Manage Sales Credits for Sales Orders

Use the Sales Credits attribute on the order header of the Create Order page to assign the revenue percentage and nonrevenue percentage of the sales credit that each salesperson whose involved with the sales order receives.

Order Management distributes the credit according to how you set these percentages. You can also manage sales credits on the order line.

A sales credit is a percentage of the total revenue of a sales order that a salesperson receives as commission for the order. Use it to.

Report on salesperson performance.
Report on achieving quota.
Assist with calculating compensation.
Assist with forecasting according to territory.

Use the Manage Sales Credits dialog to set percentages.

Sales Credit Assignment	Description
Revenue Percentage	Set the percentage of the total revenue that the salesperson receives as commission for work they do that's directly related to selling the sales order. You must distribute exactly 100% of the total revenue of the sales order. Assume the revenue for a sales order is $100 and you add two salespeople in the Manage Sales Credits dialog. If you set the revenue percentage for one salesperson to 60, then you must set the revenue percentage for the other salesperson to 40. If you add only one salesperson, then you must set the revenue percentage to 100.
Nonrevenue Percentage	Set the percentage of the total revenue that the salesperson receives as commission for work they do that isn't directly related to selling the sales order. For example, for revenue from a sales bonus. You can specify a distribution of the percentage that's equal to any fraction of the total revenue of the sales order.

Sales Credit Assignment

Description

Revenue Percentage

Set the percentage of the total revenue that the salesperson receives as commission for work they do that's directly related to selling the sales order.

You must distribute exactly 100% of the total revenue of the sales order.

Assume the revenue for a sales order is $100 and you add two salespeople in the Manage Sales Credits dialog.

If you set the revenue percentage for one salesperson to 60, then you must set the revenue percentage for the other salesperson to 40.
If you add only one salesperson, then you must set the revenue percentage to 100.

Nonrevenue Percentage

Set the percentage of the total revenue that the salesperson receives as commission for work they do that isn't directly related to selling the sales order. For example, for revenue from a sales bonus.

You can specify a distribution of the percentage that's equal to any fraction of the total revenue of the sales order.

Your order administrator uses Trading Community Architecture to set up each salesperson as a resource when the salesperson is a member of a sales organization. Order Management displays the salespeople who are related to the business unit in the Manage Sales Credits dialog. Consult your company policies to determine the salespeople you must add and the percentages to enter.

Order Management sends the sales credit details you set to Oracle Receivables, which then sends details to Oracle Incentive Compensation so it can pay commission. For details about sales credits and percentages, ask your order administrator.