Introduction

BONI is a module/add-on integrated in Dynamics 365 Business Central for

• determination,
• documentation and
• billing

of salesperson commissions.

BONI supports the sales processes for the determination of salesperson commission on item sales up to the settlement of commissions via a purchase invoice and the associated financial accounting valuation of sales deliveries or returns.

The following figure provides an overview of the sales process of BONI.

Functions and processes available in the standard of Business Central are shown in the above figure in the colour grey and the BONI functions and processes in the colour green.

Concept 🔗︎

The concept of provisioning of article sales is based on the following principles:

Commission records are created for the salesperson (salesperson code) and can be defined for items (reference to individual items, reference to article categories/product groups, reference to article commission groups or reference to all items) and customers (reference to individual customer, reference to customer commission group or reference to all customers).

• The creation of commission items is based on the posting of sales invoices and credit memos:

  • Analogous to the customer item created, which displays the total amount of the invoice or credit memo, a commission item is also created, which displays the total amount of commission for the invoice or credit memo. The composition of the total commission is displayed in the detailed commission items, that is, which items have received which commission amounts.

• The invoicing of commission is carried out by the vendor defined at the salesperson in the form of a purchase invoice with an article surcharge/discount on the sales shipments or the sales returns.

• Two variants are available for the time of billability:

  • variant A: Billing of the invoice or credit memo and thus the customer items created is sufficient.

  • Variant B: In addition to invoicing the invoice or credit memo, the incoming payment or refund and therefore the customer item must have been closed.

Prerequisites 🔗︎

• Commercial agents are recorded both as sellers and as creditors.

• The effective commissions for items are set up for the seller.

• At least the sales orders (sales invoice) / sales complaints (sales credit memo) must be invoiced for commission, i.e. the customer item must exist!

• You can use a facility to control whether the customer items concerned must also be cleared by an incoming payment or a payment refund, i.e. are no longer open, so that invoicing of the sales commission to the sales agent is possible.