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Rollup Indirect Credit is Not Created For Manually Created Credited Transactions. (Doc ID 2202623.1)

Last updated on JULY 31, 2017

Applies to:

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


User expecting to see indirect credits created based on Direct Credit Rule Hierarchy.


1. Manage Parameters for "Solutions BU"

    System Parameters shows :
    Enable Classification = No
    Enable Crediting = Yes
    Enable Rollup = Yes
    Rollup Hierarchy to Use = Credit hierarchy

2. System profile "ORA_CN_ENABLE_CREDIT_ROLLUP"  (see Doc ID 2150532.1 ) has value = Yes

3. Direct Credit Rule Hierarchy
    Navigator > Participant Assignments > Manage Direct Credit Rules
          >> Rule 1 ( Credit Receiver = Ed, no qualifying Criteria , 1/1/15 - 1/1/16)
              >>  Rule 1.1
                       Credit Receivers = Greg , Rollup to Parents = Yes
                       Criteria : Transaction Type = Revenue, F_COUNTRY = CARIBBEAN, PRODUCT= APX or SFS

4. Create transactions in "Solutions BU"
    Navigator > Credits and Earnings > Create Transactions
              Event Date = 3/31/15
              Transaction Type = Revenue
              Credit Category = Revenue 1
              F_COUNTRY = CARIBBEAN (from LOV)
              PRODUCT = APX (from lov)

    a. Transaction Number :  28083016-TRX001-Trx ... no direct credits, status = New
    b. Transaction Number :  28083016-TRX001-Credit ... add Greg as a direct receiver , status = Credited

5. Run Crediting and Rollup (3/31/15, 3/31/15, New) -request_id 44762

6. Validate credits and confirm no rollup credits generated for this manually created direct credit.
    Navigator > Credits and Earnings > Manage Transactions

    a. Transaction Number : 28083016-TRX001-Trx ... status = Credited
        1) Direct Credits tab shows :
                  Participant            Credit Rule
                  Greg                    Rule 1.1

        2) Rollup and Team Credits tab shows:
                  Credit Receiver      Direct Participant
                  Ed                        Greg

    b. Transaction Number : 28083016-TRX001-Credit ... status = Credited
        1) Direct Credits tab still shows Greg (that was manually added)
        2) Rollup and Team Credits tab shows:
                  Credit Receiver     Direct Participant
                  Ed                       Greg


7. User made other changes and rerun "Run Crediting and Rollup" with same date range but for All / Total mode instead of New

    a. Transaction Number : 28083016-TRX001-Trx ... unchanged, same as #6a

    b. Transaction Number : 28083016-TRX001-Credit  ==> no Rollup credit !


Due to this issue, users cannot generate indirect rollup credits from manual credited transactions.


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