- Revision History
- Overview
- Feature Summary
- Sales Performance Management
-
- Incentive Compensation
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- Update Paysheet Status in Bulk
- Use Sales Planning to Manage Incentive Compensation Goals
- Use Enhanced Participant Delete
- Use Revert Process with Improved Performance
- Update Existing Effective Dates of Participant Details
- Run Crediting or Classification Processes at the Same Time Across Business Units
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- Incentive Compensation
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 18 MAR 2022 | Created initial document. |
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Run Crediting or Classification Processes at the Same Time Across Business Units |
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Update Paysheet Status in Bulk
Update the status of all the paysheets in a payment batch, in bulk, using the scheduled process Update Status of Paysheets in Bulk. Run this process from the Scheduled Processes menu.
Use this process to improve efficiency when you need to do the same action on all paysheets at once.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
For this job to be successful, all the paysheets in the payment batch that you're trying to update need to have the same status. See the table below for the value in the Paysheet Action parameter and the corresponding status all the paysheets in the payment batch have to be in:
| Paysheet Action Parameter Value | Status all Paysheets Need to Be In |
|---|---|
| Unlock | Locked |
| Lock | Unpaid |
| Approve | Submitted |
| Reject | Submitted or Approved |
| Submit | Locked |
Key Resources
- See the "Payment Processing" chapter in the Using Incentive Compensation guide.
Role Information
- Incentive Compensation Manager
Use Sales Planning to Manage Incentive Compensation Goals
Use the Oracle Sales Planning integration to load your compensation plans and participants into Sales Planning. You can set goals and then synchronize them with Incentive Compensation. You can also create an export activity to load your incentive compensation performance measures, participants, and targets into Sales Planning Cloud using Export Management.
- Create exports for loading incentive compensation data to Sales Planning Cloud
- Streamline quota planning with Sales Planning Cloud
- Insight driven quota planning experience
- Improve accuracy with predictive analytics
Insightful Dashboards Let You Easily Monitor Planning Progress and Performance
Leverage Power Predictive and Analytical Tools to Improve Quota Accuracy
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the "Import Your Incentive Participant Goal Data" chapter in the Understanding Import and Export Management for CX Sales and B2B Service guide.
Role Information
- Compensation Administrator
- Compensation Manager
- Compensation Analyst
Use Enhanced Participant Delete
Use the enhanced participant deletion to more easily execute and troubleshoot deletions. To allow easier management, a new column for participant identifier has been added to the participant detail file import.
This feature provides:
- Easier deletion of participants accidentally imported
- Simplified troubleshooting of issues during deletion
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You can now use a participant identifier, instead of participant name, to reference a participant when updating participant details, when masking, and when deleting participants.
To use this new functionality, download the updated participant detail import template referenced in the topic, "Import and Update Participant Details into Incentive Compensation", (see the section, "Populate and Upload the Import File") in the Using Incentive Compensation guide. In the updated template, the participant identifier is an available column and can be used as part of your imports. This column is an optional field -- if no data is entered into the column, the import functions as it normally would.
Key Resources
- See the "Participant Imports" chapter in the Using Incentive Compensation guide.
Role Information
- Compensation Administrator
- Compensation Manager
- Compensation Analyst
Use Revert Process with Improved Performance
Run the Revert process with improved performance. The Revert process is multi-threaded and processes records in parallel, reverting transactions and related credits, measure results, and earnings more efficiently. For each run of the Revert process, records will be intelligently batched based on the number of credits per participant for that specific run and the available workers for that environment.
A better-performing Revert means faster execution of daily sales operations tasks and hence improved efficiency.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the "Profile Options" chapter in the Implementing Incentive Compensation guide.
Role Information
- Incentive Compensation Analyst
- Incentive Compensation Manager
Update Existing Effective Dates of Participant Details
Use the participant detail import to update the effective dates of existing participants. Corrections to existing participant detail date effective dates can now be made using Import Management.
This feature provides:
- Bulk changes to participant detail effective dates using file import.
- More control over participant detail management.
Steps to Enable
To leverage this feature, the profile option, ORA_CN_SRP_DTLS_MULT_VLD, must be set to Yes.
- In Setup and Maintenance, go to:
- Offering: Sales
- Functional Area: Incentives
- Task: Manage Incentive Profile Values
- Search for and select ORA_CN_SRP_DTLS_MULT_VLD.
- Set the profile value to Yes.
- Save your changes.
Tips And Considerations
When making changes to participant detail effective dates, the application validates that the changes don't result in an invalid gap between detail records. Prior to this enhancement, the import automatically inserted participant detail records to fill any such gaps that were found. When the profile is enabled to use this feature, automatic insert is disabled, to give you greater control.
Changes to effective dates should also include new or modified participant detail rows in the same file, to cover any invalid gaps made by your changes.
Key Resources
- See the "Participant Imports" chapter in the Using Incentive Compensation guide.
Role Information
- Compensation Administrator
- Compensation Manager
- Compensation Analyst
Run Crediting or Classification Processes at the Same Time Across Business Units
Crediting and classification processes are now compatible across business units (BUs) for customers who have multiple business units. Customers who want to run the crediting or classification process in one business unit are no longer blocked by a crediting or classification process running in another business unit.
If you do cross-BU crediting, to prevent conflicts, don't run crediting or classification for those business units simultaneously.
Processing in smaller business units is no longer blocked by long-running crediting and classification processes in other business units.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
If you run crediting or classification simultaneously in multiple business units, the number of workers available in an environment is distributed across those processes in those business units. There's a trade-off in being able to run processes simultaneously across multiple business units, but with fewer workers, or running your process using all available workers, but being completely blocked by a process in another business unit.
Key Resources
- See the "Credit, Rollup, and Classification Processing" chapter in the Using Incentive Compensation guide.
Role Information
- Incentive Compensation Analyst
- Incentive Compensation Manager