Setup
Description
Once you have installed iDynamics Commissions, one of the first things that you will want to do is to check our first steps document, and configure the minimum values required to use the app.
In order to try to make this manual easier to follow, chapter-specific configurations will be included in their own chapters. This means that, for example, if you want to know/change how direct commissions are applied, you will find that information in the Direct Commissions chapter. In this chapter, you will have all the configuration values that affect the whole app.
If you are just starting with the app and browsing through the docs, we recommend you to skip this chapter and come back to it when referenced from other chapters, or when you feel comfortable with the app and want to know more about the different options that let you fine-tune how it works.
Setup Wizards
iDynamics Commissions has added a few wizards to the Business Central Assisted Setup list to help you set up the app correctly. You can use these configuration wizards, or go through the sections that you will find below on this same page.
General Setup
Available from the Commissions menu, the Manual Setup list or the Tell Me... box in Business Central, this setup lets you enable/disable some of the main features, as well as set default values for the app.
Learn more about the different options available
Commission Groups
Commission groups let you group items, salespeople and customers into groups that you can use when defining direct commission rates or sales targets. These groups can also be used to get reports on sales statistics and detailed commission entries.
Learn more about the commission groups
Units of Measure
You can give commissions based on each unit sold. For this, the app lets you use the unit of measure of each item/resource, or set a specific unit of measure for commissions.
Learn how to set up a unit of measure specific for commissions
Posting Groups
If you are going to settle commissions using purchase invoices, you must define at least a G/L account, that will be used when adding commission amounts to the purchase documents.
Learn more about commission posting groups
Permission Sets
Once installed, iDynamics Commissions adds several permission sets to Microsoft Dynamics Business Central, to let you define which options will be available for each user.