Chapter 5 of 8
Daily use
Once capture is on, posted invoices and credit memos flow in as source facts and calculation runs turn them into earnings. This chapter shows how to calculate, explain and correct earnings, work the exceptions list, and what sales reps see while they sell and in My Commission.
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In this chapter
- 01Calculate commissionCalculate commission in Business Central for one document or a whole period, test the numbers with a trial run that writes no ledger, and schedule daily runs.
- 02Explain any earningAnswer why a rep earned a given amount: trace each commission earning to its source document, credit, rate or tier, modifiers, true-up and rounding.
- 03Commission ledgerRead the append-only commission earnings ledger and participant balances, follow money from Pending to Settled, and see how corrections add linked entries.
- 04Commission returnsAdjust commission for credit memos and returns: calculate linked returns against the original sale, and process approved manual corrections and requests.
- 05Exception handlingWork commission exceptions with owners and due times: failed or held source rows, suspense postings, unrecovered draws and the data quality rules behind them.
- 06Estimated commissionShow reps what a Business Central sales quote, order or invoice would earn before it posts, with the Estimated Commission FactBox priced from their plan.
- 07Sales rep viewGive sales reps a read-only view of their own attainment, earnings, payouts and statements in Business Central, with the calculation steps behind every amount.
- 08Plan acceptanceDistribute commission plan documents to reps with delivery evidence, and let them acknowledge, accept, reject or comment on their plan inside Business Central.
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