Sales Credits
As per standard Oracle functionality, minimum transaction header and line data must be entered before Sales Credit data can be entered.
To enter ‘Sales Credit’ data, position your cursor in the ‘Sales Credits’ section of the worksheet, on the row you wish to enter the data. Then double-click in one of the cells, or alternatively click on the ‘Forms’ button and select ‘Sales Credits’.
The Sales Credits section of the worksheet is split into two subsections.
a) Sales Credits
Sales Credit Batch Source settings are ignored. The API will send what is entered in the Wizard and derive the other figure. I.e. If only Percent is entered, the amount will be calculated based on Line Total Amount and the Sales Credit percent entered. If desired both can be entered.
Any Quota (Revenue) Sales Credits need to total 100% or the API will assign the first % and adjust remaining percentages accordingly to equal 100% if the entered percentages do not total 100%. This does not apply to Non-Quota (Non-Revenue) Sales Credits, where amounts less than, equal to, or greater than 100% will be accepted.
If ‘Require Salesperson’ is checked in ‘Setup > System > System Options’ and a Sales Credit is entered against the line of type ‘Non-Quota’ an error will be returned as there also needs to be Quota Sales Credits totaling 100% if using this option. This is not enforced when ‘Require Salesperson’ is not checked.
b) Sales Descriptive Flexfields
Refer to section: