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Oracle Sales Cloud: Incentive Compensation

Codice
D80250GC20
Durata
5 Giorni
Prezzo
2.500,00 € (iva escl.)
Lingua
italiano
Modalità
Virtual Classroom
Corso in aula
       

 

Schedulazione
Luogo Data Iscrizione
A Richiesta

 

Prerequisiti

Il corso è rivolto a:
  • Consulente implementazioni
  • Consulente tecnico
  • Amministratori di Sistema
  • Utente finale
  • Consulente implementazioni
  • Consulente tecnico
  • Amministratori di Sistema
  • Utente finale

 

Obiettivi

This course provides participants with the knowledge and skills they require to implement, configure, and use Oracle Sales Cloud: Incentive Compensation. Participants examine incentive compensation functional tasks and transaction processing as well as setup tasks through lectures, discussions, demonstrations and hands-on activities. Incentive compensation functional tasks include creating and managing compensation and payment plans as well as classification, crediting, and rollup rules; importing, maintaining, and assigning participants; and generating credit, earnings, and payment transactions as well as distributing payments. Setup tasks include configuring common components such as enterprise structures, security, persons, parties, geographies, approvals, Oracle Sales Cloud Help, application toolkit, and common reference objects. It also includes setup tasks for incentive compensation shared configurations and business units.

Learn To:
  • Configure incentive compensation plans and classification, credit, and rollup rules
  • Assign incentive and draw plans
  • Manage processes and workloads
  • Approve and distributing payments
  • Monitor performance and review incentive results
  • Setup Oracle Fusion Incentive Compensation and manage incentive compensation business processes

Benefits to You:
Ensure a smooth, rapid implementation of Fusion Incentive Compensation. Better understand configuration options so that you can make improved decisions during your implementation. Efficiently use and manage Oracle Sales Cloud: Incentive Compensation to assure effective administration of your sales incentive programs.

This course was formerly known as Fusion Applications: Incentive Compensation
  • Use Oracle Fusion Incentive Compensation (IC) to perform functional (or transactional) tasks
  • Identify the key concepts of Incentive Compensation that determine a successful implementation
  • Use Oracle Fusion Functional Setup Manager (FSM) to implement Incentive Compensation
  • Test your setup by entering data and performing common Incentive Compensation processes

 

Contenuti

Incentive Compensation Course Overview
Lesson and Course Objectives
Course Schedule
Outline of Course Hands-On Activities
Oracle Fusion Resources

Introducing Oracle Fusion Applications and Incentive Compensation
Introduce Oracle Fusion Applications User Interface
Introduce Oracle Fusion Customer Relationship Management, Human Capital Management, and Incentive Compensation
Introduce the Manage Incentive Compensation Main Business Activities
Introduce Incentive Compensation Transaction Processing

Model and Configure Incentive Plans
Compensation Plans and Building Blocks Overview
Rate Tables and Dimensions
Expressions
Performance Measures
Classification Rules and Credit Category Hierarchies

Assign Participants
Introducing Participants, Plans, and Pay Groups
Assigning Participants, Payment Plans, and Pay Groups

Credit Participants
What is Sales Crediting?
How Much Is Appropriate?
Crediting Defined
Oracle Fusion Incentive Compensation Crediting

Activity: Credit, Classify, Calculate Earnings, and Determine Payments
Incentive Compensation Processing Lifecycle
Base Transactions
Credited and Classified Transactions
Earnings and Payment Transactions

Transaction Lifecycle
Importing, Collecting, and Managing Transactions
Crediting
Rollup
Classification
Calculation
Payment Entities and Processes Overview
Payment Transactions

Sales Compensation
Monitor Participant and Team Performance
Manage Disputes

Introducing Oracle Fusion Functional Setup Manager
Application Implementation Lifecycle
Functional Setup Enterprise Roles
Planning an Implementation
Configuring Offerings
Generating Setup Task Lists
Assigned Implementation Tasks
Maintaining Setup Data
Accessing Implementation Projects and Tasks

Define Enterprise Structures for Incentive Compensation
Oracle Fusion Applications Business Units and Business Functions
Reference Data Sharing
Reference Data Partitions
Workforce Structures: Jobs and Job Families
Incentive Compensation and HCM Jobs

Define Security and Persons for Incentive Compensation
IC Security Setup and Maintenance
Roles Assigned to Users
Role-Based Access Control
Job and Duty Roles
Manage Incentive Compensation Main Business Activities
The Security Reference Implementation
User Accounts and Role Provisioning
Managing Security Using HCM, OIM, and APM

Define Trading Community Details for Incentive Compensation
Customer Data Model Data and Incentive Compensation Rules
How Oracle Fusion IC Uses Geography Reference Data
Implementation Considerations
Manage Geographies
File-Based Import Process

Define Parties and Resources for Incentive Compensation
Why Parties and Resources?
Importing Customer Data Flow
Partner, Person, and Resource Application Data
Parties and Party Relationships and Data Model
How Data Objects Reference Each Other
Using Text and XML Files for Import

Maintain Common Reference Objects
Application Taxonomy Overview
Define ISO Reference Data
Profile Options, Levels, and Values
Lookups
Flexfields
Value Sets
Set Activity Stream
Manage Menu Customizations

Define Incentive Compensation Shared Configuration
Calendar Period Types and Periods
Multicurrency Support
Converting IC Currencies

Define Incentive Compensation Business Unit Configuration
Setting Calendar, Currency, and Processing Parameters
Configuring Tables and Columns
Enabling Attributes for Calculation
Manage Earning Types
Period Statuses
Participant Import

Define Approval Management for Incentive Compensation
Approval Management Overview
Setting Up Approval Management
Manage Task Configurations
Approval Groups

Define Application Toolkit Configuration
Map Reports to Work Areas

Define Extensions for Incentive Compensation (ESS)
Manage Job Concepts
Updating Custom Processes
Manage List of Values Sources

Course Summary
Key Conceptual Concept Summaries
Transactional Course Activities Summary
Implementation Course Activities Summary