Creating Adjustment Sales Reps for Overassignment

Request: How can I create adjustment sales reps to handle contribution percentages exceeding 100% and ensure accurate sales reporting in NetSuite?

Solution: In NetSuite, if you allow contribution percentages to exceed 100% to account for overassignment in sales teams, it is crucial to create adjustment sales reps. These adjustment reps ensure that sales reports display accurate totals. Here’s how you can create adjustment sales reps and add them to sales teams:

To create an adjustment sales rep record: 

1. Go to Setup > Sales > Preferences > Sales Preferences (Administrator). 
2. Check the Allow Overassignment in Sales Team box. 
3. At the bottom of the page, enter a name for the adjustment rep. 

You should name your adjustment reps to identify the sales manager or supervisor for whom they are created. For example, AdjustmentRep_Linda Smith. 

4. In the Sales Role field, select Adjustment Rep. 
5. Select the sales manager or supervisor whose sales totals you want this adjustment rep to correct. 
6. Click Add. 

Now, you can add this adjustment rep to a sales team. 

To add an adjustment rep to a sales team: 

1. Open the sales team group record at Setup > Sales > Sales Management > Sales Teams. 
2. On the Members subtab, select the adjustment rep for the team’s supervisor or manager in the Name column. 
3. In the Sales Role column, select the adjustment rep for this team’s manager or supervisor. 
4. In the Contribution % column next to the adjustment rep, enter the amount in excess of 100% the other sales rep team members contribute. 
5. Click Add. 
6. Click Save. 

By following these steps, you can create adjustment sales reps in NetSuite to handle overassignment scenarios where contribution percentages exceed 100%. These adjustment reps ensure accurate sales reporting, helping you calculate quotas, commissions, and sales forecasts correctly.