Quick start steps to configure a new instance for Oracle Fusion Incentive Compensation. (Doc ID 1515227.

1)
Modified 24-DEC-2012 Type HOWTO Status UNDER_EDIT(EXTERNAL) Priori ty 3 To Bottom
In this Document
Goal
Fix

Step #1. Create an Incentive Compensation Implementation Project
..... #1a. Create an implementation project
..... #1b. Add Incentive Compensation task list

Step #2. Assign Incentive Compensation function to Business Unit

Step #3. Generate Incentive Compensation Roles for Business Unit
..... #3a. Click on Search - Role Templates
..... #3b. Generate Roles
..... #3c. View the valid roles generated

Step #4. Define Incentive Compensation Shared Configuration
..... #4a. Manage Incentive Compensation Profile Values
..... #4b. Manage Incentive Compensation Lookups (Optional at initial setup)
..... #4c. Manage Value Sets (Optional at initial setup)
..... #4d. Manage Incentive Compensation Descriptive Flexfields
..... #4e. Manage Calendars (Required)
..... #4f. Manage Currencies (Optional)
..... #4g. Manage Currency Conversions (Optional if only using one currenty)


Step #5. Setup Incentive Compensation Parameters for Business Unit
..... #5a. Manage Parameters
..... #5b. Manage Intervals
..... #5c. Configure Tables and Columns (Optional)
..... #5d. Manage Open Period Process
Step #6. Create provision roles and rules for Incentive Compensation users (Optional)
..... #6a. Create a resource role specific for Incentive Compensation
.......... #6a-1. Create a new resource role lookup
.......... #6a-2. Create a new resource role
..... #6b. Create a role provisioning rule

Step #7. Assign roles to user

Step #8. Verify user login and see the associated business unit
References
@ Created from SR 3-6560373851
Applies to:
Oracle Fusion Incentive Compensation - Version 11.1.4.0.0 and later
Oracle Fusion Incentive Compensation Cloud Service - Version N/A and later
Information in this document applies to any platform.
Goal
This document contains quick steps to configure your new Oracle Fusion Incentive Compensation instance.
Assumption: You have the superuser application login and password. The Enterprise Structure and Business Unit have also been defined.

Fix
Step #1. Create an Incentive Compensation Implementation Project
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..... #1a. Create an implementation project
Navigator > Setup and Maintenance > Manage Implementation Projects > Create (eg. IC Implementation Project)
..... #1b. Add Incentive Compensation task list
Search Task Lists Name = Incentive Compensation and add to project.
Step #2. Assign Incentive Compensation function to Business Unit

From the implementation project task lists, drill down on the folders: Incentive Compensation > Define Common Applications Configuration for Incentive
Compensation > Define Enterprise Structures for Incentive Compensation. Then click on the Go to Task at the "Define Business Units for Incentive
Compensation" level.
This will prompt you to select a business unit. Select the business unit ROW then click on [Save and Close] to set the business unit for the sub tasks.

Note: Do not click on the business unit name. It will take you to Edit the business unit screen.

You should now see the business unit associated.
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Click on go to task on Assign Business Unit Business Function and enable the Incentive Compensation function.
Step #3. Generate Incentive Compensation Roles for Business Unit
From the implementation project task lists, drill down on the folders: Incentive Compensation > Define Common Applications Configuration for Incentive
Compensation > Define Enterprise Structures for Incentive Compensation > Define Business Units for Incentie Compensation. Then click on the Go to Task on
"Verify Data Role Generation for Business Unit Business Function". This will launch the Authorization Policy Manager (APM).
..... #3a. Click on Search - Role Templates
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Search for Name [Starts with] Incentive
Open the result record "Incentive Compensation Template for Business Function Incentive Compensation"
..... #3b. Generate Roles

..... #3c. View the valid roles generated
Note: For each business unit with Incentive Compensation function, there will be four roles generated.
Examples:
Incentive Compensation Application Administrator FAST CRM Orlando BU
Incentive Compensation Application Analyst FAST CRM Orlando BU
Incentive Compensation Application Manager FAST CRM Orlando BU
Incentive Compensation Application Plan Administrator FAST CRM Orlando BU
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Step #4. Define Incentive Compensation Shared Configuration
In projects, expand "Define Incentive Compensation Shared Configuration" task list under Define Incentive Compensation.
..... #4a. Manage Incentive Compensation Profile Values
There are only two profiles:
1) CN_DEBUG ( Enable Debug Mode ) = No at site level.
CN_DEBUG is required to see the calculation debug messages.
Be carefull that these messages can fill up the CN_PROCESS_AUDIT_LINES_ALL table very quickly.
Turn it on only when needed to debug. Normally, set this value at the user level.
2) CN_MARK_EVENTS ( Enable Incremental Calculation ) = Yes at site level
CN_MARK_EVENTS is needed if plan on using incremental calculation mode. If you later set this value, you can potentially missed some events.
..... #4b. Manage Incentive Compensation Lookups (Optional at initial setup)
Most are seeded and enabled.
The only lookup type that you might want to add additional lookup codes is CN_USER_FUNCTIONS to be used for expressions user defined function
(see Doc ID 1345191.1 )
..... #4c. Manage Value Sets (Optional at initial setup)
..... #4d. Manage Incentive Compensation Descriptive Flexfields
Descriptive Flexfield Code = CN_TP_BASETRANS_DFF
Enable the [Manage Contexts] section by adding the business unit value.
See Error Opening Create Transaction (see Doc ID 1349799.1)
..... #4e. Manage Calendars (Required)
..... #4f. Manage Currencies (Optional)
Enable which ever currency you will use. Note: USD is already enabled.
..... #4g. Manage Currency Conversions (Optional if only using one currenty)
Step #5. Setup Incentive Compensation Parameters for Business Unit
In projects, click on Go to Task on "Define Incentive Compensation Business Unit Configuration" under Define Incentive Compensation task list.
Select the business unit.
..... #5a. Manage Parameters
The parameters must be setup in order to activate this business unit.
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..... #5b. Manage Intervals
Update whenever new periods are added. Make sure the Interval Name is correct for each interval type. This determines which range of periods are
included in calculation.
..... #5c. Configure Tables and Columns (Optional)
This can be deferred till you determine which attribute fields are needed for classification rules, crediting rules, and / or calculation.
..... #5d. Manage Open Period Process
You need to open at least one period.


Step #6. Create provision roles and rules for Incentive Compensation users (Optional)
Note: You can skip this step and assign the roles from Step #3 directly to the user.
..... #6a. Create a resource role specific for Incentive Compensation
In projects, expand "Define Resource Role Information for Incentive Compensation" task list under Define Common Applications Configuration for
Incentive Compensation > Define Resources for Incentive Compensation folders.
.......... #6a-1. Create a new resource role lookup
Go to task : Manage Resource Role Lookups
Lookup Type is JTF_RS_ROLE_TYPE (Resource Role Type)
Example of a new lookup code:
Lookup Code = UD_INCENTIVE_COMPENSATION
Enabled = Checked
Start Date = 01/01/2010
Meaning = Incentive Compensation
Description = User defined: grouping of resource roles related to Incentive Compensation
.......... #6a-2. Create a new resource role
Go to task : Manage Resource Roles
Examples of a new resource roles:

Role Name Role Code Role Type Checked
IC Salesrep IC_REP Incentive Compensation Member
IC Administrator IC_ADMIN Incentive Compensation Administrator
IC Manager IC_MGR Incentive Compensation Manager, Member
IC SuperUser IC_SUPERUSER Incentive Compensation Administrator, Manager,
Member
..... #6b. Create a role provisioning rule
Search and go to task: Manage HCM Role Provisioning Rules
Examples of a new Role Mappings:

Mapping Name Resource Role Associated Roles Auto provision
IC Global Manager IC Manager Incentive Compensation
Manager FAST CRM Orlando BU
Checked
IC Global Administrator IC Administrator
Incentive Compensation
Manager FAST CRM Orlando BU
Incentive Compensation
Application Administrator FAST
CRM Orlando BU
Incentive Compensation Plan
Administrator FAST CRM
Orlando BU
Checked
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Note #1: If you do not see your list of roles from Step # 3, then submit process "Retrieve Latest LDAP Changes" via Navigator > Scheduled Processes. On
most SAAS environment, this job is scheduled on a regular basis and you can not submit adhoc request for this job.
Note #2: See Application Help (Product = Incentive Compensation, Search on security roles). This will bring up Oracle Fusion Applications Incentive
Compensation Security Reference Manual. It explains on function of various roles. In this example, I want my Administrator to have access to all the
Incentive Compensation function.

Step #7. Assign roles to user
Navigator > Manage Users
Note: Because of the provisioning rule in Step #6b, when you assign the resource role, system can auto assign the associated roles.

Step #8. Verify user login and see the associated business unit
Login application with new user created in Step # 7.
You should see the Incentive Compensation navigation menus associated to the assigned roles.

If you see your business unit in the list of value, you are ready to start your Incentive Compensation implementation.
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Note:
What happens when a user is assign multiple/same functional roles but have different business unit? User will only see the function listed once under the
navigator but the list of value (LOV) for the Business Unit will contain all the business unit that user have access too.
If user can not see both or any business units in the list of value, make sure Steps # 2, 3, and 5 have been completed for each business unit.

Example:
User is assigned two roles:
Incentive Compensation Plan Administrator FAST CRM
Incentive Compensation Plan Administrator FAST IC Orlando
The Navigator will only show the menu Compensation Plans once but user will be able to select from both business units.


References
NOTE:1345191.1 - How To Create User-Defined Function And Deploy It In Calculation Expression ?
NOTE:1349799.1 - Error Opening Create Transaction
Related
Products
Oracle Fusion Applications > Incentive Compensation > Incentive Compensation > Oracle Fusion Incentive Compensation > Set Up Compensation Management-
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Define Incentive Compensation > Define Incentive Compensation Parameters
Oracle Fusion Applications > Incentive Compensation > Incentive Compensation > Oracle Fusion Incentive Compensation > Other Issues > Functional Setup
Manager
Oracle Fusion Applications > Incentive Compensation > Incentive Compensation > Oracle Fusion Incentive Compensation > Technology Management - Fusion
Security > User - Role Provisioning & LDAP
Services > Oracle Cloud > Oracle Software Cloud > Oracle Fusion Incentive Compensation Cloud Service > Set Up Compensation Management > Define
Incentive Compensation
Knowledge Categories
Oracle Fusion Applications > Customer Relationship Management > Incentive Compensation > FAPPS: Manage Incentive Compensation (Primary)
Document Attributes
Author KCAT.US; Status UNDER_EDIT(EXTERNAL)
Owner kim.vu@oracle.com Publ isher
Alias Content Type TEXT/X-HTML
Vi sibili ty EXTERNAL Priori ty 3
Created By kim.vu@oracle.com Created Date 21-DEC-2012
Modi fied By kim.vu@oracle.com Modi fied 24-DEC-2012
Reviewer Revi ew Date
Source AWIZ 3-6560373851 Exception No
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