Commission Plan Apex for Dynamics GP Variable Compensation Mgmt for Complex Systems

Most companies that have variable payments — like commissions, rebates, royalties, bonuses, and SPIFFS — rely on in-house systems built in Excel to manage this vital business process. These in-house systems require employees to spend hours or days running the numbers, and it’s easy for a simple typo to cause a cascade of expensive errors.

Commission Plan automates this process, saving you time and money while giving you error-free tracking, calculation, reporting, and payments.

Commission Plan is the only variable compensation management software solution that is completely integrated with Dynamics GP.

This flexible, easy-to-use system allows you to create and modify commission plans, then automatically run reports and payments with just a few clicks. You can also get a comprehensive picture of your commissions liability at any time, so you can track your payments throughout the month.

Commission Plan was designed specifically for companies that need variable compensation management, so it can handle multiple intricacies of your structure.

• Variable rates for different salespeople, customers, and products
• Commissions based on sale, margin, quantity, sales quotas, margin quotas, or tier-based sliding scales
• Split commissions among salespeople
• Track reductions for discounts, write-offs, and aging invoices
• Release commissions when the invoice is posted or paid based on Salesperson
• Pay automatically through Dynamics GP G/L, Payables, and U.S. Payroll modules
• Create accrual transactions
• Email commission reports for manager review and distribute to individual salespeople

VARIABLE COMPENSATION MANAGEMENT FOR COMPLEX SYSTEMS

Commission Plan Apex has all of the functionality of Commission Plan Keystone, plus advanced features for complex commission structures and outside tools. Commission Plan Apex can integrate with outside data collection tools, such as Microsoft CRM or Salesforce, so you avoid the extra steps of manually pulling in data.

In addition, Commission Plan Apex supports intricate and highly complex calculations, including quotas and tier-based sliding scales.

COMMISSION PLAN APEX CAPABILITIES

EFFORTLESSLY DETERMINE SALESPERSON

• Pay a single salesperson multiple times for a single sales document (e.g., once as a sales rep person and once as the sales manager)
• Assign multiple salespeople to individual customers, ship-to addresses, sales territories, and inventory items
• Automatically split commissions between two or more salespeople
• Manage changes to your sales team

EASILY TRACK AND CALCULATE COMPLEX SCENARIOS

• Additional calculation engines:
  • Tiers Matrix Option: Determine the commission rate based on a sliding scale that captures information from the sales document line item (i.e., tier types: margin %, unit price, price level, etc.)
  • Quotas Matrix Option: Calculate commissions based on a sliding scale of sale amounts or margin amounts over a time period (also referred to as accelerators, milestones, thresholds, and tiers over time)
• Assign multiple salespeople to groups of customers based on user defined values
• Create and modify commission plans quickly and easily
• Handle multi-facet calculation models based on salesperson, customer, and item
• Perform commission calculations at the sales document line-item level, based on percent of sales, percent of margin, flat amount, per selling unit, or per base unit
• Reduce commissions using Markdowns, Trade/Terms Discounts, Write-offs, Payment Terms, and Credit Card types
• Place commissions On Hold for individual sales documents or for all sales documents for a salesperson
• Adjust commissions for scenarios such as bonuses, commission draws, chargebacks, or correcting commissions paid incorrectly in a previous period
• Pay commissions only on sales documents that are fully relieved (paid)

MAINTAIN CONTROL OF OVERRIDES

• Use the Integration option to update commission summary or line data from sources outside Dynamics GP
• Import mass commission adjustments for draws, bonuses, marketing allowances, etc.
• Schedule rate calculation overrides using effective dates for seasonal business, promotional products, or discontinued products.

EFFICIENTLY HANDLE ACCOUNTING TASKS AND REPORT DISTRIBUTION

• Reduce commissions for overdue invoices
• Create commission transactions in the Dynamics GP G/L, Payables, and U.S. Payroll modules
• Create commission accrual transactions to record the commission liability
• Provide real-time reporting on your commission liability at any time during the month
• Provide customizable reports, SmartList objects, SQL views, and inquiry windows with drill-back capabilities
• Email individual commission statements to your sales team

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