Case Study of Calculating for Credited Transaction Associated to Specific Role
(Doc ID 2791992.1)
Last updated on APRIL 14, 2024
Applies to:
Oracle Fusion Incentive Compensation Cloud Service - Version 11.13.21.01.0 and laterInformation in this document applies to any platform.
Purpose
This document will show how to calculate commission for credit assigned to specific role.
Scope
Participant is assigned to two compensation roles that have the same plan component in their compensation plans. This is causing the credited transaction to generate double commission.
1. Compensation plans assigned to compensation roles :
Participant Assignments > Manage Compensation Plan > Role Assignments
Compensation Plan Role Name Start Date End Date
Demo Comp Plan A Demo Compensation Role A 1/1/18 12/31/18
Demo Comp Plan B Demo Compensation Role B 1/1/18 12/31/18
2. Assign the roles to participant (Rep1 Demo)
a. Participant Snapshot > Manage Participant Details > Role Assignments
Role Start Date Role End Date Role Name
1/1/2018 3/31/2018 Demo Compensation Role A
1/1/2018 blank Demo Compensation Role B
b. Participant Snapshot > Manage Compensation Plans > Plans Assigned by Role
Compensation Plan Role Name Effective Start Date Effective End Date
Demo Comp Plan A Demo Compensation Role A 1/1/18 3/31/18
Demo Comp Plan B Demo Compensation Role B 1/1/18 12/31/18
3. Direct Credit Rules
Participant Assignments > Manage Direct Credit Rules
Credit Rule Name = Demo Credit Rule A
Credit Receivers :
Type Participant Name Role Split Percent Revenue Type Start Date End Date
Individual Rep1 Demo Demo Compensation Role A 100 Revenue 1/1/18 3/31/18
Individual Rep1 Demo Demo Compensation Role B 75 Norevenue 1/1/18 12/31/18
4. Create transaction, calculate, and review results shows duplicate earnings
Credits and Earnings > Manage Earnings
Details
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In this Document
Purpose |
Scope |
Details |
SETUP / CONFIGURATION |