Classification After Crediting and Before Calculation Examples

Examples 1-3 use this partial classification rule hierarchy as well as direct and rollup credit transactions.

Hierarchy Level	Rule	Qualifying Criteria	Credit Category
1	North America	Country = US or CAN or MEX	None
2	Western Region AV	State = WA or OR or CA and Product = Audio Video	None
3	Western Region Audio	Product = HomeAudio 321765 or HomeAudio 456123	Audio

Example 1: Standard Classification Processing

This table contains direct and rollup credit transactions that include the product HomeAudio 321765 and were generated with no crediting or rollup errors. The classification process sets the credit category for all to Audio and the status to Classified.

Direct Participant	Credit Receiver	Credit Type	Classification Rule Used	Credit Category	Status
Alex Anders	Alex Anders	Direct	Western Region Audio	Audio	Classified
Haley King	Haley King	Direct	Western Region Audio	Audio	Classified
Robert Rivera	Haley King	Direct	Western Region Audio	Audio	Classified
Alex Anders	Andrew Brown	Rollup	Western Region AV	Audio	Classified
Haley King	Andrew Brown	Rollup	Western Region AV	Audio	Classified
Alex Anders	Lily Cox	Rollup	North America	Audio	Classified
Haley King	Lily Cox	Rollup	North America	Audio	Classified
Alex Anders	Richard Barta	Rollup	North America	Audio	Classified
Haley King	Richard Barta	Rollup	North America	Audio	Classified

Example 2: Classification of Manually Created Direct Credit

You manually created the direct credit transaction, and rollup processing created the rollup credit transaction, both of which include the product HomeAudio 456123. Credit processing excluded the base transaction for the direct credit transaction, preserving the manually created transaction. The Classification process sets the credit category for each transaction to Audio and the status to Classified. Here are the credit transactions.

Direct Participant	Credit Receiver	Credit Type	Classification Rule Used	Credit Category	Status
Haley King	Haley King	Direct	Western Region Audio	Audio	Classified
Haley King	Andrew Brown	Rollup	Western Region AV	Audio	Classified

Example 3: Run Classification Process Error

This table contains the key data for the base transaction 56.33 after credit processing. Because the status is Credit error, the classification process excludes this base transaction from processing.

Source Transaction Amount	Source Transaction Currency	Quantity	Product	Country	State	Status
10,000	USD	48	HomeVideo 987654	US	CA	Credit error