peoplesoft enterprise sales incentive management 8.9 reports€¦ · sales incentive management...

PeopleSoft Enterprise Sales IncentiveManagement 8.9 Reports

December 2004

PeopleSoft Enterprise Sales Incentive Management 8.9 PeopleBookSKU SIM89SIM-B 1204Copyright © 2004 PeopleSoft, Inc. All rights reserved.All material contained in this documentation is proprietary and confidential to PeopleSoft, Inc. ("PeopleSoft"), protectedby copyright laws and subject to the nondisclosure provisions of the applicable PeopleSoft agreement. No part of thisdocumentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but notlimited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission ofPeopleSoft.

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Open Source DisclosurePeopleSoft takes no responsibility for its use or distribution of any open source or shareware software or documentation anddisclaims any and all liability or damages resulting from use of said software or documentation. The following open sourcesoftware may be used in PeopleSoft products and the following disclaimers are provided.Apache Software FoundationThis product includes software developed by the Apache Software Foundation (http://www.apache.org/). Copyright (c)1999-2000 The Apache Software Foundation. All rights reserved.THIS SOFTWARE IS PROVIDED "AS IS" ANDANY EXPRESSED OR IMPLIEDWARRANTIES, INCLUDING,BUT NOT LIMITED TO, THE IMPLIEDWARRANTIES OFMERCHANTABILITY AND FITNESS FOR APARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE APACHE SOFTWARE FOUNDATIONOR ITS CONTRIBUTORS BE LIABLE FOR ANYDIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY,OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTEGOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSEDANDONANY THEORYOF LIABILITY,WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDINGNEGLIGENCE OROTHERWISE) ARISING IN ANYWAYOUTOF THE USE OF THIS SOFTWARE, EVEN IF ADVISEDOF THE POSSIBILITY OF SUCHDAMAGE.OpenSSLCopyright (c) 1998-2003 The OpenSSL Project. All rights reserved.THIS SOFTWARE IS PROVIDED BY THE OpenSSL PROJECT "AS IS" ANDANY EXPRESSED OR IMPLIEDWARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIEDWARRANTIES OFMERCHANTABILITYAND FITNESS FORA PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE OpenSSL PROJECTOR ITS CONTRIBUTORS BE LIABLE FOR ANYDIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY,OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTEGOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSEDANDONANY THEORYOF LIABILITY,WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDINGNEGLIGENCE OROTHERWISE) ARISING IN ANYWAYOUTOF THE USE OF THIS SOFTWARE, EVEN IF ADVISEDOF THE POSSIBILITY OF SUCHDAMAGE.SSLeayCopyright (c) 1995-1998 Eric Young. All rights reserved.THIS SOFTWARE IS PROVIDED BY ERIC YOUNG "AS IS" ANDANY EXPRESS OR IMPLIEDWARRANTIES,INCLUDING, BUT NOT LIMITED TO, THE IMPLIEDWARRANTIES OFMERCHANTABILITY AND FITNESS FORA PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE AUTHOROR CONTRIBUTORS BELIABLE FORANYDIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES(INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE,DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED ANDONANY THEORYOF LIABILITY,WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISINGIN ANYWAYOUTOF THE USE OF THIS SOFTWARE, EVEN IF ADVISEDOF THE POSSIBILITY OF SUCHDAMAGE.Loki LibraryCopyright (c) 2001 by Andrei Alexandrescu. This code accompanies the book:Alexandrescu, Andrei. "Modern C++ Design: Generic Programming and Design Patterns Applied". Copyright (c) 2001.Addison-Wesley. Permission to use, copy, modify, distribute and sell this software for any purpose is hereby granted withoutfee, provided that the above copyright notice appear in all copies and that both that copyright notice and this permission noticeappear in supporting documentation.CUP Parser Generator Copyright Notice, License, and DisclaimerCopyright 1996-1999 by Scott Hudson, Frank Flannery, C. Scott AnanianPermission to use, copy, modify, and distribute this software and its documentation for any purpose and without fee is herebygranted, provided that the above copyright notice appear in all copies and that both the copyright notice and this permissionnotice and warranty disclaimer appear in supporting documentation, and that the names of the authors or their employers not beused in advertising or publicity pertaining to distribution of the software without specific, written prior permission.The authors and their employers disclaim all warranties with regard to this software, including all implied warranties ofmerchantability and fitness. In no event shall the authors or their employers be liable for any special, indirect or consequentialdamages or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence orother tortious action, arising out of or in connection with the use or performance of this software.

Contents

Reports PrefaceAbout This PeopleBook Preface .... .. . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . vDocumentation Updates and Printed Documentation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Obtaining Documentation Updates.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . vOrdering Printed Documentation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . v

Comments and Suggestions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi

Chapter 1Sales Incentive Management Reports.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Sales Incentive Management Reports: A to Z.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Compensation Administrator Reports... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 2Participant UI Crystal Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 4Participant UI Static Page Reports.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 7Participant UI Configurable Page Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 9Predefined Queries.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .12

Chapter 2Report Samples... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

PeopleSoft Proprietary and Confidential iii

Contents

iv PeopleSoft Proprietary and Confidential

About This PeopleBook Preface

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PeopleSoft Proprietary and Confidential v

Reports Preface

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vi PeopleSoft Proprietary and Confidential

CHAPTER 1

Sales Incentive Management Reports

This appendix provides an overview of Sales Incentive Management reports and enables you to view summarytables of all reports.

Note. For samples of these reports, see the PDF files that are published on CD-ROM with your documentation.

Sales Incentive Management Reports: A to ZThis section lists the Sales Incentive Management reports, sorted alphabetically by report ID. The managerand participant reports are all Crystal reports. The compensation administrator reports are stored QueryBuilder queries, except the Compensation Analysis, Transaction Life Cycle, and Plan Summary reports,which are Crystal reports.

This section lists the delivered Sales Incentive Management reports sorted by report type.

There are five types of reports:

• Compensation administrator reports.Compensation administrators have access to these Crystal reports through the Review Incentive Informationmenu.

• Participant UI Crystal reports.These reports are based on UIO definitions as defined on the User Interaction - Reports page. Thesedefinitions include the menu, component, page and record of the run control required to run the report. Theyalso include the process name and type for this purpose. Participants and managers have access to thesereports through the Participant UI. Report availability depends on the participants or managers securityaccess and the UIO groups to which they are assigned on their compensation structure nodes.

• Participant UI static page reports.These reports are based on UIO definitions as defined on the User Interaction - Pages page. These definitionsinclude the menu and component of the PIA page that the Participant UI Framework uses to determine thedata that appears on the pages. Participants and managers have access to these PIA pages through theParticipant UI. Page availability depends on the participants or managers security access and the UIO groupsto which they are assigned on their compensation structure nodes.

• Participant UI configurable page reports.These reports are based on configurable UIO definitions as defined on the User Interaction - Configurablepage. These definitions determine how the Participant UI Framework renders all aspects of the page,including all sections, links, names, navigation, and the predefined queries that the it uses to determine thedata that appears on the pages. Participants and managers have access to these configurable pages throughthe Participant UI. UIO instance availability depends on the participants or managers security access and theUIO groups to which they are assigned on their compensation structure nodes.

• Predefined queries.

PeopleSoft Proprietary and Confidential 1

Sales Incentive Management Reports Chapter 1

Compensation Administrators can access the query reports directly through the Pre-defined Queriescomponent in the Review Incentive Information menu. Compensation administrators can also assign thesequeries to UIOs by marking these queries as Configurable type. Participants and managers can then accessthese queries indirectly through other reports and pages on participant UIs.

Note. Compensation administrators can also write ad-hoc queries using the Query Builder tool.

Compensation Administrator ReportsReport ID and Report

NameDescription Navigation Run Control Page

EISIHCA0, EISIHCAP,EISIHCATCompensation Analysis

A summary report thatshows participants and theirpayouts, payment code forthe current period, paymentcode for the prior period, andthe variance. Users can sortthis report by business unit,territory, or both.

Compensation, SalesIncentives, Review IncentiveInformation, CompensationAnalysis Report

EI_SI_RUN_COMP_ANL

EI_BC_COMP_SUMMARYCompensation Summary

Displays informationabout the compensationamount paid for a specificperiod in each node of theterritory. The report groupsinformation by compensationstructure and payment type.

Compensation, SalesIncentives, Review IncentiveInformation, CompensationSummary Report

EI_BC_COMP_SUMMARY

EI_BC_AENO_HURAccount Exec Not MetHurdle

Displays the quota andattainment transaction detailsby performance measure foraccount executives havenot met their monthly quotain a territory for a selectedaccounting period and fiscalyear. Also displays the deficitamount.

Compensation, SalesIncentives, Review IncentiveInformation, Account ExecsNot Met Hurdle

EI_BC_AENO_HUR

EISIHTC0Transaction Life Cycle

This report groupstransaction details, includingexploded transactions, byorder. This report may begenerated for any fiscal yearand accounting period.Transaction information suchas Payee, Transaction Type,Current Transaction State,Credit Date/Amount, CompDate/Amount, Published, andPosted Flags are displayed tofacilitate reconciliation oforders flowing through theSales Incentive Managementsystem.

This report is a Crystalreport.

Compensation, SalesIncentives, Review IncentiveInformation, TransactionLife Cycle Report

EI_SI_RUN_TRANSACT

2 PeopleSoft Proprietary and Confidential

Chapter 1 Sales Incentive Management Reports

Report ID and ReportName

Description Navigation Run Control Page

EI_BC_AETW_HURAccount Exec Met TwiceHurdle

Displays the quota andattainment transaction detailsby performance measure foraccount executives who haveattained twice their quotain a territory for a selectedaccounting period and fiscalyear. Also displays thesurplus amount.

Compensation, SalesIncentives, Review IncentiveInformation, AccountExecutive Twice Hurdle

EI_BC_AETW_HUR

EI_BC_ASSETAsset Growth

Shows a selectedparticipant’s assigned quota,total attainment, and percentachieved in each assignedterritories for the growth ofAssets Under Management(AUM). This report displaysdata based on performancemeasure and frequency.

Compensation, SalesIncentives, Review IncentiveInformation, Asset GrowthReport

EI_BC_ASSETEI_BC_ASSET

EISIHCPM, EISIHCPPPlan Summary

Displays the participants thatappear on plans, participantquotas per plan, performancemeasure, and whether thequotas are reportable. If thevariable has an override, theamount is shown. The reportalso shows the referencevariable name and theinitial value. The report isorganized by all plans withina business unit. A calculatedfield sums the number ofparticipants per plan. Anoptional prompt is providedin the run control for planID to generate a report fora specific plan.

Compensation, SalesIncentives, Review IncentiveInformation, Plan SummaryReport

EI_SI_RUN_CA_PLAN

EI_BC_YTDSALESInvestment Rep SalesRanking

Displays the top 100 salesrepresentatives and theirranking within a regionor territory according toyear-to-date sales amount ofall products for the selectedperiod.

Compensation, SalesIncentives, Review IncentiveInformation, Investment Repsales Ranking

EI_BC_YTDSALES



Participant UI Crystal ReportsReport ID and Report


EISIHCP0Participant CommissionStatement

Shows commissioncredit for a participant(transactions that are used ascredit for a commission).This report includesdetailed Transaction/CreditInformation and SummaryInformation sections, anda Bonus section for bonusperiod payouts.

This Crystal report isbased on the UIO ID 4500(Commission Statement)as defined on the UserInteraction - Reports page.

Click the CommissionStatement link on the MySales Compensation page.

EI_SI_RUN_PAR_COMM

EISIHCR0Credits Report

This report showsinformation about participantcredits for a given periodcontext, includinginformation from thefollowing fields: OrderNumber, Credit Event,Customer Name, ProductName, Number of Units,Revenue Amount, CreditSplit Percentage, CreditAmount, PerformanceMeasure, and Status (Earned,Pending, or Paid).

This Crystal report is basedon UIO ID 4501 (CreditsReport) as defined on theUser Interaction - Reportspage.

Click the Credits Reportlink on the My SalesCompensation page.

EI_SI_RUN_CREDT_RT

EISIHCM0Sales Force CommissionStatement

Shows commission credit fora manager, summarizing andgrouping commission databy reporting regions andsalespeople. Report includesdetailed Transaction/CreditInformation and SummaryInformation sections, anda Bonus section for bonusperiod payouts.

This Crystal report isbased on the UIO ID 4502(Sales Force CommissionStatement) as defined on theUser Interaction - Reportspage.

Click the Sales ForceCommission Stmt link underManager Reports on the MySales Compensation page.

EI_SI_RUN_MGR_COMM





EISIHIC0Indirect Credits Report

Lists all indirect creditsreceived by the managerfrom participants who donot directly report to thatmanager. This statementincludes details of baseamount, credit amount,credit rate, compensationrate, payout amount, andcontributing participantinformation.

This Crystal report is basedon the UIO ID 4504 (IndirectCredits Report) as definedon the User Interaction- Reports page.

Click the Indirect CreditsReport link on the My SalesCompensation page.

EI_SI_RUN_INDCR_RT

EISIHUC0Manager Unpaid CreditsReport

Lists all the credits forwhich payout has not beenmade to the manager,including credits held forcalculations and creditsheld for payments. For aparticipant, this report showsthe same information forthe participant.

This Crystal report isbased on the UIO ID 4505(Manager Unpaid CreditsReport) as defined on theUser Interaction - Reportspage.

Click the Manager UnpaidCredits Report link on theMy Sales Compensationpage.

EI_SI_RUN_UPCRD_RT

EISIHUCPParticipant Unpaid Credits

Lists all the credits forwhich payout has not beenmade to the participant,including credits held forcalculations and credits heldfor payments.

This Crystal report isbased on the UIO ID 5406(Participant Unpaid CreditsReport) as defined on theUser Interaction - Reportspage.

Click the Participant UnpaidCredits Rpt link on the MySales Compensation page.

EI_SI_RUN_UPCRP_RT





EISIBCP0BCM CommissionStatement

This report contains threesections. The header sectiondisplays participant detailssuch as address, the branchat which the participant isworking, , and the planassociated with the selectedperiod. The summary sectiondisplays the variables (suchas quota and attainment)that are associated withperformance measures,values, and frequency in aneasy-to-read tabular format.This section also displays agraphical representation ofthe variables. The detailedsection, which is the coresection of the report, displaysall transactions achievedby a sales participant for aselected period, groupedby performance measure.Details include accountnumber, product, customer,commission rate, andcommission amount.

This Crystal report is basedon the UIO ID 5407 (BCMCommission Statement)as defined on the UserInteraction - Reports page.

Click the BCM CommissionStatement link on the MySales Compensation page.

EI_BC_PAR_COMM





EISIBCM0BCMManager CommissionStatement

This report contains threesections. The header sectiondisplays participant detailssuch as address, the branchat which the manager isworking, , and the planassociated with the selectedperiod. The summary sectiondisplays the variables (suchas quota and attainment)that are associated withperformance measures,values, and frequency in aneasy-to-read tabular format.This section also displays agraphical representation ofthe variables. The detailedsection, which is the coresection of the report,displays all transactionsachieved by managers for aselected period, groupedby performance measure.Details include subordinate,account number, product,customer, commission rate,and commission amount.

This Crystal report is basedon the UIO ID 5408 (BCMManager CommissionStatement) as defined on theUser Interaction - Reportspage.

Click the BCMMGRCommission Statementlink on the My SalesCompensation page.

EI_BC_MGR_COMM

Participant UI Static Page ReportsReport ID and Report


2000Compensation Snapshot

(Inactive) View yourattainment and commissioninformation, allocated andcredited transactions, andpending payments.

Click the CompensationSnapshot link on the MySales Compensation page.

EI_SI_DS_SS

3000Projected Snapshot

(Inactive) View yourprojected attainment andcommission information,allocated and creditedtransactions, and pendingpayments.

Click the ProjectedCompensation link on theMy Sales Compensationpage.

EI_SI_DS_PC





4000Sales Force

(Inactive) View sales forceperformance (attainmentand commission, allocatedand credited transactions,and pending payments) andplan summary.

Click the Sales Force link onthe My Sales Compensationpage.

EI_SI_DS_SF

5000General Problem Reporting

Participants can initiate anemail discussion with thespecific compensationadministrator associatedwith the business unit of acompensation structure’sroot node to report problemsor discrepancies with theircompensation information.

Click the General ProblemReporting link on the MySales Compensation page.

EI_GEN_PROB_RPTNG

6800Search Utility

Participants can performbasic and advanced searchedbased on predefinedparticipant queries.

Click the Search Utilitylink on the My SalesCompensation page.

EI_SRCH_UTILITY

6900View Subordinates PlanSummary

Shows a summary ofplans for subordinates byparticipant and tree node.Authorized managers withsecurity access can click thename of the plan to view plandetails.

Click the Subordinate PlanSummary link on the MySales Compensation page.

EI_MGR_SOPLN_SUM



Participant UI Configurable Page ReportsReport ID and Report


6000Compensation Snapshot

Contains the followingpages of information forparticipants according to theselected context and period:Compensation Summary(shows payout summary,including many sections andlinks to other pages), PayoutDetails (shows payout detailsfor a specific payout), PayoutHistory (shows a historyof all payouts grouped byboth period name or payoutcode), Commission Details(shows line details fororders by performancemeasure), CommissionHistory (shows a commissionsummary history by periodand by performancemeasure), OpportunityDetails (displays transactionsfor CRM opportunities),Order Summary (showsorders by performancemeasure including link tothe Commission Detailspage), and Order Summary(Release/Held) (showssummary of commissiondetails for orders inrelease/held status includinglink to the CommissionDetails page).


EI_PUF_QRY_UIO_PG





6002BCM CompensationSnapshot

Consolidates and reports theparticipant’s compensationsummary, high-levelcalculation details, and theBCM-specific transactionsthat the system processedand used to calculate thecompensation.

Contains the followingpages of information forparticipants according to theselected context and period:

1. CompensationSummary: Shows theparticipant’s payoutsummary by paymentcode, performancesummary, commission byperformance measure,and opportunityperformance.

2. Payout Details:Shows BCM-specifictransactions, grouped bytransaction type, thatthe system processedand used to calculate thecommission.

3. Payout History: Shows ahistory of all payoutsgrouped by both periodname or payout code.

4. Commission Details:Shows line details forBCM transactions byperformance measure.

5. Commission History:Shows a commissionsummary historyby period and byperformance measure.


EI_PUF_QRY_UIO_PG





6500Sales Force Snapshot - SalesForce Summary

Shows the performancesummary quarter-to-dateand year-to-date for all of amanager’s subordinates,including quota andattainment values andpercentage. Also shows asummary of performance asdefined by the performancemeasures associated withplan variables. Also shows asummary of commissionfor subordinates.

Click the Sales ForceSnapshot link on the MySales Compensation page.

EI_PUF_QRY_UIO_PG

7000Compliance Review

Shows details of compliancereviews including regulation,last reviewed date, and status.

Click the ComplianceReview Report link on theMy Sales Compensationpage.

EI_PUF_QRY_UIO_PG

7100Loans By Branch

Shows the loan amount, costof the loan, and net revenuethat was achieved by eachterritory node for the monthand loan type. This reportslists loan details by loan type.The Loans Summary page onthe main page shows a loansummary that includes loanamount, cost of loan, and netrevenue amount. Participantscan click a link for a specificloan to view the Load Detailspage, which displays furtherdetails about that loan.

Click the Loans By BranchReport link on the My SalesCompensation page.

EI_PUF_QRY_UIO_PG

7200New Business Report

Shows the new businessgenerated for a giventerritory in a particularcalendar period for each lineof business (LOB). Thisreport includes sectionsthat provide new businessdetails on the retail banking,mortgages and loans, andasset investments LOBs.

Click the New BusinessReport link on the My SalesCompensation page.

EI_PUF_QRY_UIO_PG

7300Product Sales Report

Shows product sales foreach node in a territoryaccording to product nameand product type. Groupsdetails by product. Thisreport includes sectionsthat provide product salesdetails on the retail banking,mortgages and loans, andasset investments LOBs.

Click the Product SalesReport link on the My SalesCompensation page.

EI_PUF_QRY_UIO_PG



Predefined QueriesReport ID and Report


EI_BC_AOP_COM_QRYParticipant Account Open

This query is used in BCMCompensation Snapshotconfigurable UIO.

Compensation, SalesIncentives, Review IncentiveInformation, Pre-definedQueries

EQRY_VIEWER_PG

EI_BC_AOP_PAYOUT_QRYAccount Opening Payout



EQRY_VIEWER_PG

EI_BC_ARF_PAYOUT_QRYAccount Referral Payout



EQRY_VIEWER_PG

EI_BC_ARV_PAYOUT_QRYAccount Revenue Payout



EQRY_VIEWER_PG

EI_BC_AUM_PAYOUT_QRYAUM Payout Query



EQRY_VIEWER_PG

EI_BC_BRO_INVLD_LICBrokers Invalid License

Shows the brokers and agentswho do not have a validbroker license in a particularperiod.


EQRY_VIEWER_PG

EI_BC_CA_HSEHOLD_QRYHolds Enrolled in Portfolios

Households are groups ofaccounts. Portfolios are alsogroups of accounts, but canconsist of households andindividual accounts. Thisquery finds the householdsenrolled in multipleportfolios. This queryis registered for publicaccess so that anyone canview the results generated bythe query.


EQRY_VIEWER_PG

EI_BC_CA_HSEHOLD_QRYHouseholds Enrolled

Households are groups ofaccounts. Portfolios are alsogroups of accounts, but canconsist of households andindividual accounts. Thisquery finds the householdsenrolled in multipleportfolios. This query isregistered for private accessso that only the owner canview the results of the query.


EQRY_VIEWER_PG





EI_BC_COB_ COM _QRYParticipant CompObjective



EQRY_VIEWER_PG

EI_BC_COB_PAYOUT_QRYCompObjective Payout



EQRY_VIEWER_PG

EI_BC_COMREV_QRYCompliance Review

This query is used inCompliance Reviewconfigurable UIO.


EQRY_VIEWER_PG

EI_BC_COMSUM_QRYCommission Summary BC



EQRY_VIEWER_PG

EI_BC_DDS_ COM _QRYParticipant Direct Deposit



EQRY_VIEWER_PG

EI_BC_DDS_PAYOUT_QRYDirect Deposit Payout



EQRY_VIEWER_PG

EI_BC_IMF_ COM_QRYParticipant InvestmentMonthly



EQRY_VIEWER_PG

EI_BC_IMF_PAYOUT_QRYInvestment Monthly Payout



EQRY_VIEWER_PG

EI_BC_IVS_ COM _QRYParticipant Investment Sales



EQRY_VIEWER_PG

EI_BC_IVS_PAYOUT_QRYInvestment Sales Payout



EQRY_VIEWER_PG

EI_BC_LOANSUM_QRYLoans By Branch - Summary

This query is used in LoansSummary page on the LoansBy Branch configurable UIO.


EQRY_VIEWER_PG

EI_BC_LON_ COM _QRYParticipant Loan Origination

This query is used on theCommission Details page inthe BCMCompensationSnapshot configurable UIO.


EQRY_VIEWER_PG





EI_BC_LON_PAYOUT_QRYLoan Origination Payout

This query is used on thePayout Details page inthe BCMCompensationSnapshot configurable UIO.


EQRY_VIEWER_PG

EI_BC_LONBCH_QRYLoans By Branch - Details

This query is used on LoansDetails page in the Loans ByBranch configurable UIO.


EQRY_VIEWER_PG

EI_BC_NBUAC_QRYNew Business Report -Account

This query is used in the NewBusiness Report configurableUIO.


EQRY_VIEWER_PG

EI_BC_NBUINV_QRYNew BusinessReport-Investment



EQRY_VIEWER_PG

EI_BC_NEWBLN_QRYNew BusinessReports-Loans



EQRY_VIEWER_PG

EI_BC_NON_EMP_QRYCommission paid-NonEmployee

Shows payments that aremade to external participantswho are not employees ofthe bank.


EQRY_VIEWER_PG

EI_BC_PMT_ COM _QRYParticipant PerformanceMetric

This query is used on theCommission Details page inthe BCMCompensationSnapshot configurable UIO.


EQRY_VIEWER_PG

EI_BC_PMT_PAYOUT_QRYParticipant PerformanceMetric

This query is used inthe BCMCompensationSnapshot configurable UIO.


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EI_BC_PRDAC_QRYProduct Sales Account

This query is used inthe Product Sales Reportconfigurable UIO.


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EI_BC_PRDINV_QRYProduct Sales Investment



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EI_BC_PRDLON_QRYProduct Sales Loan



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EI_BC_PRDPACK_QRYProduct Package Summary

The query displays asummary of the products thatare sold in packages.


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EI_BC_PRTFOLIO_QRYPortfolio SummaryTransaction

Shows the revenue generatedby the portfolios. This queryis registered for publicaccess so that anyone canview the results generated bythe query.


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EI_BC_PRTFOLIO_QRYPortfolio SummaryTransaction

Shows the revenue generatedby the portfolios. This queryis registered for privateaccess so that only the ownercan view the results ofthe query.


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EI_BC_UNALLOCATED_TXUn Allocated Transaction

Displays transactions thatcould not be processed (orallocated) in the currentperiod.


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EI_BC_ZERO_ALLOC_QRYZero Allocation Query

Shows the participantswho do not have allocatedtransactions in the specifiedperiod.


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EI_BC_ZERO_COM_QRYZero Commission

Shows the participantswho have earned zerocommission.


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EI_BC_ZERO_CREDIT_QRZero Credits

Shows the participants whohave earned zero credits.


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EI_CA_ACCRUAL_QRYAccrual

Shows credits that have beenearned, but not yet paid forthe purpose of booking afuture liability against acompany’s books.

Compensation, SalesIncentives, Review IncentiveInformation, Pre-DefinedQueries

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EI_CA_CRDT_SPLIT_ADTCredit Split Audit

Shows current informationon who has received creditfor orders.


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EI_CA_CREDIT_SUM_QRYCredit Summary

Shows total credit earnedby participants, groupedby order.


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EI_CA_DRAW_QRYDraw Search

Shows a participant’s drawinformation: amount paid,amount repaid, and balance.


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EI_CA_JRNL_ADJS_QRYCredit and PayoutAdjustments

Shows detail listing ofall payout and creditadjustments made forparticipants in a given period.


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EI_CA_LEDGER_PYMTSPayments Posted to Ledger

Shows summary list ofpayments, by paymentcode, in the EIM ledger.Information for this query isderived from the ledger table.

Compensation, SalesIncentives, Review IncentiveInformation, Pre-DefinedQueries

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EI_CA_PSTD_TRANSXTransaction Posted toLedger

Shows detail list oftransactions that have beenposted to the ledger for agiven period. The sampleperiod is January 2002.Information for this queryis derived from the basetransaction table.


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EI_CA_TXN_CYCLETransx Cycle byOrder/Customer

The query display transactionlife cycle by account numberand customer.


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EI_CA_UNALLOCATED_TXUnallocated Orders

Shows unallocatedinformation, enabling thecompensation administratorto correct or add needed dataso that these transactions maycontinue in the processingcycle.


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EI_CA_UNCREDITED_TXUncredited Orders

Shows orders that are in thesystem, but have not receivedany credit. This report isintended to help identifyadjustments or ordersaffected by rule changes.


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EI_SI_COMDTL_QRYCommission Details

Shows transactions for aperformance measure.


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EI_SI_COMM_QRYCommission OverviewQuery

Shows the compensationstructure territory for whichto view a summary of salesincentive data accordingto relationship on thecompensation structure.


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EI_SI_COMM_S_QRYView Subordinates

Shows a summary ofsubordinates’ incentivetransaction data for a periodaccording to relationship onthe compensation structure.


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EI_SI_COMSU2_QRYCommission Summary

Displays a summary of allthe of all incentive activityfor the specified period bycontext and currency.


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EI_SI_COMSUM_QRYCommission SummaryQuery

Displays a summary of allthe of all incentive activityfor the specified period byperformance measure,context, and unit of measure.


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EI_SI_OPMVAR_QRYOpportunity PMVariable

Shows a list of variablesrelated to projectedcommissions.


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EI_SI_OPPSUM_QRYOpportunity Sum

Shows a summary ofprojected commissions forCRM opportunities.


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EI_SI_OPPX_QRYOpportunity Transactions

Displays transactions forCRM opportunities.


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EI_SI_ORDSUM_QRYOrder Summary

Displays a one line per ordersummary.


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EI_SI_PAY_AGG_QRYAggregation Engine

Shows payout amountssummed by context andpayment code.


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EI_SI_PAYDTL_QRYPayout Detail

Shows detailed payout datafor a period that is specific toa performance measure.


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EI_SI_PAYSU2_QRYPayout Summary

Shows history of payoutdata across periods that isby performance measure.Includes period context.


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EI_SI_PAYSUM_QRYPayout Summary Query

Shows history of payoutdata across periods that isby performance measure.Includes payment code,period context, unit ofmeasure, and period end date.


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EI_SI_PMVAR_QRYPerformance MeasureYesVar Query

Shows detailed list ofvariables by period andcontext.


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EI_SI_PTNTL COMP_QRYPotential Compensation

Shows the sum of thecommission amounts fororder transactions by periodand context


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EI_SI_RHLSUM_QRYOrder Summary(Release/Held)

Shows detailed order data byorder line in release/heldstatus.


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EI_SI_SF_COMSUM_QRYSales Force CommissionSummary

Displays manager overviewof performance byperformance measure oftheir subordinates.


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EQRY_SU_CUSTOMERSCustomer Information

Show a list from theCustomer table (independentof participant).


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EQRY_SU_MYTEAMMy Sales Team

Shows all participants whoreport to a manager, alongwith information such asyears of service, job code,etceteras.


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EQRY_SU_PRODUCTINFOProduct Information

Shows a list from theProduct table (independentof participant).


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EQRY_SU_RTEX_DTLMy Transaction Details

Shows all orders for aparticipant (by context).


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EQRY_SU_SUB_ORDERSMy Salespeople OrderDetails

Shows all orders for amanager’s direct reports (bycontext).


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CHAPTER 2

Report Samples

This chapter provides report samples.

For the online samples of these reports, see the PDF files that are published on CD-ROM with your onlinedocumentation.


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