Manual Credit Adjustments

If a salesperson's credit attainment needs to be adjusted, we would make a Credit Adjustment.  The credit is what is applied to the quota, which will impact a Rep's attainment towards their quota.

This will NOT adjust a plan Payment. In order to adjust the Payment, you will have to make a Payment Adjustment, please see Adjusting Payments.

How to Manually Adjust Credits

1. Hover over the Results tab > Manage Results > Click the Credits Tab 

    

2. Click the Magnifying Glass  next to the line you wish to adjust credit for. The Adjust Credits screen will appear.
3. In the column titled Manual Adjustment, hover over the period in which you need to make a credit adjustment and click the pencil icon. 

   

4. In the text box fill in the amount you wish to make an adjustment for and click the green checkmark to confirm. 

   

   Note: You cannot make adjustments to past periods which have been closed.

5. To add a comment, click the button for the corresponding credit, type a comment, and click the Save button.

   Note: A gray icon indicates that there is no existing comment. An orange icon indicates that a comment exists, which you can update, as needed.

6. Click the Save button to save your adjustments.