Settings That Affect Transaction Classification

Parameters that you set using the Manage Parameters task in the Setup and Maintenance work area determine if and when you run classification processing.

Schedule the Classify Credits process in the Credits and Earnings work area, or as part of the Run All Transaction Processes task. Set parameters when scheduling the process that constrain the base and credit 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.