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Add New Credit Rule Library

2 views 0 June 15, 2021 kbadmin

You can add a new Credit Rule by performing the following procedure:

  1. Click button from the Credit Rule Library

The Credit Rule Library – Add page is displayed.

  1. Enter the Credit Rule Library ID.
  2. Enter the Credit Rule Description.
  3. Enter the owner name. By default this is populated with the logged in user name.
  4. Populate the fields in Basic Crediting, Additional Crediting, Advanced, and Plan Documentation tabs, as tabulated:

Basic Crediting

Select the radio button adjacent to one of the following fields and provide respective values.

 

Field Description
With Current Payee Enter a keyword in the text field and click  button to find a Payee ID from the Lookup window.
With Enter a keyword in the text field and click  button to find a Payee ID from the Lookup window. Also select another Payee ID from the drop down list adjacent to in field.
With payees in Select the drop down list adjacent to this field and select a Payee ID which is reporting to current payee.
Ignore Payee Information Select this radio button if you want to ignore the payee information.
  • Click the icon in the same row of Additional Crediting Criteria grid and select the check boxes adjacent to With Product, With Customer, With Group, and/or With Territory fields. Also enter keywords in the adjacent text fields and click  buttons to select corresponding values from the Lookup

Additional Crediting

  • Click button and select the Transaction Details from the drop down list. Also enter a keyword in the text field and click  button to find a corresponding value from the Lookup
Field Description
Transaction Event Date
Based on Click the drop down list adjacent to this field and select a value. Available options are the following:

·       Invoiced Date

·       Ordered Date

·       Other Date

·       Paid Date

·       Shipped Date

·       Transaction Effective Date

·       Transaction Date

Within Click the text field adjacent to this field and select a date from the calendar.
And Click the text field adjacent to this field and select a date from the calendar.
Use current period dates Select the check box adjacent to this field if you want to use the current period dates. Upon selecting this option, the within and and fields are inactivated.
Event Based Crediting
Use event based incentive library Select the check box adjacent to this field if you want to use the event based incentive library. Upon selecting this option, all other fields in this grid are inactivated. Also enter a keyword in the text field and click  button to find an Event Based Incentive Rule Library ID from the Lookup window.
Credit on event 1 – 3 Click the drop down lists adjacent to these fields and select the required values. Available options are the following:

·       Invoiced

·       Ordered

·       Other

·       Paid

·       Shipped

Credit on event 1 – 3 portion Enter the value in the fields.
Calc on event 1 – 3 Click the drop down lists adjacent to these fields and select the required values. Available options are the following:

·       Invoiced

·       Ordered

·       Other

·       Paid

·       Shipped

Pay on event 1 – 3 Click the drop down lists adjacent to these fields and select the required values. Available options are the following:

·       Invoiced

·       Ordered

·       Other

·       Paid

·       Shipped

Recurring Commission Crediting
Use recurring commission library Select the check box adjacent to this field if you want to use the recurring commission library. Upon selecting this option, all other fields in this grid are inactivated. Also enter a keyword in the text field and click  button to find a Recurring Commission Library ID from the Lookup window.
Select the radio button adjacent to one of the following fields and select required values.
For every period between Click the drop down list adjacent to this field and select a required value. Also select a value from the drop down list adjacent to the and field.
For Click the drop down list adjacent to this field and select a required value. Also select a value from the drop down list adjacent to the periods from field.
For Click the drop down list adjacent to this field and select a required value. Also select a value from the drop down list adjacent to the periods from field and enter a value in the text field adjacent to plus field.
Structure Based Crediting
If Click the drop down list adjacent to this field and select a required value. Also enter a value in the text field adjacent to the under field and select a value from the drop down list adjacent to the and field.

Advanced

  • Click the drop down list adjacent to Transaction set field under Industry grid and select a required value.
  • Click the drop down list adjacent to Credit amount is field under Create credits with following information grid and select a required value. Click the drop down list adjacent to the % of field and select a value. Also enter a keyword in the text field adjacent to the and split the amount to field and select a Payee ID to determine the portion of transaction.
  • Select the check box adjacent to Payout Rate/Amount field under Payout Rate/Amount grid to select the Payout Rate/Amount option. Upon selecting this option, all other fields in this grid are activated.
  • Select the radio button adjacent to one of the following fields and select the corresponding values:
    • Enter payout amount/rate: Click the drop down list and select the option either as Payout Rate or payout Amount. Also enter the Payout Rate/Payout Amount in the text field.
    • Set payout rate from product/family: Select the radio button adjacent to this field to set payout rate from product/family.
    • Set payout amount from product/family: Select the radio button adjacent to this field to set payout amount from product/family.

Plan Documentation

Enter the details about the documentation in the provided text field.

  1. Click button to save the Credit Rule Library details.

You can also click  button to save the Credit Rule Library and add another one.

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