Business Central Sales Commission — Commission You Can Prove.

A commission run selects posted sales invoices and credit memos for a period, finds the plans assigned to each rep on the date of each sale, and writes the result to a worksheet. Managers review the worksheet, add a manual line or adjust an amount with a reason code, then submit and approve it.

Posting the worksheet creates one posted commission document per rep, commission ledger entries and the G/L entries. It works exactly like posting a sales invoice, so anyone who knows Business Central knows how it behaves.

• Period — the regular run, for example monthly. Produces documents to post.
• Off-cycle — an extra run between periods, for example for a late correction.
• Provisional — shows where reps stand mid-period. Never posts.
• Simulation — tries a calculation without writing anything. Never posts.

Instead of one large rate table per rep, plans are small and single-purpose. Each rep holds one Base plan and any number of Supplemental plans, each with its own dates. Within a plan the most specific rule wins: a rule for one customer beats a rule for a customer group, which beats a rule for all customers. Supplemental plans add on top.

• Base Rate — the rep’s everyday rate on what they sell, optionally by customer or product.
• Item Push — a higher rate or an amount per unit on products you want to push, for a limited time.
• New Business — a one-off bonus for each new customer won.
• Standalone / SPIFF — amounts entered by hand, such as a contest prize, with a reason.
• Quality / Retention and Team Override — planned for the next release.

Plans are versioned. A change creates a new version, and older versions still apply to sales in their own dates, so recalculating a past period gives the same answer it gave then.

• Bases: line amount, line amount after invoice discount, gross margin from actual cost, quantity, or a fixed amount.
• Rates: percentage, fixed amount, or amount per unit.
• Rules: by customer, customer group, territory or posting group, and by item, item category, resource or G/L account. The most specific rule wins, and the losing rules are recorded too.

New bases, rate methods, conditions and sources can be added as small extensions, without changing the product.

When a customer receives a credit memo, the next run claws back the commission on it automatically. If a sale changes after commission was posted, the next run pays or recovers only the difference, on a new document that refers to the original. Nothing posted is ever edited.

• Review: a worksheet with manual lines and adjustments (with reason codes), submitted, then approved or rejected with a comment.
• Posting: posted commission documents per rep, a commission ledger, and G/L posting by dimension — expense against the employee ledger or an accrued commission account.
• Control: period locking, posted records that can’t be changed, a check that nothing is paid twice, and six permission sets that separate setup, assignment, calculation, approval and posting.
• Reps: statements emailed to reps, and reps see their own commission only.
• Automation: runs scheduled through the job queue.

The product is delivered in releases. The first release covers the full cycle from run to payout; later releases add depth and analytics.

Next release: tiers and quota attainment, including retroactive tiers; splits between reps, overlays and manager overrides; commission paid when the customer pays rather than when the invoice is posted; draws, advances and guarantees; quality and retention bonuses; Business Central approval workflow, a plan card with results per plan, an accrual journal and a what-if comparison of plan changes.

Later: plan analytics — what each plan actually paid, which rules ever fired, and its cost as a share of the revenue it rated; Power BI and an API; ASC 606 / IFRS 15 treatment, with commission capitalised and amortised as a cost of obtaining a contract; project and service sales as commission sources; and AI explanations such as “your commission is down 12%, mainly because of one credit memo and falling below the 80% quota tier”.

The release contents describe our current plan and may change. Ask us about the timing of the features you need.

1. Plan review. We go through your current commission plans and spreadsheet with you.
2. Setup. Commission posting groups, periods, reps and their plans are set up in Business Central.
3. Parallel run. We calculate a past period with the app and compare it with your spreadsheet, line by line.
4. Go live. Run, review, approve and post the first period. Reps receive their first statements.

• Business Central: online, version 28 or later.
• Data: posted sales invoices and credit memos with a salesperson code. Item costs for margin-based plans.
• Payout: employees paid through the employee ledger, or commission accrued for payroll.

No. Commission is calculated in separate runs over posted sales. Invoice posting isn’t touched.

Correct the plan and run again. The next run pays or recovers only the difference, on a new document that refers to the original. Posted documents are never edited.

Yes. A provisional run shows where each rep stands, using the same calculation as the real run, without posting anything.

The commission on the credited sale is clawed back automatically in the next run.

Yes, on the worksheet, with a reason code, before it is approved. The adjustment is kept separately from the calculated amount, so it isn’t lost when the run is recalculated.

Six permission sets separate setup, assignment, calculation, approval and posting. Reps see only their own commission.

It does not run payroll. It calculates what is owed and posts it to the employee ledger or as an accrual. Payroll itself stays in your payroll system.

Pricing depends on the number of people who earn commission. Contact NAV SEAL for a quote.