Reports Associated with Commissions
We can run following commission reports in NetSuite.
Commission Overview Report
The report shows commissions for each transaction, by sales people who are on commission plans, at every level of your sales staff hierarchy. This report includes all commissionable transactions including sales orders, cash sales, invoices, return authorizations, cash refunds, and credit memos.
For each transaction, the following information appears:
- Name of sales representative
- Transaction date
- Name of the commission schedule used to generate the commission amount
- Transaction type
- Transaction / Document number
- Transaction Base Amount – amount of a transaction used to calculate commission
- Calculated Amount – maximum potential commission, based on commission schedule rules, for a transaction
- Eligible Total – the Calculated Amount that meets commission eligibility requirements including invoices that are not fully paid as of the report date
- Authorized Total – amount reviewed and authorized for payment in the current period, usually by the sales person’s supervisor
- This amount exists on a commission payable transaction and may be awaiting accounting approval before initiating payment.
- Rejected Total – amount of the Authorized Total rejected by the approver (if applicable)
- Paid Total – amount of authorized commissions paid with an Accounts Payable or Payroll check
- The sales representative may not yet have received this amount, depending on payroll or other payment processing.
- Commission Pending Authorization Report
The Commissions Pending Authorization Detail report shows the commission earned for every transaction by each sales rep that is eligible for authorization.
Authorized Commission Report
The Authorized Commission Summary report shows the commission each sales rep is due to receive. These commissions have already been authorized.
If partial payment has been made for a commission amount, the amount that has been authorized but not paid appears on this report.
Paid Employee Commission Summary Report
The Paid Employee Commission Summary report shows the commission payments made to each employee in the period selected. The commission payment amount is shown for each schedule assigned.