Request: How can I apply changes made to sales teams to associated transactions or customer records in NetSuite?
Solution: In NetSuite, you have the ability to apply changes made to sales teams to associated transactions or customer records. These changes can involve removing sales team members, adding members, or modifying roles and contribution percentages. To effectively apply these updates, follow the guidelines outlined below:
- Updating Sales Teams on Transactions: When updating the sales team on a transaction, ensure you check the “Update Customer” box. This option ensures that the changes made to the sales team are also applied to the associated customer record.
- Updating Sales Teams on Customer Records: When updating the sales team on a customer record, ensure you check the “Update Transactions” box. This option ensures that the changes made to the sales team are also applied to transactions entered for this customer.
Rules for Sales Team Updates:
- When adding employees to a sales team, NetSuite automatically assigns employees with sales rep roles and sets their contribution percentages to 0%.
- NetSuite assigns employees with non-sales rep roles the contribution percentage you enter.
- Employees added to a sales team retain the sales role they were originally assigned.
- Sales reps are always added as non-primary representatives.
- NetSuite only removes the sales team members you specifically delete from the updated record or transaction.
- Non-sales rep employees can only be deleted if their contribution percentage is 0%.
- These updates are not applied to parent or child records of the updated record. Changes made to a customer record’s sales team do not cascade to related transactions, and vice versa.
By following these guidelines, you can effectively apply changes made to sales teams to associated transactions or customer records in NetSuite. This ensures accurate and up-to-date sales team information throughout your system.