I am trying to track commissions for our Sales reps (not maintained in the out of the box sales rep field as we have many per project record)on. Currently, I have entity fields on the project record for the commission earner 1, 2, 3 as well as fields for commission earner % 1, % 2, % 3. These fields then populate into a transaction body field on the invoice record so that they can be tracked alongside the revenue on the sale. What I would like is to be able to go to the employee record, for example: if the employee is tagged as a commission earner 1, 2, or 3 on a project, the project name and applicable commission % populates in a sublist on the employee record. A wrinkle that I am not sure how to fix as well is how to make sure that the commission earner 1 and commissioner earner 1 % are linked together to make sure the system knows those fields belong to one another. Any help is appreciated!

@Shannon Killough as you have not established a database relationship between earner 1 & comm 1 I am thinking for calculation would do this by Formula (currency) calculations in Saved Search. Columns might look like: Date, Document No Earner 1 {amount}*NVL({_comm1_rate},0) Earner 2 {amount}*NVL({_comm2_rate},0) BUT now this sublist is going to have a problem as we have people sometimes as Earner1, sometimes earner 2 etc. I'm thinking that you could have a Custom Record that gets three new records from each Invoice. It's this custom record that is your sublist. The custom record could have other purposes of tracking who has been paid for what and when. The custom record might be: Date Invoice Project Employee Earner Position Calculated $ commission Paid date The sublist could easily be added to the Employee record with the Available Filter = Employee. To give yourself more visibility, the same sublist could also get added to Project record Available Filter = Project (or Entity) Same sublist could go onto the Invoice to show progress of commissions and payments.

@Netsuite Tragic Thank you so much for this information! When you talk about creating the customer record (to become a sublist), is that in addition to the saved search + formulas suggested at the top, or is that instead of? Trying to figure out how I now put this stuff into action. I went to customer record > new, calling it ‘Commission Tracking’ then will add the fields recommended +/- others that would be helpful to see on both the employee and project level--- Date Invoice Project Employee Earner Position Revenue Allocation Calculated $ commission Paid date ----- A few additional questions I have are: How do I make the sublist and the calculated commission field populate the right amount? a it would be per invoice correct? I get lost thinking through how to get all the information flowing from one place to another. Also, after creating that custom record, how do I add the details so that they populate with the commissions information that I need? Maybe I’m making it too complicated now, but curious if there could be a form similar to a contact form or resource form to have all these options on the project record… & would populate on employee record like you mentioned.

I mentioned ‘custom record’ which is very different to a customer record. I think first step get your customer saved search calculating the commissions.