Tuesday, October 18, 2011

Territory Manager for Oracle Incentive Compensation - Part Deux

TM4OIC part 2 provides an overview of the concurrent processes that must be run so that sales credit is allocated appropriately based on the assignment rules.


STAR - Synchronize Territory Assignment Rules:
STAR denormalizes the assignment rules and stores all the matching qualifiers in
JTY_1001_DENORM_DEA_VALUES, JTY_DENORM_DEA_RULES_ALL and JTF_TERR_QUAL_ALL. The SQL
for matching is stored in the BATCH_DEA_MATCH_SQL column of JTY_DEA_ATTR_PRODUCTS_SQL table.

Territory Assignment Engine Credit Allocation:
When the Credit Allocation concurrent program runs it kicks off a number of children processes.
1. Collect Transaction Batch Process - CN_SCATM_COLLECT_TRANS_BATCH
2. SCA Process Winners Batch Process (MATCH/POPULATE) -
CN_SCATM_PROCESS_WINNERS_BATCH
3. SCA Process Winners Batch Process (WINNER/POPULATE) -
CN_SCATM_PROCESS_WINNERS_BATCH
4. Credit Allocation Transaction Batch Process - CN_SCATM_CRED_ALLOC_TXN_BATCH

Collect Transaction Batch Process:
This concurrent program loads data into JTF_TAE_1001_SC_DEA_TRANS using SQL stored in the column
BATCH_DEA_SQL in the table JTY_TRANS_USG_PGM_SQL. The SQL in BATCH_DEA_SQL can be
customized using a script available in the Oracle Territory Manager Implementation Guide Release 12
pages A-1 through A-12. (The script in the document is not correct. The latest, correct version can be
obtained from Oracle Support note 743060.1, and modify as defined in note 551590.1)

SCA Process Winners Batch Process: (MATCH/POPULATE)
This concurrent program applies matching rules to the transactions in JTF_TAE_1001_SC_DEA_TRANS
and populates the matching salesperson for each transaction in the table JTF_TAE_1001_SC_MATCHES.
The SQL to apply matching rules is stored in the BATCH_DEA_MATCH_SQL column of
JTY_DEA_ATTR_PRODUCTS_SQL table.

SCA Process Winners Batch Process: (WINNER/POPULATE)
This concurrent program ranks the matched transactions in JTF_TAE_1001_SC_MATCHES and populates
the winning salesperson for each transaction in the table JTF_TAE_1001_SC_WINNERS.

Credit Allocation Transaction Batch Process:
This concurrent program gets the winning salesperson, split percentages and revenue types from the
table JTF_TAE_1001_SC_WINNERS and creates credited transactions in the table
CN_COMM_LINES_API_ALL.

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