How You Transfer Sales Credits

If you transfer sales credits for all salespersons to a new salesperson using the Entire Revenue Amount option, this action transfers 100% of sales credits from all salespersons on the specified lines to the new salesperson.

If you transfer sales credits for all salespersons to a new salesperson using the Schedule Percentage of Total Amount of Selected Lines option, this action transfers only the specified percentage, prorated across the original salespersons based on their current sales credits.

Example of Transferring Sales Credits

Three salespersons are assigned to a transaction line with a revenue split of 20:30:50. If you transfer all adjustable revenue to a new salesperson, the new salesperson receives 100% (20 + 30 + 50).

If you transfer only 5%, the new salesperson receives 5% of the line total and the transferred amount is prorated among the three salespersons.

This table illustrates the transfer of sales credits:

Salesperson	Revenue Split	Transfer Percentage	Prorated Transfer Percentage
Salesperson 1	20	5%	.05 * 20 = 1
Salesperson 2	30	5%	.05 * 30 = 1.5
Salesperson 3	50	5%	.05 * 50 = 2.5