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Incentive Compensation
Discussion List
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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… -
Send Incentive Compensation payments to another external environment.Summary: Incentive Compensation Content: We are looking for a solution to integrate payments generated in Incentive Compensation with another external tool. But we are n… -
How to delete transactions, credits, earnings ?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to delete transactions, credits, earnings in Incentive Compens… -
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…
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All Column Values not passing all valuesSummary: When building a prompt, there is an option to include an option for "All Column Values". In testing this, it looks like it acts the same as "None", even when th…
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Creating a Plan that Accrues the AmountSummary: Hi, We have a requirement to create a Plan that Accrues the Amount based on Plan Component (Co-op). Need to understand how this can be setup in Incentive Compen…
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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…
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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…
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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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REST Endpoint to run "Pay Incentive Payment Batch"I need to run "Pay Incentive Payment Batch" via REST API. But seeing the documentation we don't find any information about this. Can anyone help us? We can find the endp… -
The REST Upsert-Mode=true doesn't workSummary: We are trying to pass the parameter Upsert-Mode=True in the header and we can't update an existing transaction with the request. We follwed the documentation: C…
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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 …
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Procedure to add the Plan document as an attachment to the acceptance emailDear Experts, Could you please elaborate the procedure to add the Plan document as an attachment to the email that is triggered after a participant accepts their plan? W…
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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 prevent 0.00 parent row value in workforce compensation worksheet?Summary: My customer has a Formal Bonus Workforce Compensation Plan that includes parent rows and assignment segment (child) rows. We enabled the "include 0 value in all…
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Does the Incentive Type field in the components affect anything?On the plan components page, there is a field for Incentive Type with: Standard, Commission, and Bonus. Do these affect calculations at all or is it more of an identifie…
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Need Assistance with Creating Multiple Transactions Using a Single Payload via REST APISummary: Hello Community, I am currently working on a project where I need to create multiple transactions using a single payload via a REST API. I am facing some challe… -
Restrict Manage Goals tab from Participant SnapshotSummary: Hello Team, How can we restrict Manage Goals tab from Participant Snapshot. Ex: IT team should not see customers goals. How can we achieve this What is the secu…
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How I can delete a Payment Plan Adjustment from a paysheet?Summary: Payment Plan Adjustment Content (please ensure you mask any confidential information): I attached the sceenshot of the form where I can see the payment. There i…
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How I can revert a single transaction that is in Obsoleted status?Summary: How to revert a single transaction Content (please ensure you mask any confidential information): How I can revert a single transaction that is in Obsoleted sta…
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How to Change the Prompt Order in OTBIIn OTBI, I have a prompt that uses a monthly period, but it varies annually in the month. How can I change the prompt order so that it appears monthly within the same ye…
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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…
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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…
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How to identify the legacy PLSQL Custom functions detailsSummary: Content (please ensure you mask any confidential information): We want to convert our legacy PLSQL custom functions to UDQ. Need help to identify the legacy PLS…
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Administer salary was already approved by approvers but still the status is pending in transactionAs per screen shot, All approvers are already approved the transaction, but the status still pending, and from the UI it's still not displaying the salary data.
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Issue with Exported Data Formatting in OTBIWhen exporting the report, composed of a pivot table, via the "Data -> Excel" option, the resulting file mixes rows and columns. How can I directly export the data witho…
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Can the default "recoverable" checkbox on a Plan Component for Paysheet from Yes to No?Summary: When adding a Manual Adjustment to a Paysheet for an individual participant, there is a Recoverable Flag on the line where you add a manual adjustment. When you…
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Territory Dimension, how to parameter using transactions from IncentiveSummary: How to restrict access to transactions in the OTBI (Oracle Transactional Business Intelligence) of the Incentive module, utilizing Territories from the Sales Mo…
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Territory Dimension, how to parameter using transactions from IncentiveSummary: How to restrict access to transactions in the OTBI (Oracle Transactional Business Intelligence) of the Incentive module, utilizing Territories from the Sales Mo…
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Business Unit not visible while creating payment batchHi, I am trying to create payment batch, but business unit is coming blank. Any help appreciated !!! Thanks, Ravi S