10 Ways To Automate and Audit Your Commission Puzzle

Are you still manually calculating commissions or royalties?

Do you need variable compensation management to handle multiple intricacies of your commission structure?

Do you wish there was a way to audit when lines are added to existing documents and when commissions are changed?

It’s possible to automate and audit the accounting and administration of your commissions, rebates, royalties, bonuses, and SPIFFS.

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

Auditor is a simple (yet robust) data-change management tool that will track any of those field level changes in GP and in other 3rd party products.

There are 2 tools to automate and audit your commission puzzle, and we are going to dive into 10 the ways they can do that.

1 – Attach multiple salespeople with a split percentage

What if you didn’t have to manually determine the salesperson or salesperson’s splits for a document?

You’re probably tired of pasting the Invoice details to multiple salesperson’s tabs on your spreadsheet and remembering which salespeople split a particular customer or sale.

Commission Plan allows you to attach multiple salespeople with a split percentage if needed to our customer, an item, or a territory.  This will allow them to automatically default onto the invoice for commission purposes and begin tracking their commissions.

2 – Automatically calculate the commissions

What if your commissions automatically calculated as sales documents are updated?

Document lines change, a new price is entered, quantities are modified, or a line is deleted. Commission Plan automatically calculates the commissions for the sales document and automatically updates with no manual intervention.

3 – Easily set different rate structures

What if you didn’t have to assign a rate to each salesperson’s lines on your spreadsheet?

The more complex your structure is, varying the rate by product line or differing the rate between an inside rep versus an account executive can be a lot to handle.

The Commission Matrix, Commission Plan allows you to group like customers, items, and salespeople together for commission purposes and easily define the rate.

You can easily manage the many different rate combinations contained in your company’s compensation plan.

4 – Reconciliation of invoices to payments

What if you could quit manually reconciling invoices to payments to determine which commission should be released?

You probably have a list of invoices and a list of payments and have to match them up routinely.

If you void an invoice or if a payment is unapplied, updating your spreadsheets becomes even more tedious.

Commission Plan automatically tracks per salesperson ID when a commission is ready to be released. Whether you release when the invoice is posted, or when the invoice is paid it is bringing you the task of the reconciliation.

5 – Edit commission after the document is posted

What if you could edit the commission after this SOP document is posted?

Commission Plan entry allows you to edit the commission even after the SOP document is posted so you can easily add/remove salespeople, change the commission type or rate, or even the commissionable sale/cost amounts if needed.

Commission Plan entry allows you to edit the commissions for a given transaction and keep it all tied to document in Dynamics GP.

6 – Release payments with just a few clicks

What if you could release the proper compensation payments to your salespeople with just a few clicks?

At the end of the period, use the filtering power of Commission Plan to easily dictate which range of commissions should be released for payment.  Whether you pay salespeople weekly, monthly or quarterly.

And, when processing a salesperson’s commission, the software can also automatically create a general ledger, accounts payable, or payroll transaction. Saving you time and data entry errors.

7 – Avoid Data Silos

What if you could produce reliable results, avoid data silos and get the full data picture in the hands of the people who need it?

Commission data is stored in your ERP system alongside the sales transactions, providing multiple inquiries and reporting options.

You can easily answer questions from reps. The CFO can make strategic decisions. The sales manager can see how well a new product is doing. The account rep can focus on servicing the customer. This enables everyone to realize their compensation program goals.

8 – Audit Everything and Anything

What if you could audit any field, any changes, in GP or 3rd party products?

Auditor just about audits anything you can imagine in Dynamics GP, if you can think of a place where you would make an edit to a record, add a new record, or delete a record, that’s where Auditor is going to work.

It also works with all Dexterity-based 3rd party solutions like Commission Plan.

So, if you’re looking or wanting to see who’s making changes to those commission structures and things like that, that is something you’d be able to track with Auditor.

Auditor is a field-specific auditing solution, which means you can look at any window across Dynamics GP and those 3rd party products and pick and choose the fields on the window you want to audit. So, you’re not having to take everything that’s on that window and cram a whole lot of data into your tables.

You get to be selective and say, OK, I care about when someone adds a new line to this invoice. Maybe I need to know when a vendor’s check name is changed, but I don’t necessarily care if someone updates a PO number or maybe, you know, something a little bit more minor, perhaps an address or a phone number.

This allows us to get around some of the performance degradations that auditing software can sometimes cause on your system. We don’t want to slow down your work in GP. We want to make sure that that work is accurate, that you’re able to report on those changes, and that those changes were valid, to begin with.

9 – Reporting and e-signatures made easy

What if reporting on all of those changes getting an e-signature for a locked field were that simple and easy?

You can track all of those changes to all of those fields that you chose. All the reporting is done inside of GP standard SmarLists. You don’t need to have an external report server or maintain a bunch of custom reports.

We get to use just standard GP’s SmartLists, which we create for you when installing the product.

Audits are everything systemwide, so regardless of how many companies you have, all of your audits are, by default, auditing all users and all companies, unless you want to dial that back, which is totally possible.

E sign approvals is included with Auditor. This is going to let you put a lock on a field before it can be changed. So say you wanted to put a lock on that commission field. We could do that. Then it would require someone else to sign off on it and give a reason why that change is happening.

All of that would be recorded and kept in here. And then we also have security audits. So if you change your GP security, we’re automatically tracking that for you and keeping it out here separately.

10 – Get a complete 360 view

What if you knew the who, what, and when of any changes made in Dynamics GP?

You will always have a date and time-stamped so you know exactly when it happened.

The user who made the change, the workstation from which it was made is the person that logged in and made the change. The workstation is where they were sitting at. Unless you’re using a terminal or Citrix environment, then that would just show that box.

Company and database, the change affected, the type of audit it was.

We also can audit at the SQL level.

So if you have an integration that writes directly to the table, or maybe you’ve got a DBA that’s making update statements in the backend, we can capture that, as well.

The type of event edit means we changed something preexisting. This sales document was out there, and we made a change to that sales document. We can also track adding a new record and deleting a record.

We are going to show you the product that we’re auditing. So if you are auditing Commission Plan, that’s what would show up too.

We show you the field that was changed and the table that field lives in the record key.

It’s a clear snapshot of exactly what changed on a particular sales document.

Automate & Audit

Automating your variable compensation and auditing any changes gives you that little piece of assurance everything is getting done the way you want it. You’re able to track changes and report on them so everyone can be on the same page.

Are you?

  • Still manually calculating your commissions
  • Trying to figure out who did something, when did they change that particular record, when did they update this vendor, or the sales persons’ commission level
  • Handling variable compensation

How can you?

  • Easily managing your commissions
  • Audit those sales transactions when things are getting added or deleted or updated
  • Report and pay on those commissions

If you want to learn more about either of these tools you can:

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