How You Create Direct and Rollup Credit Transactions

You can create direct and rollup credit transactions using discrete or combined crediting and rollup processes and direct and rollup rule hierarchies.

The scheduled process uses the designated rule hierarchy to qualify base transactions. The process matches transactions with rule qualifying criteria to identify the credit receivers.

For each identified credit receiver, the process creates a direct or rollup credit transaction, depending on which process you scheduled, and based on these criteria:

• The split percentage, which is how much credit the participant receives of the original transaction amount

• The revenue type, Revenue or Nonrevenue

• Whether direct credits roll up to parent credit receivers in the rule hierarchy

Here are cross-crediting examples, when your base transaction creates credit transactions in different business units.

• A transaction is collected against BU1. The direct credit receiver (salesperson 1) is assigned from BU2.

• A transaction is collected against BU1 and the direct credit receiver (Salesperson 1) is also assigned from BU1. But Salesperson 1 rolls up to Manager 1, from another business unit, BU2.