Creating a Partner Commission Plan

Commission plans are made up of individual commission schedules. When you assign a commission plan to a partner, NetSuite applies all commission schedules to determine the commission earned.

To create a commission plan:

  1. Go to Lists > Commissions > Partner Plans > New.

  2. In the Name field, enter a name for this plan.

  3. Enter a description of this plan.

  4. On the Add Schedules to Plan subtab, in the Schedule column, select a schedule to include in this plan.

  5. Click Add.

  6. Repeat steps 4 and 5 for each commission schedule you want to include in this plan.

  7. Click the Assign Plan to Partners subtab.

  8. In the Partner column, select a partner to assign to this plan.

  9. In the From column, enter or pick the date this plan takes effect for this partner.

  10. In the To column, enter or pick the last date you want this plan to generate commission for this partner.

    Warning:

    The end date for a commission plan should not be further than eighteen months from the start date of the plan.

  11. Click Add.

  12. Repeat steps 8 - 11 for each partner you want to assign to this plan.

    Warning:

    You should not add more than fifty partners to a single commission plan.

  13. Click Save.

You can change the plan and the commission schedules that are included on the plan at any time. When you make changes to a commission plan, NetSuite recalculates commission according to the updated plan. For more information on updating commission plans, see Recalculating Commission

Related Topics

General Notices