how to create a manual transaction and pay commission in oracle incentive compensation release 12...

PowerView is Off (0)amresh Contact Us Help

In this Document

Purpose

Scope and Application

How To Create A Manual Transaction and Pay Commission In Oracle Incentive Compensation Release 12

Create Manual Transactions

Load Transaction

Calculate Compensation

Submit Payment Batch

TROUBLESHOOTING

Community Discussions

Applies to:

Oracle Incentive Compensation - Version: 12.0.0 to 12.1.3 - Release: 12.0 to 12.1

Information in this document applies to any platform.

checked for relevance 17-Aug-2011

Purpose

The purpose of this document is to go through a simple testcase in Oracle Incentive Compensation of creating a manual transaction and go through the steps

required in order to then pay commission.

This will not cover importing transactions from Accounts Receivables (AR), Order Management (OM) or an external source. This will be covered in a separate

document.

Scope and Application

This note is intended for Incentive Compensation Implementers and Administrators.

How To Create A Manual Transaction and Pay Commission In Oracle Incentive Compensation Release 12

Create Manual Transactions

(R) Compensation Manager

(N) Tasks

Maintain Transactions

Create Transaction

How To Create A Manual Transaction and Pay Commission In Oracle Incentive Compensation Release 12 [ID

1248974.1]To Bottom

Modified: Feb 15, 2012 Type: BULLETIN Status: PUBLISHED Priority: 1 Comments (0)

Dashboard Service RequestsKnowledge Search Knowledge Base Advanced

Document 1248974.1 https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?_...

1 of 6 4/3/2013 4:24 PM

As mentioned in Note 1239863.1 Oracle Incentive Compensation needs to know where to collect transactions on which commission is to be paid from. In the

example above the attribute AMC ATR26 was created against the table cn_commission_headers and defined in the classification rules and associated to the

classification ruleset. This will associate the transaction with a compensation plan and allow a compensation amount to be paid when the transaction is

calculated

Table Involved

CN_COMM_LINES_API_ALL will be populated when either a manual transaction is created or Collection is run. (Collection pulls through from Receivables, Order

Management or external source)

To confirm that the table is successfully populated the following sql can be run to confirm:

1. First remember to set Multiorg environment:----------------------------------------------

beginMO_GLOBAL.set_policy_context('S', 2541); -- 2541 is example of org_idend;

2. Obtain salesrep_id:----------------------

select org_id, SALESREP_ID, namefrom jtf_rs_salesrepsWHERE name like &name%';

3. Confirm that transaction is loaded into table cn_comm_lines_api_all:-----------------------------------------------------------------------

select *from cn_comm_lines_api_allwhere salesrep_id = &salesrep_idand processed_period_id = &period_id;

An example of data returned:

Load Transaction

After transactions are collected and adjusted, they must be loaded into Oracle Incentive Compensation tables prior to running the calculation and payment

processes.


(N) Tasks

Load Transactions

You can choose to run load which will run online or schedule load which will kick of a concurrent request

Table Involved

CN_COMMISSION_HEADERS will be populated once the transactions have been loaded.


select *from cn_commission_headers_allWhere direct_salesrep_id = &salesrep_idand processed_period_id = &period_id;


2 of 6 4/3/2013 4:24 PM



You can calculate compensation for all resources who have valid compensation plans, for all resources in the notify log file, or for resources you specify.


(N) Tasks


You can choose to run load which will run online or schedule load which will kick of a concurrent request Either select a specific resource for which to run

calculation or alternatively run for all resources

Incremental Calculation

Incremental Calculation will only calculate newly added transactions and transactions that are affected by the new transactions. This option also calculates the

compensation for resources who are affected by events that happened since the previous calculation. These events will include changes such as role assignment

changing, updates to the compensation plan and new transactions created.

Incremental Calculation does not recalculate transactions which have a status of XCALC as these transactions will already have gone through classification and

rollup as part of the loading phase of Calculation.

Table Involved

CN_COMMISSION_LINES_ALL will be populated once calculation has been run. The table will contain information such as the commission amount, commission rate

and posting status.


select *from cn_commission_lines_allwhere direct_salesrep_id = &salesrep_idand processed_period_id = &period_id;

You can also check the quota tables for cumulated data such PTD = Period_to_date, ITD = Interval To date,etc

select name, quota_idfrom cn_quotas_allwhere name = '&plan_element_name';

You can then drill down specifically into a period for individual salesrep or for all salesreps for theperiod:

SELECT *FROM cn_srp_period_quotas_allWHERE quota_id = &quota_idand period_id = &period_id-- and salesrep_id = &salesrep_id;



3 of 6 4/3/2013 4:24 PM

The following screenshot shows the transaction with a status of calculated and commission amount payable

Submit Payment Batch

For detailed information on how to create the Pay Analyst/Manager and Payment setup steps refer to Note 1233331.1 Payment Setup Steps For Oracle Incentive

Compensation Release 12.

In order to be paid, a resource must be created in Resource Manager, be assigned to a pay group, and be assigned a compensation plan.


(N) Tasks

Maintain Payment Batch

Create

You can only have one open payment batch per pay group at any one time. You will not be allowed to create a new payment batch until the status of any

previous payment batches for the pay group is Paid.

You can only create payment batches for the last period paid or a future period. After you have paid a payment batch for one period you cannot go back to the

previous month to create a payment batch for the pay group.

In order to be able to pay the payment batch the individual paysheets need to be reviewed and approved:

Select Payment Batch

Click on Paysheet Details

Select Paysheets

Select Lock

Go

Select Paysheets

Select Submit

Go

Select Paysheets

Select Approve

Go

Pay payment batch

Tables Involved

CN_PAYRUNS_ALL will provide information such as payrun_id, pay_date and status.


4 of 6 4/3/2013 4:24 PM


1. First obtain the pay_group_id:

select pay_group_id, name, start_date, period_type, period_set_namefrom cn_pay_groups_allwhere name like '&name of paygroup';

2. Confirm payrun has been paid successfully

select payrun_id, name, pay_date, pay_period_id, statusfrom cn_payruns_allwhere pay_group_id = &pay_group_id


CN_PAYMENT_TRANSACTIONS_ALL - stores the details for each payment worksheet. The records that are created in this table are dependent on the value of the

profile Pay by Transaction. When this profile is set to Y(es), the data in this table is populated at the same granularity that it is calculated. When the profile is set to

N, the data in this table is populated at the plan element level

select pay_period_id, payrun_id, paid_flag, sum(amount)from cn_payment_transactions_allWHERE credited_salesrep_id = &salesrep_idAND credit_type_id = -1000AND incentive_type_code IN ('COMMISSION', 'BONUS')group by pay_period_id, payrun_id, paid_flagorder by pay_period_id


CN_PAYMENT_WORKSHEETS_ALL - contains information about a payment made to a salesperson

select payrun_id, pmt_amount_calc, current_earnings_due, current_earnings, bb_pmt_recovery_plans,creation_dateFROM cn_payment_worksheets_allWHERE salesrep = &salesrep_idand quota_id is not nullorder by payrun_id


TROUBLESHOOTING

Note 862471.1Data collection script to resolve payment worksheet error

Data collection script to resolve payment worksheet error. (Doc ID 862471.1)

Community Discussions

Still have questions? Use the live My Oracle Support Incentive Compensation Community window below, to search for similar discussions or start a new discussion

on this subject.


5 of 6 4/3/2013 4:24 PM

Welcome, User533015 | My Profile

Main Home Discussions Documents Private Messages (0) Contacts Tags Profile Subscriptions Off

What do you want to do? Create a Community Post Upload/Write a Reference Document

My Communities

Find a Community

Subscribe to this Community

Top Participants

Community active userswithin last 90 days: 20

Pro314 points / 592 totalAmandaMc - Oracle

Sales Compensation News & Announcements

Welcome to the Oracle Incentive Compensation ProductFamily Community

The purpose of the Service community is to connect people andfacilitate the exchange of information, ideas, best practices, andbreaking news around the following products:

Oracle Incentive CompensationOracle Incentive Compensation Data Analytics For Oracle DataIntegrator

If you are new to our Communities take a moment to review theGetting Started section under the Main Home page. There you canfind information such as Training Available for My Oracle SupportCommunity, New Member Orientation,Rules of Conduct andCommunity General FAQ. Take some time to review the followingsections below: News and Announcements, All CommunityDiscussions', 'All Community Documents', 'Tips and Tricks', 'WhitePapers' and 'Webcasts'.

Sales Compensation Webcasts

Sales Compensation Featured Discussions

Displaying items 1 - 3 out of 6 (page 1 of 2) < Prev Next >Rating Subject Author

Updates toE-BusinessSuite 11.5.10SustainingSupport

Popular Discussions

Popular Documents

*My Oracle SupportCommunity SuggestionsHealth Check ReviewsOracle Auto Service RequestPatch Reviews - GeneralSupport TrainingUsing My Oracle Support Application Integration Architecture

Cross Industry Pre-Built IntegrationsFoundation PackIndustry Specific Pre-Built IntegrationsPatch Reviews - AIA Business Intelligence

BI Patch ReviewsCertifications for BIOBIA

Partitioning of OIC Tables(189 views)

OIC Implementation(176 views)

Failed population for more than one sale(141 views)

Welcome to your Sales Compensation c(122 views)

Regarding Product Define(111 views)

OIC integration with Oracle Payable(103 views)

Info required for CN tables(101 views)

How to set up a compensation plan in In(95 views)

Nothing is being collected from Receiva(92 views)

Collecting Order data from Invoice data(88 views)

Oracle Incentive Compensation Standar(65 views)

PDF of Make the Most of Your Support D

Related

Products

Oracle E-Business Suite > Sales & Marketing > Incentive Compensation > Oracle Incentive Compensation > Support Codes > Payment

Keywords

CN_COMM_LINES_API_ALL; DYNAMIC ADV FEATURES; INCREMENTAL CALCULATION; PAYMENT; SETUP; TESTCASE; WORKSHEET

Back to Top

Copyright (c) 2013, Oracle. All rights reserved. Legal Notices and Terms of Use

Privacy Statement


6 of 6 4/3/2013 4:24 PM