What's new - iDynamics Commissions

Version 5.5

Published: June 30th, 2023

Version 5.4

  • Salesperson rules now let you add additional salespeople to documents. This can be used to pay royalties for certain items or to give additional commissions based on different rules.
  • You can now set direct commission rates and sales targets based on sales territories.
  • Improved commission per unit rates and targets based on units sold. You can now define a commission unit of measure for each item that will be used in these cases.
  • Two new wizards were added to help new customers set up direct commission rates and sales targets.
  • The design of settlement documents is now available in Word so that it can be easily customized.
  • Milestones can now be used when you set a common target for everyone, by specifying a reference target amount.
  • Sales target commissions can now be deleted (and regenerated) if they have not yet been settled.
  • New customization events for salesperson rules.

Published: May 1st, 2023

Version 5.3

  • Define salesperson rules: use this new feature to assign salespeople to a document (or its lines) based on the item sold or the sales territory assigned to the customer or ship-to address.
  • New journal to import sales stats if there are sales generated outside BC that should be taken into account for sales targets.
  • New option to specify targets and rates for a specific sales team.
  • Action bars updated to the new design introduced in Business Central 2022 Wave 2.
  • Added the option to add attachments to salespeople, sales teams, and settlement documents.
  • New assisted setup guide for new users, when the app is installed from App Source.
  • New option to take into account invoices posted and collected, when defining sales targets.
  • Changed: milestones cannot be defined for specific sales targets (all targets in a period will share the same milestones). After a lot of consideration and feedback since the last release, we feel that this is much more user-friendly, and will make it easier to improve the reports and actions that are currently available on the period card.
  • For Spanish customers: DIN A4 layouts are now the default when you install the Spanish localization.
  • Lots of minor fixes and improvements.
  • Now also available in French. Oh là là!

Published: March 20th, 2023

Version 5.2

  • New and improved ways to define sales targets:
    • Set a different sales target amount for each salesperson included in the target.
    • Define milestones and which % of sales should be achieved in each one.
    • Pay commissions at any point in time of the period, be it a milestone or a specific date.
    • New and improved reports, customizable using Word.
    • Extensible: the new targets have been designed so that it's easy to customize them by adding extra filters or conditions to them.
  • Commission advances/draws. Advance commission amounts to your salespeople and track their return.
  • Sales & commission factboxes. Configure the current commission period and get factboxes for items, customers, salespeople, teams and commission groups showing current sales for the period, commissions and extra stats.
  • New calculation criteria for commission rates: now you can define that the app should apply the lowest commission rate.
  • New filters for commission penalties, so that you can define different penalties based on the salesperson or customer to which the invoice belonged.
  • Improvements to the Commissions by Vendor report, including the option to email in bulk.
  • You can now set a global commission % to a specific sales document manually, instead of line by line.
  • Sales lines can have a manual-specific commission amount (not just a manual %) assigned to them.

Published: January 3rd, 2023

Version 5.1

  • New options for additional salespeople in a sales document:
    • Split the commission from the main salesperson
    • Set a specific commission for the document/line.
    • Apply the default commission rate.
    • Set specific rates for additional salespeople.
  • New Word commission reports (by salesperson and by vendor), designed to be extended/customized by customers.
  • New and improved sales statistics, including payment info and details on who took part in each sale and how the amounts were split between them.
  • Define commission penalties for unpaid invoices.
  • Lock the salespeople assigned to a sales document so that they won't be updated by mistake.
  • New Commissions menu added to the Business Manager and Sales & Mkt. Manager role centers. Use the new menu to easily access all of the features offered by iDynamics Commissions.
  • Customize the commission base % for each sales document. This lets you specify that a salesperson should only get commissions on a % of the invoice total amount, for example.
  • New commission factboxes in posted sales documents let you view at a glance all the commissions generated by the document and its lines.
  • Improved commission preview factbox: now updates in real-time and shows commissions for new lines.
  • Improved descriptions and visible fields in the commission entries list.
  • New invoice factbox in the commission entries list showing payment info regarding the source invoice.
  • Improved detailed entries. This is mostly a technical upgrade for future improvements, but if you had any customizations/reports based on this table, please check this document.
  • Add comments to both commission entries and detailed commission entries.
  • Commission groups added to both the item and customer templates.
  • Lots of minor improvements to the user interface and performance.

Published: June 30th, 2022

Version 5.0

  • Sales Teams - define teams and roles within a team.
  • New commission adjustment journal.
  • New commission import journal.
  • New option to manually create commission entries.
  • Commission factbox for sales lines: preview commissions and check the margin and effective discount that will be used when calculating commissions.
  • New guided tours added for most pages.
  • All commission reports are now available from the list of commission entries.
  • When using purchase documents to settle commissions, only an invoice or credit memo will be generated for each vendor, even if there are both positive and negative commissions.
  • Fixed: commission reports will show amounts on the date that the document was posted, regardless of any commission reassignments.
  • Lots of improvements to available actions, and visible fields, on all pages of the app.

Published: March 09, 2022

Version 4.6

  • New options to mass-update the salesperson assigned to active sales documents.
  • New option to replace a salesperson.
  • List of salespeople assigned to each customer ship-to address.
  • You can now modify the code of item, customer, and salespeople commission groups.
  • Fixed: disabled and external BC users were consuming iDynamics Commission licenses.

Published: January 14, 2022

Version 4.5

  • New option to configure salespeople assigned to ship-to addresses.
  • Set additional salespeople for customers, both for the customer and/or its ship-to addresses
  • It is now possible to post several settlement documents at once.
  • Fixed: error when updating salesperson commission groups using the Reassign Sales Documents... feature.

Published: November 12, 2021

Version 4.4

  • Define sales targets based on the profit margin % achieved by each salesperson.
  • In-app tours for direct commission rates and sales targets.

Published: September 15, 2021

Version 4.3

  • Use of enhanced email capabilities if the feature is active.

Published: April 1, 2021

Version 4.2

  • New simplified UI to set up direct commission rates.
  • Set direct commission rates for resources and GL/Accounts.
  • Set direct commission rates based on dimension values.
  • Set sales targets based on dimension values.
  • Reassign generated commission amounts to a different salesperson.
  • New action available to update commission groups in active sales documents.
  • Developers: the "Direct Commission Rate" table has now been designed to be extensible.
  • Lots of small improvements.

Published: December 21, 2020

Version 4.1

  • Mass email individual reports (monthly commissions, settlements...) to your salespeople.
  • Set commissions and sales targets based on sales margins.
  • Added print layouts for settlement documents, so that they can be printed, emailed, or saved as PDF.
  • New Commission Entries report.
  • Ignore selected sales lines (e.g. shipping costs) from sales statistics.
  • New option to reassign sales documents in bulk.
  • Manually create detailed commission entries.
  • Lots of small improvements.

Published: June 22, 2020

Version 4.0

Published: April 1, 2020

Version 3.2

  • Set sales targets for a period and configure commissions for them.
  • New reports for sales targets and commission periods.
  • New Basic permission set. Salesperson users with this role will be able to run commission reports (filtered by their salesperson code).
  • You can now use both purchase and settlement documents to partially settle commission entries.
  • New options to cancel and put on hold commission entries.
  • The commission amounts in detailed commission entries can be now manually adjusted.
  • New option to generate direct commissions for sales documents posted before the app was installed.
  • Preview commission entries before posting a sales document.
  • Small fixes and improvements.

Published: March 16, 2020

Version 3.1

  • New commission settlement document.
  • Split commissions with other salespeople, both for a whole document or specific sales lines.
  • New sales, commission, forecast, and settlement reports.
  • Manually set commissions for each sales line.
  • Reassign individual sales lines to a salesperson different from the one assigned to the sales document.
  • Manually set commissions for resource and G/L account sales lines.
  • New Stats Group entity, used to filter reports and statistics.
  • Commission entries inherit dimensions from the original sales document/lines.
  • Support for sales documents in currencies different from the local one.
  • Settle commissions for multiple salespeople through a single vendor.
  • New customization events.
  • Lots of small fixes and improvements.

Published: November 12, 2019

Version 3.0

Published: October 1, 2019

Version 2.3

  • UX improvements.
  • Small fixes and improvements.

Published: March 28, 2019

Version 2.2

  • App updated/redeveloped as a Business Central v2 extension.
  • Lots of small fixes and improvements.

Published: January 16, 2019