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Commission calculation (form)

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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

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:

  • The active dates if a commission is date limited

  • The basis for the commission calculation

  • When to calculate the commission with regard to any other line or total discounts on the sales order

  • Whether to continue to search for more commission rates on other commission combinations and whether to continue to adjust the commission groups for item, sales, and customers

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.

  • If you selected Table, select an item number.

  • If you selected Group, select an item group.

  • If you selected All, you do not have to select an item relation.

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.

  • If you selected Table, select a customer account.

  • If you selected Group, select a customer group.

  • If you selected All, you do not have to select a customer relation.

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:

  • At a specific level, such as item, customer, or sales representative

  • At group level, such as a commission item group

  • At a general level, such as all items

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).