| Info |
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| Since version 9.0 |
The compensation logic does all the following:
Calculates Compensation Line Item (COLI). Tasks of those logic elements are to:
Create definitions of input fields for the Line Itemline item.
Calculate the results of the Line Itemline item.
Create the Compensation Records for this Line Itemline item.
Calculates Compensation Record (COR). Tasks of those elements are to:
Calculate the results of the Compensation Record.
Optionally also:
Create definitions of input fields specific for the Compensation Record.
Create the Accrual Records for this Compensation Record and calculate their results.
| Note |
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| There’s There is only a single logic for both Compensation Line Item and Compensation Record calculations, so there’s there is a mechanism to set up which code of which elements serve serves which purposespurpose/scenariosscenario. For example, a code of one element can be executed in 2 two different scenarios - – to calculate the result of a line item, and also to calculate a result of compensation recorda Compensation Record. The reason for such design is that a big part of calculations performed on the Line Item are line item is also performed on the Compensation Records, so this is the way to avoid duplication of code. |
Logic API
Logic Nature: compensationAgreement
Logic Type: Calculation/Pricing
Element Group (also called Calculation Contexts) - every – Every element of the logic can belong to one or more element groups , which then determines , in which scenario the code of the element will be used. The groups are:
compensation - such element – The element’s code will be executed for a Compensation Line Item line item (e.g. to define item’s inputs, calculate item’s results and generate the compensation recordsCompensation Records).
compensationReadOnly - – The element’s code will be executed for a Line Itemline item, but only if the Plan is already approved and is "read-only". Such elements are executed when the user opens an approved plan, so that the user can see e.g. new compensation estimations. But the The calculation results are NOT stored.
compensationRecord - – The element’s code will be executed for a Compensation Record (i.e. to prepare input fields definitions, to calculate results, and create & calculate Accrual Records).
generateCompensationRecords - can – Can be used in a scheduled Plan Calculation Task to create/delete compensation recordsCompensation Records, if necessary. For example, if the compensation plan Compensation Plan is defined for a seller group and compensation records Compensation Records are for individual sellers, then when the group changes, e.g. one seller is moved to another branch, we you must remove his compensation records this user’s Compensation Records from the old group.
generateAccrualRecords - can – Can be used in a scheduled Plan Calculation Task to create accrual records for a set of compensation recordsCompensation Records. For example, it could be used to solve the problem of storing historical data. Transactional data in the Datamart can change, but we have to be able to show what numbers were used for compensation calculation. So the solution for that could be to store aggregated transaction data as accrual records.
(no group selected) - when – When you do not assign the element into a specific groupsgroup, then it is the same as if you would assign it into all 3 three groups.
Execution Types - the – The code of logic elements can be executed in several different scenarios/purposes as a combination of execution mode and element group:
Element Group Mode Scenario/Purpose compensation
syntax-check
to build Input Generation
Builds the input field definition for a compensation item.
compensation
standardStandard
1) to calculate the Calculates results (e.g. prices) and provide provides warnings and alerts for a compensation item, . 2) to generate Generates the Compensation Records.
compensationReadOnly
standardStandard
to calculate the Calculates results (e.g. prices) and provide provides warnings and alerts for a compensation item once the compensation plan is already approved.
compensationRecord
syntax-check
to build Input Generation
Builds the input field definition for a compensation record.
compensationRecord
standardStandard
to calculate the Calculates results (e.g. prices) and provide provides warnings and alerts for a compensation record.
generateCompensationRecords
standardStandard
used Used in scheduled Sales Compensation Calculation (of the type Plan Calculation Task) to calculate items after compensation submission. In this phase we allow it is possible to manipulate with COR. So the logic is allowed to generate Compensation Records.
generateAccrualRecords
standardStandard
used Used in scheduled Sales Compensation Calculation (of the type Plan Calculation Task) to generate Accrual Records for each Compensation Record. The logic can not cannot manipulate with COR but can create Accrual Records.
Information provided to the logic - varies – Varies based on the scenario.
Element Group Mode Input Parameters Binding Variables Current Item api.global compensationsyntax
-checkInput Generation
compensation
standardStandard
values Values of line item inputs, values from inherited inputs of parent folders and header
compensationRecords : IRebateRecordManager
data Data placed to
api.globalin the Quote Compensation Header logic pre-phase , and data placed toapi.globalby execution of the previous quote line (within one recalculation process)compensationReadOnly
standardStandard
values Values of line item inputs, values from inherited inputs of parent folders and header
compensationRecords : IRebateRecordManager
COLI (Compensation Agreement Line Item)
compensationRecordsyntax
-checkInput Generation
COR (Compensation Record)
compensationRecord
standardStandard
values Values of compensation record inputs, copy of values of line item inputs
calculationBase : DMDataSlice, accrualRecords : AccrualRecord-Manager
COR (Compensation Record)
generateCompensationRecords
standardStandard
compensationRecords : IRebateRecordManager, calculationBase : DMDataSlice,
COLI as Map
generateAccrualRecords
standardStandard
compensationRecords : IRebateRecordManager, accrualRecords : PayoutRecordManager
COR as Map
Expected logic execution outcome:
Element Group Mode Expected Logic Result/Outcome compensation
syntax-check
input Input Generation
Input field definitions for the RALICOLI.
compensation
standardStandard
elements Elements result values will appears as results a result of the RALICOLI.
compensationReadOnly
standardStandard
elements Elements result appears as results a result of the RALICOLI.
api.global- data – Data stored here will persist until the next execution of this logic for another compensation line item (within one recalculation process).compensationRecord
syntax-check
input Input Generation
Input field definitions for the COR, but also for the RALI COLI (otherwise those would not display on the COR detail page).
compensationRecord
standardStandard
elements Elements result mapped to the COR (mapping done by naming convention – the COR columns of COR must have the same name names as the elements).
generateCompensationRecords
standardStandard
the The logic is expected to modify the list of line item’s compensation records. Results of elements will be ignored.
generateAccrualRecords
standardStandard
The logic is expected to modify the list of accrual records linked to the given compensation record. Results of elements will be ignored.