Approving and Rejecting Employee Commission
After a sales supervisor authorizes commissions, you can require that an accounting user approve or reject commission payments.
To require accounting approval before the payment of commissions, go to Setup > Sales > Commissions. Check the Require Accounting Approval of Employee Commissions box, and then click Save.
With sufficient permission, you can both authorize and approve commissions. See Authorizing Employee Commission in Bulk.
Approving Commission Transaction for Payment
To approve a commission transaction for payment:
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Go to Transactions > Commissions > Approve Employee Commissions (Administrator).
The Approve Commissions page displays a list of authorized commission transactions awaiting approval.
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In the Pay Commissions Using field, select either Payroll or Accounts Payable.
The Approve Commissions page lists commission transactions by sales representative, based on whether the employee is paid through payroll or accounts payable.
Note:To pay commissions on paychecks, you must use SuitePeople U.S. Payroll. See Payroll Setup.
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In the Date field, you can change the specific posting date within the Posting Period.
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Select a Posting Period from the available open periods.
Note:If you select a Date before you select a Posting Period, the correct posting period automatically appears in this field.
If an accounting period was closed since the authorization of a commission, the first open period defaults as the posting period. To select another open period, you must go to the commission transaction, then select another open posting period.
Important:If there is no defined posting period, users with Manage Accounting Periods - View permission see a suggested accounting period. The suggested accounting period appears in the Posting Period field on the transaction.
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In the Approve column, check the boxes next to the commission transactions to approve, or click Mark All.
The information provided includes the date, commission, sales rep, supervisor, currency, and amount.
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Click Approve.
To view the status of the approved commissions payments, from the Transactions Overview page, go to Commissions > Authorize Employee Commissions > Status. See Viewing the Status of Authorized Employee Commissions.
To view or edit an individual commission transaction from the Approve Commissions page, click the date to open the transaction.
Rejecting Commissions
You can reject a commission that NetSuite properly calculated but you do not want to pay.
For commission transactions that were entered incorrectly, you should edit or delete them instead of rejecting them.
To reject a commission transaction:
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Go to Transactions > Commissions > Approve Employee Commissions (Administrator).
The Approve Commissions page displays a list of commission transactions pending approval.
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In the Pay Commission Using field, select either Payroll or Accounts Payable.
The Approve Commissions page lists commission transactions by sales representative, based on whether the employee is paid through payroll or accounts payable.
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Select a Posting Period from the available open periods.
If an accounting period was closed since the authorization of a commission, the first open period defaults as the posting period. To select another open period, you must go to the commission transaction, then select another open posting period.
Important:If there is no defined posting period, users with Manage Accounting Periods - View permission see a suggested accounting period. The suggested accounting period appears in the Posting Period field on the transaction.
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Click the date next to the commission you want to reject.
The commission transaction opens.
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Click Reject.
The commission has a status of Rejected by Accounting and no longer appears on the Approve Commissions page. To resubmit commissions for approval, delete the rejected commissions on the Commissions page. Then, reprocess the commissions.
To view a list of rejected commissions transactions, go to Transactions > Commissions > Individual Employee Commission > List. On the commission register, select Rejected by Accounting in the Status field. Rejected commissions also appear on the Commissions Overview report.