Generate Commission Entries
Description
There are several ways in which commission entries can be generated: when a sales document is posted, if direct commission rates have been set up, manually from posted sales document lists, running the Generate Commissions... action for a period/sales targets, and manually or from the import journal.
Posting a Sales Document
When a sales invoice or credit memo is posted in Business Central, iDynamics Commissions creates commission entries for each salesperson that will get direct commissions from the document. Detailed movement entries are also created, detailing how much commission they got from each sales document line.
You can preview the commission entries that will be generated by a sales document before it is actually posted.
From Posted Documents
Direct commissions can be generated for posted documents. This can be useful once you have finished setting up commission rates, to generate commissions for the current period, to recreate commissions if the rates were not correctly defined, or even in order to quickly tests all the different reports and features without the need to generate new sales documents.
You can get more information on how to generate commissions from posted sales documents in this chapter of the docs.
Posting Commissions for a Sales Target/Period
If sales targets have been set for a period, the Generate Commissions... action will generate commission entries for each salesperson that has achieved any of the sales targets assigned.
You can get more information about configuring sales targets and generating their commissions in the Sales Target Commissions chapter.
Manually
You can create manual commissions directly from the Commission Entries list, using the New > Manual Commission... action.
Using the Import Journal
For customers that generate commissions in an external app, the import journal lets you bring them into Business Central, so that you can handle them with iDynamics Commissions, and get reports on them.