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R12 How Does Rollup Date Work With The Ancestor Teams/Group (Doc ID 466092.1)

Last updated on DECEMBER 03, 2019

Applies to:

Oracle Incentive Compensation - Version 12.0.0 to 12.0.0 [Release 12.0]
Information in this document applies to any platform.

Symptoms

How does rollup date work with teams/group for calculation?

Example of issue:

Set up the following groups 

GROUP_IDGROUPPARENTSTART DATE
100000040 HEAD GROUP   01/01/2004
100000044 NEW GROUP1 HEAD GROUP 01/01/2005
100000045 NEW GROUP2 NEW GROUP1 01/01/2005
100000046 NEW GROUP3 HEAD GROUP 01/01/2005
100000041 OLD GROUP1 HEAD GROUP 01/01/2004
100000042 OLD GROUP2 OLD GROUP1 01/01/2004
100000043 OLD GROUP3 OLD GROUP2 01/01/2004


Assigned resources to these groups

SALESREP_IDRESOURCEGROUPFROMTO
100000047 Big Guy HEAD GROUP 01/01/2007  
100000044 New Test Mgr1 NEW GROUP2 01/01/2005  
100000045 New Test Mgr1 NEW GROUP2 01/01/2005  
100000046 New Test Mgr3 NEW GROUP3 01/01/2005  
100000043 Test Guy1 NEW GROUP3 01/02/2006  
100000040 Old Test Mgr1 OLD GROUP1 01/01/2004  
100000041 Old Test Mgr2 OLD GROUP2 01/01/2004  
100000049 Mgr Moved OLD GROUP3 01/01/2007  
100000042 Test Mgr3 OLD GROUP3 01/01/2004 31/12/2006
100000043 Test Guy1 OLD GROUP3 01/01/2004 31/01/2006


Create Manual transaction with processed_date of 11/15/07 and rollup date of 12/15/05
Load Transactions
Calculate for period 11/1/07 through 11/30/07

Expected Results

Rollup should flow through the resource hierarchy as of 12/15/05.   The rollup did follow this path during load, but not during calculation.

Cause

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In this Document
Symptoms
Cause
Solution

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