Enable Sales Credits

To enable sales credit functionality in opportunities, you must set the profile option, Opportunity Sales Credit Enabled (MOO_ENABLE_SALES_CREDITS).

If the value of the profile option is Y, the Sales Credit column displays in the opportunity Products table, and the editable sales credit icon displays on product lines. The sales credits icon lets salespeople access the pages where they assign revenue and nonrevenue (overlay) sales credit to other users. For more information, see the related topics.

Prerequisites

Keep in mind the following prerequisites when salespeople assign sales credits in opportunities:

• Territories have been set up and your company is using territories for assignment of opportunity products.

• The user must have Full access to the opportunity to assign sales credits.

Set the Sales Credit Profile Option

Here's how to set the sales credit profile option.

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Opportunities

   • Task: Manage Opportunity Profile Options

2. In the search region of the Manage Opportunity Profile Options page, search for the profile option, Opportunity Sales Credit Enabled (MOO_ENABLE_SALES_CREDITS).

3. In the search results, click the profile option name.

4. Set the profile option value to Y.

5. Save your changes.