Setting Up the Multi-Partner Management Feature
The Multi-Partner Management feature lets you assign multiple partner entities to a single customer record. When assigned, you can divide revenue for the purposes of partner commission or sales by partner reports.
An administrator can enable the Multi-Partner Management feature at Setup > Company > Setup Tasks > Enable Features (Administrator). Click the CRM subtab, and then under Partners, check the Multi-Partner Management box. Click Save.
The Multi-Partner Management feature makes the following modifications:
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There is a Partners subtab on sales transactions and on customer records instead of a Partner field.
Existing customers or sales transactions that are associated with a partner display that partner on the Partners subtab. This partner is marked as the primary partner, and the partner's contribution percentage is set to 100%.
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NetSuite renames partner categories to partner roles.
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Customers are listed under each of their associated partners on the Customers by Partner reports.
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Sales transactions are listed under each partner they are associated with on Sales by Partner and Sales Orders by Partner reports.
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You can use the Mass Updates functionality.
If you stop using the Multi-Partner Management feature, NetSuite maintains the partner data for transactions that were entered when you used the feature. This partner data ensures that commission payments and quota calculation remain accurate.
If you modify the partner record on one of these transactions, NetSuite does not maintain the historical data. In addition, partner commission data is updated to reflect the change made to the partner record.