Assign plans

An assignment gives a plan to one salesperson, to a team, or to all salespeople, from and to a date. Search for Commission Assignments, or use Assigned To on the plan card.

Assignments: one main plan for everyone, personal plans and add-ons.

Assign a plan

1. On Commission Assignments, choose New.
2. Choose Assign To: Salesperson, Team or All Salespeople. For a salesperson or a team, choose the Assign To Code.
3. Choose the Plan Code.
4. Optionally enter a Starting Date and an Ending Date. Both dates are included. Blank means open.

Which plan a salesperson gets

For each sales line, on its posting date:

• Main plan: only one. An assignment to the salesperson beats one to a team, which beats one to All Salespeople. Between two of the same kind, the later Starting Date wins.
• Add-on plans: every add-on that applies is paid and added up, each plan once.
• Blocked plans are skipped, and the next main plan takes over.

Example:

Plan	Type	Assigned to	From	To
STD	Main	All Salespeople	1 Jan 2026
SENIOR	Main	Salesperson MAYA	1 Mar 2026	31 Dec 2026
KEY	Add-on	Salesperson MAYA

On 15 February Maya earns from STD and KEY. On 15 April she earns from SENIOR and KEY. From January 2027 she is back on STD and KEY.

Change a salesperson's plan

End the old assignment with an Ending Date and add a new one that starts the next day. Posted commission keeps the plan that paid it.

Assign a plan to a team

Choose Assign To Team. The plan applies to whoever is a member of the team on the posting date. See Teams and targets.

A plan with a draw or guarantee can only be assigned to a salesperson or a team, not to all salespeople.

Choose how each salesperson is paid

On the Salesperson/Purchaser card, in the Commission group, choose the Commission Payout Method: Outside Business Central, Purchase Invoice (with a Commission Vendor No.) or Payroll (with a Commission Payroll ID). See Pay commission with a settlement.