iDynamics Commissions Setup
General Setup
In the main setup page of the app, you will find a section called Direct Commissions, where you can define how direct commission rates will be applied and settled.
Commissions Enabled
If needed, this toggle can disable the generation of commissions. This can be useful, for example, while commission rates are still being configured for the first time so that commissions are not generated until they have been completely defined.
Calculation Criteria
Decides whether the most specific commission will apply when several rules apply to a single sales line, or if the highest commission percentage will be used instead.
If you opt for the Highest Commission, the app will just use the highest percentage that has been configured for the sales line, Lowest Commission will use the lowest commission that applies to the line instead and, if Specific Value is selected, a new group of fields, Commission Priority, will be shown to choose which of the three different values that can define the commission rules will have the highest priority.
As there are several possible combinations, and in order to avoid doubts regarding the order in which they are applied, at the end of this chapter you will find an example of how priorities are applied.
Commission Settlement
Commission entries are always generated when a sales document is posted, but you can decide whether they can be settled immediately, or only after the customer has actually paid.
You can even choose that commissions can be paid when partial payments of an invoice have been received. This way, if the customer has paid 50% of an invoice, the salesperson can be paid 50% of the commissions generated by that invoice.
Depending on the value selected here, extra columns will appear in the commission entries list showing whether the customer has paid or not the source invoice (Awaiting Invoice Payment), or the % of the invoice that the customer has paid, as well as the date of the last payment received (Last Payment Date and Collected Invoice %).
Default Maximum Discount
When defining commission rates, you can specify what is the maximum discount that can be applied before the rate stops applying. This field sets the default value that is assigned when a rate is created.
Default Additional Commission Type
When adding additional salespeople to a sales document, you can choose between several ways in which they might get a commission (they might split commissions with the main salesperson, get a specific %, or get their full commission rate...).
Here, you can specify which type you use the most so that it is assigned by default when you add an additional salesperson.
Split Affect Teams
When you specify that one salesperson should split commissions with another, you can choose whether this split will affect the main salesperson only, or if splits will also affect commissions defined for managers and other team roles (if the salespeople that split the commission belong to different teams).
Delay Notice Margin
In reports that show the payment status of the sales invoice, this lets you specify when its status will go from pending to unpaid. This is done so that, if the customer pays on time, but the company takes a few days to enter this information into Business Central, the invoice is not wrongly treated as unpaid.
General Values
In addition to the values defined in the Direct Commissions section, two fields in the General section affect how commission rates are defined:
- Customer for Commissions. When we set direct commission rates for a specific customer, this defines whether we are talking about the sell-to customer or the bill-to customer.
- Base Amount for Commissions. As with the maximum discount, this sets whether (by default) direct commission rates are going to be defined for the sales line amount or the actual margin achieved. This value will also apply by default when setting a specific commission % for a sales line or an additional salesperson.