What's new - iDynamics Commissions

Version 6.0

You can finally accrue commissions.
Generate commissions for prepayment documents.
Improved payment stats.
New option to condition direct commissions on the document margin.
Sales target periods can now take into account partial payments.
Payment discounts can optionally be deducted from direct commissions.
New permission set for users that should be able to edit additional salespeople but not see posted commissions.
Easily see all teams assigned to a salesperson.
New option to see and analyze detailed commission entries.
If you are a developer or have customizations, there have been a few breaking changes related to sales targets that you should review.

Published: September 25th, 2024

Version 5.9

You can now assign salespeople and define splits for project planning lines.
New option to assign a specific commission % to a project.
The description and posting date of posted settlement documents can now be updated.
New option to specify the desired posting date of settlement documents when they are generated.

Published: June 28th, 2024

Version 5.8

New option to define advanced filters for rates and targets (e.g., specify that a rate should apply to all chairs except one).
New options to edit the salespeople assigned to posted documents.
Set a commission scaling for sales targets, based on the margin achieved.
New options when generating commissions for a sales target (hold commission %, don't generate negative commissions).
Restored option to generate commissions for all sales targets in a period.
Lock the salespeople assigned to a project/job.

Published: April 3rd, 2024

Version 5.7

Assign salespeople, teams and additional salespeople to projects/jobs.
New reports to preview commissions for sales documents that have not yet been posted.
You can now add a description to commission rates.
The posting date of settlement documents can be manually specified.
New permission sets that allow more granular access to the application.
Lots of minor bugfixes and improvements.

Published: January 30th, 2024

Version 5.6

Set sales targets for managers/roles, so that they get commissions based on the performance of the salespeople in their charge.
Pay commissions when partial payments are received.
New process to update commissions based on adjusted costs.
Split commissions by sales team.
New sales target stats detailed report grouped by invoice.
Commission rates can now also be defined for item charges.

Published: November 22nd, 2023

Version 5.5

Give commission advances/draws directly from a sales document, based on the commissions expected for the document.
Link commission advances/draws to the posting or payment of a sales document.
Define specific commission rates for sales below cost (e.g., so that the negative margin is deducted from the commissions).
New action to specify that the selected commission entries should not wait for the customer to pay the source invoice.
New Detailed Commissions by Salesperson report. Useful if you want to view/share the commissions by sales line instead of by document.
Added option to regenerate delayed customer payment penalties, when you run the Generate Penalties... action.

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

Compatible with Microsoft Dynamics Business Central 2020 (wave 1).
Contains all improvements included in v3.2.

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

Upgraded to Business Central 15 (2019 wave 2).

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