Projects
Description
If you use the projects module in Business Central, iDynamics Commissions adds additional options to assign salespeople to each project, task, or even planning line. By default, the app will calculate and generate commissions for every invoice posted from each project, but project commission rates can be configured so that commissions are calculated from the project (e.g., based on the actual margin achieved).
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 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 simply adding additional salespeople.
Learn how to assign salespeople to tasks and planning lines
Project Commission Rates
By default, iDynamics Commissions will generate commissions for invoices posted from a project. By defining project rates, you can post commissions directly from the project. This way, you can post commissions based on both the budgeted amounts/costs and the actual project margin, regardless of what has been invoiced.
Learn how to use project-specific commission rates
Advanced Options
There are a few extra options that are not visible by default, including the option to specify a manual commission percentage 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.