Assigning Partners to a Commission Plan

You can assign a partner to a single commission plan at a time. You can assign multiple partners to each commission plan.

To assign a commission plan to a partner:

  1. Go to Lists > Commissions > Partner Plans.

  2. Click Edit next to the commission plan to which you want to assign a partner.

  3. Click the Assign Plan to Partners subtab.

  4. In the Partner column, select the partner you want to assign to the plan.

  5. In the From column, enter the date this plan begins to calculate commission for this partner.

  6. In the To column, enter the last date this plan calculates commission for this partner.

  7. Click Add.

  8. Repeat steps 4 - 7 for each partner to which you want to assign this plan.

  9. Click Save.

Note:

You can assign a partner to only one commission plan at a time.

You can update a commission plan by adding or removing partners, or by changing the commission schedules that are on the plan. When you update a commission plan during the period it is assigned, NetSuite recalculates commission for the entire period. For more information, see Recalculating Commission.

You can view a list of each partner and the commission plan to which they are assigned. Go to Lists > Commissions > Partner Plan Assignments.

Related Topics

Setting Up a Partner for Commission
Partner Commission Schedules
Creating a Partner Commission Plan

General Notices