If an employee configured as a supervisor, logs into NetSuite using a custom role and Navigate to Transactions > Quota/Forecast > Establish Quotas > Click Rep menu or the Sales Rep field > Only the name of the supervisor and his/her subordinates are the only ones that come up.
Note: The custom role used in the scenario has an Employee Restriction= none- no default.
- The Sales Rep field or the Rep menu in the Establish Quotas page is driven by the employee hierarchy. The user can only configure his/her own Quota and his/her Subordinates Quota.
If a sales rep does not have any supervisor assigned to his/her employee record (given a scenario that this user only has limited access to Establish Quotas), only the administrator can configure his/her Quota.