3942180 Green Ribbon

Case #672626

Can someone please confirm whether a commission schedule on Sales is on invoices or sales orders? Since both are showing up on the estimated commission report!

Are you saying that a Quota (Sales Amount) is just on invoices and not on Sales Orders? If so, is there not an option of commission payments on sales order revenue/totals? Thanks

Here's my problem with what you just said: Sales Order X shows up on the estimated report, once billed, both Sales Order X and Invoice X are on the estimated report. Now the employee shows double the commission of what they should get. Is that a bug? I'm relying heavily on the estimated report to be correct in what will…

Ok, I found it. We adjusted an SO and he went under his quota. I jumped to conclusions because the schedule didn't work before, but it looks like it works now. Thanks for your help!

Case 581011

Have you tried to "Use Expressions" it sounds like that is what you're looking for. It's a check box when customizing a search, then the filters show up all different.

Direct List Editing on transactions will be introduced in version 2009.1. I detail the possible limitations in the first version here: https://usergroup.netsuite.com/users/showthread.php?t=14599 Thanks, -e Will this DLE change also allow Mass Update to additional transactions as well? IE Sales Orders, Estimates, Invoices,…

What if your customer is requesting an invoice?

yes, darn it :( Thanks though

Janelle, Were you able to get this resolved? We're having the same issue

If you want to associate a sales tax item with non-taxable transactions, check the Taxable field at the 'body' level (this sources in from the customer record) but do not check any of the items as taxable in the column fields section. On the Sales Tax Liability by Tax Item report, the transaction will be included in the…

It's only on customers that don't have a tax item set up in their financial information.

Great!! Thanks

What's going on with this issue? The US version is the same situation.

Wanted to post my agreement to the situation...

We'd like the customer dashboard to be publishable, so same theory as yours just a different thought :)

Hey srussell, you will likely need to change the field type to a list of Yes/No values to be able to have a "Show in Filter Region" option

Hi, I am also having this issue and the employees are soft opt-in. Any further advice or did you file a case cwhelliston? Jenn

Can you or someone else explain a situation to me where a company would want to create a job after an SO has been fully fulfilled and fully billed?

We invoice immediately sometimes as well, but the status on the PO is Pending Fulfillment, not Billed. What does physically shipping product or not have to do with what the status of an SO is? We don't ship ANYTHING from our office, it's all drop shipped. Is there anyone else who understands what I'm saying and who can…

No, I'm sorry but that doesn't help. All of our old SO's have a status as Billed and are therefore already "closed" just not with that status. There isn't even a button to push to close these SO's, we'd have to manually go into each SO and edit each line by checking the Closed box. That is way more work then is necessary.…

Jennifer, Cancelled or Closed are the only statuses that remove SOs with the service for sale items from the list if a linked job does not exist. Billed, Pending Fulfillment, and Partially fulfilled are all statuses that cause SOs to appear in the list. Sean So I tried what you recommended and CLOSED a couple of old sales…

I'm sorry but when and SO is billed in full with no fulfillment or partial fulfillment, the status is not Billed, it's Pending fulfillment or Partially Fulfilled. I will be asking that my issue 136279 be re-opened.

We added the Advanced Job Tracking module recently to our NS, but we're been using NS for a couple years. Now when we go under Transactions/Customers/Create Jobs from Sales Orders, we see every sales order that has the items we've selected to create jobs (970), in that list. About 90% of those SO's have been completed…

Yes that is correct.

We've had issues where we're at the summary (cash basis) level and we click for detail level and NS switches over to accrual, so you're not alone. The only thing that I can think of is your internet cache files are too big. Go under the IE tools/ internet options. Delete files, delete cookies and then click on settings and…

Evan - If you read this thread from the beginning, you will see countless postings from frustrated users who have continually over the past 12 months been told this feature is coming "soon". Your latest message says "in a few weeks". NOT GOOD ENOUGH. Give us a firm date and quit stringing us along. Also, the whole "we will…

I found that in Beta there was no help on any field regardless of whether it was new or not. I was hoping in the real version, everything was going to have help :( Jenn

The issue that we were having is we don't have "teams" we have special circumstances that on one job/SO here and there, the rep will want to give part of his commission to another rep/SE. So I turn this feature on and go to an SO and there is the Sales Team tab with the ability of picking anyone who's eligible for…