Import Transaction with credited participant NAME instead of ID. The system assign the credited_participant_id from the wrong business unit. (Doc ID 2191936.1)

Last updated on OCTOBER 11, 2016

Applies to:

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

Symptoms

Import Transaction with credited participant NAME instead of ID.  The system assign the credited_participant_id from the wrong business unit.

 

STEPS

1.  Import Participant "Kim ICRep1" into two Incentive Compensation business units   (IC Support BU  ... and ... Utah IC BU).   Internally, there are two participant_id - one for each business unit.

2. Create transaction data file :
TRANSACTION_TYPE,TRANSACTION_NUMBER,EVENT_DATE,CREDIT_DATE,ROLLUP_DATE,TRANSACTION_AMOUNT,QUANTITY,CURRENCY_CODE,CREDIT_CATEGORY,CREDIT_AMOUNT,CREDIT_SPLIT_PERCENT,CREDIT_REVENUE_TYPE,CREDITED_PARTICIPANT_NAME,PROCESS_CODE,BUSINESS_UNIT_ID,SOURCE_BUSINESS_UNIT_ID
MANUAL,CreditTrx-1,01/2/2014,01/2/2014,01/2/2014,75.00,0,USD,300000000664043,75.00,100,REVENUE,Kim ICRep1,CNREC,300000060307044,300000060307044
MANUAL,CreditTrx-2,01/2/2014,01/2/2014,01/2/2014,75.00,0,USD,300000000664043,75.00,100,REVENUE,Kim ICRep1,CNREC,300000000607872,300000000607872

3. Import transaction Using File Based Data Import
select source_trx_number, credited_participant_id, credited_participant_name
from cn_tp_transactions_staging_t
where source_trx_number like 'CreditTrx%'
SOURCE_TRX_NUMBER CREDITED_PARTICIPANT_ID CREDITED_PARTICIPANT_NAME
CreditTrx-1 -1 Kim ICRep1
CreditTrx-2 -1 Kim ICRep1

4. Run Collect Transaction (Parameter : Business Unit = IC Support BU)
5. Manage Transaction -- Search CreditTrx-2 and see direct credit receiver "Kim ICRep1"

6. Run Collect Transaction (Parameter : Business Unit = Utah IC BU)
7. Manage Transaction -- Search CreditTrx-1 (for Utah IC BU) and see direct credit receiver "Kim ICRep1"

8. Confirm collection assign the participant associated to the source business unit

select participant_id, participant_name, org_id, start_date, end_date
from cn_srp_participants_all
where participant_name = 'Kim ICRep1'
PARTICIPANT_ID PARTICIPANT_NAME ORG_ID START_DATE END_DATE
17030 Kim ICRep1 300000000607872 2015-02-13 00:00:00
34041 Kim ICRep1 300000060307044 2015-02-13 00:00:00

select source_trx_number, credited_participant_id, org_id
from cn_tp_credits_all
where source_trx_number like 'CreditTrx%'
SOURCE_TRX_NUMBER CREDITED_PARTICIPANT_ID ORG_ID
CreditTrx-1 17030 300000060307044
CreditTrx-2 17030 300000000607872

 

Cause

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