Guide to create a test plan
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This document provides steps to create a test plan to payout sales commissions based on order value tiers (5% for orders under $1000, 10% for $1000-$2000, 15% for over $2000) using the Oracle Incentive Compensation application. It outlines setting up required configurations, creating an input expression to capture order value, an output expression to calculate commission amount, a rate dimension, rate table and formula to apply the rates, and finally running sample transactions to test the calculation.
Guide to create a test plan
- 1. Guide to create a test OIC Comp Plan Author: Manoj Sharma Last Update: 27/3/2013
- 2. Scenario Organization ABC Laptop Services wants to payout their sales reps based on below matrix/rates % commission payout (on total Total Order Line Value(for Laptop) order line value) 0-1000 5 1000-2000 10 2000-9999999 15 For example if a salesrep has order line with order line amount 1299, he should be paid 10% of total order line amount as commission (1299*10%= 129.90). Pre-Requisites All required feeding applications are configured (General Ledger, HRMS, CRM Resources etc) Required table columns are configured (Calculation & Classification) in OIC under Incentive Comp Administrator>Workbench Configuration>Configure Table and Columns for ‘CN_COMMISSION_HEADERS’ Required OIC Profiles and Parameter Setups are completed Required OIC periods are open Product, Product Hierarchy and Product Classification is configured in OIC Refer OIC Implementation guide for more detail on base OIC setups
- 3. 1) Navigate to Plan Administrator responsibility>Maintain Plan Components>Expression Create input expression as below (note: commission_headers.transaction_amount is configured as Order Value on this instance) 2) Navigate to Plan Administrator responsibility>Maintain Plan Components>Expression Create output expression as below (note: commission_headers.transaction_amount is configured as Order Value on this instance)
- 4. 3) Navigate to Plan Administrator responsibility>Maintain Plan Components>Rate Dimension Create Rate Dimension as below 4) Navigate to Plan Administrator responsibility>Maintain Plan Components>Rate Table Create rate table as below and assign rate dimension to it. And click Update Rates button.
- 5. 5) Provide the rate percentage and save 6) Navigate to Plan Administrator responsibility>Maintain Plan Components>Formula Provide formula name and other details as below
- 6. 7) Provide input/output expressions.
- 7. 8) Assign rate table to formula 9) Navigate to Plan Administrator responsibility>Maintain Plan Components>Plan Element Create plan element and assign formula to it
- 8. 10) Assign Product/Revenue class to Plan Element 11) Navigate to Plan Administrator responsibility>Maintain Plan Components>Create Comp Plan Create Comp Plan as below and assign Plan Element to it.
- 9. Transaction & Calculation Process
- 10. 1. Navigate to Compensation Manager>Tasks>Maintain Transactions Click on CREATE button 2. Enter salesrep and other required transaction attributes and SAVE the transaction.
- 11. 3. Compensation Manager>Tasks>Maintain Transactions>Load Run process for specific date range to load transaction created 4. Compensation Manager>Tasks>Maintain Transactions>Calculate Compensation Click on Calculate Compensation button
- 12. 5. Provide Calculation parameter values for calculation batch. Please note, run test calculation for your specific salesrep else it would submit process for all salesrep, which is not recommended.
- 13. 6. Compensation Manager>Tasks>Maintain Transactions Query for transaction created for test and verify commission amount.