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Is there a way to create a "First qualifies" Commission Plan that includes multiple schedules?
Example: Plan 1 is 2% on 10 specific items. Plan 2 is 10% on all divisions. I need to have the commissions calculate such that if an SO has one of those specific items on it, they get _only_ 2% of that item, not 2% of that item, then another 10% because it also fits Plan 2.

Sounds like you need a specific plan that incorporates both of those rules, there is no "order priority" in commissions

just means we'll have to calculate it externally and won't be able to use built-in NetSuite handling, which was my hope

I did a similar where we put a CASE WHEN into the formula that checked if it was one of the special items THEN x% ELSE y% END. Then used this % value to calculate the line commission.

<@URY0CJ734> - are you using Incentive Comp module or just searches?

we were hoping to use built-in Incentive Compensation, but if we can't do FIFO based schedules, then we'll ahve to switch to saved searches

<@U01E037GJ84> your message means using Saved Searches, right?

<@URY0CJ734> - there is an item search in the Inc Comp module, have you tried that?

<@UFCC2GQ95> there is, and I've seen it, but when combined with the base schedule it's a cumulative, not either or, which I need it to be

essentially you need to set up multiple plans: one for item 2% on these 10 items (have to flag them in same way), then plan 2, etc.  then you assign these plans to your partners.

<@UFCC2GQ95> thank you for the help on this. Updating now that I have a chance. I spoke with NetSuite support as well, and it doesn't look like NEtSuite is able to do what we need out of the box, which is
• if order is for customer 123, then all items on the order are at a 1% commision rate
• otherwise, all items on any other order are at 5% commission rate
Because NetSuite doesn't have commission schedule rules by customer (and I'd love to know if there's a way), then I can't set them up properly. It doesn't look like "first match" schedules are a thing either, which would be okay because I could always create two rules and have one be the inverse of the other in terms of custoemr matching, but because I can't match against customer of a sales order, I think I'm out of options

Now it's a question of seeing if there's a custom solution available or I have to just deal with manual external spreadsheets again :confused:

<@U40LXUJ75> if you can do it in a spreadsheet then you can do it in NetSuite. In the same way someone programmed the spreadsheet your same unique needs to be modeled into NS. 

<@U01E037GJ84> are you saying NetSuite supports conditional IF statements &amp; vlookups within the report generator?

Within Saved Searches Yes, as Formula fields  

<@U01E037GJ84> thanks. I was approaching it from a Report perspective, but if Saved Searches are the route I need to take, I'll look at it from that angle