Examples of Credits and Rollups

Examples 1-3 use a partial credit and rollup rule hierarchy and a base transaction to illustrate three different processing scenarios.

This table shows the partial credit and rollup rule hierarchy. All rule credit receivers have Roll Up to Parents set to Yes except Robert Rivera, because he's an overlay salesperson.

Hierarchy Level	Rule	Qualifying Criteria	Credit Receivers	Split Percentage	Revenue Type
1	North America	Country = US or CAN or MEX	Richard Barta Lily Cox	100	Nonrevenue
2	Western Region AV	State = WA or OR or CA and Product = Audio Video	Andrew Brown	100	Nonrevenue
3	Western Region Audio	Product = HomeAudio 321765 or HomeAudio 456123	Alex Anders Haley King Robert Rivera	Alex and Haley: 50 Robert: 100	Alex and Haley: Revenue Robert: Nonrevenue

Example 1: Standard Crediting and Rollup Processing

This table contains key data for the base transaction 56.31.

Source Transaction Amount	Source Transaction Currency	Quantity	Product
50,000	USD	50	HomeAudio 321765

Here are the direct and rollup credit transactions generated from the base transaction by the Run Crediting and Rollup process using the partial credit and rollup hierarchy.

Direct Participant	Credit Receiver	Credit Amount	Credit Percentage	Revenue Type	Credit Type	Rule Used
Alex Anders	Alex Anders	25,000	50	Revenue	Direct	Western Region Audio
Haley King	Haley King	25,000	50	Revenue	Direct	Western Region Audio
Robert Rivera	Robert Rivera	50,000	100	Nonrevenue	Direct	Western Region Audio
Alex Anders	Andrew Brown	25,000	100	Nonrevenue	Rollup	Western Region AV
Haley King	Andrew Brown	25,000	100	Nonrevenue	Rollup	Western Region AV
Alex Anders	Lily Cox	25,000	100	Nonrevenue	Rollup	North America
Haley King	Lily Cox	25,000	100	Nonrevenue	Rollup	North America
Alex Anders	Richard Barta	25,000	100	Nonrevenue	Rollup	North America
Haley King	Richard Barta	25,000	100	Nonrevenue	Rollup	North America

Example 2: Manually Created Direct Credits

This table contains key data for the base transaction 56.32:

Source Transaction Amount	Source Transaction Currency	Quantity	Product
15,000	USD	60	HomeAudio 456123

Here are the direct credit transaction that you manually created from the base transaction 56.32 and the rollup credit transaction created by the rollup process using the base transaction and partial rule hierarchy.

Direct Participant	Credit Receiver	Credit Amount	Credit Percentage	Revenue Type	Credit Type	Rule Used
Haley King	Haley King	25,000	50	Revenue	Direct	Western Region Audio
Haley King	Andrew Brown	25,000	100	Nonrevenue	Rollup	Western Region AV

Because you elected to preserve credits on the base transaction, the crediting process ignored this base transaction, preserving your manually created direct credit.

Example 3: Run Crediting and Rollup Process Error

This table contains key data for the base transaction 56.33:

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

The partial credit and rollup hierarchy doesn't contain a rule with qualifying criteria for the product on this transaction. As a result, the Run Crediting and Rollup process does two things:

• Doesn't generate any credit transactions

• Sets the status of the base transaction to Credit Error