Oracle Incentive Compensation - CMs roll up

Issue :

There is an invoice for the month of Jan 2009 and a CM for that invoice is created for the month of Jul 2010.Client has implemented OIC in 2010 and started using OIC from Jan 2010 to calculate compensation.

While performing the calculation for the month of JUL 2010, the credit memos are not getting rolled up to the respective Managers.

Cause :

When a Credit Memo is included in the calculation, it tries to get the manager's name with the invoice number (invoice number is taken by the system by having Credit Memo as reference ) from the Credited Salesrep id column in the CN tables.

But in this case, the original invoice is dated on Jan 2009, as client started using the OIC from jan 2010,they would not have done the calculation for the year 2009 hence the system is not able to identify the respective manager's id to do the roll up.

Solution / Workaround :

A dummy calculation can be performed for the year 2009. so that the respective CN table will have the managers details (credited salesrep id column) for the invoice, further there will be no issues in doing the roll up for Credit memos.


Take away :

It is a good practice for any client to do the collection and calculation ( can be dummy) for the year before they plan to go live.