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Sales Commission saved search formula to reduce percentage on late payments
Please help to modify my saved search for the 3 following requests! :) Please see my screenshots below. The sales rep earns a starting commission of 5% once a customer pays. I need to exclude the items that I listed in the criteria tab. Since my formula is based on the total amount at the header of the invoice, how do I…
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Commission recalculation collapsed
Hi, We have the commission module and we have many transactions. It takes days for sales reps recalculations to complete. And our managerial recalculations are collapsed, they are in recalculating mode, but they never finish. We have one plan that has been recalculating for over a year, seems collapsed. The dates of the…
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How to create a Commission Overview Report?
hi team I am seeking advice on the possibility of showing value of sales orders which are fully paid and not fully paid and commission accrued on sales orders which are fully paid and not fully paid in the navigational path report-commission-commission overview.
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How to create a Commission Formula?
I created a checkbox on the line items of an invoice. The idea would be to have a formula field that would sum the "Amount" field if the checkbox is checked. The goal would be to have a total of what is commissionable. How would I create a formula to sum all of the checked items?
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How to Map the Invoice lines to its SO lines via SuiteScript 2.0?
Hello. I'm running a script on the Invoice record. This script's aim is to take the value of the line field "custcol_altsales_invoice" from the invoice and map it to the corresponding SO line in a field called "custcol_ccaw_test_field_1". The issue is that this works if everything is invoiced at once (all the lines from…
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What are the Permissions for commissions in saved search?
I have a role that has the following rights, among others: Transactions: Partner Commission Transaction - Full Partner Commission Transaction Approval - Full Reports: Commission Reports - View Partner Authorized Commission Reports - View Partner Commission Reports - View Lists: Partner Commission Schedules/Plans - Full…
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Why do Customer Payment & use of Credit(other unapplied Payment) not recalculating Commission?
We have several unapplied payments for a Customer and they were identified as overpayments. We sent the Customer the amount and asked them to enter it as a credit on their side so the next time they pay us they will use that amount. So we call them credit memo's to the Customer but they are really just unapplied Payments.…
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Commissions based on Collections issues when one invoice is paid by two Deposit Applications
We use the commissions on Sales that are eligible with collections and we have enabled the option of: COMMISSION ELIGIBLE ON INVOICES PAID IN FULL ONLY. In many of our fully paid invoices with 2 deposit applications, it is only considering one of those deposits as eligible commissions. For example, Invoice GUE5808 was…
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How to set up Split Commissions?
I am trying to set up a system to report split commissions, and I'm not sure which direction to go. Here are the three directions we're considering: We do not have the Netsuite module that might do this for us because we felt sure our situation was simple enough to avoid that cost, but we might be willing to go that route…
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How to Deal with Volume Based Commissions based on Sales Rep Contribution %?
Good Afternoon Everyone! I have a scenario where we are paying sales reps a volume based commission, but our Director of Sales just figured out it is summing the total amount of commissionable items for the sale, without taking team member contribution % into consideration. I have tried to reliably bring this in on the…