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Participant Role Assignment Process Assigned Multiple Roles Across Business Units to Participants (Doc ID 2485888.1)

Last updated on FEBRUARY 22, 2024

Applies to:

Oracle Fusion Incentive Compensation Cloud Service - Version and later
Oracle Fusion Incentive Compensation - Version and later
Information in this document applies to any platform.


There are no Business Unit criteria for the Participant Assignment Rules.  
Roles created in one business unit is being assigned to a participant who belongs to a different business unit.

The issue can be reproduced at will with the following steps:
1. Create Roles
   Participant Assignments > Manage Roles > Create
   a. Role BU1
   b. Role BU2
2. Create participant assignment rule
   Participant Assignment > Manage Participant Assignment Rules
   Note:  The rule is associated to a business unit
      RoleAssingment BU1  ( created with Business Unit = BU1)
            Qualifying Criteria :  Cost Center = CC
            Assignment : Role = Role BU1
      RoleAssingment BU2  ( created with Business Unit = BU2)
            Qualifying Criteria :  Cost Center = CC
            Assignment : Role = Role BU2      
3. Assign Comp Plans to Roles
   Participant Assignment > Manage Compensation Plans > Role Assignments
      Business Unit  Comp Plan             Role
      BU1            2017 Comp Plan BU1    Role BU1
      BU2            2017 Comp Plan BU2    Role BU2
4. Update Participant Details with Cost Center = CC value
   Participant Snapshot > Select participant > Manage Participant Details
   a. Participant = Rep1 in Business Unit = BU1, Cost Center = CC
   b. Participant = Rep2 in Business Unit = BU2, Cost Center = CC
5. Run All Participant Processes ( Assign Participant only )
6. Verify Role Assignment
   Participant Snapshot > Select participant ( Rep1)
   a. Manage Participant Details > Role Assignments ... see both roles ( Role BU1 and Role BU2 )
   b. Manage Compensation Plans ... see only one compensation plan assigned via correct role for the business unit BU1




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