Siebel Incentive Compensation Administration Guide > Sales Crediting >

Correcting an Over- or Under-Credit Allocation

Occasionally an over or under allocation of credit for one or more orders can occur for a territory. The procedure that follows describes how to locate these territories.

To find a territory that causes an over or under credit allocation

1. From the application-level menu, choose View > Site Map > Orders.
2. In the Sales Orders list, locate the sales order.
3. In the sales order form, review the messages in the Credit Assignment Status and Credit Assignment Description fields.

   The message identifies the sales hierarchy in which the validation error occurred.

4. From the application-level menu, choose View > Site Map > Incentive Compensation Sales Hierarchies Administration > Territories.
5. In the Territories list, locate the territories for which the order qualifies.
6. In the Territories list, select the territory associated with the incorrect allocation.
7. Click the Crediting Rules view tab.

   The Crediting Rules list and Crediting Rule form appear.

8. In the Crediting Rule form, click the Credit Allocations view tab.
9. In the Credit Allocations list, select the Credit Allocation record and change the Allocations so that the orders are not over assigned.
10. Stop and start the Rules Manager.

    For more information, see Running the Rule Manager Business Service.