Projects
Description
If you use the projects module in Business Central, iDynamics Commissions will calculate and generate commissions for every invoice posted from each project, but it also extends Business Central to help you decide who gets commissions from each project.
Assign Salespeople to a Project
By default, Business Central assigns invoices from each project to the salesperson assigned to the customer on their card. Our app extends BC so that you can override this behavior and individually define the salespeople assigned to each project.
Learn how to assign salespeople to projects
Tasks and Planning Lines
Although the fields are hidden by default, the app lets you assign salespeople to both tasks and planning lines. Either overriding the main salesperson assigned to the project or just adding additional salespeople to it.
Learn how to assign salespeople to tasks and planning lines
Advanced Options
There are a few extra options that are not visible by default, including the option to specify a manual commission % either for the whole project or for a specific planning line.
Learn about the advanced options available
Commission Advances
iDynamics Commissions lets you generate commissions immediately after you define the project in Business Central, before any invoices have been issued. This can be useful if you want to pay part of the commissions to your salespeople after they sign a project, but before it's actually invoiced.