Having gained an understanding of SuiteBilling through the SuiteBilling 101 | Overview, it's essential to verify that all the necessary prerequisites are in place before moving forward with the enabling process.
A. Enable the Consolidate Projects on Sales Transactions preference
(Note: This must be enabled if you are using the Projects feature)
1. Go to Setup > Accounting > Accounting Preferences.
2. Click the Items/Transactions subtab.
3. Check the Consolidate Projects on Sales Transactions box.
4. Click Save.
B. Disable the Employee Commissions feature:
1. Go to Setup > Company > Enable Features.
2. Click the Employees subtab.
3. In the Commissions section, clear the Employee Commissions box.
4. Click Save
(Note: If Employee Commissions are disabled, any commissions data within your account remains present but inaccessible. To have the commission data while utilizing SuiteBilling, you can export it from the following reports:
a. Employee Commissions
- Reports > Commissions > Commission Overview Report
b. Partner Commissions
- Reports > Commissions > Partner Commission Overview
Keep an eye out for upcoming articles where we'll explore SuiteBilling. Follow the New to NetSuite > SuiteBilling category to be updated whenever new articles are released!
