Recalculating Commission

Many commission-related changes prompt NetSuite to automatically recalculate commission amounts, such as the following changes made to commission plans or schedules:

• Change the date range a rep is assigned to a plan

• Assign new sales reps to a plan

• Edit a commission schedule assigned to a plan

• Add or remove commission schedules to or from a plan

Also, the following changes to transactions can require commission recalculation:

• Changes to dates, amounts, and other transaction fields

• Change the order in which transactions are entered

  For example, you backdate a transaction to a previous month that requires an update to YTD Quota schedules.

The following changes do not automatically prompt commission recalculation, but might cause a change to commission amounts:

• Changes in the sales rep hierarchy (for example, a change in supervisors)

• Changes to quotas

• Adjustments to profit and Cost of Goods Sold (COGS)

• Item fulfillment

If you make a change that does not automatically recalculate commission, you can manually recalculate commission. Open the commission schedule or commission plan for which you want to recalculate commission, and then click the Recalc button.

NetSuite automatically recalculates commission when an order is billed. For commission based on profitability or total profit, you may be required to recalculate commission. For example, if you bill or invoice customers prior to fulfillment, you must manually recalculate prior to commission authorization.

General Notices