CommissionCentral — User Guide
CommissionCentral manages sales commissions in Microsoft Dynamics 365 Business Central. You configure flexible rate plans and a rate matrix. The engine calculates commission when documents post. Multi-agent splits and manager hierarchies divide and extend the commission. Entries post through one journal gateway into an auditable commission ledger. Payment batches settle the entries through Accounts Payable or payroll.
Version: 1.0.x · Platform: Business Central 28 (Runtime 17.0) · Target: Cloud (Online) · Publisher: BCAppCo
This guide takes a new user from installation to a first calculated commission. It then documents each functional area and shows the main scenarios step by step.
Getting started (read in order)
Complete the Setup pages in sequence. Then do the Getting started walkthrough. These pages take you from a clean install to your first calculated commission entry.
1 · Setup
| # | Page | What it covers |
|---|---|---|
| 1 | Installation | Install from AppSource into production or a sandbox. What the install creates automatically |
| 2 | Assisted Setup | The first-run entry point. Assisted Setup and Manual Setup open the Commission Setup card |
| 3 | Commission Setup card | Company-wide defaults, feature toggles, thresholds, caps, approval mode, G/L accounts |
| 4 | Licensing | How to enter and validate your license key. The trial |
| 5 | Permissions & roles | The four role permission sets and who gets which |
| 6 | Demo data | How to load the sandbox sample configuration |
| 7 | Implementation checklist | A phased plan from install to go-live: licensing, permissions, setup, plans and agents, processing, payment, UAT |
| 8 | UAT checklist | An acceptance script for each scenario, with exact expected results, edge-case tests, and sign-off |
2 · Getting started
| Walkthrough | Scenario |
|---|---|
| Your first commission | A flat 5%-of-sales plan and one agent. Post an invoice and read the ledger entry |
Usage reference
One page for each functional area.
| Page | What it covers |
|---|---|
| Commission plans | Rate rules, tiers, the rate matrix, copying a plan |
| Agents & splits | Assignments, splits, networks, manager teams |
| Commission journal & posting | The single posting gateway every entry goes through |
| Ledger & audit | Status, hold and release, adjustments, reversals |
| Payments | Batches, settlement, A/P and payroll, draws |
| Reporting | The Commission Audit report and what it reconstructs |
| Role centers | Commission Manager profile, Business Manager navigation |
Use-case library
Step-by-step walkthroughs of the acceptance scenarios (UC-01…UC-13). Each walkthrough connects the on-screen steps to the exact expected commission result. See the use-case index.