Crediting rules, splits, and overrides

Crediting decides who receives credit for a sale before any commission is calculated. By default, a posted sale credits the participant mapped to its salesperson. Crediting rules, splits, additive credits, caps and overrides let you refine that result, and the unassigned credit worklist makes sure no credit is silently lost. This page explains each tool and how to test it.

Before you start

• You need the Bitta Commission Plan Designer permission set (BAA Comm Plan Dsgnr) for rules, splits and caps. Credit overrides need a second user to approve.
• Crediting rules, additive credits and caps belong to a plan component and can change only while the plan version is Draft.
• A component without crediting rules credits exactly as before: the mapped salesperson's participant receives 100 percent.

Default crediting

For native posted sales invoices and credit memos, the salesperson on the document identifies the participant through the dated salesperson mapping, and the participant needs one effective 100 percent assignment in the plan version. Linked returns use the credit of the original sale. See Participants and payees.

Credit splits

A credit split shares one salesperson's sale with partner participants.

1. Open Commission Credit Splits (or Credit Splits on the plan version card).
2. Add a rule: the salesperson, the Partner Participant No., an optional Plan Code (blank applies to every plan that credits the salesperson), the split percent, the dates and a short explanation.
3. Set the rule to Active.

Each partner receives its percent and the salesperson keeps the remainder. Partner shares must total less than 100 percent, and every credited participant needs an active 100 percent assignment in the plan version. Only Active rules apply; Draft and Retired rules are ignored. Active rules cannot be edited in their economic fields or deleted, so credits already written stay explainable.

Example: a 30 percent split to a partner on a 1,000.00 sale credits 300.00 to the partner and 700.00 to the salesperson. A linked return replays the original split in proportion.

Crediting setup for a component

Open Component Crediting Rules, select the component and choose Crediting Setup to open Component Crediting Setup:

Field	What it does
Precedence	Priority takes the lowest priority number, then the most specific rule. Most Specific takes the highest specificity, then the lowest priority. A remaining tie between different outcomes is blocked.
Unassigned Handling	Error stops the run when no participant resolves. Route to Unassigned holds the credit on the unassigned credit worklist.

The setup page holds three parts: Credit Rules, Roll-up, Team, Overlay and Manager Credit, and Credit Caps. Copy from Predecessor copies all of them from the same component in the predecessor version.

Credit rules

A credit rule decides whether a source is credited by the component and as which credit type.

1. In Credit Rules, add a rule with a Code, Description, Priority, Outcome (Include or Exclude) and Credit Type (Revenue, Non-Revenue or Quota-Only). Select Stop Processing to end evaluation after this rule's priority when it matches.
2. Choose Conditions and add one or more conditions on Credit Rule Conditions. All conditions must match.

Conditions compare a source attribute, such as document type, customer, customer posting group, item, item category, location, territory, salesperson, dimension value, net amount, quantity, posting date, currency or a custom attribute, using operators such as Equals, In List, Between, Starts With, Greater Than, Blank or Within Territory. Separate list values with a vertical bar and write dates as YYYY-MM-DD.

The Specificity Score is calculated from the conditions: exact matches weigh more than lists, prefixes and ranges.

Credit types matter for measures. By default a measure counts Revenue and Quota-Only credit and ignores Non-Revenue (shadow) credit. Change this per measure on Measure Credit Scopes.

Additive credits

Additive credits give extra credit from each primary credit without reducing it: roll-up to hierarchy ancestors, team credit to team members or a pool participant, overlay credit to specialists by territory or product, and manager credit. See Manager overrides and team credit.

Credit caps

A cap limits the credit a participant receives from the component in one credit period. Enter a participant (or leave it blank to cap everyone without their own cap), the cap amount, the dates and a reason, and set it to Active. Credit above the cap is held on the unassigned credit worklist instead of being lost.

Test credit rules

Choose Test Source Fact on the crediting setup to open Test Credit Rules. Pick a captured source fact. The result shows whether the component credits it, which rule wins and why. The test only reads data.

Credit overrides

A credit override gives the primary credit of one source fact to another participant.

1. Open Credit Overrides and create an override.
2. On Credit Override, choose the source fact, the plan version, optionally the component, the From Participant No. and To Participant No., and enter a reason and an evidence reference.
3. Choose Submit for Approval. The app captures a before and after snapshot.
4. Another user chooses Approve. The requester cannot approve their own override.

The override is applied the next time the source is credited. If the source was already credited, the override takes effect through a correction or recovery run. Override statuses are Draft, Pending Approval, Approved, Rejected and Cancelled.

Unassigned credits

Unassigned Credits holds credit that matched a component but resolved no participant, credit above a cap, and certain proportional return reversals.

Action	What it does
Assign	Assigns the held credit to a participant. This raises a credit override for approval and writes an audit row.
Release	Releases the credit so it is never paid. A pending override from an assignment is cancelled.
Audit	Shows the audit rows of the held credit.
Override	Opens the override raised by the assignment.

Status moves from Open to Assigned, Credited or Released.

Review crediting results

• Credit Explorer lists every credit entry with its strategy (blank for primary credit, or ROLLUP, TEAM, OVERLAY or MANAGER), credit type, the participant whose credit produced an additive credit, the split percent, the amount, whether a cap reduced it and whether an override chose the recipient.
• Credit Rule Traces records each decision: CLASSIFY (winning and losing rules), OVERRIDE, ADDITIVE, ADDITIVE-SKIPPED, CAP and UNASSIGNED, with the number of rules evaluated and matched and the reason.

What to check if it goes wrong

Symptom	What to do
The run stops because no participant resolves	Fix the salesperson mapping, or set Unassigned Handling to Route to Unassigned.
A tie between rules is blocked	Change a priority or make one rule more specific.
A partner receives no split	Check that the split rule is Active and that the partner has an active 100 percent assignment in the plan version.

Related pages

• Manager overrides and team credit
• Territories
• Explain any earning
• Returns and corrections

Credit Explorer shows every credit entry with its strategy and type.