Run Crediting

The crediting process uses the base transactions and crediting rules to create direct incentive credits.

The Crediting process is included when you perform the Run All Transaction Processes task. You can also run crediting separately.

1. Navigate to Incentive Compensation > Credits and Earnings.
2. Select Run crediting from the tasks menu.
3. Choose the business unit containing the transactions to credit.
4. Enter the date range of transactions to credit.
5. Note: If you choose a transaction selection rule, when crediting runs it selects the transactions which fit the criteria in the selection rule used and only runs crediting for those transactions. Run crediting again without any selection rules soon, because running partial crediting can affect the results of downstream processes like calculation.
   Use the Select Transactions Using the Rule field to select a filtering rule.
6. Click Submit.