How to Automate Sales Commission Calculations in Microsoft Dynamics GP

Stop Wasting Days (and Nights) on Manual Commission Calculations

Summary: If you’re processing complex sales commissions in Microsoft Dynamics GP using Excel spreadsheets or homegrown systems, you’re facing unnecessary delays, errors, and frustrated staff. Commission Plan helps you automate sales commission calculations in Microsoft Dynamics GP – handling tier structures, rep splits, and exclusions in seconds. Implement in under a week and eliminate commission-processing headaches for good.

Imagine this: A team of your sales reps has been working for months to land a large account, and yesterday, the customer completed their first large order. High fives all around for your sales team because this is going to result in an exciting commission.

Now that the sales team’s work is done, your AP person looks over the deal and groans. It’s a headache-causing mess involving multiple reps, some of whom achieved tier margins with this deal. Even worse, some of the line items on the sales document are excluded from commission earnings.

Oh, and the sales reps got the client to sign by applying some creative discount combos (which expire at different times), and by lengthening your company’s standard payment terms to a Net 90.

At this point, your AP person (let’s call her Debbie) has two options:

The Jim Beam sounds fun, but I’m sure we’d all rather skip the drink and instead turn to a commission calculation solution that processes all of this complexity automatically – within seconds and with complete accuracy.

But let’s talk about why.

If Your Company Processes Commissions Using Excel or Dynamics GP…

…you face 3 challenges:

1. Determining Eligibility

In this single sales document, your AP person, Debbie, must handle multiple rep splits per line item, customer/item exclusions, or exclusions for classes.

These all require time-consuming, error-prone, multi-sheet calculations in Excel. And Debbie is required to use Excel because it’s impossible to process this level of complexity natively in GP.

2. Calculating Valuation

Once Debbie calculates those commission splits, she can see that two of your reps have hit their tiered rates with this large deal, so she’ll need to calculate accelerators for their earnings.

3. Figuring Timing

The discount combo your salespeople applied is bad enough to work around, but those Net 90 terms? Who approved that, and why?

Debbie in AP would love to spend a satisfying morning giving the Sales Manager a piece of her mind – if only she had time to do so before the end of the period. But, as you can guess, she’s having to spend hours quadruple-checking all those manual Excel calculations.

Sure, she could take some extra time to handle the complexity, but commission-processing delays erode trust between your company and the sales team. So do errors.

If Your Company Is Running on a Homegrown System or Custom Setup Developed In-House…

…you face 1 big problem:

• The person who put together that system could leave your company at any time – taking all your commission-processing knowledge with them. (We see this happen all the time.)

As she’s contemplating those endless calculations and sipping thoughtfully on her bourbon, perhaps your AP expert, Debbie, will start reconsidering that job opening she heard about from her sister a few weeks ago. You never know.

These challenges don’t have to be your reality. There’s a better way to handle commission processing that eliminates the manual work, the errors, and the stress.

If Your Company Automates Sales Commissions in Microsoft Dynamics GP Using Commission Plan…

…you can process this complex commission scenario in just a few clicks.

Your sales team could close big, complicated deals like this every week, and Debbie would cheer them on.

That’s because Commission Plan by EthoTech:

• Auto-calculates complex scenarios such as tiered commissions, or non-commissionable exclusions
• Handles splits effortlessly, quickly, and accurately across multiple sales reps
• Assigns commission rates by salesperson, item, and customer classes
• Integrates seamlessly with GP – it looks, feels, and works just like your existing system (employees will think the capability is built into GP)
• Processes on time every time – no more long nights in the AP department 
• Generates commission-earning statements, emails them automatically, and integrates perfectly with GP’s AP and Payroll

Implement Fast. Process Commissions Faster.

Commission Plan can take less than a week to implement. That means you could automate sales commission calculations in Microsoft Dynamics GP and start processing your next period’s commissions with confidence – no more late nights, no more error-prone spreadsheets, and no more frustrated AP staff.

And no more worries about overly complex sales documents. 

Ready to eliminate commission-processing headaches for good?