Search-Based Commission Schedules
When you use the Commissions feature, you can create a commission schedule that has custom criteria to measure sales transactions for calculating commissions.
Some commission calculation requires multiple classes as categorization criteria or additional criteria based on other standard or custom transaction fields. In these cases, you can use search-based commission schedules.
Your role must have permission to create a commission schedule and saved search to complete this task.
To create a search-based schedule, you must do the following:
-
Create a Commissionable Item search. For information, see Commissionable Item Search.
Verify the search results to ensure that the search criteria are correct.
-
Create a new commission schedule. On the Commission Schedule page, in the Categorized by field, select Commissionable Item Search. For information, see Creating an Employee Commission Schedule.
In the Saved Search matrix, specify the rate for commissions against the commissionable item search.
When you save the new schedule, NetSuite calculates commission for the items in the search results.
Please note the following:
-
Check the commission calculations and verify that commissions were calculated based on the commission plan.
-
This search provides customizable control over transactions subject to commission calculation. It does not provide a custom commission formula to calculate commissions.