Hey folks. Struggling with a CSV import, any point...
# general
d
Hey folks. Struggling with a CSV import, any pointers? SA article 75034. The basis of my import is from another instance of NS. The below example works. Customer = A Company Sales Reps Person 1- Contribution 0% Person 2- Contribution 0% Person 3- Contribution 0% Person 4 - Contribution 0% Person 5 - Contribution 100% Sales Role - Sales Rep Record import OK. The below example does not import yet the record can be created manually Customer = B Company Person 1- Contribution 0% Person 2- Contribution 0% Person 3- Contribution 0% Person 4 - Contribution 50% Sales Role - Sales Rep Person 5 - Contribution 50% Sales Role - Sales Rep Error - Total contribution for sales reps is 50.0%. It must be 100%. Please modify contributions. Thanks
j
Are you also using employee commissions? Do the employees have the eligible for commission box checked on the employee record? IIRC both of those have to be true to set that to less than 100%. Team Selling is slightly comingled but really a different thing than Split Commissions.
Also - assuming yes, but team selling is enabled, correct?
d
Thanks James I'll need to check
Eligible for commission is set to F although on the Standard form I don't even see the field, Weird.