Commission Calculation History Report

You can run the Commission Calculation History report to analyze commission calculation. The Commission Calculation History report details commission transaction calculations chronologically for the entire life cycle of the transaction. This life cycle includes commission calculation, determining eligibility, authorization, and payments.

Each event is saved as a new record with a date and timestamp instead of creating a record per commission. The new record contains the new or changed information for commission transaction. NetSuite records commission transactions at the transaction line-item level to capture the most details.

The report headers give information about employee commissions. They show the commission profit and transactions applied to a particular sales rep. The report creates an 'action' column that indicates how NetSuite generates your commission records. One of two action items will appear in the column:

• Insert: defines the first time calculating the commission on this transaction, or the first time the system marks that this commission amount is eligible to pay to a sales rep

• Update: indicates the system is re-calculating on this transaction. This might appear if the order changed, the order status is changed after first time calculation, or the user triggered a manual commission recalculation

This report can be useful across your organization in the following ways:

• A user in Sales Operations can see all commission transaction details to reconcile commission transactions with compensation plans and sales activity.

• A Sales Representative can see their own commissions to ensure they are accurately compensated, based on the team compensation plan and their sales activity.

• An Accountant or Finance Manager can audit commission transactions to ensure accounting and compensation rules are enforced for commission calculation, authorization, and payment.

The Commission Calculation History report is not available in the Reports menu because it runs in the context of a specific commission line. To view a Commission Calculation History report, click a commission amount on a transaction line of the Commission Overview Detail report.

Also note that you cannot customize the Commission Calculation History report.

General Notices