Ryan Longenecker
08/29/2024, 1:12 PMCeligo AI
08/29/2024, 1:12 PMAI generated answer (using internal Slack threads):Based on the conversations, here are the steps to set up the commission module in NetSuite: 1. Purchase the Commission Module: The first step is to purchase the commission module from NetSuite. This module is not included by default and needs to be purchased separately. 2. Enable the Commission Feature: Once the module is purchased, you need to enable the feature. You can do this by navigating to Setup > Enable Features > Employees > Employee Commissions. 3. Set Up Commission Plans: After enabling the feature, you need to set up commission plans. This can be done by creating custom fields based on certain formulas. The number of custom fields you create will depend on the number of commission plans you have. 4. Create Saved Searches: Once the commission plans are set up, you can create saved searches for each representative. This will allow you to calculate the commission amount for each representative. 5. Set Triggers: You also need to set triggers for the custom fields. These triggers could be based on certain items used, above/below certain quantity, etc. If the commission is a simple percentage of the sale, you can have just one field for that. 6. Set Permissions: You need to set permissions for the commission module. This includes permissions for Employee Commission Transaction, Partner Commission Transaction, and Sales Order Setup. Make sure the Sales Role checkbox is marked on the Custom Role. 7. Test the Setup: Finally, test the setup by logging out and logging back in. Clear the cache if necessary. Remember, if the commission structure is complex, you might need to write additional scripts to handle the calculations. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
08/29/2024, 1:12 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
08/29/2024, 1:12 PMCeligo AI
08/29/2024, 1:14 PM