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For more information about using the Managerial Rollup parameter to compensate multiple people for the same transaction, Making the Salesperson Hierarchy Effective.

To roll up sales credit using the salesperson rollup structure you defined in Entering the Salesperson Hierarchy, enter the Rollup Period for the manual transaction. Oracle Sales Compensation calculates compensation for rolled up manual transactions using the compensation plan effective for the rollup credit receiver on the date specified in the Rollup Period field. This date defaults to the transaction processing date.

For example, suppose that Global checks rollup for the manual transaction (Figure 8 - 2). For this manual transaction, the Rollup Period defaults to June 18, 1994. Oracle Sales Compensation uses the salesperson rollup structure effective on June 18, 1994, to determine who receives the rollup credit. In this rollup structure, Smith, a salesperson in Global's Territory 4, rolls credit up to the Territory 4 manager, Pete Bigelow who, in turn, rolls credit up to the Vice President of Sales and Marketing. Thus, Oracle Sales Compensation debits all three people in the rollup structure $2000 of sales credit.

After assigning sales credit to the salespeople associated with a manual transaction, Oracle Sales Compensation applies transaction factors to the credit.