Frequently Asked Questions

Description

This document tries to gather the most frequent questions related to the features included in the app.

Can I try the app?

Sure! Just install it from AppSource into a Sandbox with a demo company and all its features will be automatically enabled. If you want to try it with your data, a notification will be shown in the role center asking you to activate the 15-day trial. Just tap on the notification and all its features will be unlocked.

We truly believe that our app is the best commission management app for Business Central, and the best way to prove it is to give you the option to try it freely.

Can commissions be held until the customer pays?

Yes. You can decide whether commissions can be paid directly after a sale has been posted, or only after it has been collected. You can even set sales targets based on invoices collected during a period.

How are commission payments reflected in Business Central?

Once commission entries are generated, they can be paid using purchase invoices or exported into your payroll software. For purchase invoices, you can specify the GL/Account used for commissions, and purchase lines will be assigned to it (the purchase invoice will be posted just as any other invoice in BC). If you export internal commissions into your payroll software, we will track commission payments but will not reflect their costs into BC, as we expect you to import them along with the rest of the payments from your payroll software.

How do I update to a new version of the app?

This is not particular to our app, but we get asked about this a lot: currently, there is no "Upgrade" button available in Business Central, and the only way to upgrade apps is by uninstalling the app (important: do not check the option to delete its data) and install it again from App Source, or by using the action available in the Admin Center.

If you don't want to upgrade manually when a new version is released, the app will be also automatically upgraded to its latest version any time that your Business Central is upgraded to a new major version. We recommend that you check our changelog when this happens, to discover all the new features available.

Can commission rules be customized/extended?

Yes, we know that customers might have some very specific conditions that depend on custom fields or very specific scenarios that can't be included by default in our app. Because of this, we have intentionally designed our app to be easily extendible, and have a whole chapter of the user guide dedicated to developers. Also, if needed, both our partners and ourselves offer customization services.

Can I generate commissions for documents posted before the app was installed?

Commissions can be generated for sales documents posted before the app was installed, by using the Update Commissions/Stats... action, available in the Posted Sales Invoices and Posted Sales Credit Memos lists. This will update all item, customer and salesperson groups, generate any direct commissions that have been configured, and update all sales statistics. If you have defined any sales targets, updating these commission groups will let you define and calculate commissions and sales targets for these documents.

How are commissions settled?

The app lets you settle commissions using a new entity called Commission Settlement, or purchase invoices when working with external salespeople. Commissions can be settled after a sale has been posted, or only after its payment has been collected.

As it is common to include commissions in the employee's salary, but Business Central does not include any payroll management features, these Commission Settlement documents give a summary of how much should be paid to each employee but do not generate any G/L entries.

This way, you can use the information provided by the app to easily include these amounts in the payroll software used by your company or, if you have deployed payroll features into Business Central, use the included customization events to automate its integration.

Are invoices and credit memos posted from journals supported?

When entering invoices or credit memos through journals, there are no options to specify the particular commission that applies and, due to the lack of any information regarding the items included in the document, no item commission rates apply. Due to this, no commissions will be generated when you post a document using a journal.

Anything you didn't find here?

Please, don't hesitate to drop us an email at sales@idynamics.es or contact us through our support portal.