Oracle Incentive Compensation SIG Meeting
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1 Oracle Incentive Compensation SIG Meeting
2 Agenda Introductions Overview/Lessons Learned E-Business OIC Fusion OIC Future Direction OAUG Information Oracle Support
3 OIC SIG Leadership Tabitha Ebert Lisa Barthel-Daluge Srini Parimi Men- Ching Luk/David Carlson
4 Participant Introductions Number/Type of Implementations Number of Resources Number of Plans Version of the System Type of Industries What OIC Replaced
5 OIC Conference Sessions Demo Area Sales Crediting and Incentive Flows after Order to Cash in Oracle E-Business Suite [CON7559] Harnessing Advanced Oracle Fusion Compensation Features [CON6092] Compensation in the Cloud: Proven Business Case [CON2709]
6 Oracle Incentive Compensation Compensation Plans - Plan Elements - Formulas and Expressions - Rate Tables and Dimensions - Product Classification
7 Setup of Compensation Plans Structure of Plans by Role Compensation Plans Plan Elements Product Classes Formulas and Expressions Rate Tables and Dimensions Copy/Duplicate Functionality
8 HR Employees AP Suppliers CRM Resource Manager Groups/ Resource Roles Teams Oracle Incentive Compensation Compensation Plans - Plan Elements - Formulas and Expressions - Rate Tables and Dimensions - Product Classification
9 Resources and Hierarchy Resource Definition Roles Groups Teams Credit Assignment/Splits
10 HR Employees AP Suppliers CRM Resource Manager Groups/ Resource Roles Teams Oracle Incentive Compensation Order Management Accounts Receivable Other Data Sources Territory Management Territory Qualifiers Rules Sales Credit Allocation Splits Compensation Plans - Plan Elements - Formulas and Expressions - Rate Tables and Dimensions - Product Classification Manual & Imports
11 HR Employees AP Suppliers CRM Resource Manager Groups/ Resource Roles Teams Oracle Incentive Compensation Order Management Accounts Receivable Other Data Sources Territory Management Territory Qualifiers Rules Sales Credit Allocation Splits Compensation Plans - Plan Elements - Formulas and Expressions - Rate Tables and Dimensions - Product Classification OIC Processing - Data Collection and Imports - Data Load - Calculation Manual & Imports
12 Sales Crediting Territory Management Sales Credit Assignment/Splits Direct Reps, Indirect/Overlay, Management Rule Based Structure Named Accounts Product Based Customer Based Qualifiers Standard/Custom
13 HR AP Integrated Complete Solution Employees Suppliers CRM Resource Manager Groups/ Resource Roles Teams Oracle Incentive Compensation Order Compensation Plans - Plan Elements GL - Formulas and Expressions OIC JE's - Rate Tables and Dimensions - Product Classification Management OIC Processing Accounts Territory Qualifiers Rules - Data Collection and Imports Payable Accounts Sales Credit - Data Load Receivable - Calculation Payroll Splits - Payruns Other Data Sources Manual & Imports Territory Management Allocation Reporting and Analytics
14 Data Collection/Load/Calculation Setup/Configuration Data Sources Frequency Results Validation Performance
15 Payrun/Payment Processing Oracle Payroll Other Payroll Systems Oracle Accounts Payable Processed by Paygroup Frequency Validation and Approval
16 Reporting/Analytics Self Service Reports User Manager OBIEE Standard Reports Custom Reports
17 HR AP Integrated Complete Solution Employees Suppliers "On-Demand/Hosted or Self Hosted" CRM Resource Manager Groups/ Resource Roles Teams Oracle Incentive Compensation Order Compensation Plans - Plan Elements GL - Formulas and Expressions OIC JE's - Rate Tables and Dimensions - Product Classification Management OIC Processing Accounts Territory Qualifiers Rules - Data Collection and Imports Payable Accounts Sales Credit - Data Load Receivable - Calculation Payroll Splits - Payruns Other Data Sources Manual & Imports Territory Management Allocation Reporting and Analytics
18 OIC FUTURE ROAD MAP DIRECTION
19 Connect with the OAUG at OpenWorld Booth 3131 in Moscone West and Users Group Pavilion in Moscone South Ask questions and share answers with other Oracle Applications users and experts. Visit oaug.org/openworld to join the discussion Special membership offers 15 months for the price of 12 3 months at ¼ of the regular price
20
21 Q&A
22 ORACLE SUPPORT
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