(21A) أوراكل CX للمبيعات: تعويضات الحوافز

Course Introduction

• Learning Objectives
• Instructor and Class Participants
• Course Audience
• Course Prerequisites
• Course Goal
• Course Objectives
• Course Methodology
• Course Materials
• Course Agenda
• Resources: Documentation
• Resources: My Oracle Support

Overview

• Learning Objectives
• Sales Performance Management Features
• What is Incentive Compensation?
• Oracle Incentive Compensation Flow
• Participants
• Compensation Plan
• Transactions
• Credit Rules
• Processing
• Compensation Plan Building Blocks
• Creating Compensation Plans
• Lesson Highlights

Compensation Plans and Performance Measures

• Learning Objectives
• Compensation Plan Building Blocks
• Compensation Plans
• Plan Components
• Performance Measures
• Goals
• Goal: Example
• Credit Categories
• Measure Formulas
• Measure Formula Example
• Scorecards
• Scorecard: Example
• How Does It All Fit Together?
• Lesson Highlights
• Practice

Incentive Formulas and Rate Tables

• Learning Objectives
• Compensation Plan Building Blocks
• Incentive Formula
• Create Incentive Formulas
• Rate Table
• Rate Table Dimension Types
• Rate Dimension Examples
• Create a Rate Table
• How Incentive Formulas Use Rate Tables
• Example: Individual Transactions, No Running Total
• Example: Individual Transactions, Running Total
• True Up
• Example: Individual Transactions, Running Total, True Up, Quarterly Intervals
• Example: Transactions by Interval, Running Total, Quarterly Intervals
• Additional Dimensions
• Multidimensional Rate Table
• Split Attainment: No Split Attainment
• Split Attainment: Fixed (Step Rate)
• Split Attainment: Proportional (Interpolated Rate)
• Lesson Highlights
• Practice

Participants, Roles, and Assignments

• Learning Objectives
• Participants
• HCM Foundation
• Create Internal Participants
• Create External Participants
• Steps to Import Participants
• Map User Attributes to Participant Attributes
• Use Selection Rules to Import Participants
• Participant Details Import
• Populating and Uploading the Import File
• Delete Participants
• Add Participants to Compensation Plans
• Incentive Compensation Roles
• Create a Role
• Assign Incentive Compensation Roles
• Assign Participants
• Create Assignment Rules
• Run Assignment
• Lesson Highlights
• Practice

Automated Role Assignments

• Learning Objectives
• Incentive Compensation Roles
• Business Value
• Automated Role Assignments
• Configure Assignment Rules
• Prerequisites
• Configure Automated Role Assignment
• 5. Set the Approval Options
• 6. Create a Rule Hierarchy
• 7. Run Assignment
• 8. If Necessary, Review and Approve Assignments
• Preserve Role Assignments
• Lesson Highlights
• Practice

Sales Crediting

• Learning Objectives
• What is Sales Crediting?
• Sales Credit Allocation
• Sales Crediting
• How Much is Appropriate?
• Credit Rule Hierarchy
• Credit Rule Qualifiers
• Credit Rule Scoring
• Example: Credit Rule Scoring
• Recommended Practice for Building Your Hierarchy
• Optional: The Rollup Rule Hierarchy
• Team Crediting
• Deploy Credit Rules
• Lesson Highlights
• Practice

Classification

• Learning Objectives
• Classification
• Create Credit Categories
• Classification Rules
• Classification Rules: Example
• Create Classification Rules
• Classification Process
• Lesson Highlights
• Practice

Processing Transactions

• Learning Objectives
• Transactions
• Incentive Compensation Processing Lifecycle
• Import Management
• Oracle Data Integrator
• Collect Transactions
• Adjusting Transactions – Inline Edit
• Incentive Compensation Processing Lifecycle
• Sales Crediting
• Sales Crediting Example
• Rollup
• Rollup Example 1
• Rollup Example 2
• Incentive Compensation Processing Lifecycle
• Classification Rules
• Classification Process
• Lesson Highlights
• Practice

Earning Transactions

• Learning Objectives
• Incentive Compensation Processing Lifecycle
• Review: Performance Measure
• Calculation Process
• Eligibility
• Calculation Phase
• Calculation Process
• More Transaction Examples
• Complete versus Incremental Calculation
• Tracing Earnings
• Earning Traceability – Calculation Detail
• Debugging Eligibility Errors
• Lesson Highlights
• Practice

Advanced Calculations and Expressions

• Learning Objectives
• Expressions
• Expression Builder
• Available Function Types
• Aggregate Functions
• Comparison Functions
• Number Functions
• Logical Functions
• Null Function
• User-Defined Functions
• If-Then-Else Logic
• The DECODE Statement
• "If-Then-Else" via Rate Tables and Scorecards
• Value Set Queries
• Lesson Highlights
• Practice

Objectives-Based Performance Incentives

• Learning Objectives
• Objectives-based Performance Incentives
• Business Value
• Types of Objectives
• Objectives-based Performance Incentives
• Assessment Flow
• Assessments
• Questions
• Question Weight
• Responses
• Response Score and Rating
• Assessment Score
• Assessment Graph
• Score Range Attributes
• Create an Assessment Template
• 1. Create the Template
• 2. Configure the Ratings
• 3. Enter Question Groups, Questions, and Responses
• 4. Set or Verify Question Weights
• 5. Enter Score Feedback
• 6. Deploy the Template
• Assign Objectives to a Compensation Plan
• Processing Assessments
• Lesson Highlights
• Practice

Individualize Compensation Components

• Learning Objectives
• Individualize Compensation Plans
• Individualize a Plan
• 1. Navigate to the Participant's Plan
• 2. Individualize Target Incentive and Percentage
• 3. Individualize Plan Component or Measure Commission Rates
• 4. Individualize Participant Goals
• 5. Individualize Credit and Transaction Factors
• 6. Individualize Terms and Conditions
• Plan Document Approval and Acceptance Process
• Plan Document Approval and Acceptance Settings
• How Plan Documents Are Approved and Accepted
• Lesson Highlights
• Practice

Payment Processing

• Learning Objectives
• Incentive Compensation Processing Lifecycle
• Payment Process
• Payment Components
• Payment Plans
• Payment Plan Categories
• Payment Plan Settings
• Payment Plan: Example
• Pay Groups
• Payment Batches
• Paysheets
• Paysheet Approval
• Paysheet Approval Parameters
• Payment Procedure
• How Paysheets are Approved
• Review Earning Calculation
• Participant Alternate Payee
• Dispute Management and Approval Actions
• Dispute Processing
• Create
• Reassign and Delegate
• Request More Information
• Update Information
• Approve or Reject
• Escalate
• Withdraw
• Lesson Highlights
• Practice

Reports and Analytics

• Learning Objectives
• Oracle CX Sales Analytics – Summary
• Predefined Analytics Content
• Examples of Predefined Analyses
• Advantages of Analytics
• Sales Compensation Work Area
• "My Team's Compensation" Work Area
• Reports and Analytics
• Business Intelligence Report Composer
• Mobile Analytics
• Mobile Prerequisites
• Lesson Highlights
• Practice

Importing and Exporting Data

• Learning Objectives
• Overview of Import/Export
• Import Incentive Compensation Participants
• Import Incentive Compensation Participant Details
• Import Incentive Compensation Participant Goals
• Manage Incentive Compensation Participants Role Assignment
• Import Incentive Compensation Currency Conversion Rates
• Export Incentive Compensation Payments
• Export Incentive Compensation Earnings
• Lesson Highlights

Extending Incentive Compensation

• Learning Objectives
• Flexfield
• Flexfield Terminology
• Working Example: The Base Transaction Descriptive Flexfield
• Make an Additional Attribute Available to an Object
• 1. Select the Flexfield to Edit
• 2. Select an Attribute That is Not Being Used
• 3. Configure the Segment
• 4. Deploy the Flexfield
• 5. Verify the Results
• Value Sets
• Create or Select a Value Set for a Flexfield Segment
• 1. Select the Segment to Edit
• 3. Create or Select a Value Set for That Segment
• 4. Deploy the Flexfield
• 5. Test the Results
• Enable Segments for Crediting and Classification
• Enable the Segment for the Calculation Process
• Lesson Highlights
• Practice

Setting up Your Company's Environment

• Learning Objectives
• Key Implementation Concepts
• Offerings
• Enable the Offerings
• Tasks
• Run a Task from Within an Offering
• Implementation Projects
• Run a Task from within an Implementation Project
• Run a Task from the Setup and Maintenance Search Page
• Incentive Compensation Tasks
• Manage Parameters
• Manage Calendars
• Create the Calendar
• Assign a Calendar to a Business Unit
• Edit the Period Status Within the Business Unit
• Create Calendar Periods
• Lesson Highlights
• Practice