Plan Design > Rules Library > Direct Credit

A Direct Credit Rule calculates a credit amount to the owner(s) of the order item. Formulas
are usually created before Direct Credits are created.

Typically, direct credits are created either for the Amount or Quantity given on the
Order Item. The following are two sample formulas:

• To create a credit in the amount of the order item split amount, select the following:
OrderItem.SplitAmount.
• To create a credit in the amount of the order item quantity, select the following:
OrderItem.Quantity.

Screen

Direct Credit Rule Screen

All Fields

The following table describes the information you can specify when managing direct
credit rules:

Section	Field	Description
Step 1	Rules Name	The name of the rule. The maximum length is 64 characters
	Rule Type	The type of rule, from among the following: • Direct credit • Indirect credit • Commission • Commission Clawback • Bonus
	Active Start Date	The active start date for the rule.
	Active End Date	The active end date for the rule.
	Rollable on Reporting	Select if you want the direct credit to roll to other relationship types from the reporting hierarchy.
	Description	A description of the rule.
	Tags	The tags associated with the rule (as defined in the Setup > Tags area).
Step 2	Add Row	Add a condition for a rule.
Step 3	Result Name	The name of the result.
	Value	The formula or value used to determine the value of the direct credit.
	Value UnitType	The value UnitType in which the direct credit result is calculated.
	Maximum	The maximum value allowed for the credit result.
	Rollable	Use if you want the credit to be able to trigger indirect credit rules based on the reporting relationships.
	Credit Type	The type of credit to apply, such as revenue and maintenance.
	Hold Period	The unit (days, months, quarters, years), date, or date formula specified in the Hold field.
	Hold	How long the direct credit should be held from the incentive date before being released.
	Reason Code	Used to track different types of credits such as bonuses and commissions. The value can be one of the following: • Advance • Manual Bonus • Manual Override • Split Correction

How to…

This section describes how to manage direct credit rules.

Search Direct Credit Rules

1. Click the Plan Design tab, then click Rules Library in the secondary menu. The
Rules Library screen appears.

2. (Optional) Specify the search criteria in the corresponding fields.

3. (Optional) In the Tags field, click the Select button. The Select General Tags dialog
appears.
Select the tags to use in the search and click the Apply Selected Tags to Rule button.

4. Click the Search button. The matching rules appear in the results area.

Create a Direct Credit Rule

1. Click the Plan Design tab, then click Rules Library in the secondary menu. The
Rules Library screen appears.

2. Click the New button.

Step 1: Define rule name, active dates, and type

3. Enter a rule name in the Rule Name* field. This is the name of the rule that is being
created.

4. Select Direct Credit from the Rule Type* drop-down list. This is the rule type that is
being created.

5. (Optional) Enter or select the Active Start Date of the rule by doing one of the following:

• Click the calendar icon and then click the OK button.
• Click the calendar icon and double-click a date.

6. (Optional) Enter or select the Active End Date (of the rule by doing one of the following:

• Click the calendar icon and then click the OK button.
• Click the calendar icon and double-click a date.

note: This rule is valid only when the Order Item Incentive Date falls within the
Active Start Date and Active End Date. If the dates are not entered, the rule
will be active for an indefinite period.

7. Click the Rollable on Reporting box, if you want the direct credit to roll to other
relationship types from the reporting hierarchy.

note: If the Rollable On Reporting box is checked, Credits are issued per order item
and per relationship type.

8. (Optional) Enter a description of the rule being created in the Description field.

9. (Optional) In the Tags field, add or remove the tags associated with the rule.

Do the following:

• To add or remove tags, click the Select button. The Select Rules Tags dialog
appears.

Select the tags you want to associate with the rule and click the Apply
Selected Tags to Rule button. You can also find specific tags (using the Find
Tags search box), and create new tags, as required.

note: You can associate up to 50 tags with a rule.
For more information about managing tags, see “Tags” on page 118.

• To remove all tags associated with the rule, click the Remove All button. Exercise
caution when removing all associated tags because this action does not
ask for confirmation.

Step 2: Define a condition for this rule

The result of a condition determines whether the rule results will be computed for a
given person and order item.

note: A condition determines if a rule applies to a specific order item. Defining a
condition for a rule is optional. For this example, we will define a condition.

10. Scroll down and define a condition for the rule by clicking the Add Row button.

note: “IF” automatically appears in the first column and cannot be changed. If
you add more rows, the choices will change to AND & OR.

11. Select a condition from each column’s drop-down list.

note: Depending on what condition you choose from the second column’s dropdown
list, the next column’s drop-down list changes to choices that pertain to the
first condition selected.

For this example, the following selections were chosen:

Defined Conditions – Direct Credit

note: The following functions should be used in Direct Credit rules ONLY: OrderItem.SplitAmount
or OrderItem.TotalAmount. There are various condition combinations.
See Rule Condition and Selection Combinations.

Step 3: Define result(s) created when the condition is true

12. Enter a result name in the Result Name* field. This is the name of the result that will
be created.

13. Enter a value or click the button next to the Value* field. This is the formula or
value that is used to determine the value of the direct credit.

note: If you click the button next to the Value field, the Select a Formula screen
appears. Select a Formula and click the OK button. The formula appears in the
Value field.

14. Select a Value UnitType* from the drop-down list. This is the value UnitType in which
the direct credit result will be calculated.

15. (Optional) Enter a value or click the button next to the Maximum field. This is
the maximum value that is allowed for the credit result. The Select a Formula
screen appears.
For example, if the direct credit rule calculates a credit of $5000, but the maximum
is set at $3000, only a $3000 credit will be given for the order computed.

16. Select a Formula and click the OK button. The formula appears in the Maximum
field.

17. Click the Rollable box, if you want the credit to be able to trigger indirect credit
rules based on the reporting relationships.

note: If the Rollable On Reporting box is checked, then the Rollable box in the Step
3 results area must be checked for at least one result.

18. (Optional) Select a Credit Type from the drop-down list. This is the type of credit
that will be applied, such as revenue and maintenance. Credit Type can be used
in Conditions for Commission rules.

19. (Optional) Choose a Hold Period from the drop-down list. This represents the unit
(days, months, quarters, years), date, or date formula specified in the Hold field.
See Hold Period Use Cases and Example.

20. Enter or choose the Hold value. This specifies how long the direct credit should be
held from the incentive date before being released. If you chose Days, Months,
Quarters, or Years in the Hold Period field, enter a numeric value. If you chose Date
in the Hold Period field, do one of the following:

• Click the calendar icon, and then click the OK button.
• Click the calendar icon, and double-click a date.
• Click the button, select a date formula, and click OK.

note: If the Hold Day(s) field is zero or empty, the direct credit will be calculated
based on the incentive date of the order. See Hold Period Use Cases and Example.

important: Incent does not support the release of a held credit into a year that is different
than the year of the Incentive Date on the Order Item.

21. (Optional) Select a Reason Code from the drop-down list. Reason codes are used
to track different types of credits such as bonuses and commissions. This list is
defined in Setup > Type Codes > Reason Code.

note: The choices that appear under Unit Type, Credit Type and Reason Code
can be deleted, changed or new choices can be added.

For this example, the following selections were chosen:

Results to Define Direct Credit

22. Click the Save Result button. The newly created result appears in the List of Results
section on the left.

Defined Result for Direct Credits

note: If you want to create more than one result, click the New Result button and
repeat. See Step 3: Define results(s) created when the condition is true

23. Click the Save button. The newly created Direct Credit now appears, highlighted,
in the Results Pane area.

Newly Created Direct Credit Rule

note: Unless you click the Save button, the rule is not saved.

Edit a Direct Credit Rule

You can edit a direct credit rule and save the new definition using the existing rule
name.

Modifying Step 1: Define rule name, active dates, and type

1. Select a Direct Credit rule from the Results Pane. The selected rule is highlighted.

2. Select and edit the fields that require changes.

3. Click the Save button.

Modifying Step 2: Define a condition for this rule

1. Select a Direct Credit rule from the Results Pane. The selected rule is highlighted.

2. Scroll to the Step 2 condition area.

3. Select and edit the fields that require changes.

4. Click the Save button.

Modifying Step 3: Define result(s) created when the condition is true

The Result Name cannot be modified. The only way to modify this field is to delete and
re-create the result.

1. Select a Direct Credit rule from the Results Pane. The selected rule is highlighted.

2. Scroll to the Step 3 results area.

3. Select a result in the List of Results. The selected result is highlighted and appears in
the Result Name field.

4. Select and edit the fields that require changes.

5. Click the Save Result or Save button.

Delete a Direct Credit Rule

1. Select a Direct Credit rule. The selected rule is highlighted.

2. Click the Delete button. A message appears asking “Do you really want to delete
the selected item?”.

3. Click the OK button, to confirm the deletion, or click the Cancel button to cancel
the action.

Delete a Condition

1. Select a Direct Credit rule from the Results Pane. The selected rule is highlighted.

2. Scroll to the Step 2 condition area.

3. Click a condition.

4. Click the Delete Row button. A message appears asking “Do you really want to
delete the selected item?”.

5. Click the OK button, to confirm the deletion, or click the Cancel button to cancel
the action.

6. Click the Save button.

Delete a Result

note: At least one result needs to be in the rule for the rule to exist.

1. Select a Direct Credit rule from the Results Pane. The selected rule is highlighted.

2. Scroll to the Step 3 results area.

3. Click a result in the List of Results. The result is highlighted and appears in the Result
Name field.

4. Click the Delete Result button. A message appears asking “Do you really want to
delete the selected item?”.

5. Click the OK button to confirm the deletion, or click the Cancel button to cancel
the action.

6. Click the Save button.

note: Deleting a result is independent of deleting a rule. A result can be deleted
without deleting the rule.

Create a New Direct Credit Rule by Copying an Existing Rule

1. Select a Direct Credit rule from the Results Pane. The selected rule is highlighted.

2. Click the Copy button.

3. Type a new name in the Rule Name* field.

4. Change the settings (including the conditions and results) for the rule, as required.
For more information about modifying conditions and results, see “Edit a Direct
Credit Rule”

5. Click the Save button. The newly created rule appears in the Results Pane.