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Dynamics 365 Community / Blogs / Dynamics Duo Academy / Automatic Sales Commission ...

Automatic Sales Commission Calculations

Chris Segurado Profile Picture Chris Segurado 612

See below the required configurations for automatic sales commission calculations.

a. Commission item group assigned to product record

b. Sales rep commission share configurations (Note: you can split the commission defined under commission calculations form amongst one or many brokers. Here the full commission is applied to one broker only.)

c. Commission customer group assigned to customer record

d. Commission calculation (Note: we specify a 5% commission share based on SO revenue)

e. Commission posting profile for commission and commission offset

f. Sales order creation for the above customer and item. (with commission groups assigned)

g. Sales order invoice is processed

h. See commission that was automatically posted based on commission posting profile at time of SO invoicing

i. See transaction vouchers posted for the above commission transaction.

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