If you transfer sales credit using the salesperson parameter All and the adjustable revenue parameter All Adjustable Revenue, Receivables transfers 100% of sales credit from all salespersons on the specified lines to the new salesperson.
If you select the salesperson parameter All and the parameter Percentage of Total Value of Selected Lines, Receivables transfers only the specified percent, prorated across the "From" salespersons based on their current sales credits.
For example:
Three salespersons are assigned to a transaction line with a revenue split of 20:30:50. If you transfer all adjustable revenue to a new salesperson, the new salesperson receives 100% (20 + 30 + 50). If you transfer 5%, however, the new salesperson receives 5% of the line total and prorates the transferred amount among the three salespersons. This table illustrates the transfer of sales credits in this example:
| Salesperson | Revenue Split | Transfer Percentage | Prorated Transfer Percentage |
|---|---|---|---|
| Salesperson 1 | 20 | 5% | .05 * 20 = 1 |
| Salesperson 2 | 30 | 5% | .05 * 30 = 1.5 |
| Salesperson 3 | 50 | 5% | .05 * 50 = 2.5 |
When you specify a new salesperson, Receivables defaults the assigned sales group, if one is available. You can change the default.
Warning: Always use the Revenue Accounting Management (RAM) wizard, not the Transactions workbench, to adjust sales credits on a transaction, if that transaction's revenue was previously adjusted via the RAM wizard. See: Entering Revenue Credits.