Sales Commission in Microsoft Dynamics 365 Finance and Operations

This procedure shows you how to set up and enable sales commission calculation and tracking.

The procedure shows how to create both customer and item commission groups, and then how to link a selected customer and product to the respective groups. Those groups are then used in the commission calculation setup to create a customer, item, and sales representatives’ combination that must be matched by the sales order to entitle the salespeople to a commission.

Let’s start.

Setup:

Step-1: Setup Commission group, Item group and Sales group

Note: Creating customer and item commission groups are optional, as the calculation of commission can also be done for an individual customer and/or item.

Step-2: Setup Commission calculation

Step-3: Setup Commission posting

Step-4: Map groups to customer and product

Process:

Step-1: Create Sales order and validate setup

Step-2: Post Invoice and View transactions

That’s it for this blog, hope this will help you in setting up Sales commission process.

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