fusion applications: business unit setup

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) Priority 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 laterOracle Fusion Incentive Compensation Cloud Service - Version N/A and laterInformation 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

Document 1515227.1 https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx...

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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 IncentiveCompensation > Define Enterprise Structures for Incentive Compensation. Then click on the Go to Task at the "Define Business Units for IncentiveCompensation" 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 IncentiveCompensation > 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 expression’s 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 areincluded 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 forIncentive 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 CompensationManager FAST CRM Orlando BU

Checked

IC Global Administrator IC AdministratorIncentive CompensationManager FAST CRM Orlando BU

Incentive CompensationApplication Administrator FASTCRM Orlando BU

Incentive Compensation PlanAdministrator FAST CRMOrlando 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. Onmost 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 IncentiveCompensation Security Reference Manual. It explains on function of various roles. In this example, I want my Administrator to have access to all theIncentive Compensation function.

Step #7. Assign roles to user

Navigator > Manage UsersNote: 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 thenavigator 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 OrlandoThe 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 ParametersOracle Fusion Applications > Incentive Compensation > Incentive Compensation > Oracle Fusion Incentive Compensation > Other Issues > Functional SetupManagerOracle Fusion Applications > Incentive Compensation > Incentive Compensation > Oracle Fusion Incentive Compensation > Technology Management - FusionSecurity > User - Role Provisioning & LDAPServices > Oracle Cloud > Oracle Software Cloud > Oracle Fusion Incentive Compensation Cloud Service > Set Up Compensation Management > DefineIncentive 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 [email protected] Publisher

Alias Content Type TEXT/X-HTML

Visibility EXTERNAL Priority 3

Created By [email protected] Created Date 21-DEC-2012

Modified By [email protected] Modified 24-DEC-2012

Reviewer Review Date

Source AWIZ 3-6560373851 Exception No

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fusion applications: business unit setup

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