Commissionable Item Search
You can run a Commissionable Item search to find commissionable items based on item type. You should use this search with commission schedules and quotas.
The available criteria filters for this search include the following:
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Amount
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Amount (Alt.Sales)
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Amount (Transaction Total)
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Class
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Class (Main)
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Customer
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Date
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Department
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Department (Main)
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Item
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Lead Source
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Quantity
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Rev. Rec. End Date
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Rev. Rec. Start Date
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Rev. Rec. Term in Months
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Sales Rep
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Status
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Type
Following are best practices and considerations for setting up a Commissionable Item search:
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Keep the search criteria straightforward for better maintenance.
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Use key-based criteria for high performance.
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Name the search to indicate clearly the category and purpose.
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To make sure you receive only the results you need, pay close attention to the search criteria.
To create a new Commissionable Item search:
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Go to Lists > Search > Saved Searches > New.
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Click New.
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Click Commissionable Item.
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Enter a name for this search.
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Enter search criteria.
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Click Save.
Commissionable Item Searches on Commission Schedules
If you select Custom when you create a commission schedule, you can associate one of the Commissionable Item searches with the schedule. This association provides greater flexibility with your schedule. See Search-Based Commission Schedules.
Commissionable Item Searches and Quotas
When you create a quota, you can base it on one of the Commissionable Item searches for greater flexibility with your quota. See Search Based Quotas.