Commission Management

Populating Commissions On Sales Order Navigate to Commissions Management (COM)  Click into Commissions Matrix and confirm rules have been entered  Search for Sales Orders and click the related link  Enter a Customer and Salesperson for the rule being tested  Navigate down to the lines and enter in an item that fits the rule  Enter in Quantity and Unit Price (if blank)  Scroll to the right and confirm Pending Commission Amount is not 0.00  If Pending Commission Amount = 0.00,

After all your commission rules and setups have been tested and confirmed in Sandbox, follow the steps below to bring them over to Production.   1. Open the Commission Management Menu and select ‘Setup’ or search for Commission Management Setup and click the related link.   2. Once it opens, click the ‘Export’ button in the top ribbon. This will display all the setup tables you can export from the company.   3. From left to right, you will want to export each of the following

1. Search for ‘Commission Management (COM)’ and open the Setup table.   2. If you want to calculate or update commissions all open documents with the commission rules in the matrix, select ReCalc Commissions (Open). This will update the pending commission amount for documents where the rules have been changed since it was last calculated.   3. If you want to calculate or update commissions on all posted documents with the commission rules in the matrix, select ReCalc Commissi

1. Search for ‘Commission Management (COM)’ and select Commission Ledger.  2. If there is a commission that was missed and you need to add it, go ahead and click ‘Add Misc Ledger’ in the top ribbon. 3. Enter the Posted Sales Invoice # this commission relates to and the line it should be added to.   4. Continue to manually fill out all the fields for this misc. commission ledger and click close to save. This commission is now added to the bottom of the ledger. 5. If there is a

1. Search for Commission Management to open the Commission Management Menu and select Commission Payment Journal. 2. Once opened, click ‘Generate Payment Journals’ in the top ribbon and put in today’s date to generate all entries up to this point.   This will generate payments lines for all Employees and Vendors that have a remaining balance greater than 0 in the Commission Ledger.  3. After the lines are pulled in, confirm you would like to post payments for all of them. Del

1. Search for Sales Orders  2. Click ‘+New’  3. Enter in a Customer for which commissions would be paid out for  In the example below, no customer filters are specified so any customer can be selected  4. Specify the Salesperson in the Header  R eBen is the salesperson for our example   5. Enter in items for which commissions would be paid out for  If it is a specific item, it will need to be added to the Item No. Filter in the Commission Matrix.  For our example, we will sel

1. Search for Commission Management (COM). 2. Select Commission Matrix under the Setup section. 3. Click +New to create a new rule. 4. Enter a Description to describe the commission rule.  Example: If an employee named Ben were to get commission for all services, you could enter a description as “Ben Services Commission”. 5 Under the Business FastTab, turn on all toggles for the documents that your company requires commissions to be calculated for.  Quotes/Orders, Invoices, R

1. Pending Commissions  – Drills down to the Commission Journal which contains all open commission lines from open Sales Orders. This will only show you pending commissions that have not been posted yet.  Override in the top ribbon allows for the user to change values and quantities for an individual commission line.  2. Commission Payment Journal  – Opens up the Commission Payment Journal so the user can Generate Payment Journals to bring in all commission lines. After posti

To View all pages related to Commission Management, search “Commission Management (COM)”. This will open up the Commission Management Menu. To complete the following setup, select ‘Setup’ or search for “Commission Management Setup (COM)”. 1. Commission Management Setup (COM) General Activate Commissions  – Turning this on will activate all commissions management related fields in Business Central.  Require Commissions Approval  – Turning this on will require approval of...

The following permission sets are associated with this extension: ERC COMMON OBJECTS ALL system users must be assigned this permission set.    ERC COM USER  ALL system users must be assigned this permission set. This is a read only permission for the extension.   ERC COM SETUP  This provides access to the COM setup tables. Users who should have access to the setup tables must be assigned this permission set in addition to the ERC COM USER permission set.

Search for Commission Management Setup. Click Generate Demo Key to enable your 30-day free trial. This will populate the Activation Key Value and Expiration date. After the 30-day trial has concluded, reach out to RUX Software for your Activation Key. You are now ready to setup the Commission Management extension.

This configuration checklist is a quick spot check to ensure you have gone through all necessary configuration steps. For step-by-step instructions on each configuration checklist, please reference the full setup guide below. Generate Demo Key or Enter Activation Key ​​Video with instructions:  How to Activate Extension     ​​Setup User Permissions ​​Video with instructions:  How to Setup User Permissions     ​​Setup Commission Management  General Setup

Commission Matrix The core of the app where rules are defined based on various criteria such as salesperson, customer group, state/country, dimensions, item categories/posting groups and more. This matrix determines the who/what/when of commissions. You can have unlimited rules applied to each sales document line, allowing you unlimited combinations of commissions in each line. Each rule contains: Business Fields: Fields on the sales document header such as salesperson, stat