E-Business Suite Overview

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Oracle Incentive Compensation Match, Manage
Motivate
Presented By Indy Bains, Oracle Corporation
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AGENDA

• Introduction
• Process Overview
• Product Highlights
• How Oracle Incentive Compensation Can
• Match
• Manage
• Motivate

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Incentive Management
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Product History

• 11.5.10
• Mass update of rules and assignments
• Sales force reports for performance assessment
  and payment reconciliation
• Projected commissions
• User-defined credit allocation

• 11.5.8/9
• Collect revenue adjustments
• Accumulation/splits along multi-dimensional rate
  tables
• Payment administration hierarchy
• Manual payment adjustments
• Payment worksheet history
• Payment signoff report
• Import/export of setups

• 11.5.4/5
• Payables Integration
• Income planner
• Collection filters
• Payment hold
• Plan modeling
• Quota management
• TBH resources
• Contract authoring/approval
• Planning reports

• 11.5.6/7
• Conversion to HTML
• Payroll integration
• Multi-dimensional rate tables
• Interdependent plan elements
• Spreadsheet import of transactions
• Seasonality schedules
• Workday calendar
• Re-goal
• Invoice splits
• Transaction and administration reports
• Analytical reports

• 11.5.3
• Collection from Order Management
• Plan assignment by role
• Calculation for non-employees
• Compensation groups
• Integration with Sales Online
• Pay groups
• Payment Plans

• 3i
• Calculation formulas
• Incremental calculation
• Split transactions
• Mass transaction adjustments

• 11.0.3
• Collection from Receivables
• Manual Transactions Bonuses
• Payment

• 10.7
• Plan setup
• Calculation for employees
• Credit adjustments

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Industry successLess Time, Less Money Less
Risk A Proven Solution.
High Tech
Telecommunications
Retail
Manufacturing
Financial Services
Healthcare/ Pharmaceuticals/ Medical Devices
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Process Overview
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Oracle Incentive Compensation
1. Order Books
2. Sales person assigned credit
Oracle Incentive Compensation
4. Payment
Incentive Compensation
3. Commission calculated
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Incentive Comp How it works
Plan (Sales Rep)
Who?
Sales Reps
Plan Elements (Effective Dates, Formulas, Rate
Tiers)
How much?
What is this?
Revenue Classes (Channel, Product Line, etc.)
Transactions
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Oracle Incentive Compensation Product Highlights
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Sales Credit Allocation Description

• Sales Credit Allocation assists in determining
  who the correct credit receivers are and how much
  credit each should receive

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Sales Credit Allocation Benefits

• Define credit allocation rules appropriate to the
  business
• Apply credit allocation rules at any time during
  the life cycle of the transaction
• Reduce the volume of crediting errors

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Sales Credit Allocation How To Use This Feature

• Define Sales Credit Allocation (SCA) credit rules
• Create transactions
• Transfer transactions to SCA interface tables
• Run SCA Rules Engine
• Apply SCA results to transactions

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Territory Manager Sales Example
All high-tech companies with annual revenues
greater than 100 million within a specific
geographic area assigned to sales rep Joe or
Sams group

• Territory Components
• Territory Name
• Qualifier Rules
• Resource

Territory HIGHTECH Annual Rev gt 100M STATE
California Assign to Joe
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Oracle Incentive Compensation Can..

• Match
• Manage
• Motivate
• .