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 hit Enter. Note You can add multiple categories to the crediting rule, 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. Add quotas (optional).

9. 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	The entity for which you want to create a crediting rule.
   Account ID Field	A field on the entity that links to the account (for example, account.id on an Opportunity).
   Effective Date Field	A field that captures when the event occurred (for example, close_date on an Opportunity, invoicing_date on an Invoice). This date determines the point in time to create the data snapshot.
   Extracted Fields	Lists the specific fields to extract from the triggering entity and its related objects (for example, Account, Person, Product Line Items, Opportunity Splits) to create the data snapshot. Note You can add multiple extracted fields, as needed.
   Event Criteria	Operators and conditions 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, as required:

   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	Determines from where you the payee information is extracted: 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	Determines the role on which the payees are based.
   Payee Field	The field from which the payee information extracted. Note This field is only enabled if you select Literal or Field as the Source. If you select Literal, you have to manually add the userID of the person you want to credit from the external system (Salesforce, NetSuite, and so on).
   Manager of	Determines the payee based on the field which the selected role is a manager of.
   Split	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	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.

Note

Quotas are optional criteria that you can add to a crediting rule, if needed.

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.