Set Up and Use Commission Factors
If you do not have a tenant for Microsoft Dynamics 365 Business Central, you can sign up for a free trial.
Once you have completed the sign up and your tenant is up and running, you can add the NAV-X Commission Management app from the AppSource Marketplace. If you have questions about the installation process of an app through Microsoft AppSource, you can find more information on installing apps on the Microsoft Docs site.
Commission Factors (introduced in version 2.6.269) allow you to define adjustments that modify how commissions are calculated on individual sales document lines. Common uses include:
- Marking specific lines as non-commissionable
- Adding overhead costs that reduce the gross profit base for commission calculation
- Adjusting the commission rate up or down for specific situations
- Adjusting commissions based on payment method (e.g., reducing commission when a credit card is used due to processing fees)
Step 1: Define Commission Factors
- Choose the
icon, enter Commission Factors, and choose the related link. - Choose New to create a new factor.
- Fill in the fields:
| Code | A short code to identify the factor (for example, OVERHEAD, CREDITCARD, or NONCOMM). |
| Description | Descriptive text shown to users when selecting the factor. |
| Non-Commissionable | Check this if the factor should mark the line as completely non-commissionable. All other adjustment fields will be disabled when this is checked. |
| Commission Rate Adjustment | The amount to add or subtract from the calculated commission rate. Used together with Commission Rate Type. |
| Commission Rate Type | How the Commission Rate Adjustment is applied. Percentage Points adds or subtracts from the commission rate percentage (for example, a rate of 5% with an adjustment of -1 becomes 4%). Fixed Amount adds or subtracts a fixed amount from the commission amount. |
| Cost Adjustment | The amount to add or subtract from the cost of the line, which changes the gross profit. Used together with Cost Adjustment Type. |
| Cost Adjustment Type | How the cost adjustment is applied. Percentage increases or decreases cost by a percentage of the line amount (for example, entering 5 adds 5% of the line amount to the cost, reducing gross profit). Fixed Amount adds or subtracts a fixed monetary amount. |
Step 2: Apply Commission Factors on Sales Documents
On any sales document line, a Commission Factor field is available. Assign the factor code to a line to apply the adjustment when commissions are calculated for that line.
Tip
Commission Factors are most useful for recurring adjustments that apply to specific types of sales, such as always adding a freight overhead percentage or marking certain special-order items as non-commissionable.
Step 3: Apply Commission Factors on Payment Methods (Optional)
You can link a Commission Factor to a Payment Method so that any sale using that payment method automatically adjusts commissions:
- Choose the icon, enter Payment Methods, and choose the related link.
- Open a payment method (for example, CREDIT CARD).
- In the Commission Factor field, select the factor to apply.
- When a sales document uses this payment method, the commission factor is applied to all commission calculations for that document.
Note
The Commission Factor on the Payment Method applies in addition to any Commission Factor set directly on the sales line.