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Credit Types

Oracle Projects lets you award different kinds of revenue credit to your employees, such as sales credit, marketing credit, or quota credit. You can credit one or more employees for a specific project or task.

For example, if you want to credit an employee for bringing in a contract in a market sector for which you currently have few or no projects, you can define a credit type with a name such as Diversity Credit. After you define the project, you specify the employee as a credit receiver of Diversity Credit.

Defining Credit Types

   To define a credit type:

See Also

Transferring Sales Credit to Oracle Receivables

Effective Dates

Credit Types Listing

Fremont Corporation awards Marketing Credit to a marketing staff member who generates a lead. Fremont also awards Quota Credit to a staff member who brings in a project.
Name Description
Marketing Credit Credit for generating leads
Quota Credit Credit for acquiring a project

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