This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 01 AUG 2023 |
Sales Analytics |
Enhance Comprehensibility and Usability for Sales Admin in the BYOM flow |
Updated document. Delivered new feature in an update for 23C |
| 02 JUN 2023 | 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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Create Custom Index on Transaction Attributes for Faster Calculation |
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Enhance Comprehensibility and Usability for Sales Admin in the BYOM flow |
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Your users can define rollups for custom objects in the Rollups framework.
A standardized process to manage and calculate aggregated information ensures all metrics that are deployed across the application are consistent, accurate, and performant is also available for the custom objects
Steps to Enable
Here’s a summary of the privileges, setups, and tasks involved in setting up rollups for Sales:
- Create custom rollup child object for the custom object in Application Composer
- Add the Manage Rollup Metrics privilege to a copy of the Sales Administrator job role (ORA_ZBS_SALES_ADMINISTRATOR_JOB).
- Enable the Rollup Test Enabled profile option (ORA_ZCA_TEST_ROLLUPS), to display the Test tab on the Rollups setup page.
- Verify that these scheduled processes appear on the Scheduled Process page:
- Rollup Full Refresh
- Rollup Hierarchy Refresh
- Rollup Incremental Refresh
Key Resources
To learn how to implement rollups for your organization, see the "Rollups" chapter in the Implementing Sales guide.
Access Requirements
Sales Administrator
Create Custom Index on Transaction Attributes for Faster Calculation
Create indexes on transaction attribute columns of your own choice to speed up the calculation process. Create these indexes when you have user-defined queries in formulas referring to these attributes.
Create an index by submitting the Create Incentive Compensation Custom Index process. You cannot create more than 2 custom indexes. To drop an index, submit the Drop Incentive Compensation Custom Index process.
Submit both these processes from the Scheduled Processes page after logging in as an Incentive Compensation Administrator.
Faster calculation when you use user-defined queries in a formula.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
A maximum of 2 indexes can only be created. So create an index if you only need to based on the performance of your user-defined queries.
Key Resources
See the "Troubleshooting User-Defined Queries" section of the "Expressions" chapter in the Using Incentive Compensation guide.
Access Requirements
Incentive Compensation Administrator
Manage Rate Table Rates with Import Management
Use Import Management to make bulk changes to rate tables with individualized rates.
- Easier individualized rate management
- Streamlined bulk updates
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
See the "Rate Tables" chapter in the Using Incentive Compensation guide.
See the "Import Your Data" chapter in the Understanding Import and Export Management for CX Sales and Fusion Service guide.
Access Requirements
- Compensation Manager
- Compensation Analyst
Get Details of Calculation Processing
Get exact details on what each calculation job is processing. Get information on the number of participants and credits that are being calculated in each calculation process submitted.
Find out how many new credits will be processed as well as how many older credits will be processed from the eligibility and calculation phase in that specific calculation job submitted.
Get this information in the log file while the calculation is running. An email will also be sent out with the same information if the calculation runs for more than the time in minutes mentioned in the profile option 'Time Threshold for Emailing Calculation Details'.
Better planning around calculation and payment activities.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
See the FAQs for calculation processing section in the Calculation Processing chapter in the Using Incentive Compensation guide.
Access Requirements
- Incentive Compensation Analyst
- Incentive Compensation Manager
- Incentive Compensation Administrator
Enhance Comprehensibility and Usability for Sales Admin in the BYOM flow
- New and Improved Attribute Selection UI:
- Review and select from a comprehensive list of available attributes.
- Easily filter attributes using quick filters for efficient selection.
- Seamless interface to review the selected attributes.
- Streamlined User Navigation:
- Enhanced guidance for data preparation when new attributes are selected.
- Clear instructions for submitting model runs after feature updates.
- Improved step process to help users create models and review results more efficiently.
By leveraging the new and improved Attribute Selection UI and streamlined user navigation, users can effectively create models, analyze results, and make informed decisions, ultimately driving better business outcomes.
Steps to Enable
You don't need to do anything to enable this feature.