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.

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 %).

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.

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).

Deduct Pmnt. Discounts

Optionally, you can configure the app so that payment discounts affect commissions.

Generate Commissions for Prepayments

You can configure the app so that prepayments generate commissions, based on the commissions calculated for the original sales document.

Additional Options

The following options are available for advanced scenarios or are currently in disuse, and can be shown using the Show more link in the Direct Commissions tab.

• Commissions Enabled. You can use this to disable temporarily the generation of direct commissions.
• Effective Commission Rounding. This will be used when rounding the effective commission obtained from a sales document.
• 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 margin will also be used when generating payment penalties.

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.