Siebel Incentive Compensation Administration Guide > Sales Crediting >

Running Sales Credit Assignment Processing

When an order is created in the Sales Orders view, the Credit Assignment Status field is automatically set to Run Assignment. As the order is processed, the Sales Credit Assignment process also runs, assigning the appropriate credit. The following procedure explains how to start the process.

To run sales credit assignment processing on an order

1. From the application-level menu, choose View > Site Map > Orders > All Sales Orders.
2. In the Sales Orders list, click New.

   A new order row appears. In the More Info form, click the show more button to expand the form.

3. In the Type field of the new row, select the order type from the drop-down list.

   When the credit assignment status is set to Run Assignment, Sales Crediting automatically processes the order according to rules described in Processing Sales Crediting on an Order.

   When order processing begins, the credit status changes to In Process. After the order processing is done, the status changes to a Complete, Crediting Error, or System Error status.