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Commissions Management

by ERP Connect Consulting LLC

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(7 ratings)

Calculate, Manage, and Pay Commissions within D365 Business Central


  1. Commission Matrix    : The core of the app where rules are defined based on various criteria such as salesperson, customer group, state/country, dimensions, item categories/posting groups and more. This matrix determines the who/what/when of commissions. You can have unlimited rules applied to each sales document line, allowing you unlimited combinations of commissions in each line. Each rule contains:
    1. Business Fields - fields on the sales document header such as salesperson, state/country, customer/bus. posting group can be defined.
    2. Product Fields - fields on the sales document line such as No., item category, prod. posting group can be defined.
    3. Calculation - fields on the rule can define start and end dates for the rule, as well as min/max amounts for tiered commissions. Rules can also be grouped to include in the min/max amount calculation.
      Also each rule you can define basis of commissions:

      Revenue - Commission based on the Amount of the Document Line.
      Adjusted Revenue - Commission based on the Amount of the document Line multiplied by a percentage. (ie, if you have a fee from a service for selling an item that you want to adjust the revenue for).
      Profit - Commission based on the Amount of the document line minus the unit cost times quantity on the document line.
      Adjusted Profit - Commission based on the amount of the document line minus the adjusted unit cost on the item card times quantity on document line. Useful to account for costs not included in inventory cost, as a fixed amount per quantity.
      Profit (Cost Plus) - Commission based on the amount of the document line minus the unit cost times quantity on the document line plus a percent of the cost. Useful to account for costs not included in inventory cost, as a percent of cost.
      Profit (Actual Cost) - Commission based on the amount of the document line minus the ACTUAL inventory cost for that document line. Useful when you have special order items or purchases linked to the sales document.
      Custom - Commission based on any custom formula that you would like to use. Examples would be commission based on quantity, or custom formulas not covered by any of the above.

    4. Pay To/When - this allows you to indicate if the pay to will be an employee or vendor, and if the commission is payable on invoicing or payment receipt from the custom
    5. Sales Teams – The ability to split commissions on a single document between multiple people on a team with user defined percentage splits.
    6. Sales Groups – The ability to help with creating Commission Tiers without having to have a single rule for each salesperson. Each salesperson can be assigned to one sales group.
    7. Manual Commission Entries – The ability to create one off commissions entries that are not generated from a rule above.
  2. Commission Journals/Ledgers: For each sales document line, the app can create unlimited commission journals based on the commission matrix rules. Those commission journals are dynamically created/updated as data on the sales document/line are updated. Commision Journals can then be manually added/overridden with permissions. They then become the basis for our Pending Commission reports and analytics....upon posting, those journals become ledgers which is what payments are based on.
  3. Auto Calculation: As sales document details are updated, the app automatically recalculates the pending (or expected) commission amount on the working/open document.
  4. Commission Payment Journal: Like other ledger entries in Business Central, each commission ledger uses remaining amount to track what has been paid. The Commission Payment Journal (like vendor payment journals) allows you to then pay employees or vendors for commissions. Commission Payment Journals are generated, reviewed/updated, and then posted like you would for vendor Payments).
  5. Line Level Calculations - In order to expand the Commissions functionality, we have brought the Salesperson Code field down to the line level. This field will default from the header, but is able to be edited at the line level in order to have different salespeople tagged within a single Sales Order or Sales Invoice and can be defined at the line level.
  6. Territory Code - we have added Territory Code to the Customer/Sales Documents that can be used in the Commission Matrix Rules.

At a glance

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