--- title: "Adjustment scenarios and ledger results" slug: "adjustment-scenarios-and-ledger-results" description: "The following are common scenarios when you adjust transaction data in Salesforce and Fullcast and their impact on the commissions ledger for committed and uncommitted ledger entries. " tags: ["adjustment scenarios", "commissions", "commissions ledger adjustments", "transaction adjustments"] updated: 2026-03-05T22:05:29Z published: 2026-03-05T22:05:29Z --- > ## Documentation Index > Fetch the complete documentation index at: https://support.fullcast.com/llms.txt > Use this file to discover all available pages before exploring further. # Adjustment scenarios and ledger results Manually adjusting a transaction impacts the commissions ledger. The following are common scenarios and their impact on the ledger. ## CRM adjustments to uncommitted transactions #### Change to the amount in the CRM on uncommitted transactions **Scenario:**Change the amount of the original transaction in the CRM from 5000 USD to 7000 USD on an uncommitted transaction. Current cell data prior to changes: - **Transaction table:** - **Amount:** 5000 - **Commissions ledger:** - **Commissionable Amount:** 5000.00 USD - **Commission:** 250.00 USD **Result:**The original transaction is updated and the original commission is recalculated. Since the transaction is uncommitted, the original transaction is updated and there is only one transaction in the commission ledger. Cell data after adjustment: - **Transaction table:** - **Amount:** 7000 - **Commissions ledger:** - **Commissionable Amount:**7000.00 USD - **Commission:** 350.00 USD #### Change the opportunity name in the CRM on uncommitted transactions **Scenario:**Change the opportunity name of the original transaction in the CRM from New Opportunity2 to Exemptions Oppty on an uncommitted transaction. **Result:**The original transaction is updated with the new opportunity name. Since the transaction is uncommitted, the original transaction is updated and there is only one transaction in the commission ledger. #### Change the split owner in the CRM on uncommitted transactions **Scenario:**Change name of the split owner in the CRM. **Result:** The original transaction and the original commission recipient is updated, the new split user will receive the commission and there is only one transaction in the commission ledger. #### Change the split percentage in the CRM on uncommitted transactions **Scenario:**Change the split percentage from 100 to 70 in the CRM. Current cell data prior to changes: - **Transaction table:** - **Amount:** 3000 - **Forecast Split Percentage:** 100 - **Commissions ledger:** - **Commissionable Amount:** 3000.00 USD - **Commission:** 150.00 USD **Result:** The original transaction and the original split percentage for commissions is updated. The commissionable amount and commissions calculated are updated in the commissions ledger. Cell data after adjustment: - **Transaction table:** - **Amount:** 3000 - **Forecast Split Percentage:** 70 - **Commissions ledger:** - **Commissionable Amount:**2100.00 USD - **Commission:** 105.00 USD ## CRM adjustments to committed transactions #### Change to the amount in the CRM on committed transactions **Scenario:**Change the amount of the original transaction in the CRM from 5000 USD to 7000 USD on a committed transaction. Current cell data prior to changes: - **Transaction table:** - **Amount:** 5000 - **Commissions ledger:** - **Commissionable Amount:** 5000.00 USD - **Commission:** 250.00 USD **Result:**The original transaction that is unlocked is updated. Since the transaction is committed, the original transaction does not change in the commissions ledger. A new transaction with the adjustment type **trueup**is created with the status as pending which adds the difference from the original transaction to reflect the change in Salesforce. Cell data after adjustment: - **Transaction table:** - **Amount:** 7000 - **Commissions ledger:** - Original transaction (earnings): - **Commission Amount:**5000.00 USD - **Commission:** 250.00 USD - **Status:** Committed - New **trueup** transaction: - **Commissionable Amount:**2000.00 USD - **Commission:** 100.00 USD - **Status:** Pending #### Change the opportunity name in the CRM on committed transactions **Scenario:**Change the opportunity name of the original transaction in the CRM from New Opportunity6 to Updated Oppty on an committed transaction. **Result:**The original transaction is updated with the new opportunity name. Since there are no numeric value changes, the original committed transaction is updated with the new name. #### Change the split owner in the CRM on committed transactions **Scenario:**Change name of the split owner in the CRM. **Result:** In the original transaction the recipient is updated. On the commissions ledger, a new transaction with the adjustment type **trueup**is created with the original split owner and a negative value to remove the commissions for the original owner. A second new transaction with the adjustment type **earnings**is created with the new split owner and the commissions with a status of pending. The original ledger entry remains unchanged in a committed status. #### Change the split percentage in the CRM on committed transactions **Scenario:**Change the split percentage from 100 to 70 in the CRM. Current cell data prior to changes: - **Transaction table:** - **Amount:** 3000 - **Forecast Split Percentage:** 100 - **Commissions ledger:** - **Commissionable Amount:** 3000.00 USD - **Commission:** 150.00 USD **Result:** The original transaction is updated. On the commissions ledger, a new transaction with the adjustment type **trueup**is created with a negative value to reflect the difference of the commission from the original split. The original ledger entry remains unchanged in a committed status. Cell data after adjustment: - **Transaction table:** - **Amount:** 3000 - **Forecast Split Percentage:** 70 - **Commissions ledger:** - **Commissionable Amount:**-900.00 USD - **Commission:** -45.00 USD ## Fullcast adjustments #### Manage payees on uncommitted transactions You need to replace the original payee with a different person before the period is closed. - **Process:** [Edit payee](/plan-and-pay/docs/manage-payees-on-a-crediting-transaction) to add a new manual payee or exclude an existing one. - **Expected result:**After running commission processing, the ledger will automatically exclude the original payee and add the new one. #### Handle adjusted transactions You need to create a new adjusted transaction on top of an original record: - **Process:**[Create a new adjusted transaction](/plan-and-pay/docs/transaction-adjustments) and [add manual payees](/plan-and-pay/docs/manage-payees-on-a-crediting-transaction). - **Expected result:** Commission processing will generate two distinct adjusted transaction entries in the ledger while maintaining existing records. #### Include or exclude full transactions - **Exclude:**Excluding a transaction and running processing removes it entirely from the commission ledger. - **Include:**Re-including a previously excluded transaction and running processing restores it to the ledger. **Customer relationship management:**A software that centralizes customer data, communications, and automated processes.