Search Based Quotas
When you create a quota, you can choose to base it on one of the Commissionable Item searches.
When you use the Quota feature, you can create a quota that has custom criteria to measure sales transactions for calculating the quota.
To be able to base a quota on a saved search, you must have the Employee Commission feature enabled. See Commissions.
To create a search-based quota:
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Create a Commissionable Item search. For details, read Commissionable Item Search.
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Create a new quota at Forecast > Setup > Establish Quotas.
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In the Saved Search list, select Custom Commissionable Item Search.
After you save the new quota, NetSuite calculates a quota for the items in the search results.
If categorized items aren't measured against a quota, make sure the correct search appears on the quota record for the sales rep.
