Rollup Is Not Rolling Up To Second Level Manager. No Indirect Credits Created for This User.

(Doc ID 2021751.1)

Last updated on JULY 20, 2017

Applies to:

Oracle Fusion Incentive Compensation - Version and later
Oracle Fusion Incentive Compensation Cloud Service - Version and later
Information in this document applies to any platform.


The second level of rollup credit is not generated.
When running "Crediting and Rollup", expect to see all indirect credits created based on the Direct Credit Rule hierarchy.

1. Set system parameter
    Navigator > Setup and Maintenance > Task: Manage Parameters
    Crediting Enabled = Yes
    Rollup Enabled = Yes
    Rollup using = Crediting Hierarchy

2. Define Direct Credit Rules
    Navigator > Participant Assignments > Manage Direct Credit Rules
    Sample Direct Credit Rule Hierarchy :
      PW Hierarchy
           PW-NO  (credit receiver = VP 1)
                PW-NO-PGS-01  (credit receiver = Manager 1)
                        PW-NO-PGS-01-01 (credit receiver = Participant 1)

3. Create base credited transaction
    Navigator > Credits and Earnings > Create Credits

4. Run Crediting and Rollup (single process)
    Navigator > Credits and Earnings > Run Crediting and Rollup

5. Reviewing indirect credits
    Navigator > Credits and Earnings > Manage Credits





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