Settings That Affect Credits and Rollups

You enable either or both direct and rollup crediting processes with parameters set using the Manage Parameters task. If rollup crediting is enabled, then another parameter specifies which credit rule hierarchy to use for processing: direct, rollup, or both.

Set process parameters that constrain the transactions that the process evaluates.

• Transactions must include the specified business unit and a transaction date that falls within the specified date range.

• Process all of the transactions that meet those constraints, or only the new transactions.

Set the preceding parameters when scheduling one of these processes in the Credits and Earnings work area:

• Run Crediting

• Rollup

• Run Crediting and Rollup