RESULTADOS Y DISCUSIONES

The Classification process starts with you creating a request by selecting the transactions for the application to classify. Search for the relevant transactions using business unit and date range values.

Note

The Classification process explained here assumes that your classification parameter is set to run before crediting. If you run the Classification process after the Crediting and Rollup processes, the process steps and tips are still applicable, but the application classifies the credits instead of the transactions.

• Full mode: Specify the date range and select all transactions.

• Incremental mode: Specify the date range and select new transactions. The application only includes the newly created and imported transactions for processing.

Tip

The application automatically excludes transactions that the Collection process identified as filtered, errored, and obsolete as well as transactions already included by upstream processes.

The Classification process analyzes each qualifying transaction using rules that contain the various conditions that define the expected value for each transaction attribute and map it to a credit category. It then associates the applicable credit category with the transaction or credit.

Tip

If you do not want the application to associate a credit category using the

classification rules, manually enter the credit category attribute in the transaction and also select Override Classification for that transaction.

The Classification process matches the rule criteria to the attributes of the selected transactions. If there is only one match, based on rank and the hierarchy level, then the application associates the credit category with the transaction and sets the status to Classified. If not, then the application sets the transaction status as Failed classification.

• If you edit the transactions after running the Classification process, the application sets the status of the edited transaction to New, so that the Classification process includes the updated transaction during the next run. It sets the original transaction status to Obsolete and preserves it for audit history in the transaction history entity. It also checks the available transaction attributes to find a relevant credit category during reclassification.

• If you edit the classification rules, run the Classification process again in full mode to effect any changes to that data which falls within the rule effective date range.

Is there a credit category match?

• Yes. Is the credit category that was found the same as before?

• Yes. The application makes no changes to the transaction or credit and sets the status to Classified.

• No. The application changes the credit category and sets the

transaction or credit status to Classified with a new credit category. It sets the original transaction or credit status to Obsolete and creates a new credit with the new category. It moves obsolete data to their respective history tables for audit purposes during the revert process. • No. The application sets the transaction status as Failed classification.

Classification After Crediting: Example

You set up a classification hierarchy that includes rules to classify any audio product into a category called Audio Electronics and any video product into a category called Video Electronics. This table shows what the credits and rollups

look like after the application classified them--it added credit categories and changed the status values.

Note

This example builds on the one started in the Credits and Rollups: How They Are Created topic, which is included in the related links at the end of this topic. The participant records in the following table also include these data:

• Transaction number: 56031.101 • Currency: USD

• Original transaction amount: 50,000 • Quantity: 50

• Product: Pioneer 920384

• Credit category: Audio Electronics • Status: Classified Credit ID Credit Receiver Revenue Type Credit Amount Credit Percentage

Credit Type Credit Rule Used

56031.1.1.C1 Alex Revenue 25,000 50 Direct Western Region, Audio 56031.1.2.C1 Haley Revenue 25,000 50 Direct Western

Region, Audio 56031.1.3.C1 Robert Nonrevenue 50,000 100 Direct Western

Region, Audio 56031.1.4.C1 Lily Nonrevenue 50,000 100 Indirect NA Regional

Electronics 56031.1.5.C1 Andrew Nonrevenue 50,000 100 Indirect Western

Region, Electronics

The participant records in the following table also include these data: • Transaction number: 56031.102

• Currency: USD

• Original transaction amount: 35,000 • Quantity: 28

• Product: Sony SVG0193

• Credit category: Video Electronics • Status: Classified

Credit ID Credit Receiver Revenue Type Credit Amount Credit Percentage

Credit Type Credit Rule Used

56031.2.1.C1 Alex Revenue 17,500 50 Direct Western Region, Video 56031.2.2.C1 Haley Revenue 17,500 50 Direct Western

Region, Video 56031.2.3.C1 Robert Nonrevenue 35,000 100 Direct Western

Region, Video 56031.2.4.C1 Lily Nonrevenue 35,000 100 Indirect NA Regional

Electronics 56031.2.5.C1 Andrew Nonrevenue 35,000 100 Indirect Western

Region, Electronics

The participant records in the following table also include these data: • Transaction number: 56031.103

• Currency: USD

• Original transaction amount: 15,000 • Quantity: 60

• Product: Erickson SVG0193 • Credit category: Audio Electronics • Credit amount: 15,000

• Credit percent: 100 • Credit type: Direct

• Credit rule used: Not applicable • Status: Classified

Credit ID Credit Receiver Revenue Type

56031.3.1.C1 Haley Revenue 56031.3.1.C1 Andrew Nonrevenue

The participant records in the following table also include these data: • Transaction number: 56031.104

• Currency: USD

• Original transaction amount: 10,000 • Quantity: 48

• Credit category: Video Electronics • Status: Classified Credit ID Credit Receiver Revenue Type Credit Amount Credit Percentage

Credit Type Credit Rule Used

56031.4.1.C1 Alex Revenue 5,000 50 Direct Western Region, Audio 56031.4.2.C1 Haley Revenue 5,000 50 Direct Western

Region, Audio 56031.4.3.C1 Robert Nonrevenue 10,000 100 Direct Western

Region, Audio 56031.4.4.C1 Lily Nonrevenue 10,000 100 Indirect NA Regional

Electronics 56031.4.5.C1 Andrew Nonrevenue 10,000 100 Indirect Western

Region, Video

Overriding Incentive Compensation Processes for Individual