Credit Assignment Reference Guide

Credit Assignment Territory Management Introduction

Credit Assignment Territory Management Introduction You can use the Territory Management area to specify the dimensions and dimension hierarchies for your business, attributes that offer a way to determine the […]

Credit Assignment > Credit Assignment Introduction

Credit Assignment > Credit Assignment Introduction You can use the Credit Assignment area to upload orders into the application and run the credit assignment process for selected periods (as defined […]

Credit Assignment Setup myDownloads

Credit Assignment Setup myDownloads You can use the myDownloads area to access information that you download in other sections of the Setup area, such as user data, for example. Screen […]

Credit Assignment Setup Introduction

Credit Assignment Setup Introduction You can use the Setup area to manage roles, and assign users to roles, in Xactly Credit Assignment. Roles define access privileges within the application, allowing […]

Credit Assignment Welcome Introduction

Credit Assignment Introduction Using Xactly Credit Assignment Xactly Credit Assignment requires you to complete an initial setup procedure that defines key roles, attributes, mappings, and rules within the application. You […]

Credit Assignment > Territory Management > Territories

Credit Assignment > Territory Management > Territories You can use the Territories area to manage territories, including adding new territories, editing existing territories, and deleting territories, as required. Screen Territories […]