Credit Assignment > Territory Management > Dimension Hierarchies You can use the Dimension Hierarchies area to define the levels available in a dimension (such as Country, State, Zip Code, and […]

Credit Assignment > Territory Management > Dimensions You can use the Dimensions area to define a set of data (such as Product Name, Geography, and so on) on an order […]

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

Credit Assignment > Assign Credits You can use the Assign Credits area to assign credits and view the status of credit assignment processes. Credited transactions are then moved to Xactly […]

Credit Assignment > Orders You can use the Orders area to load order items or transactions into the application for use in the credit assignment process. Using this area, you […]

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 […]

Credit Assignment > Territory Custom Fields You can use the Territory Custom Fields area to manage territory custom fields, including adding new fields, editing existing fields, and deleting unneeded fields, […]

Credit Assignment Order/Dimension Mappings You can use the Order/Dimension Mappings area to manage mappings between orders and dimensions. Screen Order/Dimension Mappings Screen All Fields The following table describes the information […]

Credit Assignment > Order Custom Fields You can use the Order Custom Fields area to manage order custom fields, including adding new fields, editing existing fields, and deleting unneeded fields, […]

Credit Assignment > Users You can use the Users area to find and download users in the Credit Assignment application. note: You cannot add or delete users in the Credit […]