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How to Create a Simple Compensation Plan and Process Transaction for Calculation Commission (Doc ID 1272036.1)

Last updated on JULY 17, 2017

Applies to:

Oracle Fusion Incentive Compensation - Version 11.1.11.1.0 and later
Oracle Fusion Incentive Compensation Cloud Service - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

Part of the master document on how to setup a sample Fusion Incentive Compensation flow.
This document will show step by step how to setup a simple compensation plan.

Solution

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In this Document
Goal
Solution
 1. Create Credit Category
 2. Create Classification Rules
     A. Create Parent Rule
    B. Create Child Rule
    C. Submit Synchronize Classification Rule process
 3. Create Crediting Rules (Simple case with just one rule based on business unit )
 4. Create Expression
     A.  Create Input Expression
    B. Create Output Expression
 5. Create Rate Table
     A.  Create Rate Dimension
    B.   Create Rate Table
    C.   Add Rates in the same Create Rate Table screen, click on [ Edit Rates ]
 6. Create Performance Measures
     A.  Create Performance Measure
    B.  Specify Goals
    C.  Add Credit Categories (eg. IC Support Category Orlando)
    D.  Define Credit Factors (Optional)
    E. Define Transaction Factors (optional)
    F. Measure Formula
    G. Scorecard
 7.  Create Plan Components
     A. Create Plan Component
     B. Add performance measure
     C. Define incentive formula
     D. Add rate table
     E. Provide payment information
 
8. Create Compensation Plan
     A. Create Compensation Plan
     B. Add plan components - name = IC Support Simple Component
 9. Deploy Compensation Plan

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