Business Case: In this activity, you will create an inbound EIB that uses the Request Bonus payment service. Once created, you will view and modify the template model.
TASK 1: CREATE EIB
1. Create an Inbound EIB called WICT EIB Load Bonuses for Sales & Marketing using Template from Request Bonus Payment (Web Service) operation.
TASK 2: EDIT THE TEMPLATE MODEL
1. Search for 'wict eib Load Bonus' and select your newly created EIB
2. Using the related actions icon, navigate to Template Model > View
3. With the Request Bonus Payment folder selected, click the Edit Template Model Sheet button
4. Scroll through the Template Model Area All and do the following:
a. Effective Date* - Enter Value of 04/01/2014 and Hide the column
b. Bonus Reason - Reference ID Type should be Event
Classification Subcategory ID
5. Scroll through the Template Model Area Bonus
Payment Data and do the following:
a. Percent - Enter Value of 0 and Hide the column
b. Currency - Enter Value of USD and Hide the column
c. Comment - Hide the column
6. Click OK then Done
7. In the Request Bonus Payment folder, select the All template model area
8. Use the relation actions menu on the Bonus
Reason column to navigate to Template Model
Column > Edit Details
9. Enter "Reason for Bonus Payment" in the Excel Cell Comment field
10.
Under Allowed
Values, add an allowed value for both
One-Time Payment > Incentive > Bonus and
One-Time Payment > Incentive > Award
11. Click OK
then Done
TASK 3: GENERATE SPREADSHEET TEMPLATE
1. Use the related actions menu to navigate to Template Model > Generate Spreadsheet
Template
2. Save the spreadsheet to your hard drive, making note of the location
Saved location:
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