Create crediting rules

Complete the following processes to create a crediting rule with configured commissions event and payee details.

Create a crediting rule

1. Log in to your Fullcast instance and select the appropriate plan.

2. Go to Commissions > Crediting Rules.

   

3. Click New.

4. In the New Crediting Rule window, complete the following fields:
   

   Field	Description
   Name	Type a name for the new crediting rule.
   Categories	From the dropdown select an existing category or type a new category and press Enter. Note You can add multiple categories as needed. Categories are tags that display next to the crediting rule in addition to the status.
   Description	Type a brief description for the new crediting rule.

5. Click Create & Edit.

6. Configure the commission event details.

7. Add credit and payee details.

8. Optional. Add quotas.

9. Optional. Add lookup fields.

10. Once you have added all the required crediting criteria, click Save.

Configure commission event details

Select the entity and the fields from which the crediting event extracts data. This builds the qualification criteria for the commissionable event.

1. On the crediting rule details page, select the Criteria tab.

2. Under the Commission Events section, complete the following fields:

   Note

   The available options for Account ID Field, Effective Date Field, and Extracted Fields populate based on which entity you select.

   Field	Description
   Entity	Select the entity for which you want to create a crediting rule.
   Account ID Field	Select a field on the entity that links to the account (for example, account.id on an Opportunity).
   Effective Date Field	Select a field that captures when the event occurred (close_date on an Opportunity, invoicing_date on an Invoice). This date determines the point in time to create the data snapshot.
   Extracted Fields	Type specific fields to extract from the triggering entity and its related objects (Account, Person, Product Line Items, Opportunity Splits) to create the data snapshot. Note You can add multiple extracted fields.
   Lookup Fields	Add lookup fields as custom fields you create for additional qualification criteria for the commissionable event. The custom fields compares and pulls specified data from the custom table which is referenced in the commissionable event.
   Calculated Fields	Add formulas with calculated fields for additional qualification criteria for the commissionable event. Use the extracted field data to build formulas that are calculated and referenced in the transactions for the crediting rule.
   Event Criteria	Use the filter builder to set the criteria that defines the commissionable event that can be associated with the compensation plan.

Add credit and payee details

1. Expand the Credit & Payees section.

2. Next to the Payee Splits section, click Add.

3. Under the Role & Source details section, complete the following fields:

   Note

   The Source you select determines what other criteria is required for the credit and payee. The following table is a guide on what information is required if that field is enabled.

   Field	Description
   Source	Select where you the payee information is extracted from: Literal: A specific person being credited. Field: Persons based on a field from a role. Team: Persons based on a team field from a role. Territory: Persons based on a territory field from a role.
   Role	Select the role on which the payees are based.
   Payee Field	Select the field which the payee information extracted from. If you select Literal, you must manually type the userID of the person you want to credit from the external system (Salesforce, NetSuite, and so on). Note Only available if you select Literal or Field as the Source.
   Manager of	Select the manager of the selected role. Note Only available if you select Team as the source.
   Split	Select how the credit is split: Revenue: Splits the credit between persons in the selected role. Overlay: Persons in the selected role get the full credit amount.
   Split Field	Type the amount the credit is split by based on revenue or overlay. Note This field may be auto-populated based on the Source you select.

4. Click Create & Exit.

Add quotas

Quota definitions from Fullcast may be used in the compensation plan calculations (for example, AE quota, SDR quota). This ensures that a point-in-time snapshot of quotas is available for commissions calculations, as quotas can change over time.

1. Under the Quotas section from the Quota Source dropdown, select a field from which you want to add quota information to the crediting rule.

2. From the Selected Quotas dropdown, select one or more quotas, as needed.