Overview of the Dynamics 365 Business Central Commission Management System
Tami Johnson
|
Oct 4 2018
|
2 min read
Many of the capabilities in the Dynamics 365 Business Central Commission Management system are delivered through configuration options. Here is a brief overview of these capabilities and their configuration.
Commissions Based on Sale or Profit
The first configuration includes the ability to base the commission on the invoice sales or profit amount. If commissions are based on profit, there is an additional option to generate automatic commission adjustments when the item cost changes.
Commissions Paid on Sale or Collections
Commission Management can also be configured to flag the commission as payable with the invoice is posted or when it’s paid by the customer. If “Commissions Payable Upon Sale” is not selected, commissions can be flagged to pay on a partial payment. Commissions will be generated based on the amount of the cash receipt until the full invoice is paid.
Split Commissions
When multiple salespeople are assigned to one customer, commissions can be split amongst them on a single invoice. The split percentage can be configured in the options.
Line Level Commissions
Calculations can be performed for specific items. Within each item, effective dates, customer job, and item category settings can be defined. For example, one saleperson can make a specific commission percentage when selling a specific item to a specific customer. You can set this by selecting “Document Line Commissions” and checking the “Manual Commissions” box. This gives us the ability to override the commission for each item on the order.
Viewing Commissions
Salespeople and sales managers alike have on-demand access to commissions directly from the salesperson card. From the card, we can see the outstanding commissions, the total commissions due to be paid, and the total commission possible for this particular salesperson.
Drilling in on any category brings up the related commission ledger entries and follows standard navigation functionality. Statistics are also provided to summarize the commission activity for the salesperson.
The video below shows all of these functions in more detail.
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.
About the Author
Tami Johnson
Architecting Solutions for Dynamics GP | Dynamics NAV | Dynamics 365 for Financials
Sign up for Insights
Join 14,000+ Business executives and decision makers.
Latest Insights
Technology
Understanding the ‘Overwrite Return Path’ Settin...
February 18, 2025
Technology
Understanding the ‘Overwrite Return Path’ Settin...
February 18, 2025
As organizations continue to fortify their email security, DMARC (Domain-based Message Authentication, Reporting, and Conformance) has emerged as a p...
Translating Legacy Knowledge with Automation in Manufacturin...
February 14, 2025
Article
Translating Legacy Knowledge with Automation in Manufacturin...
February 14, 2025
Today's shop floors are rich with legacy knowledge from long-tenured workers whose intuition and hands-on experience traditionally guide decision-mak...
Navigating Regulatory Compliance in Pharma Sales with Salesf...
February 12, 2025
Salesforce
Navigating Regulatory Compliance in Pharma Sales with Salesf...
February 12, 2025
The idea that regulatory compliance in pharma sales must always be an overwhelming, manual process is a myth. While pharma has long been bound by an ...
Understanding the Windows Defender Score in Microsoft 365
February 11, 2025
Information Technology
Understanding the Windows Defender Score in Microsoft 365
February 11, 2025
The Windows Defender score, part of the Microsoft 365 Defender suite, is a valuable security metric designed to help organizations gauge and improve ...
Infographic: Hagler Systems Drives Project Visibility and Ac...
February 10, 2025
Dynamics 365
Infographic: Hagler Systems Drives Project Visibility and Ac...
February 10, 2025
For industrial and public-sector clients around the globe, Hagler Systems provides engineering consulting, manufacturing, and project delivery of com...
Cost, Efficiency, and Quality in Manufacturing: Can You Have...
February 7, 2025
Manufacturing
Cost, Efficiency, and Quality in Manufacturing: Can You Have...
February 7, 2025
Manufacturing companies have long faced the production challenge of balancing the goals of reducing costs, improving efficiency, and maintaining high...
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Strictly Necessary Cookies
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.