by Francesca De Rosa

19-May-14

Commissions with Sales Group

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A commission is a fee charged by an agent in return of a sales service. A payment is calculated as a percentage on the total/partial invoice amount.

• The steps I’m going to perform are:• Enter agents as Worker;• Setup commission posting profile;• Create Sales Group: calculation policy and agents involved;• Add the Sales Group to customers on Master Data.

Commissions

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I’m going to enter the agents on Dynamics AX as workers of type employees. How to create a complete record is out of scope of this tutorial.

Human resources –> Common >> Workers > Workers

Agents as Worker

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Commission Posting Profile

I use the same account in debit and credit because I don’t want financial impacts when a sales order is posted.

Sales and marketing –>Setup >> Commissions > Commission posting

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A Sales Group identifies the commission calculation method and the agents involved.

Sales and marketing –>Setup >> Commissions > Sales groups

• Group: Type an unique ID to identify the commission sales group

• Name: A brief description of the commission sales group

Push the Sales rep. button to add the agents• Name: Select the agent name;• Commission share: Type the percentage of the

invoice amount to be considered as calculation base.

Sales Group 1/2

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Push the Commission calculation button to add the commission policy.• Item code: is the commission applied on a specific item,

or group? Is it valid for all items? In this example, I set up the commission for all items;

• Item relation: select a specific item or group. If Item Code is select, fill with the value item or group;

• Customer code: indicate if the commission has to be applied just for a specific customer or group. In the example, I set up the commission for all customers. Then, I will attach the Sales Group on each customer for whom the commission has to be calculated.

• Sales rep. code and Sales rep. relation: autocompleted since we’ve started the setup form sales tax group.

• Discount: decide if the commission has to be calculated before or after the line/total discount.

• Revenue: commission on Revenue or Margin?• Commission percentage: the percentage of the

commission.

Sales Group 2/2

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Account Receivable/Sales and marketing –> Common >> Customers > All customers

1. Open the Costumer in edit mode; 2. In the Sales order default fast tab, then in

the Sales group field, select your Commission sales group;

Attach Commission Sales Group to Customer

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View Commission Value 1/2

In the Sales invoice journal: Accounts receivable –> Inquiries >> Journals > Invoice Journals

• Push the button Commission

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In the Worker form: Human resources –> Common >> Workers > Workers

• Push Compensation in the menu on the left;

• In the page form push the Commission transactions link to view all data about calculated commission;

• In the page form push the Sales group link to view details about the base percentage used for the commission calculation.

View Commission Value 2/2

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More details on web site:dynamics.tips

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This tutorial doesn’t have any promoters/sponsors and is fully owned and operated by Francesca De Rosa. The information contained in this tutorial for general information purposes only. While every caution has been taken to provide my readers with most accurate information and honest analysis, please use your discretion before taking any decisions based on the information in this tutorial. Author will not compensate you in any way whatsoever if you ever happen to suffer a loss/inconvenience/damage because of/while making use of information in this tutorial.

19-May-14