什么是 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 $499.00 USD; request a quote for a scoped proposal.
产品详细信息以英文显示。翻译即将推出。
示意预览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.
核心功能
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
按需定制，全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。
- 3
上线 + 支持
约 2–4 周内上线，并提供上线后的支持期。
关于此产品
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.
你得到什么
- 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
这是给谁的
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 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Affiliate master linked to both Customer and Vendor records | 包含 | 部分支持 | 部分支持 | |
| Automatic sale attribution via posting event subscribers (no double entry) | 包含 | 部分支持 | 部分支持 | |
| Tiered commission rules by category, customer, or revenue band | 包含 | 部分支持 | 部分支持 | |
| Payouts posted as vendor invoices through standard AP | 包含 | 部分支持 | 部分支持 | |
| Referral-code stamping from storefront via BC REST/OData API | 包含 | 部分支持 | 部分支持 | |
| Built, installed, and supported on your tenant by the vendor | 包含 | 不包括在内 | 不包括在内 | |
| Tailored to your exact commission rules without rework | 包含 | 包含 | 不包括在内 | |
| Re-validated against each BC release wave under a maintenance agreement | 包含 | 部分支持 | 部分支持 |
关于Affiliate & Referral Management for Business Central的常见问题
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 2 to 4 weeks 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.
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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