John Stulak
Answer: There is a way to do this in Dynamics GP, but it requires thinking beyond native GP functionality. Out of the box, GP allows you to assign a single Salesperson ID to a customer record, but it does not provide a way to automatically apply different commission calculation rules based on salesperson type. If managers…
As an existing Commission Plan customer, you have 3 opportunities to improve commission management in Dynamics GP: tapping into features and updates you may not be using, adding EthoTech’s low-cost productivity solutions, and personalizing Commission Plan to fit your business even more precisely. You’re already getting a lot out of Commission Plan. But here’s the million-dollar…
Tip: Rethink Your Plan If One Person Runs Your Entire Commission Compensation Management Process Often, small to mid-sized businesses have a single superhero on staff who oversees everything having to do with commission compensation management. This person manages all commission calculations and payouts. They are the person you turn to when you need to set up new…
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…
Find out how EthoTech Customer Service Collection improves your Dynamics GP inventory insight and can save you hours of time. When you’re juggling a full workload, time is your most valuable resource — and there never seems to be enough of it. Ready to make a change? We know what can help: EthoTech Customer Service Collection. Check…
Find out the simple steps to refresh your quota-based commission setup before next year. There are three types of Commission Plan Matrices you can use to determine the commission rate to be paid to each of your salespeople. Two of those matrices, the Standard Matrix and the Tiers Matrix, require no action from you year to year.…
Answer: If you’re solely relying on GP’s built-in functionality, the answer is no. GP only allows you to assign a single Salesperson ID to a customer record. In the case of a royalty split, you’d want to assign a few Salesperson IDs to a specific line item/ inventory item (such as a book or album)…
Answer: If you’re relying solely on GP functionality and the territory manager is different than the salesperson: no, you can’t. You can create territories in GP and assign customers to them, but GP provides no commission calculation for the territory manager. You’ll have to use a spreadsheet to manually calculate how much your territory manager has earned…
Answer: Yes, you can, but not with GP’s built-in capabilities. Dynamics GP itself only allows you to assign a single salesperson to a customer, which means that if you want to quickly, easily, and accurately assign multiple salespeople to one customer in GP, you’ll need to use a commission calculation solution like Commission Plan. Example: For Customer…
Answer: Dynamics GP cannot automatically assign different Salesperson IDs to different line items on a sales document, which means it does not have the built-in ability to pay a royalty or unique commission rate for each unique line item. However, you do not have to calculate this manually. Commission Plan’s automation capabilities make it easy for you to…