Commission Setup reference

Commission Setup holds the company-wide settings. Search for Commission Setup to open it.

Commission Setup after the assisted setup.

General

Field	What it does
Default Pay When	When commission becomes payable for plans whose Pay When is Setup Default: On Posting, When Fully Paid or As Customer Pays.
When Cost Is Missing	For margin commission when no cost is found: Pay No Commission or Use Zero Cost.
Use Item Unit Cost	Use the item card's Unit Cost when the item has no commission cost.
Reduce Commission by Payment Discount	Lower the payable commission when the customer takes a payment discount. See Short payments and payment discounts.
Commission Expense Account	The G/L account on the purchase invoices that settlements create.

Numbering

Field	What it does
Plan Nos.	Numbers a new plan when you leave Code blank.
Settlement Nos.	Numbers settlements. Required.
Journal Document Nos.	Gives a document number to journal lines that have none.

G/L Accrual

Optional. See Accrue commission in the general ledger.

Actions

• Assisted Setup opens the setup guide. See Get started.
• Commission Line Rules decides which kinds of sales lines earn. See What earns commission.
• Schedule Release Job creates a job queue entry that runs every 30 minutes and makes commission payable after customers pay. See Release commission.
• Track Setup Changes turns on the Business Central change log for every commission setup table, so you can see who changed a plan or a rate, and when.
• Create Demo Data is available in evaluation companies outside production.

Commission periods

Search for Commission Periods. A period has a Period Length (Month, Quarter, Year or Custom), dates and a name. A closed period blocks journal lines, reversals, reassignments, recalculations and settlements dated inside it. It does not block sales posting. Periods are also where period commission is paid. See Period close and tiers.

Permission sets

Permission set	For
Commission - Admin	Commission managers who set up plans, and settle and correct commission.
Commission - Sales	Salespeople who maintain credits on sales documents and view commission.
Commission - View	Read-only users, such as auditors.

Users who only post sales need no commission permission set.

Check your setup

Run the Commission Setup Check report. It lists gaps as of the work date: missing number series, plans without components or rate lines, assignments to blocked plans, salespeople without a main plan or vendor, missing periods and a missing release job.