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Affiliate & Referral Management for Business Central — A build-to-order Business Central extension that registers affiliates  — 1/1Beispielhafte Vorschau

A build-to-order Business Central extension that registers affiliates and referrers,

attributes sales to referral codes and links, calculates tiered commission, and posts payouts as vendor invoices — installed per-tenant and supported by ECOSIRE.

Was ist Affiliate & Referral Management for Business Central?

A build-to-order Business Central extension that registers affiliates and referrers, attributes sales to referral codes and links, calculates tiered commission, and posts payouts as vendor invoices — installed per-tenant and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

Hauptfunktionen

Affiliate/Partner master records as a new AL table with list and card pages, linked to both Customer and Vendor cards for billing and payout
Referral code and tracking-link entities with validity dates, status, and per-affiliate uniqueness validation
Sale attribution via table extensions on Sales Header / Sales Invoice Header carrying affiliate and referral code
Automatic capture of attributed revenue through event subscribers on sales posting routines (OnAfterPostSalesDoc) — no double entry
Tiered commission engine: percentage or fixed rules by product category, customer, or revenue band, evaluated into reviewable referral entries
Commission approval workflow before any financial posting, with audit trail of who approved and when
Payout posting as standard vendor invoices against each affiliate's Vendor card, flowing through AP, payment journals, and withholding
Payout statement reports per affiliate and per period (RDLC/Word layout) for partner transparency
Custom API page on the BC REST/OData v4 endpoint so web/storefront orders stamp a referral code at creation
Job Queue entry to recalculate commissions and roll up statements on a schedule
Dedicated permission sets separating affiliate admins from finance approvers
Optional Dataverse / Power Platform integration to surface partner statements in a self-service portal or Power App

Auf Bestellung gebaut, komplett für Sie erledigt

Keine Selbsteinrichtung — eine funktionierende App, die von ECOSIRE erstellt, installiert und betreut wird.

  1. 1

    Sie bestellen

    Starten Sie mit einem einmaligen Entwicklungspreis. Den Umfang legen wir beim Kickoff gemeinsam fest.

  2. 2

    Wir bauen & installieren

    ECOSIRE erstellt, konfiguriert und installiert sie auf Ihrem Dynamics 365 Business Central.

  3. 3

    Go-live + Support

    Sie gehen in etwa einer Arbeitswoche live, mit zwei Wochen Go-live-Support. Fehler im von uns gelieferten Code beheben wir kostenlos.

Über dieses Produkt

Affiliate & Referral Management for Business Central is a per-tenant AL extension that ECOSIRE builds, installs, and supports on your existing Business Central environment (cloud SaaS or on-premises). It is not an instant Microsoft AppSource download — it is custom-built to match your commission rules, then deployed straight into your tenant as a scoped extension.

The extension introduces an Affiliate/Partner master (a new table with its own list and card pages) linked to Customers and Vendors, plus Referral Code and tracking-link records. Sales are attributed through table extensions on Sales Header and Sales Invoice Header that carry the affiliate and referral code; event subscribers on posting routines (OnAfterPostSalesDoc) capture attributed revenue automatically so nothing is keyed twice. Web and storefront orders flowing in over the BC REST/OData v4 API can stamp a referral code on creation via a custom API page.

A tiered commission engine evaluates rules (percentage or fixed, by product category, customer, or revenue band) and writes referral entries you can review before approval. Approved commissions are posted as vendor invoices against each affiliate's Vendor card, so payouts run through standard AP, payment journals, and 1099/withholding where relevant. A Job Queue entry can recalculate and roll up statements on a schedule.

Delivery includes dedicated permission sets, role-center cues, payout statement reports, and optional Dataverse / Power Platform surfacing for partner self-service. ECOSIRE handles the AL development, app.json versioning, sandbox validation, production install, and ongoing support and updates under a maintenance agreement.

Was Sie bekommen

  • A per-tenant AL extension (.app) built to your commission rules, with versioned app.json and source handed over on request
  • Installation into your Business Central sandbox for UAT, then production publish via the admin center or on-prem PowerShell
  • Configured tiered commission rule set, affiliate masters, and referral codes seeded from your existing program data
  • Permission sets and Job Queue entries configured for your roles and recalculation schedule
  • Payout statement report layout and API page documentation for storefront integration
  • Admin and finance how-to guide plus a handover/training session, with ongoing support and updates under a maintenance agreement

Für wen das ist

Finance / AP Manager

Wants affiliate commissions to land as real vendor invoices so payouts run through standard accounts payable, payment journals, and withholding — not spreadsheets reconciled by hand.

Partner / Channel Program Lead

Runs the referral program and needs clean affiliate records, referral codes, and per-period statements they can share with partners without exporting from Excel.

Business Central Administrator

Needs the capability added as a governed per-tenant extension with its own permission sets and Job Queue, validated in sandbox before it ever touches production.

Wie Affiliate & Referral Management for Business Central im Vergleich abschneidet

KriteriumECOSIREBenutzerdefinierter BuildKonkurrentDynamics 365 Business Central nativ
Affiliate master linked to both Customer and Vendor recordsIm Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungNicht im Lieferumfang enthalten
Automatic sale attribution via posting event subscribers (no double entry)Im Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungNicht im Lieferumfang enthalten
Tiered commission rules by category, customer, or revenue bandIm Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungNicht im Lieferumfang enthalten
Payouts posted as vendor invoices through standard APIm Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungNicht im Lieferumfang enthalten
Referral-code stamping from storefront via BC REST/OData APIIm Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungNicht im Lieferumfang enthalten
Built, installed, and supported on your tenant by the vendorIm Lieferumfang enthaltenNicht im Lieferumfang enthaltenNicht im Lieferumfang enthaltenNicht im Lieferumfang enthalten
Tailored to your exact commission rules without reworkIm Lieferumfang enthaltenIm Lieferumfang enthaltenNicht im Lieferumfang enthaltenNicht im Lieferumfang enthalten
Re-validated against each BC release wave under a maintenance agreementIm Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungTeilweise Unterstützung

Häufig gestellte Fragen zu Affiliate & Referral Management for Business Central

Is this an instant AppSource download?

No. This is a build-to-order extension. ECOSIRE develops it in AL to match your commission rules, validates it in your sandbox, then publishes it into your tenant as a scoped per-tenant extension. It is installed and supported by us, not downloaded from Microsoft AppSource.

How long until it's live in our environment?

Typical delivery is about one working week from a confirmed requirements call, depending on how many commission tiers, attribution sources (manual vs. API/storefront), and report layouts you need. You get a fixed timeline after the scoping call; simple single-tier programs land faster.

What happens with support and updates after install?

Under a maintenance agreement ECOSIRE keeps the extension compatible with each Business Central major release (the twice-yearly waves), fixes issues, and ships small enhancements. We re-validate the app against new BC versions in your sandbox before any production upgrade so a platform update never breaks payouts.

Can web or storefront orders attribute automatically?

Yes. We expose a custom API page on the Business Central REST/OData v4 endpoint so your storefront or middleware can stamp a referral code when it creates the sales order. Event subscribers on the posting routines then capture the attributed revenue with no manual keying.

Do affiliate payouts post into real accounting?

Yes. Each affiliate is linked to a Vendor card, and approved commissions post as vendor invoices. That means payouts flow through standard accounts payable, payment journals, and any withholding or 1099 handling you already use — fully auditable inside Business Central.

Angebot anfordern

Affiliate & Referral Management for Business Central

A build-to-order Business Central extension that registers affiliates and referrers, attributes sales to referral codes and links, calculates tiered commission, and posts payouts as vendor invoices — installed per-tenant and supported by ECOSIRE.

  • Affiliate/Partner master records as a new AL table with list and card pages, linked to both Customer and Vendor cards for billing and payout
  • Referral code and tracking-link entities with validity dates, status, and per-affiliate uniqueness validation
  • Sale attribution via table extensions on Sales Header / Sales Invoice Header carrying affiliate and referral code
  • Automatic capture of attributed revenue through event subscribers on sales posting routines (OnAfterPostSalesDoc) — no double entry

Angebot anfordern

Beschreiben Sie Ihre Anforderungen an Affiliate & Referral Management for Business Central, und wir senden Ihnen Preise, Lizenzoptionen und ein maßgeschneidertes Angebot – in der Regel innerhalb eines Werktags.

Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.