Customizations

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Activate and relabel generic attributes, numbers, dates, and Boolean

Customizing the User Interface

In the Customizations workspace, existing fields can be relabeled or deactivated, and custom fields can be activated.

During implementation, once you have determined which fields will be populated from incoming data, activate Generic Attributes, or custom fields, to receive the data.

Customizing the User Interface

In the Customizations workspace, you can:

  • Relabel an existing attribute.
    • Example: Relabel the Participants workspace to Payees or Brokers
  • Create additional classifier types
    • Example: Create a classifier type called Industries
  • Indicate fields as Personally Identifiable Information(PII) to comply with GDPR regulation
    • Example: A generic attribute on the Participant record contains the employee’s street address. This can be set to sensitive PII to ensure this information is purged according to the organization’s requirements.
  • Manage and create generic (custom) attributes.
    • Example: Each Participant has a Sales Status that affects their bonus amount. A generic attribute called GA1:Sales Status is created to hold this value.
  • Change the attribute label using the Custom Value column
    • Example: The organization refers to the Position as the Job Code. The Position Name attribute can be relabeled to Job Code to reflect the business language.
  • Customize labels for different languages and locales
    • Example: Many users on the compensation team are in Latin America and prefer to use the system in Spanish. A Spanish locale can be created, and the attributes can be further customized to reflect the business terms.
  • Add extended attributes
    • If all generic attributes are used, more attributes can be added activating Extended Attributes. Because the use of Extended Attributes can affect processing time, use the default generic attributes first, especially if these attributes will be used in rule calculation.

All workspaces have four types of attributes:

  • Generic Attributes (GA) – fields that contain text entries
  • Generic Numbers (GN) – fields that contain only numeric entries
  • Generic Dates (GD) – fields that contain date entries
  • Generic Booleans (GB) – fields that contain Boolean entries (True/False, Yes/No)

Exercise: Customize the User Interface

Business Example

In this exercise, you customize SAP Commissions by activating Generic Attributes on the Position and Participant workspaces for the Sales Status, Bonus Level, Date Eligible for Bonus, and Bonus Eligibility.

Steps

  1. Add a Generic Attribute to the Positions workspace for the region.

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

    2. Click Customizations.

    3. Expand Organizations and select Positions.

    4. Scroll down the list of attributes.

    5. Check the box next to Generic Attribute 1.

    6. In the Custom Value field, type GA1:Region.

    7. Under the PII Setting column, select Not PII.

    8. Click the Save icon.

  2. Add four Generic Attributes to the Participants workspace for the Sales Status, Bonus Level, Date Eligible for Bonus, and Bonus Eligibility.

    1. Expand Organizations and select Positions.

    2. Scroll down the list of attributes.

    3. Check the box next to Generic Attribute 1.

    4. In the Custom Value field, type GA1:Region.

    5. Under the PII Setting column, select Not PII.

    6. Scroll down to activate attributes for Generic Number, Generic Date, and Generic Boolean, using the list below.

    7. Select the Save icon.

    8. Repeat these steps to activate and rename other Generic Attributes as shown below:

      Attribute NameCustom Value
      Generic Number 1GN1:Bonus Level
      Generic Date 1GD1:Date Eligible For Bonus
      Generic Boolean 1GB1:Bonus Eligibility

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