>Expression

Create output expression as below (note: commission_headers.transaction_amount is

configured as Order Value on this instance)

3) Navigate to Plan Administrator responsibility>Maintain Plan Components>Rate Dimension

Create Rate Dimension as below

4) Navigate to Plan Administrator responsibility>Maintain Plan Components>Rate Table

Create rate table as below and assign rate dimension to it. And click Update Rates button.

5) Provide the rate percentage and save

6) Navigate to Plan Administrator responsibility>Maintain Plan Components>Formula

Provide formula name and other details as below

7) Provide input/output expressions.

8) Assign rate table to formula

9) Navigate to Plan Administrator responsibility>Maintain Plan Components>Plan Element

Create plan element and assign formula to it

10) Assign Product/Revenue class to Plan Element

11) Navigate to Plan Administrator responsibility>Maintain Plan Components>Create Comp Plan

Create Comp Plan as below and assign Plan Element to it.

Transaction

&

Calculation Process

1. Navigate to Compensation Manager>Tasks>Maintain Transactions

Click on CREATE button

2. Enter salesrep and other required transaction attributes and SAVE the transaction.

3. Compensation Manager>Tasks>Maintain Transactions>Load

Run process for specific date range to load transaction created

4. Compensation Manager>Tasks>Maintain Transactions>Calculate Compensation

Click on Calculate Compensation button

5. Provide Calculation parameter values for calculation batch.

Please note, run test calculation for your specific salesrep else it would submit process for all

salesrep, which is not recommended.

6. Compensation Manager>Tasks>Maintain Transactions

Query for transaction created for test and verify commission amount.