ANS-1280 · ACCOUNTING & FINANCIAL CONFIGURATION
How to Use Transaction Date for Commissions on NetSuite Returns?
Configure NetSuite sales preferences to ensure return transactions use their actual transaction date for commission calculations instead of the linked sales effective date.
Short answer
To use the transaction date for commissions on NetSuite return transactions, uncheck the 'DEFAULT SALES EFFECTIVE DATE TO LINKED SALES EFFECTIVE DATE' checkbox on the Setup > Sales > Sales Preferences page. This ensures return transactions populate the sales effective date field with their actual transaction date.
Scenario
NetSuite users may require commission calculations for certain transactions, particularly returns, to be based on the actual transaction date rather than the sales effective date. By default, NetSuite might link the sales effective date, leading to discrepancies in commission reporting for return transactions.
Solution
To configure NetSuite to use the transaction date for commissions on return transactions, follow these steps:
Navigate to Setup > Sales > Sales Preferences.
Locate the checkbox labeled 'DEFAULT SALES EFFECTIVE DATE TO LINKED SALES EFFECTIVE DATE'.
Ensure this checkbox is unchecked.When this preference is unchecked, all return transactions will automatically populate the sales effective date field with their respective transaction date, aligning commission calculations with the actual transaction date.
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