Results > Credits

You can use the Credits area to view direct and indirect credits for a period. Credits define what and how much of an order item is credited to a person. For example, an order item for Qty: 10, Amount: $100 could provide a credit for $100 or a credit for $100 x 10.

You can also use the Credits area to manage held credits for a period.

note: Business group administrators can only search, view, and download credit results that are associated with business groups to which the administrators themselves are assigned. Similarly, business group administrators can only search, view, create, release, and download held credits that are associated with business groups to which the administrators themselves are assigned.

Customizing Searches

The Released and Held pages offer you the ability to customize your standard searches. By configuring and saving the search fields and columns, you can tailor the search experience to your needs and save time finding precisely the information you need. Customized searches are defined by the following information:

• Search fields—The specific data fields used in the search. The search fields you specify appear in the Filters pane of the sidebar after running a search, allowing you to fine-tune your search in an iterative fashion.
• Columns—The columns of data that appear as part of the search results. Specifying the columns and their order allows you to prioritize important information on the search results page. You can also create saved searches that define specific search fields and search criteria.

You can then access not only your previously-saved searches, but also searches saved by other administrators. You can further mark certain saved searches as favorites for quick and easy access. For more information, see “Customizing and Saving Searches.”

Screen

Screen Shot 2017-01-20 at 10.29.26 AMCredits Screen

Released Credits

The following table describes the information displayed when searching credits on the Released page:

FieldDescription
Actual Release DateThe date the credit was released.
AmountThe amount of the credit for the position or person.
Business Group The business group associated with the credit.
Created DateThe date and time on which the credit was created.
Credit Type The type of credit, as defined in the Setup > Configure >
Credit Type area.
Customer NameA descriptive name for the customer.
Est. Release Date The estimated release date of a processed credit.
Geography NameA descriptive name for the geography.
Held?Indicates whether the credit is held.
Incentive Date Indicates whether the credit is held.
Incentive Date The date that a calculated incentive is given to a salesperson
for an order item.
Item CodeThe order item code associated with the credit
Order Code The order code associated with the credit.
Period The period for which credits are displayed.
Person NameThe name of the person associated with the credit.
Position NameThe name of the position associated with the credit.
Product NameA descriptive name for the product.
Reason CodeThe reason code, as defined in the Setup > Configure >
Reason Code area.
Result NameThe name of the credit.
Rule NameThe name of the rule used to calculate the credit.

Held Credits

The following table describes the information displayed when searching credits on the Held page:

FieldDescription
Actual Release DateThe date the credit was released.
AmountThe amount of the credit for the position or person.
Business Group The business group associated with the credit.
Created DateThe date and time on which the credit was created.
Credit Type The type of credit, as defined in the Setup > Configure >
Credit Type area.
Customer NameA descriptive name for the customer.
Est. Release Date The estimated release date of a processed credit.
Geography NameA descriptive name for the geography.
Held?Indicates whether the credit is held.
Incentive DateThe date that a calculated incentive is given to a salesperson
for an order item.
Item CodeThe order item code associated with the credit.
Order Code The order code associated with the credit.
Person NameThe name of the person associated with the credit.
Position NameThe name of the position associated with the credit.
Product NameA descriptive name for the product.
Reason CodeUsed to audit the reason why a credit was put on hold.
Result NameThe name of the credit.
Rule NameThe name of the rule used to calculate the credit.

note: You can configure the search fields that appear in the Filters pane of the sidebar when defining the search settings.

How to …

This section describes how to manage credits.

Manage Credits

Click the Results tab, then click Credits in the secondary menu. The Credits screen appears.

• To manage released credits, click the Released button. The Released Credits screen appears allowing you to search and download released credits.
For more information about managing released commissions, see “Manage Released Credits.”
• To manage held credits, click the Held button. The Held Credits screen appears allowing you to view, release, and download held credits.
For more information about managing held credits, see “Manage Held Credits.”

Manage Released Credits

You can use the Released page to manage released credits. Using the Released page, you can complete the following tasks:

• Search released credits (both basic and more complex searches)
• Customize your search filters and results
• Download released credits

Search Released Credits

1. Click the Results tab, then click Credits in the secondary menu. The Credits > Released screen appears allowing you to specify the search criteria.

2. In the Period field (on the left), choose a period using the drop-down list.

Screen Shot 2017-01-20 at 12.01.12 PMBasic Search Screen

3. Specify the basic search criteria.

Do the following:

• In text fields, type an appropriate value in the field.
• In drop-down list fields, choose the appropriate value.
• In fields that allow you to search for a value, click the Screen Shot 2017-01-20 at 12.02.00 PMbutton and select the appropriate value using the dialog that appears.
• In date fields, click the Screen Shot 2017-01-20 at 12.02.41 PM button and select the appropriate date using the dialog that appears.
• To clear a field, click the Screen Shot 2017-01-20 at 12.03.37 PM button for the corresponding field.

4. Define a search using more fields, if required.

Do the following:

a. Click the More Search Options button (near the bottom).
b. In the Basic Search section, modify the basic search criteria.
c. In the General Result Information, Order Information, and Credit Information sections, specify or modify the additional search criteria.

5. Click theScreen Shot 2017-01-20 at 12.09.27 PM   button. The search results appear.
The search criteria appear above the results, as shown below:

Screen Shot 2017-01-20 at 12.09.41 PMSearch Criteria

To remove a field from the search criteria, click the Screen Shot 2017-01-20 at 12.03.37 PM button for the corresponding field.

6. Refine the search results, as required.

Do the following:

• In the Period field (on the left), choose a period using the drop-down list. The results update immediately.
• In the Filters pane (on the left), specify additional search criteria to further filter the search results and click the Screen Shot 2017-01-20 at 12.12.11 PM button. The updated results appear.
• Click the Screen Shot 2017-01-20 at 12.18.57 PMbutton to save the current search. The Create Saved Search dialog appears. Type a name for the search and click the Screen Shot 2017-01-17 at 10.46.11 AM button.

7. To display credit details, click a credit. A Details pane appears displaying general result, person, order, and credit information.

Download Released Credits

You can download released credits to either a Comma Separated Values (CSV) or text (.TXT) file.

1. Click the Results tab, then click Credits in the secondary menu. The Credits > Released screen appears allowing you to specify the search criteria.

2. Select the appropriate period.

3. To download all credits for the selected period, click the Screen Shot 2017-01-20 at 12.27.32 PM button.
The Download dialog appears.

a. In the Download Name field, type the name of the download.
b. In the Download Format field, select the download format (either CSV or TXT).

4. To download specific credits, search for the appropriate credits. The search results appear.

a. Click theScreen Shot 2017-01-20 at 12.27.59 PM   button. The Download dialog appears.
b. In the Download Name field, type the name of the download.
c. In the Download Format field, select the download format (either CSV or TXT).

5. Click the Screen Shot 2017-01-20 at 12.28.07 PM button.

The download starts processing. You can check the status by clicking the Screen Shot 2017-01-20 at 12.27.50 PM button in the main menu (top right of the screen). Click OK again.

Manage Held Credits

You can use the Held page to manage held credits. Using the Held page, you can complete the following tasks:

• Search held credits (both basic and more complex searches)
• Customize your search filters and results
• Release held credits
• Add and view comments
• Download held credits

note: Access to the Held page is set in the Setup > Roles area (by setting the Holds privilege to Read-Write).

Search Held Credits

1. Click the Results tab, then click Credits in the secondary menu. The Credits > Released screen appears. Click the Held button.

Screen Shot 2017-01-20 at 12.30.58 PMBasic Search Screen

2. Select a tab to specify the primary search criteria.

You need to choose from among the following:

• Estimated Release Date—Use to search by a range of estimated release dates
• Orders—Use to search by order and item codes
• Person—Use to search by person
• Processed Period—Use to search by processed period

3. Specify the basic search criteria.

Do the following:

• In text fields, type an appropriate value in the field.
• In drop-down list fields, choose the appropriate value.
• In fields that allow you to search for a value, click the  Screen Shot 2017-01-20 at 12.02.00 PM button and select the appropriate value using the dialog that appears.
• In date fields, click the Screen Shot 2017-01-20 at 12.02.41 PM button and select the appropriate date using the dialog that appears.
• To clear a field, click the Screen Shot 2017-01-20 at 12.03.37 PM button for the corresponding field.

4. Define a search using more fields, if required.

Do the following:

a. Click the More Search Options button (near the bottom).
b. In the Basic Search section, modify the basic search criteria.
c. In the General Result Information, Person Information, Order Information, and Credit Information sections, specify or modify the additional search criteria.

5. Click the Screen Shot 2017-01-20 at 12.54.59 PMbutton. The search results appear.
The search criteria appear above the results, as shown below:

Screen Shot 2017-01-20 at 12.55.16 PMSearch Criteria

To remove a field from the search criteria, click the Screen Shot 2017-01-20 at 12.03.37 PM  button for the corresponding field.

6. Refine the search results, as required.

Do the following:

• In the Filters pane (on the left), specify additional search criteria to further filter the search results and click theScreen Shot 2017-01-20 at 12.12.11 PM button. The updated results appear.
• Click the Screen Shot 2017-01-20 at 12.18.57 PMbutton to save the current search. The Create Saved Search dialog appears. Type a name for the search and click the Screen Shot 2017-01-17 at 10.46.11 AM button.

7. To display credit details, click a credit. A Details pane appears.

Release Held Credits

1. Click the Results tab, then click Credits in the secondary menu. The Credits > Released screen appears. Click the Held button.

2. Search for the appropriate held credits.

3. To release specific held credits, select the corresponding check boxes, hover over the Screen Shot 2017-01-20 at 1.07.57 PM button, and choose Selected Holds. The Release Selected dialog appears.

Screen Shot 2017-01-20 at 1.10.02 PMRelease Selected Dialog

Do the following:

a. In the Release Date field, select the date for which the payment applies.
b. (Optional) In the Release Group field, select the corresponding release group.
If you leave this field blank, the release group is generated automatically during processing.
c. (Optional) In the Comment field, type a comment (that will be visible to administrators only).
d. Click theScreen Shot 2017-01-20 at 1.14.33 PM button. The release action is added to the process queue.

Display and Add Comments

You can add comments to held credits, and display existing comments, as appropriate.

1. Click the Results tab, then click Credits in the secondary menu. The Credits > Released screen appears. Click the Held button.

2. To display existing comments, click the Screen Shot 2017-01-20 at 1.14.41 PM button that appears to the left of held credits (in the results list). The Comments dialog appears showing the current comments.

3. To add a comment, do any of the following:

• Click theScreen Shot 2017-01-20 at 1.14.56 PM button to the left of a held credit and type the comment in the text box.
• Select one or more check boxes next to held credits, click the Screen Shot 2017-01-20 at 1.15.03 PM button, and type the comment in the text box.
• When viewing existing comments, type the comment in the text box.

Click the Screen Shot 2017-01-20 at 1.15.12 PMbutton.

Download Held Credits

You can download held credits to either a Comma Separated Values (CSV) or text (.TXT) file.

1. Click the Results tab, then click Credits in the secondary menu. The Credits > Released screen appears. Click the Held button.

2. Search for the appropriate held credits.

3. Click theScreen Shot 2017-01-20 at 12.27.32 PM   button. The Download dialog appears.

4. In the Download Name field, type the name of the download.

5. In the Download Format field, select the download format (either CSV or TXT).

6. Click theScreen Shot 2017-01-20 at 12.28.07 PM button.
The download starts processing. You can check the status by clicking theScreen Shot 2017-01-20 at 12.27.50 PM button in the main menu (top right of the screen). Click OK again.