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Incentive Compensation
Discussion List
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Issue with User Defined Query to find commission value from previous earnings transactionsSummary: I am trying to find the COMMISSION_VALUE from previous earnings table if there's a match on a transaction id. But for some reason it always retrun Calculation E… -
Compensation end date Field on snapshot not working as expectedParticipant termination Date: 31-May-2024 Role Assignment end date :31-May-2024 Compensation End Date to 31-Aug-2024 Paybatch Created: July-2024 Paysheet for this partic…
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CX Customer Connect Incentive Compensation Showcase: 12/4 @3PM ET!Please Join us on December 4th @ 2PM CT/3PM ET for a live session with our CX SE Solution Experts to gain more insight on how you can drive better business outcomes leve… -
Employee can Delete but cannot withdraw the IndividualSummary: We have a requirment to develop new ICP plan for employee to submit. Have checked during the testing in our dev1 enviornment that the employee can delete the IC…
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Delete Compensation PlanSummary: We are trying to delete a Compensation Plan as it has not been configured correctly and is a duplicate of the other one. However, the deletion is not successful…
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How to Give Suppliers Access to Incentive Comp ReportingSummary: Need to be able to grant Suppliers access to OTBI Incentive Compensation Dashboard. Content (please ensure you mask any confidential information): We have Suppl…
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How to Give Suppliers Access to Incentive Comp ReportingSummary: Need to be able to grant Suppliers access to Incentive Compensation Report. Content (please ensure you mask any confidential information): We have Suppliers who…
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Monthly CX Solution Overview Demos NOW available!Register today for our CX Solution Engineering led Solution Overview Demos kicking off on November 20th & November 21st across our Marketing & Sales Unification, Revenue…
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Confirming Future Hires will not be Assigned to Prior Year Compensation PlanSummary: We have a 2024 compensation plan and recently added a 2025 compensation plan. We are not able to add in new participants with 2025 hire dates. The 2025 comp pla…
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is transaction split works in incentive compensation rate ?There is a business requirement, we created a rate table based on that and providing the rate table below From To Rate (%) 0 10000 2 10000 15000 3 15000 99999 4 Now, the…
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Use Incentive Capping for each Sales Manager and Sales Director PairWe have a requirement where we need to cap incentive payout for a combination of Sales Manager and Sales Director who are tagged to different plans. For example: Sales M… -
Standard Customer Fields on TransactionThe standard field for tagging customer "_Sold_To_Customer" on Transaction accepts CUST_ACCOUNT_ID and display value is AccountDescription. Account Description field is …
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Is there a parameter that prevents a paysheet if user hasn't accepted his comp planSummary: Is there a parameter that can be set to prevent a paysheet from generating if user hasn't accepted his compensation plan? Content (please ensure you mask any co…
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How can I find the Compensation Plan Acceptance Date in OTBI for Incentive Compensation (SPM) reportSummary: Hi all, When an individual participant is logged into Incentive Compensation and looks at his plan, he can see the date he accepted the plan in a field called "…
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Paysheet stuck in processing statusHi Team, Use Case-We terminated a participant on 31-May-2024, in turn end dating the role assignment to 31-May-2024 but we updated Compensation End Date to 31-Aug-2024 W…
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Currencies are not automatically convert in worksheetHello, I am facing an issue where currencies are not converting automatically in the compensation worksheet. An employee's 95,000 HKD raise is being subtracted from the … -
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…
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Why is the "Rate Table" tab on Calculation Details blank.The rate inputs tab is blank after the calculation
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No Columns available in CN_TP_EARNINGS to enable for CalcluationSummary: Trying to enable the SOURCE_TRX_NUMBER for calculation in the CN_TP_EARNINGS table through the Configure Tables and Columns Task in Setup and Maintenance. The u…
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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 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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I have a transaction in 'Credit Error' status - How can i get more details ?Summary: I have a transaction in 'Credit Error' status - How can i get more details about the reasons for this error Content (please ensure you mask any confidential inf…
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Sample payload to create qualifying criteria and attribute values in FIC using REST APISummary: Hello, We need to create a qualification criteria and attribute values for the given direct credit rules. I just try the below payload to POST the qualifying cr…
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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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Page becomes unresponsive on Credit category tabWhenever I am creating Performance Measure and try to add Credit Category then as soon as I click on Credit Category tab, I face the error that Page is unresponsive, and…
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esswebserviceNeed the WSDL file from support note 2377662.1 As per below documentation, we need the WSDL file which is available in oracle support note 2377662.1 It looks like we do …
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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. http…
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Freeze transaction after generate Earning, create payment batch and payHello, We are looking for a way to freeze the transaction and not recalculate, after the earning generated from this transaction and this earnings get paid in a payment … -
How to automate uploading the transactions datafile to the UCM server from SFTP locationHi All, We would like to automate uploading of zipped daily transactions datafile to UCM server in "ic/incentiveCompensationTransaction/import" account from SFTP locatio…
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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…