Deals not Crediting or Paying Out

If a rep is not receiving payment or credit, it is recommended to work backward within Express to see where the deal(s) are not meeting the criteria.

1. Confirm that the deal was Imported into Express. 
2. Go to the Payments tab to confirm a payout has not been given.
3. Also on the Payments Tab, review if they have received credit by clicking "Current Attn" and reviewing the pop-up window.
4. If no credit or payment has been given, pull up the deal in a separate tab under Manage Deals 
5. In a new tab, review the first credits, under Define Credits. Express works Top to Bottom, Left to Right. Start with section C, as sections A and B are standard fields and will not prevent crediting.
   • Direct: "I Sold It"
   • Roll-Up: "My Subordinates Sold It"
   • Team: "My Team Sold It"
   • Deal Based: "It Doesn't Matter Who Sold It"
6. Next, if the deal meets all criteria in sections C - E, review Define Payments. Just like with the Credit Rule, Express works Top to Bottom, Left to Right. This is true in section F, Rate Table, as well. If Qualifiers are present, review them left to right.
7. The rep has not met the attainment tier needed for the expected rate. The first column in section F is "Attainment Tiers". This is based on either Quota, widget, or value of the deals. To review a specific reps' current period attainment, go to either Results > Manage Results > Credits or Results > Manage Results > Payments > % Attn.
8. The deal is hitting the default qualifier. The last qualifier to the right of section F is listed as the "Unfiltered Deals" or "Default Qualifier". This option is often set to 0%. If a deal does not meet any of the other qualifiers, it will hit the default qualifier and in this example, payout 0%.
9. The payment frequency in section E has put the deal on hold. There are Four Types of Holds. If a deal is not Monthly, it will be put on hold and most likely not be set up to payout in the current period. 

If at any time, the deal or deals do not meet the criteria in the Import page, Credit Rule, or Payment Rule, the deal will not payout to the rep. In order to have the deal payout, either change the criteria on the deal or make a Manual Credit or Manual Payment Adjustment if the deal or plan rules cannot be changed.