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Note: For more information about how to make changes to a posted invoice, see the Oracle Receivables Reference.

If you have already collected the compensation transactions associated with the order or invoice in which sales credit errors were made, you can use Oracle Sales Compensation' manual transactions to properly reallocate sales credit. You can adjust sales credits for orders or invoices at any time, regardless of whether compensation has already been calculated based on incorrect sales credits.

With manual transactions you can create new transactions to:

• Correct sales credit assignment

• Make new credit assignments

You enter manual transactions in a batch of one or more transactions. You select the batch, then open the Transactions window which lists all transactions in the batch. You use this window to add, modify, and delete manual transactions. See Entering a Manual Transaction for information on how to perform this task.

Because financial organizations from company to company might handle manual transactions differently, you can customize the Transactions window to include the information your organization requires to make a manual transaction. For more information on customizing this window, see Customizing the Transactions Form.

You also have the option to delete a manual transaction at any time.

As a result of processing a transaction, Oracle Sales Compensation assigns it a status (Figure 8 - 1). The current status of each manual transaction, displayed in the Status field of the Transaction Batches window, can be one of the following:

• Unprocessed

The transaction has not yet been processed by Oracle Sales Compensation.

• Classified

The transaction was successfully classified. Using the classification rules you defined, Oracle Sales Compensation was able to determine a unique revenue class for this transaction.

• Failed Classification

Classification of this transaction failed. Make sure that a) you have defined classification rules, and b) you have synchronized the revenue classification rules (see Defining Revenue Classification Rules).

• Rolled Up

After classification, Oracle Sales Compensation runs a process to determine all salespeople who should receive credit for this transaction based on a) the rollup period, and b) the salesperson hierarchy effective for that period. For every credit receiver, Oracle Sales Compensation creates a new manual transaction in the Rolled Up mode.

• Failed Rollup

The transaction rollup failed.

• Populated

The transaction has matched the compensation plans or plan elements for the credited salespeople.

• Failed Populated

The transaction did not match the quota rules for the credited salesperson.

• Calculated

Credit for the transaction has been totalled, compared against the rate tiers, the final amount has been calculated, and the commission due amount is updated on the subledger.

• Failed Calculation

The transaction failed to be calculated.

After you choose Calculate, Oracle Sales Compensation gives you the number of the calculation process. You can obtain more information about a transaction using the Process Log feature. See Viewing Compensation Process Statistics.

Caution: You cannot calculate only one transaction at a time. When you calculate, Oracle Sales Compensation may process all transactions for all open periods for the salesperson, and all salespeople in the credit chain in the salesperson hierarchy.