Bonuses and SPIFFs

Bonuses and SPIFFs pay fixed amounts: a bonus for reaching a goal in a period, a SPIFF for every sale of promoted items inside a window. In Bitta Commission both are period-close models: a calculation run never prices them sale by sale, and Close Commission Period calculates them once for the whole period. This page shows you how to set up each one and how to run the close and a true-up.

Before you start

• Switch on Advanced commission models in Commission Feature Management. Bonus and SPIFF are advanced models. See Optional modules.
• A bonus on attainment needs period targets, which need the Quotas and targets module. See Quotas and targets.
• You need the Bitta Commission Plan Designer permission set to add components. Close Commission Period runs on a published, active, superseded or expired plan version.
• Each participant who can earn needs a calculation period row for the component and period. The close pays only participants with such a row.

The setup wizard can create these plans with the plan styles Bonus for reaching a target and SPIFF on selected items. When you choose Finish, the wizard switches on the modules the style needs (Advanced commission models, plus Quotas and targets for the target bonus) and approves and publishes the plan. See Run the guided setup.

Set up a bonus

A Bonus pays the bonus amount once per participant and period when its condition is met.

1. On Commission Components of the Draft version, choose New Component and set Model to Bonus.
2. In Model Settings, choose the Bonus Condition and, where needed, a Condition Value:

Bonus Condition	Pays when
Always	The participant has a period base above zero.
Attainment Percent	The participant has a positive target and the attainment percent reaches the condition value, for example 100.
Base Amount	The period base reaches the condition value.
New Customer	The number of new customers reaches the condition value, at least one.
Product In Window	The number of qualifying product sales in the window reaches the condition value, at least one.

3. Choose OK, then Rates. On Commission Rates, Amount Means reads "Bonus amount". Enter it in Amount (Company Currency) and choose Save Rates.

Optional settings in Model Settings:

• Timed Window with Window From and Window To: only sales inside the window count, so the condition must be met by the window end.
• First N: only the first N participants to meet an Always, Base Amount or Attainment Percent condition are paid, in the order in which they reached it.
• Item Filter and Item Category Filter: the sales that qualify for the Product In Window condition.
• Mix Multiplier with mix requirement lines: the bonus is multiplied when every required item category holds its minimum share of the period base. Maintain the lines with Rank Shares and Mix Lines after the component is saved.

Example: a Bonus of 500.00 with the condition Attainment Percent at 100 and a period target of 10,000.00. A participant with a period base of 11,000.00 earns 500.00 at the close; a participant with 9,000.00 earns nothing. If a return later brings the first participant below 10,000.00, a True-Up close appends -500.00.

Set up a SPIFF

A SPIFF pays the amount per qualifying sale for every qualifying sale inside its window.

1. Add a component with the Model SPIFF.
2. In Model Settings, enter Window From and Window To, and an Item Filter (for example 1000..1999) or an Item Category Filter. Plan validation reports a SPIFF without a window start and end date.
3. Choose Rates and enter the amount per qualifying sale in Amount (Company Currency).

Optionally enter First N so that only the first N qualifying sales of the component pay, whoever makes them.

A qualifying sale is a measured invoice line inside the window whose item passes the filters. The whole-period count is recomputed at every close, so each sale pays exactly once. A linked return takes one sale back, and it is judged on the date and item of its original sale.

Example: a SPIFF of 25.00 per sale of items in the filter from March 1 to March 31. Three qualifying sales pay 75.00. If one of them is returned, the next close appends -25.00.

Close the period

During a calculation run, a bonus or SPIFF component records a zero, measurement-only earning for each sale. The entitlement is calculated by the close.

1. In Tell Me, search for Close Commission Period, or choose Close Period on Commission Period Closes.

2. Enter the Plan, the Plan Version number and the Calculation Period.

3. Choose the Close Type:

   • Period Close for the first close of the period.
   • True-Up to recalculate a closed period after late sales or returns. It needs an earlier close of the same plan version and period.
   • Discretionary to apply approved discretionary earnings only. See Advanced models.

4. Optionally enter one Component. Leave it blank to close every period-close component of the version.

5. Choose OK. Business Central confirms how many earnings the close appended and their total delta.

Each close calculates the whole-period entitlement of every participant, compares it with what is already recognized and appends only the difference as a new earning. Running a close again with unchanged data appends nothing, so it never pays twice. Components are closed in a fixed order: base models first, then manager overrides, then guarantees, then draws. New earnings then flow through eligibility and settlement like any other earning.

Commission Period Closes lists every close, true-up and discretionary apply with the number of earnings it appended, their total delta, who ran it and a hash. Choose Period Earnings, Earnings or Calculation Run to drill down.

What to check if it goes wrong

Symptom	What to do
Bonus or SPIFF earnings are zero after a calculation run	Expected. These models are paid by Close Commission Period.
BAA-CLOSE-NOTHING	The plan version has no period-close components effective in the period.
BAA-CLOSE-TRUEUP	Run a Period Close first; a true-up needs an earlier close.
A bonus on attainment pays nothing	The participant needs a positive target on the calculation period row.
BAA-FEATURE-OFF when adding the component	Switch on Advanced commission models.

Close and reopen of the commission period itself is a separate step: see Close a period. For Role Center entry points, see Commission reports.

What's next

Pay managers on their team's results: Manager overrides.