After considering the different options and consequences of each I'm leaning towards the ASA approach. The discount approach is simpler, but will effect reporting and collection workflows. As for triggering the calculation, I will set the ASA BEFORE I post the payment, that should take care of it based on what you've told…

Steve, you mentioned "discounting down". How do you do that? Reduce the price? Add a discount? Certainly reducing the price to the actual collection will fix the problem but as Ray points out, this is very clunky. Adding a discount might work - I'd have to test it out. I would add a non-posting (I think it's not posting,…

Steve, This all comes down to the definition of profit. I agree 100%. I understand your expectation is different (its come up before) but hopefully you can still use the feature just with a different expectation of how its calculated. I would think that your company's expectation is that all of what is billed will be…

Thanks for the replay sclodeca, Profit for Widget A : ($515.31-275) = 240.31 This is where the problem lies, the profit isn't 240.31 - it would be if we were paid 100%, but that isn't always the case. I don't even know what to say right now other than "I'm screwed" as commision checks need to be cut in 2 days and I have no…

Julie, Darren- Thank you very much for the help, I just finished our June commission approvals and your tips helped me get things wrapped up without too much trouble. -Steve

Hi Steve, Type: ASA Basis: $241.00 Calculated Commission: $0.00 Previously Authorized: $63.44 Eligible Amount: $0.00 Amount: $-63.44 I changed the schedule from being based on profit to use ASA (per suggestions from you and Ray in another thread) When I run the Authorized Commission report I see this same transaction as…

Thanks for the reply Darren, I had a combination of things going on that were creating confusion. I'm pretty sure I have cleaned up most of it now. Thank you for the clarification.

Cool, thanks for the confirmation. It makes sense now...

In the example I gave, what do you expect to pay? If I understand you correctly, the invoice is only 80% paid. IF so, the commission will calculate correctly. Unless I am missing something. Steve... Steve, it could be me that's missing something, let me take another stab at this. New data set: [LIST] [*]Widget costs $100…

For anyone using commissions based on Collections, here is the enhancement request info: Enhancement 137474 - Ability to show customer payment on Authorized and Paid Partner Commission Reports. Please vote! Cecelia Voted, although my vote brings the total to a whopping 6! :( Everyone else, PLEASE... vote for this!!

Hi Ray, Thanks for sticking with me on this issue :0) Item level commissions seem logical, but I don't see how I can address the requirement of adjusting the commission level based on the patients insurance type. Maybe I'm missing something obvious? Is there a way to setup commission rules that would evaluate the value of…

I'm sure it is a setup problem, I did the setup and had to do it quickly, things are far from perfect. I'm trying to find out how SKUs (same as UPC from my understanding) can accomplish what I'm after. I've checked the help but there isn't much there. Can you define multiple SKUs for a single inventory item? For example,…

*Retracted my angry statement until I'm SURE that things are as bad as I think they are....*

I wasn't interested in modifying the commission engine via script, but rather being able to retrieve the schedule and plan records for a given employee. The commission module does is not compatible with our requirements, it's not possible for me to accomplish what I need without hard coding our schedules in script and…

Thank you for the example. One quick question: In your example, is "Item" a single instance of an inventory item or would there be two separate inventory items to accomplish what you have indicated? I've setup our item structure following guidelines from NetSuite as well as post here on the forum. Out items are serialized…

I've done some more research and obtained additional information from the sales department about our commission plan. It's not simple :confused: If I could, I'd like to explain the way I'm understanding how NetSuite handles commissions and point out the shortcomings as I see them. There is a good chance that I'm missing…

Hi, thanks for the reply. I think I might be missing something regarding the SKUs, I will read up on SKUs and see if that clears things up. We are using class to categorize records from the wholesale side of the business and the retail side, so I'm concerning that adding additional class types could get confusing. If I…

I think you are looking at scripting an ASA value and commissioning off that. Thanks, Steve.... Hi Steve, thanks for the response. I agree that at this point, scripting the ASA value IS the most flexible option. I started to research the scripted solution and was very dissapointed to find that NONE of the commission…

Thanks for the suggestion Kelly but I'm missing how this would work on grouped results. And yes, the list of possible values is into the hundreds which would make a case statement approach unworkable. I do appreciate the suggestion though.

Got it, thanks. By any chance are there additional parameters, like maybe a delimiter string?

ns_concat works for this. group by if and then add a formula ns_concat({value}) with summary type=max. Thanks, -e It's wonderful! :p So Evan.... what's with this "ns_concat"? Nothing in the help and it's not in the function drop down. Where can we learn more? What other functions are available to us? Also, why do I need a…

Apparently I didn't review the UG posts well enough because the answer was certainly there! https://usergroup.netsuite.com/users/showpost.php?p=99420&postcount=4 Thanks Evan!

Defect 172618: Can't use formula for Name fields on Custom Record Mass Updates It appears that the problem only happens if you "touch" the criteria tab. I will post more detailed workaround steps later if I get a minute...

Nick, no you aren't missing something and I honestly can't figure out what criteria I had added that resulted in me not seeing all the addresses. I just tried again using your steps and sure enough I get exactly what you've described. I really appreciate you taking the time to research my question. It's unfortunate that it…

Maybe Date Created != null?

Good point

I was able to do this with a transaction summary search. Criteria: Mainline = T Type = Sales Order Item On Any Line = [my list of items] Summary Criteria: Count(Internal Id) > 1 Results: Name | Group

and thank god it does!:) Many a search would not be possible if this were not the case.

The bad news is that you can't use the same filter more than once when using expressions. That was my whole plan really; I was going to create a series of "filter pairs" like: [LIST] [*]If they ordered A and B OR [*]if they ordered A and C OR [*]if they ordered A and D OR [*]if they ordered B and C OR [*]if they ordered C…

ooh! It's there! I edited a search and now I will wait to see as the day progresses and it gets triggered how well it's working. Thanks for the tip Evan. It makes me wonder how many other little features like this are introduced w/ out my knowledge that could solve previous limitations? Is there any way for us admins to…