Commission calculation (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Sales and marketing > Setup > Commissions > Commission calculation.
Use this form to specify how commissions are calculated. You can select different relationships between combinations of Table, Group, and All that are distributed among items, customer accounts, and sales representatives.
Example
For example, you can select a specific item where a commission is generated for all sales representatives when the item is sold to a particular customer group. The setup would be as follows.
Field |
Select |
---|---|
Item code |
Table |
Item relation |
A specific item number |
Customer code |
Group |
Customer relation |
A specific customer group |
Sales rep. code |
All |
Sales rep. relation |
All sales representatives |
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Setup |
Set up the active commission combination by specifying the following information:
|
Fields
Field |
Description |
---|---|
Item code |
Select whether the commission agreement applies to one item, a commission item group, or all items. |
Item relation |
Select the item or item group, depending on the selection in the Item code field.
|
Customer code |
Select whether the commission agreement applies to one customer, a customer commission group, or all customers. |
Customer relation |
Select the customer account or customer group, depending on the selection in the Customer code field.
|
Sales rep. code |
Select whether the commission agreement applies to a commission sales group or all sales representatives. |
Sales rep. relation |
Select the sales representative group, if you selected Group in the Sales rep. code field. |
From |
Enter the starting date of the current commission agreement. Together with the ending date in the To field, this date range is the period of validity of the commission agreement. If these fields are blank, the agreement is valid for an unlimited period. |
To |
Enter the ending date for the current commission agreement. Together with the starting date in the From field, this date range is the period of validity of the commission agreement. If these fields are blank, the agreement is valid for an unlimited period. Note If you created a commission line for a particular sales representative, specify a date only in the To field if you know that the rate is not valid after a fixed date. |
Discount |
Specify whether the calculation of the commission for the individual invoice line will be based on the gross line amount (Before line discount) or on the net line amount (After line discount). If you select After total discount, any end discount is deducted from the total commission that is calculated after the line discount. Note The commission on sales that include line discounts requires that the line discount is not posted independently in the Ledger form. |
Basic |
Specify whether the revenue or margin should form the basis for the calculation of the commission. |
Commission percentage |
Specify the percentage base with which to calculate the amount of the commission. Together with the calculation method in the Discount, the percentage basis entered here calculates the size of the commission. |
Find next |
Select this check box to look up more commission rates for the current invoice line. When you calculate commission, agreements are searched for in the following order:
|
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