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Crediting 2 Payees on same Transaction

payalgautam
Explorer
0 Kudos

I need to credit 2Payees - 1 assigned to the transaction and 1 mentioned in one of the GA's of the transaction

Accepted Solutions (0)

Answers (4)

Answers (4)

payalgautam
Explorer
0 Kudos

Actually I had this resolved with the help of Territory. So, it won't have an impact on performance as well.

Carol_Smith
Product and Topic Expert
Product and Topic Expert
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payalgautam ,

Can you share some screen shots of the Credit rule where you are comparing Payee to the GA? What Dan is suggesting should work. (Be sure that in the rule with the comparison you do NOT have the check box checked for They are identified on the Transaction)

However, something to consider is the volume of Transactions x Payees in the system. If you have large volumes of Transactions and/or Payees a string comparison in the Condition of the rule can have performance impacts.

As Jon Mentions, the best option is to have both Payees assigned to the Transaction (1 Transaction, 2 assignments), as this is the most efficient way to allocate Credits. Are you able to put both Payee's on an assignment for the transaction?

joncadby
Advisor
Advisor
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Why wouldn't you simply create transaction assignments for both payees?

DChristenson
Explorer
0 Kudos

That should not be a problem - when creating the credit rules, one will have the credit identified on the transaction box checked and the other credit rule leave that box unchecked. For the credit assigned to a GA value, you would just include that logic in the credit condition.

Hope that helps.

payalgautam
Explorer
0 Kudos

I tried this but credit is not getting generated for the Payee present in the GA. Is there any other way to achieve this?