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Sales Credit Allocation
View topic for Sales Credit Allocation
Topics
Overview of Sales Credit Allocation
Credit Rules Setup
Defining, Editing, and Deleting Credit Rules
Creating Credit Rules
Editing Credit Rules
Deleting Credit Rules
Synchronize the Credit Rules
Simple and Advanced Rule Searches
Simple Rule Search
Advanced Rule Search
Transferring Transactions to the Sales Credit Allocation Rules Engine
Processing Transactions in the Sales Credit Allocation Rules Engine
Using Workflow to Check and Update the Revenue Allocation Percentage