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Credits Are Not Being Summarized With Direct Credit Rule Herirarchy (Doc ID 2540485.1)

Last updated on NOVEMBER 20, 2019

Applies to:

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


Direct credits are not generating summarized rollup indirect credits based on the Direct Credit Rule Hierarchy.

1.  Enable Rollup Summarization
     Setup and Maintenance > Manage Parameters  
          [ When to Classify Transactions ] = After crediting and roll up and before calculation
          [ Enable Direct Crediting ] = Yes
          [ Enable Rollup Crediting ] = Yes
          [ Rollup Hierarchy to Use ] = Credit hierarchy
          [ Aggregate Transactions During Rollup] =  Yes
          [ Aggregate Transactions Based on Your Criteria During Rollup ] = No
2. Create Transaction # 1 for $301.00
    Create Transaction # 2 for $150.00
3. Run Crediting and Rollup ( as a single job )
4. Run Rollup
5. Review transactions in Manage Credits and do not see the indirect credits generated for the expected receiver




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