Setup
Discussion List
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How to add field to expression groupingSummary: We recently created a Attribute_Number type DFF field and want to bring that for use into the expressions. We have added it via the "Configure Tables and Column…NicolaosDerr 22 views 4 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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How can we turn off notifications directly within each specific workflow?How can we turn off notifications directly within each specific workflow, rather than through the BPM Worklist for Paysheets, Plan Approvals, and Disputes
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Incentive Compensation - How to add Invoice status to Import ERP Transactions as a parameterSummary: We need to bring only paid invoices in as transactions into incentive compensation. We desire to use the built in "Import ERP Transactions" batch job. We need t…
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How to Notify User Compensation plan/Plan/ Paysheet is updated in Fusion Incentive compensationSummary: As I have created a Compensation Plan, plan component, Paysheet, how can I notify User /Participant as they are assigned to Plan, Please refer to page 242. Cont…
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BPM Worklist - Notifications guidanceSummary: I setup the notifications in NotificationForSrpCPApproval to send an email for assignments and completion. On the Admin page, all notifications are turned one a…NicolaosDerr 12 views 1 comment 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Incentive Compensation
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Calculate Incentive Earnings for All Participants within BUSummary: Need step id and job name for Calculate Incentive Earnings for All Participants within BU Content (please ensure you mask any confidential information): Hi All,…Pankaj Balkothe 12 views 3 comments 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Incentive Compensation
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How to automate daily transactions load in Oracle Fusion Incentive Compensation 24B (11.13.24.04.0)Hi All, Is there any way or document which will help us to automate the process of loading daily transactions? Currently we are: Downloading the csv files generated in S…Abhinav Balasaheb 31 views 2 comments 0 points Most recent by Abhinav Balasaheb Incentive Compensation
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New Customer Bonus in fusion incenitve compensationIn Incentive compensation if a sales rep brings a new customer how we are going to compensate him, how the system know that someone has brought a new customer to the org…
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Incentive Compensation Analyst would like to have their email copied on the emails sent to salesSummary: Incentive Compensation Analyst would like to have their email copied on the emails sent to sales e.g. when compensation plan approval process was initiated, ana…Dorothy Li 2 views 1 comment 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Incentive Compensation
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Adding Participant Analyst to Paysheet ApprovalSummary: In FIC, by default the paysheet approval hierarchy is considered for anyone with Compensation Manager Flag above the Analyst Node in the hierarchy. Our customer…soumyadeep chandra 1 view 1 comment 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Incentive Compensation
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How to Add more data fields to the NotificationForSrpCPApproval task in the BPM Worklist?Our Requirement: We want to show the user a personalised notification displaying the comp plan name on plan distribution What we Achieved: We are able to edit the notifi…Agniswar Dasmitra 21 views 1 comment 0 points Most recent by Gopikannan Mariappan-Oracle Incentive Compensation
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Approval WorkflowSummary: I have a very specific issue. For each group of transactions, categorized based on the value of a flexfield, it will be necessary to establish an approval workf…Leonardo Chiqueti 42 views 3 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Accrue and Amortize the Sales CommissionsSummary: We have a requirement to Accrue and Amortize the Sales Commissions for Sales Persons. To elaborate, for sale made by a Sales Person on 1 Jan 2023, we would like…Rudraraju Aadikrishnam Raju 22 views 4 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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How do transactions get pushed to the staging table?I'm not sure how transactions imported are sent to the staging table. When using the import manager, it imports straight into the system. Is there an API or process with…NicolaosDerr 12 views 2 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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What combination of function/data security policies gives access to import participant goals?We are creating a custom role similar to the IC analyst role, but with limited access to certain functionality. We still want the users to be able to import goals via th…NicolaosDerr 21 views 1 comment 0 points Most recent by Deborah Bourgeois-Support-Oracle Incentive Compensation
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How to leverage the seeded template in ICM for generating paysheetsSummary: I need to generate the paysheet as an attachment for which I want to utilize the seeded template. As of now we can access/view the paysheet in the "manage paysh…
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Create an additional workflow like incentive analystSummary: We are looking to create a workflow in Incentive Compensation similar to how the IC Analyst role work, but for an additional analyst. Is there a way to setup a …NicolaosDerr 42 views 6 comments 1 point Most recent by Deborah Bourgeois-Support-Oracle Incentive Compensation
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Getting values from participant details into BPM WorklistSummary: We are looking to implement the plan approval process into our workflows in Incentive Compensation. We have one specific scenario where if we have an employee i…
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How to Setup Currency codes under Earning Type Monetary EarningsSummary: How to Setup Currency codes under Earning Type Monetary Earnings. Regards, Aisha Content (please ensure you mask any confidential information): Version (include…Aisha Shaik 12 views 5 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Quota Update on Change of Territory of SalesrepAt time of start of new financial year, Salesrep 'James' is assigned a quota for whole year ( Oct to Sep all 12 months) but suddenly due to business change this salesrep…AMIT KUMAR YADAV 22 views 5 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Is it possible to add more than one manager for the same user?I have an organizational scheme that needs a user to be present within two workplaces at the same time. However, I need to limit transaction access in Oracle OTBI based …João Vitor Magri 43 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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24A Common Lookup Code Tagged with Country Does Not Show Up in the LOV for Compensation PlansHello everyone, there is a bug raised by Oracle where Common Lookup Code Tagged with Country Does Not Show Up in the List of Values for Compensation Plans. Is this bug o…Maria Cristina L. San Jose 11 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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How to create hierarchies to limit access to data?Summary: Hello everybody. I have a critical problem with a client. I need to create some type of hierarchy within the incentive so that access to data from both Incentiv…João Vitor Magri 31 views 5 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Email message customization for Payment approval workflowSummary: Where can the email template be located to modify? Moreso, is the email being sent out to approvers customizable for Payment approval? The requirement is to rem…
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multiple rate tables in one planSummary: Can we use the multiple rate tables in one plan? Content (please ensure you mask any confidential information): We are following the below approach Rate table1=…
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custom attribute in rate dimension tableSummary: Is there a way to create a custom attribute for Rate dimension table. Content (please ensure you mask any confidential information): Want to make a criteria in …
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How to calculate guarantee incentive on Quarterly basisSummary: Hello Team, We have requirement to Calculate prorated based Guarantee incentive. If guarantee start date is between interval start date and interval end date th…Aisha Shaik 33 views 1 comment 0 points Most recent by Deborah Bourgeois-Support-Oracle Incentive Compensation
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What is causing ORA-00911 when using a UDQ within an expressionSummary: Client wants to get the number of transactions where the value on the transaction attribute6 field match. When writing the expression we are getting an invalid …
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Business unit is blankSummary: User setup with all the related incentive roles was done and now from the compensation plans trying to create the credit category but observing that business un…
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Does the Cloud SPM has any event triggers, like before/after insert/update transaction record?Hi, I am looking to add some business logic before inserting a transaction record into Sales Performance management (Incentive Compensation) transaction tables. Are ther…