What Setups Should be Checked when a Transaction has a Status of Failed Calculation

Symptoms
Transactions have a Calculation Status of Failed Calculation (XCALC) after Calculation

Cause
The Calculation process calculates commission based on the Calculation Rules defined in Plan Elements. Calculation Rules include Commission Rate, defined in the Rate Table, Accelerator: Payment factor, Quota factor, Transaction factor, Accumulation or Non-Accumulation, Split or Non-Split, Interval-to-Date Quota or Annual Quota Individual or Group By. If OIC is unable to calculate the commission for the transaction, the transaction will be marked as 'XCALC' (Failed Calculation).

Solution
Make sure the value passed to the Rate Table from the Input Expression is included in the Rate Table. To prevent this problem always make the first tier of the rate dimension 0 to X instead of starting it as X to 10000 (as an example) Make sure that no values in the Formula are divided by zero. Make sure that all columns used in the Formula to calculate are populated for the transaction.

Troubleshooting Details =======Section 1 =========

Some possible reasons for Failed Calculation (TRANSACTIONS returning with status of XCALC and failed Calculation Batches): a) The value passed to the Rate Table from the Input Expression is not included in the Rate Table. b) A value in the Formula (Input Expression, Output Expression of Performance Measure) is divided by zero. c) A value used in the Formula (Input Expression, Output Expression of Performance Measure) is not populated for the transaction. d) There are missing rows in the CN_SRP_INTEL_PERIODS table for the Salesrep for the period you are calculating for. e) There are missing rows in the CN_SRP_PERIOD_QUOTAS table for the Salesrep for the period you are calculating for. f) A Plan Element that is used in a Calculation Expression is not assigned to the Salesreps Compensation Plan. g) There are orphan records in the cn_srp_plan_assigns table for the Salesrep you are calculating for. =======Section 2 =========

Troubleshooting steps for specific XCALC transactions: Follow the below steps to help troubleshoot XCALC transactions after the msd_xcalc_debug_pkg package and package body from sections 4 and 5 are installed on your instance. The debug output will include debug information and specific checks for known XCALC issues. If one of the checks fails, refer to the note given to resolve the issue and re-run calculation. If the issue persists, or no specific checks fail, please log a TAR with Oracle Support and provide the debug output. 1) Identify the commission_line_id from cn_commission_lines table for the transaction that failed calculation with XCALC status. You can use the below query:
select commission_line_id from cn_commission_lines_all where credited_salesrep_id = &Salesrep_ID and status = 'XCALC';

2) Run the following command so that you will get the debug output.
set serveroutput on size 5000

3) Run the below script and provide the commission_line_id for the failed transaction.
begin msd_xcalc_debug_pkg.xcalc_check(&commission_line_id); end;

Transactions have a Calculation Status of Failed Population (XPOP) after Calculation is run Is the Revenue Class that the transaction was assigned to, included in the Revenue Class Hierarchy for the Hierarchy Interval that the transaction falls within? Is the Revenue Class that the transaction was created against, assigned to at least one Plan Element that is included in the Salesreps Compensation Plan? Does the Sales Compensation Role that is assigned to the Salesrep have either the Member or Manager box checked? Is the Salesreps Sales Compensation Role a Group Member role for the date of the transaction? Is the Salesrep assigned to a Pay Group for the date of the transaction? Does the Group that the Salesrep is assigned have the usage of Sales Compensation?