Create an Independent Credit Category Hierarchy

The calculation process typically derives a credit category hierarchy from the classification rule hierarchy. You can create separate credit category and classification rule hierarchies, as required.

In the Compensation Plans work area, use the Manage Classification Rules task.

1. Create a classification rule hierarchy, adding relevant credit categories and qualifying criteria for only the lowest level rules.

   The classification process uses this hierarchy to assign the credit categories to the transactions.

2. Create another classification rule hierarchy adding credit categories for all rules. Don't add any qualifying criteria.

   The calculation process uses this hierarchy to find the performance measures with directly matching credit categories or by matching the parent credit categories indirectly.

Tip: Typically, the rule name is the same as the credit category name.