Sales Credits and AutoAccounting

In order to transfer sales credits, you must set up AutoAccounting to derive at least one segment of the revenue account from salesperson.

If no revenue account segment is derived from salesperson, the transfer of revenue sales credits doesn't have an accounting impact. If there are no sales credits on the transaction, then you can't add non-revenue sales credits.

If you update sales credits on the Edit Transaction page, don't rerun AutoAccounting if all of these factors apply:

• AutoAccounting is based on salesperson.

• Update of Existing Sales Credits Allowed profile option is set to Yes.

• You previously adjusted revenue on the transaction using the Manage Revenue Adjustments pages.

Note: To safely update sales credits on transactions that have had revenue adjustments, you should always use the Manage Revenue Adjustments pages.