Creating Global Values

Objective

After completing this lesson, you will be able to create Global Values and set preferences in SAP Incentive Management.

Global Values

Global Values allow the administrator to customize the contents of various dropdown lists in the system. Some of the fields that use global values are required, while others are optional. The table below contains a list of all global values and their function.

Global ValueDescription
Event TypesA label to identify types of transactions. Used to define the type of sales activity a transaction represents, such as booking, invoicing, billing, and shipping.
Credit TypesA label to identify types of credits. Used to populate the output of a Credit Rule.
Earning GroupsA label you can apply to different kinds of deposit earnings. Help external accounting systems to track different department earnings in the organization.
Fixed Value TypesAn optional label used to identify different types of fixed values.
Position GroupsA label used to group multiple positions. Calculations can be rund for a single position group.
Reason CodesIdentify the reason for adjustments or modifications to transactions, credits, or deposits.
Unit TypesUsed to identify the type of numeric value in a field.

Watch the video on 'Creating Position Groups'.

Best Practices for Global Values

  • Configure Global Values before creating the compensation plans.
  • Once pipelines are run, do not delete the existing Global Values.
  • Avoid "recycling" Global Values. If the business model changes and the data needs to change, create new Global Values instead of renaming deprecated Global Values.

Exercise: Create Global Values and Set Preferences

Business Example

In this exercise, you will ensure that all incoming transactions have a corresponding business unit. You will also create two credit types, Product Revenue and Services Revenue, that will be used when creating credit rules. Finally, you’ll create position groups that will be used to manage positions in our plan.

ExerciseStart Exercise

Steps

  1. Create a new Business Unit called BikesInMotion.

    1. Select the Security icon in the Manage Setup tile.

    2. Select Business Units.

    3. Select Create.

    4. Enter BikesInMotion in the name field.

    5. Select Save.

  2. Create an Event Type called Product Sales.

    1. Return to the Home Page.

    2. Select Global Values in the Manage Setup tile.

    3. Select Credit Types.

    4. Select Create.

    5. In the ID field, type Product Revenue.

    6. Click the Create icon.

  3. Repeat step 2 to create a second credit type called Services Revenue.

  4. Create two Position Groups called Americas and EMEA.

    1. Return to the Home Page.

    2. Select Global Values in the Manage Setup tile.

    3. Select Position Groups.

    4. Select Create.

    5. In the Name field, enter Americas.

    6. Select Create.

    7. Repeat step 4 to add a second position group called EMEA.

  5. Set BikesInMotion as your default business unit.

    1. From the Preferences menu, select User Preferences.

    2. Set the default business unit to BikesInMotion.

    3. Select Save.

Summary

  • Global Values include Event Types, Credit Types, Unit Types, Fixed Value Types, Earning Codes, and more.
  • Global Values should be configured before creating compensation plans.
  • Existing Global Values should not be deleted after pipelines are run.

Learning

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