[en] Varicent Incentive Compensation Management Documentation

[en] 1. Log in to the admin client.

[en] 2. In Activities, click 'Open in Audit' under an activity.

[en] 3. Filter the results by date.

[en] 4. Wait for a few seconds.

[en] The result is the filter resets and all audit logs are visible.

[en] 1. Log in to the admin client.

[en] 2. In Activities, select a date from the date filter.

[en] The result is the date filter does not work, or the activities filter correctly for a few seconds before resetting.

[en] 1. Log in to the admin client.

[en] 2. In Composer, add a calculation.

[en] 3. In the Data Sources tab, expand the source by clicking the chevron.

[en] The chevron should not be available because the user cannot expand the data source at this step in the wizard.

[en] 1. Open a web browser.

[en] 2. Set the web browser language to English (US).

[en] 3. Log in to the admin client.

[en] 4. From Composer, select a table that contains a date column.

[en] 5. Click 'View Data.' Note the date format.

[en] 6. Change the web browser language to English (UK).

[en] 7. Restart the web browser.

[en] 8. Repeat steps 4-5. Note the date format.

[en] The result is the date format remains the same when it should be MM/DD/YYY for English (US) and DD/MM/YYY for English (UK).

[en] 1. Log in to the admin client.

[en] 2. From Downloads, click 'Delete all'.

[en] 3. Go to Admin > Audit.

[en] The result is there is no entry in the audit log for the deletion of files.

[en] 1. Log in to the admin client.

[en] 2. In Scheduler, add a Process folder.

[en] 3. Add a task.

[en]   a. From the Type drop-down menu, select Import.

[en] 4. Select the process folder and click 'Run.'

[en] The result is there is a delay between the Scheduler process starting and the import starting when they should start at the same time.

[en] 1. Log in to the admin client.

[en] 2. In Composer, click 'Calculate' from the toolbar.

[en] 3. Select 'Results for a Specific Payee' from the Calculation Type menu.

[en] 4. Select any payee and click 'Calculate.'

[en] The result is the calculation fails with the error message, "Error: Error in the application."

[en] 1. Log in to the admin client.

[en] 2. In Composer, select a calculation that uses global restrictions > Edit.

[en] 3. Click 'Finish'.

[en] The result is the calculation does not save successfully.

[en] 1. Log in to the admin client.

[en] 2. In Composer, under the Palette tab, drag a Table into the component.

[en] 3. Select 'Data' and give it a name.

[en] The result is 'Add a column' is not visible.

[en] 1. Log in to the admin client.

[en] 2. In Composer, select a calculation > Edit.

[en] 3. Go to the Restrictions tab and add a pick list column.

[en] 4. In the input box, start typing.

[en] The result is the suggested results overlap the delete icon.

[en] 1. Log in to the admin client.

[en] 2. In Composer, add a View table.

[en] 3. On the 'Display Columns' tab, select the columns that you want to display in the View table. Each column must be unique.

[en] 4. Expand the wizard to full screen.

[en] 5. Mouse over one of the display columns.

[en] The result is the tooltip text is wrapped tightly, making it difficult to read.

[en] 1. Log in to the admin client.

[en] 2. In Composer, under the Palette tab, drag a Table into the component.

[en] 3. Select 'Data' and give it a name.

[en] The result is 'Add a column' is not visible.

[en] 1. Log in to the admin client.

[en] 2. In Composer, select a table and click Show More > Data > Delete Rows.

[en] 3. Click 'OK.'

[en] The result is all rows are deleted when there should be an error message warning the user that there are no restrictions in place.

[en] 1. Log in to the admin client.

[en] 2. In Composer, select a view table that has restrictions applied and ensure 'Web Viewable' is checked off in the menu.

[en] 3. Click Show More > Delete.

[en] The result is the table cannot be deleted due to an error with the message, "The DELETE statement conflicted with the REFERENCE constraint..."

[en] 1. Set your web browser language to French.

[en] 2. Log in to Payee Web.

[en] 3. Go to a Data Discovery Dashboard tab.

[en] The result is label text is in English when it should be in French.

[en] 1. Log in to the admin client.

[en] 2. Go to Admin > Web Messages.

[en] 3. Add new web message.

[en] 4. Hover over the web message.

[en] The result is no ellipses appears in the row when you should be able to click an ellipses to edit the web message.

[en] 1. Log in to the admin client.

[en] 2. In Scheduler, run an import.

[en] The result is the import fails due to a syntax error when it should run successfully.

[en] Before you begin, you will need a Microsoft Excel file with some data that includes unique effective end and effective start dates that do not overlap.

[en] 1. Log in to the admin client.

[en] 2. In Composer, add a table.

[en]   a. Select the 'Effective dated' check box.

[en] 3. Click the table > Import.

[en]   a. Select 'Import data from external source' > Microsoft Excel.

[en]   b. From the 'Columns' drop-down list, select the columns in the import file that match the table columns.

[en] The result is the import fails with a duplicate record error when the import should be successful because the effective start dates are unique with no overlap.

[en] 1. Log in to the admin client.

[en] 2. In Composer, select a Table > Import.

[en]   a. Select 'Import data from Varicent ICM storage.'

[en]   b. Select 'Save this import as' and click Next.

[en] The result is an error occurs with the message 'Please enter a file path' when the user should be able to proceed through the wizard.

[en] 1. Log in to the admin client.

[en] 2. In Composer, import data from a Microsoft Excel file.

[en]   a. After selecting the worksheet that you want to import, click 'Next'.

[en] The result is an error occurs with the message, "File does not exist" when there should be no error.

[en] 1. Log in to the admin client.

[en] 2. In Composer, select a Table > Import.

[en]   a. Select 'Import data from Varicent ICM storage.'

[en]   b. Check off the 'Save this import as' check box and click Next.

[en] The result is an error occurs with the message 'Please enter a file path' when the user should be able to proceed through the wizard.

[en] 1. Create a Microsoft Excel file with more than one worksheet.

[en] 2. Import data from the Microsoft Excel file created in step 1.

[en]   a. Skip selecting the worksheet that you want to import.

[en]   b. Click 'Next.'

[en] The result is an error occurs with the message, "Please enter a File Path" when the error message should be "Invalid worksheet selected".

[en] 1. Log in to the admin client.

[en] 2. Import data from a file.

[en] 3. When mapping the import file columns to the table columns, from the Match a column drop-down list, select Create Field.

[en] 4. Click the Merge Fields tab.

[en] The result is the GUI does not clearly indicate that the merged fields can be dragged and dropped to change their order.

[en] You need two models: a source model and a target model.

[en] 1. In the source model, log in to the admin client.

[en] 2. In Scheduler, add 2 process folders and add a different task to each.

[en] 3. In Composer, add a Presenter report.

[en] 4. Migrate the source model into the target model.

[en] 5. Add a workflow.

[en] 6. Add a swimlane.

[en] 7. Add a process node.

[en]   a. Select one of the the Scheduler process folders added in step 2.

[en] 8. Connect the nodes.

[en] 9. In the target model, go to Admin > Migration and select the source model.

[en] 10. Confirm that the workflow migrated correctly.

[en] 11. In the source model, go to Workflow Manager and change the process node to go the other Scheduler process folder.

[en] 12. In the target model, go to Admin > Migration and select the source model.

[en] When you go to Workflow Manager to confirm that the workflow migrated correctly, the result is that the workflow was not migrated. The Audit log also indicates that no changes were migrated.

[en] 1. Restore a model.

[en] The result is the upgrade fails and an error occurs.

[en] 1. Set the web browser language to French - France.

[en] 2. Log in to Varicent ICM Mobile.

[en] The result is pages on Varicent ICM Mobile do not render in French.

[en] 1. Log in to Payee Web.

[en] 2. Go to a Presenter report that uses a pick list and can be downloaded as a PDF file.

[en] 3. Choose the parameters and click 'Submit.'

[en] 4. Click 'Download as PDF.'

[en] The result is the downloaded file is blank.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a data grid.

[en]   a. Sort the data in the data grid and create section breaks.

[en] 4. In Portal Access, set up access to the report in Payee Web.

[en] 5. Log in to Payee Web and go to the report.

[en] 6. Export the data grid to Microsoft Excel.

[en] The result is the values after the section break are missing in the Microsoft Excel file.

[en] 1. Restore two models.

[en] 2. Set up Payee Web for both models.

[en] 3. Set up Portal Access for one user for each model.

[en] 4. Log in to Payee Web on both models.

[en] 5. Navigate around different tabs on both models.

[en] The result is eventually an error occurs.

[en] 1. Log in to Payee Web.

[en] The result is an error occurs immediately after logging in.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a single series chart to the report.

[en]   a. Click Axis Labels and select 'Number Scaling'.

[en] 4. In Portal Access, set up access to the report.

[en] 5. Log in to Payee Web and go to the report.

[en] The result is the values in the chart are not shortened.

[en] 1. Set the web browser language to French.

[en] 2. Log in to Payee Web.

[en] The result is the username and password headings are not displayed in French.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a data source to the report and drag it onto the layout to create a data grid.

[en] 4. In the Advanced Options section in the left pane, select 'Enable Export to Microsoft Excel' and 'Enable Show/Hide Columns.'

[en] 5. In Portal Access. set up access to the report.

[en] 6. Log in to Payee Web and go to the report.

[en] 7. Hide a column.

[en] 8. Export the report to Microsoft Excel.

[en] The result is the hidden column is visible in the Microsoft Excel file.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a data source to the report with at least 1,000 records.

[en] 4. Drag the data source onto the layout to create a data grid.

[en] 5. Select the data grid and under Data Grid > Advanced Options, select 'Paginated' and choose 50 Per Page as the default.

[en] 6. In Portal Access, set up access to the report.

[en] 7. Log in to Payee Web and go to the report. Note the loading time.

[en] 8. Change the page size to 1,000 records.

[en] The result is the loading time is noticeably slower when the page size is set to 1,000 records.

[en] 1. Log in to Payee Web.

[en] 2. Go to a report tab that has a pick list drop-down menu.

[en] 3. Click 'Export PDF file.'

[en] The result is the PDF contains data for the default value in the pick list when it should export data only for the selected parameter.

[en] 1. Set the web browser language to French.

[en] 2. Log in to the admin client.

[en] 3. Add a Presenter report.

[en] 4. Add a data grid to the report.

[en] 5. Add an editable column to the data grid.

[en] 6. Change the type of the numeric column to Euro.

[en] The result is the user is able to change the column type to Euro when conditional formatting is not supported on editable fields.

[en] 1. Log in to Payee Web.

[en] 2. Go to a report tab that has a pick list drop-down menu.

[en] 3. Click 'Export PDF file.'

[en] The result is the PDF contains data for the default value in the pick list when it should export data for the selected parameter.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a data source with at least one text column and one value column.

[en] 4. Add a multi-series chart.

[en]   a. From the Source menu, select the source added in step 3.

[en]   b. Click Axis Labels and select the Sort X-axis check check box to sort the X-axis and select either Ascending or Descending as the sort order.

[en] 5. In Portal Access, set up access to the report.

[en] 6. Log in to Payee Web and Payee Web Classic and view the report on both.

[en] The result is the x-axis is sorted correctly in Payee Web Classic, but not Payee Web.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a data source.

[en] 4. Add an aggregate transformation.

[en] 5. Preview the report.

[en] The result is a 502 - internal server error occurs.

[en] 1. Log in to the admin client.

[en] 2. Go to Admin > Manage > Data Grid Templates.

[en] 3. Click 'Create a New Template' and follow the steps in the wizard.

[en]   a. Under the font menu, the number of available fonts is close to 90.

[en] 4. In Presenter, edit the data grid template.

[en] The result is the number of available fonts is 12 when the number of fonts available should match the Admin menu. On-premise, the number of fonts is the same as the number of system fonts. On Cloud, the number of fonts is 12.

[en] 1. Restore a model.

[en] 2. Log in to the admin client.

[en] 3. In Composer, click the Edit icon on the Presenter report.

[en] 4. Click the data grid in the layout table.

[en] 5. Expand the Data Grid section in the left pane.

[en] 6. In the Column Order section in the left pane, click the ellipsis next to the column you want to hide.

[en] 7. Ensure the column is not hidden. If it is, click the Hide Column icon.

[en] 8. Set the column to be initially hidden:

[en]   a. Place your cursor over the header of the column and click the arrow to select the column.

[en]   b. Expand the Column section in the left pane, under the Formatting Options heading, select the Initially Hide check box.

[en] 9. Save the report.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a data source.

[en] 4. Add a computed column.

[en]   a. Select a numeric column within the source and apply a formula to it.

[en] The result is there is no syntax highlighting on the formula.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a source to the report.

[en] 4. Drag the source onto the layout.

[en] 5. Add a computed column to the report.

[en] 6. Set the sort order for the data grid.

[en] 7. Add a section break.

[en] The result is the section break only shows columns from the source when it should also include the computed column.

[en] 1. Log in to Payee Web.

[en] 2. Go to a report that allows table editing by using an input form.

[en] 3. Add some values to the form and submit.

[en] 4. Log in to the admin client.

[en] 5. In Composer, go to the table edited in step 2 and click 'View Data.'

[en] 6. Compare the data entered in step 2 to the data in the table.

[en] The result is some columns are missing the data added using the input form.

[en] 1. Log in to the admin client.

[en] 2. From Composer, add a Presenter Report.

[en] 3. Edit the report. Add a source. Save the name.

[en] 4. Drag two data sources into the Data Sources window.

[en] 5. Drag another source in the middle of the existing sources.

[en] The result is the source appears at the end of the list of sources when it should appear in the middle.

[en] 1. Log in to the admin client.

[en] 2. In Composer, add a Presenter report.

[en] 3. Add a data source to the report.

[en] 4. Hover over the source and click the ellipses > Add Calculation.

[en] The result is there is no option to expand the window to fullscreen.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a data store that has a date partition as a data source.

[en]   a. On the Restrictions tab, do not apply any restrictions.

[en]   b. On the 'Select columns' tab, select a value and starting date.

[en] 4. Add an aggregate transformation.

[en]   a. Select a numeric column within the source and apply the following formula to it: sum(source.value)

[en]   b. From the Data Source pane, drag the columns that you want to display as partitions to the 'Add columns' pane.

[en] The result is an error occurs.

[en] 1. Log in to the admin client.

[en] 2. In Composer, add a Presenter report.

[en] 3. Add a data source to the report.

[en] 4. Drag the source into the layout to add a data grid.

[en] 5. Add a computed column to the data grid.

[en] 6. Under Computed Column > Add, click the 'Edit Formula' icon.

[en] 7. Add a long formula.

[en] The result is a horizontal scroll bar appears when text wrapping should be enabled instead.

[en] 1. Log in to the admin client.

[en] 2. Add a Presenter report.

[en] 3. Add a data source to the report and drag it onto the layout to create a data grid.

[en] 4. In the Advanced Options section in the left pane, select 'Enable Export to Microsoft Excel' and 'Enable Show/Hide Columns.'

[en] 5. In Portal Access. set up access to the report.

[en] 6. Log in to Payee Web and go to the report.

[en] 7. Hide a column.

[en] 8. Export the report to Microsoft Excel.

[en] The result is the hidden column is visible in the Microsoft Excel file.

[en] 1. Log into the Admin Client and navigate to Composer.

[en] 2. Open a presenter report with existing sources.

[en] 3. Add an Aggregate for one of the sources.

[en] 4. In the Add columns section, drag and drop a date column.

[en] The result is an generic error message.

[en] 1. Set the web browser language to French.

[en] 2. Log in to Payee Web.

[en] 3. Go to a Rapid Report tab.

[en] The result is the tab heading is not displayed in French.

[en] 1.Change the browser language setting to Italian.

[en] 2. Log in to the admin client.

[en] 3. In Composer, select a table that contains a date column > View Data.

[en] 4. In the date column, select Filter and search for a date.

[en] The result is an error message appears, indicating the date is invalid.

[en] 1. Log in to the admin client.

[en] 2. In Scenarios, add a workspace.

[en] 3. Add a scenario to the workspace.

[en] 4. Add a transform change set to the scenario.

[en] 5. Place your cursor over the change set and click 'Edit.'

[en] The result is an error occurs and the user is redirected to a blank page.

[en] 1. Log in to the admin client.

[en] 2. In Scheduler, add a task to a process folder.

[en]   a. Set the schedule for the task to run at 6:00 AM.

[en] The result is the task fails.

[en] 1. Log in to the admin client.

[en] 2. In Scheduler, add a task to a process folder.

[en]   a. Set the schedule for the task to run at 6:00 AM.

[en] The result is the task fails.

[en] 1. Log in to the admin client.

[en] 2. In Scheduler, add a task to a process folder.

[en]   a. Set the schedule for the task to run at 6:00 AM.

[en] The result is the task fails.

[en] 1. Log in to Payee Web.

[en] 2. Go to a report that allows the user to select parameters.

[en] 3. Select any values in the parameter field and click 'Submit.'

[en] The result is no data appears.

[en] 1. Add a Presenter report.

[en] 2. Add a data grid to the report.

[en] 3. In Portal Access, assign access to the report.

[en] 4. Log in to Payee Web and go to the report.

[en] The result is the data grid does not load. Data grids with section breaks or editable sources are not affected.

[en] 1. Log in to the admin client.

[en] 2. In Workflow Manager, select any workflow.

[en] The result is an error occurs.

[en] 1. Log in to the admin client.

[en] 2. In Workflow Manager, add a new workflow and name it 'ABCTest'.

[en] 3. In the search bar, type 'test'.

[en] The result is no results are returned when the workflow from step 2 should be returned as a result.

[en] 1. Log in to the admin client.

[en] 2. Add a workflow.

[en] 3. Add an alert node.

[en] 4. Configure a 'Report Name with Link variable' in the alert node.

[en] 5. Start the workflow and proceed until the email with the 'Report Name with Link variable' is sent.

[en] 6. Access the email and click the hyperlink in the body of the email.

[en] The result is users who are not already logged in to Payee Web are redirected to the home page after logging in when they should be redirected to the report tab after logging in.

[en] 1. Log in to the admin client.

[en] 2. In Composer, add a Presenter report.

[en] 3. Add a data grid to the report.

[en] 4. Add an editable column to the data grid.

[en] The result is the 'Type' field can be changed when changing the formatting is not supported on editable fields.