Bonus & Commissions
Add-on certified for Microsoft Dynamics NAV for Bonus & Commissions management
Bonus & Commissions for Dynamics NAV add-on provides a single model for the management of bonus and commisions both for sales and for purchase.
Commission aims are set up by creating a contract that can be associated to customers, agents and suppliers. Each line of the contract provides:
- Value type: percentage, fixed, amount linked to quantity and weight
- Basis for the calculation: period, difference between period and objective, margins, difference from the set threshold
- Amount / Quantity thresholds (optional)
- Filters on the main classification categories (i.e. Customer, Item)
- Validity data Range
Operational Flow in Microsoft Dynamics NAV
DEFINITION OF A COMMISION SHEET (CONTRACT)
DEFINITION OF RELATIONS (ASSOCIATE CONTRACT TO MORE CUSTOMERS / SUPPLIERS / AGENTS)
CALCULATION / RECALCULATION OF THE PRIZE ON TEMPORARY DOCUMENTS / FINAL
The contract is assigned to relative recipients. With the creation of the reports, it is effectively defined for whom the premium is to be calculated
Calculating the contract implies the registration of Commissions and Bonus: a movement is produced for each document line that contains all the information relating to the customer/supplier, agent, document, document line, basic prize amount, prize amount and others.
Subsequently it is possible to settle the amounts of the prizes to be credited to the relative customers or suppliers.
Finally, the customer account statement with a header, details on the movements for the selected period, the final balance and the timetables are printed and / or displayed.