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:
-
Go to Lists > Commissions > Partner Plans.
-
Click Edit next to the commission plan to which you want to assign a partner.
-
Click the Assign Plan to Partners subtab.
-
In the Partner column, select the partner you want to assign to the plan.
-
In the From column, enter the date this plan begins to calculate commission for this partner.
-
In the To column, enter the last date this plan calculates commission for this partner.
-
Click Add.
-
Repeat steps 4 -7 for each partner to which you want to assign this plan.
-
Click Save.
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.