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Affiliate & Referral Management for Business Central — A build-to-order Business Central extension that registers affiliates  — 1/1イメージプレビュー

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 & Referral Management for Business Centralとは?

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.

主な機能

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

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

この製品について

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.

得られるもの

  • 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

これは誰のためのものですか

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.

Affiliate & Referral Management for Business Central の比較方法

基準エコシエールカスタムビルド競合他社Dynamics 365 Business Central 標準機能
Affiliate master linked to both Customer and Vendor records付属部分的なサポート部分的なサポート含まれていない
Automatic sale attribution via posting event subscribers (no double entry)付属部分的なサポート部分的なサポート含まれていない
Tiered commission rules by category, customer, or revenue band付属部分的なサポート部分的なサポート含まれていない
Payouts posted as vendor invoices through standard AP付属部分的なサポート部分的なサポート含まれていない
Referral-code stamping from storefront via BC REST/OData API付属部分的なサポート部分的なサポート含まれていない
Built, installed, and supported on your tenant by the vendor付属含まれていない含まれていない含まれていない
Tailored to your exact commission rules without rework付属付属含まれていない含まれていない
Re-validated against each BC release wave under a maintenance agreement付属部分的なサポート部分的なサポート部分的なサポート

Affiliate & Referral Management for Business Central に関するよくある質問

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.

見積もりを依頼

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

見積もりを依頼

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