D365 F&O: Manage Sales Commissions

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In this video.

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We'll look at the processes involved in managing sales commissions. Firstly, we'll set up a Commission customer group by going to sales and marketing commissions, customer groups for Commission, and we'll open a new group and here we'll put an identifier.

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We're going to call this special Commission.

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Once this is set up, we can.

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Calculate the Commission through the Commission calculation form.

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We'll come back to this later.

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To add the customer to our new Commission customer group, we'll open a customer record through all customers.

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And we'll just choose the first one.

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We'll go to the tab. Sales order defaults. Click edit.

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And in Commission group select.

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Special Commission.

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Now we'll create a Commission item group for items that share the same sales Commission calculation. We'll go back to our commissions this time item groups and create a new group and we'll enter an identifier.

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This time.

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I'll just call it widgets.

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And again we can access the calculation form through general.

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To attach a group to an item, we'll go to our products under product information management and release products, and we'll just choose the first product.

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And we need the.

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Sole tab.

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And we'll click edit.

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And under Administration Commission group will choose widgets.

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Next, we'll set up a commissioned sales group for a specific group of employees.

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Back to our commissions sales groups.

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And we'll click new to create a new sales group.

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Again, we'll enter an identifier and a name.

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For this group.

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And this time we'll add members directly to the group by going to sales Rep and choosing sales team member from the dropdown. We'll just choose the first one.

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And the Commission share.

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Is the proportion each member gets of the Commission? So if we make this Group A group of four people and we want them to get equal Commission, we'll put 25 here.

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To attach this group to a customer, we'll go back to our customer form in all customers.

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And we'll just choose the same one.

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And again on the sales order default tab, we'll need to choose edit.

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And then choose sales group.

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London team.

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Or we can.

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Add the group to a sales order line by going to our sales orders.

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Or just choose this one.

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And we'll click.

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Edit go to the setup tab.

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And select our sales group.

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Lastly, we'll return to our Commission calculation Form Commission calculation.

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And will open a new form for item code. Table will be a single item.

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Or we have group or or. Well, we set up a group, so we'll use that our widgets.

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Customer code again.

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We can choose Table, group or all.

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We'll choose our group we set up, and likewise for the sales Rep.

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The discount here we specify when the Commission calculation occurs.

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Before or after or after total discount and basic.

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Is it calculated on revenue or margin? Here will enter the amount 10% if we leave the date field blank then this calculation is valid for an unlimited period.

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If we toggle find next to yes, it will apply other applicable Commission rates for the current invoice line, and that's our calculation conf.