Importing Employee Commission Data
You can import precalculated commission data as a CSV file.
First, export your commission data from your current program. Then, modify the information to match the NetSuite import requirements. Finally, import the CSV file into NetSuite.
To import commission data as a CSV file, go to Transactions > Commissions > Authorize Employee Commissions. Click Import and then click the here link to download a CSV template. After you import commission amounts, NetSuite adjusts the commission basis and calculated commission amounts on corresponding transactions to show $0.
Commission data should be presented in the following columns of the CSV template:
|
Column |
Purpose |
Requirements |
|---|---|---|
|
A |
Sales Rep |
Enter the employee's name here. You must check the Sales Rep box on the employee record to import commission data for the employee. |
|
B |
Transaction Type |
Choose one of the following transaction types to import: Invoice, Cash Sale, Cash Refund, Credit Memo. |
|
C |
Transaction Number |
Enter the transaction number to which the commission amount applies. |
|
D |
Amount |
Enter the amount of the commission. For a negative amount, enter -before the commission amount. |