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Managing_Datat_Throught_Import Monday, September 11, 2023

Slide 3 - Oracle Applications Cloud Release 9

Slide notesHello, my name is Peggy. Welcome to the Release 9 Training for Oracle Sales Cloud Incentive Compensation Enhancements. In this session, we’ll cover the Import and Web Services enhancements that we have made in this release.

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Slide 4 - Agenda

Slide notesFor the enhancements covered in this training, I’ll give an overview, followed by more detail to explain how you can use the new features, and what business value they bring.

Then I’ll walk you through a set of demonstrations where you’ll also have the opportunity to go through the flow for yourself in Try It Out mode.

Next I’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.

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Slide 5 - Enhancements Overview

Slide notesIn our continued effort to provide integration automation, we added the ability to migrate The rules you have defined for classification, crediting, and analyst approval from one environment to another. We've improved the transaction file-based data import feature to include named values , and included a new import feature for currency conversion rates. On the web services side, there is a new service to get the value of the period status and to update a period status to value to closed. We added a web service to submit many of the Incentive Compensation processes, such as classification and crediting processes.

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Slide 6 - Rule Migration

Slide notesThe rule migration feature allows you to export rules to an XML file which can then be imported into a production environment. This includes exporting and importing analyst approval hierarchies, credit teams, rollup credit hierarchies, direct credit hierarchies, and classification rule hierarchies.

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Slide 7 - Enhanced Transaction Import

Slide notesWith the addition of named values to the file mapping choices, you can create your transaction data file using names instead of unique internal identifiers when using the File-Based Data Import feature. The import process uses the names, or sometimes a combination of names, to derive the unique ID. The following named values are now available:

Business Unit Name for both the source and the transaction

Participant Name and E-Mail for both the direct participant and the credited participant

Participant Role,

Classification Rule,

Credit Category and

Credit Rule Name

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Slide 8 - Currency Conversion Rate Import

Slide notesWhether you use daily, weekly, or monthly rates, you can load conversion rates using a data file.

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Slide 9 - Calendar Period Status Web Service

Slide notesUse this web service to get the current period status value and to update the status to a value of closed.

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Slide 10 - Process Submission Web Service

Slide notesYou can use this web service to submit many of the Incentive Compensation processes.

The current list of processes includes:

Compensation Plans Work Area:

Deploy Classification Rules

Credits and Earnings Work Area:

Collect Transactions

Import Currency Conversion Rates

Incentive Compensation Transaction Import

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Revert Transactions

Run Crediting

Run Rollup

Run Crediting and Rollup

Classify Credits

Manage Calculation Processes

Participant Assignments Work Area:

Import Participants

Import and Update Participant Details

Deploy Compensation Plans

Deploy Credit Rules

Payments Work Area:

Create Payment Batch

Pay Payment Batch

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Slide 11 - Managing Data Through Import and Web Services

Slide notesThe value add for these features include expediting implementations and streamlining your ongoing transactional operations.

The rule migration feature contributes to a shorter implementation time line. Test your analyst approval hierarchies, classification rules, and crediting rules and teams in your test environment. When you are ready, export the rules from your test environment and import them into your production environment. After defining your currency rate types, use the currency rate import feature to populate initial rates for your implementation. Add file-based transaction import to your implementation configuration testing toolkit for quick transaction entry.

Additionally, both the currency rate import and transaction import features help to streamline your ongoing transactional operations. You no longer need to determine internal unique identifiers for transaction attributes. Simply use the names and the let the software derive the internal IDs. You are no longer inhibited from providing daily rates due to time-consuming manual entry. Improving operational efficiencies is our common goal.

Use web services to create the connections between Incentive Compensation and your systems to manage period statuses and Incentive Compensation processes.

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Slide 174 - Summary of Enhancement Capabilities

Slide notesHere is the summary of the features I have talked about today. You can use the rule migration feature to export classification, direct credit, rollup credit, team credit, and analyst approval hierarchies from one environment to another. You can optionally enter parameter values for the import process which will add a prefix and suffix to the rule names, and change the start date, end date, and business unit of the exported rules.

We have enhanced the file-based import feature for transactions by included new named values to identify the business unit, participant, participant role, classification rule, credit category, and credit rule. Migrate your mapping of the source file data to the target attributes using the export and import mapping feature.

You can keep your currency conversion rates up-to-date more efficiently by using the currency conversion rate file import or the Incentive Compensation Currency Exchange Rate web service.

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Slide 175 - Summary of Enhancement Capabilities

Slide notesTwo new web services are included in this release. The Incentive Compensation Calendar Period web services supports getting the current status of a period and closing a period. The Manage Process Submission web service supports the submission of 16 Incentive Compensation processes and the process status.

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Slide 176 - Additional Information

Slide notesThe transaction import enhancements are to the File-Based Data Import feature and have not yet been extended to importing transactions using the Credits and Earnings, Incentive Compensation Transaction Import task.

The rule migration feature supports the migration of a single rule or the entire rule hierarchy. The export and import of a partial hierarchy is not currently supported.

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Slide 177 - Slide 177

Slide notesThat concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section.

You can pause and rewind any of these slides if needed.

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Slide 178 - Oracle Enterprise Repository

Slide notesMy first advice is to become familiar with the Oracle Enterprise Repository. The Oracle Enterprise Repository for Oracle Fusion Applications provides the definitive catalog of integration-related content to simplify customizations, extensions and integrations.

The content includes:

A data file template for importing currency conversion rates using a data file. The template contain instructions, attribute level information, and the structure for your data.

For transaction import, you can find a file-based import reference guide to help you understand each target attribute and collection defaulting and validation logic.

Web service details including the service path, service data object taxonomy, and cookbook documentation.

To access the Oracle Enterprise Repository, enter http://fusionappsoer.oracle.com using your browser (note that Firefox is recommended). Sign in as a user or a guest to Oracle Enterprise Repository.

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Slide 179 - Oracle Enterprise Repository

Slide notesTo view the assets for the two file-based data import assets, select the File Based Data Import asset type and the Incentive Compensation product family.

To view external web services, enter the term, External, as a search string, select the ADF Service type, and the Incentive Compensation product family.

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Slide 180 - Implementation Advice

Slide notesIf you are interested in the web service to upload data files to the content repository, instead of manually uploading them using the File Export and Import work area, you can find out more about it by reviewing the Oracle Fusion Middleware Developing with Oracle WebCenter Content guide.

http://docs.oracle.com/cd/E29542_01/doc.1111/e26694/web_services.htm#CHDDIJJB

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Slide 181 - Feature Impact Guidelines

Slide notesThe three features are enabled by default and included in the security roles provided by Oracle. The two web services are available for your integration.

The enhanced file-based transaction import feature and the currency conversion rate import feature have a small number of setup steps.

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Slide 182 - Setup Summary

Slide notesThe setup for the currency import is performed within the Incentive Compensation Offering. The setup for the transaction import feature can be done within the Incentive Compensation Offering or from the Credits and Earnings work area. There is no setup required for the rule migration feature.

Tasks associated with the currency and transaction import features are:

Manage Currency Conversions

If you are a new customer, the Incentive Compensation Daily Rate type is seeded. If this type does not represent the rates you are importing, define your rate type using the Manage Currency Conversions task.

If you’re an existing customer and want to use the import feature for your existing rate types, no setup is needed.

Manage Parameters

If you are a new implementation or if you are changing your rate type, select the desired rate type using the Manage Parameters task for the following : Transaction Conversion Rate Type, Collection Conversion Rate Type, Payment Conversion Rate Type

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Manage Incentive Compensation Import Mappings

If you plan to use names in your transaction import file, define a new mapping or copy the existing mapping to map your data file to the related target attributes.

You can also complete this task from the Credits and Earnings work area, Import Transactions Using File Based Import task.

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Slide 183 - Currency Conversion Rate Setup Detail

Slide notesCurrency conversion rates between two currencies are defined for each rate type. You can define as many rate types as you need for your business processing. You determine which rates are used for transactions and payment processing by assigning them using the Manage Parameters task for each business unit. For example, you can define daily rates to convert transaction and credit amounts, and period average rates to convert payment amounts. In this case, use the seeded Incentive Compensation Daily Rate type for your daily rates. Define a new rate type for the period average rates.

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Slide 184 - Currency Rate Type Parameter Setup Detail

Slide notesIf implementing a new business unit, assign the rate types that you want for your transaction and payment processing using the Manage Parameters task. For example, let’s say you have sales persons in Canada and the United States working within a single incentive compensation business unit and you want to compensate them in their home currency. You have defined daily conversion rates for your transactions and average period rates for your payments. Define the operating currency for your business unit and define the processing currency parameter by selecting the Participant Home Currency value. Select the daily rate type for the various transaction processes using the Transaction Conversion Rate Type (used to convert base transaction amounts during credit, rollup, and calculation processes) and Collection Conversion Rate Type (used to convert transaction amounts during the transaction collection process) parameters. Select the period rate type for the Payment Conversion Rate Type parameter.

If you are using the same rate types already defined for your implementation, then no additional setup is required to import the currency rates for those rate types and you do not need to adjust any of your Manage Parameter settings.

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Slide 185 - Transaction File Mapping Setup Detail

Slide notesIf you want to use the new attributes available for mapping, and your transaction data file includes the values, create a new mapping or copy and existing mapping to update. The new target attribute names are:

SourceBusinessUnitName: Source Business Unit - The name of the source business unit. The name is used by the import process to derive the unique ID for the source business unit record.

ParticipantName: Direct Participant - The direct participant's name. The name is used by the import process to derive the unique ID for the participant record.

Provide the name as it appears in the Participant Detail page. If the name appears with a comma, provide double quotes around the name in your source file. For example, if the name appears as Feng, Amy, provide the value of “Feng, Amy" in your source file. If the name appears as Amy Feng, the double quotes are not needed.

ParticipantEmail: Direct Participant’s E-Mail - The direct participant's e-mail address. The e-mail address is used by the import process to derive the unique ID for the participant record.

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RoleName: Role Name - The compensation role name assigned to incentive compensation participants. You can use this value when determining credit or classification matching. The name is used by the import process to derive the unique ID for the participant role record.

ClsfnRuleName: Classification Rule - The name of the classification rule to use when overriding the classification process. The name is used by the import process to derive the unique ID for the classification rule record.

CreditedParticipantName : Credit Receiver’s Name - The name of the participant receiving credit. The name is used by the import process to derive the unique ID for the participant record. Provide the name as it appears in the Participant Detail page. If the name appears with a comma, provide double quotes around the name in your source file. For example, if the name appears as Feng, Amy, provide the value of “Feng, Amy" in your source file. If the name appears as Amy Feng, the double quotes are not needed.

CreditedParticipantEmail: Credit Receiver’s E-Mail - The e-mail address of the participant receiving credit. The e-mail address is used by the import process to derive the unique ID for the participant record.

EligibleCatName: Credit Category - The credit category name to use when overriding the classification process. The credit category is a user-defined business category used to classify a transaction for compensation purposes. The name is used by the import process to derive the unique ID for the credit category record.

CreditRuleName: Credit Rule - The name of the credit rule. The name is used by the import process to derive the unique ID for the credit rule record.

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Slide 186 - Job Roles & Associated Duty Roles

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Slide 187 - Business Process Model Information

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Slide 188 - Business Process Model Information

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Documents

Adobe Captivate - Oracle · Web viewThe Oracle Enterprise Repository for Oracle Fusion Applications provides the definitive catalog of integration-related content to simplify customizations,