Territory Manager for Oracle Incentive Compensation - Part Cuatro

Creating custom matching attributes (CMA)

Oracle Territory Manager allows you to create custom matching attributes based on any APPS schema table column attribute or based on any custom table column attribute.

The seeded matching attributes and data types can be found in Page 2-16 through 2-19 of Oracle Incentive Compensation Implementation Guide (Part No. B25388-03).

The steps and scripts for creating custom matching attributes can be found in the Oracle Territory Manager Implementation Guide Release 12 (Part Number E13505-04).

The steps are:

1. Obtain script number 1 - you will find this in the TM Implementation guide as well as Oracle Support note 743060.1, and modify as defined in note 551590.1.

Script 1 creates script 2.

2. Modify the query assigned to the variable l_batch_dea_sql to include the attributes you want to use. Make a note of the attributes and their aliases. You will need this for script number 3.

When script 2 is executed, it creates the table JTF_TAE_1001_SC_DEA_TRANS using the modified SQL from l_batch_dea_sql i.e. a CREATE TABLE AS .... is executed.

3. Now, create the custom matching attributes by modifying script 3 which you will find in the TM Implementation guide as well. 

The basis of this script is to populate all the necessary information in the following tables:

JTF_SEEDED_QUAL_ALL_B
JTF_SEEDED_QUAL_ALL_TL
JTF_QUAL_USGS_ALL


Run script 3 to create the CMA. Enable and associate the CMA to territory types to create assignment rules.




It is cumbersome, yes, but it's quite straightforward.


Once you create a new CMA, the only way to completely remove it is to delete it from JTF_SEEDED_QUAL_ALL_B
JTF_SEEDED_QUAL_ALL_TL
JTF_QUAL_USGS_ALL.