Configure
Commission periods
Create commission calendars and periods, learn what each period status allows, and use the period actions that open, approve and close commission periods.
updated: applies-to: 1.1.2.0
Bitta Commission divides time into calendars and periods. Commission Calendars lists the versioned calendars that define period frequency, alignment, time zone and effective dates. Commission Periods lists the periods that calculation, settlement and accounting work in, and each period's Status controls whether calculation runs are accepted and whether the period can be closed. This page shows you how to create calendars and periods, what each status means, and which period actions you can run.
Before you start
- You need the Bitta Commission Setup Administrator permission set to create calendars and periods.
- Mark Future, Open Early and Approve Results also require the finance-all security scope. See Permission sets.
You may not need to create a calendar by hand. Prepare Company Defaults on the Bitta Commission Setup Checklist creates a monthly calendar with the code COMM, calendar alignment and the UTC time zone, effective from the start of the work-date year, plus one period per month of that year coded like 2026-01. It also fills Default Calendar Code on Bitta Commission Setup when that field is blank. Existing choices are kept.
Create a calendar
- In Tell Me, search for Commission Calendars and open it.
- Choose New Calendar and fill in New Commission Calendar:
| Field | What it does |
|---|---|
| Code | The business code of the calendar. |
| Description | A description of the calendar. |
| Version No. | A positive version number for this calendar definition. |
| Frequency | Weekly, Biweekly, Semimonthly, Monthly, Quarterly, Semiannual, Annual or Custom. |
| Period Alignment | Calendar, Fiscal, Payroll or Custom. |
| Time Zone | The time zone used for period boundaries. |
| Effective From, Effective To | The dates this calendar version applies. Leave Effective To blank for no end date. |
- Choose OK. Business Central confirms that the calendar version was created.
Calendars are versioned. Two versions of the same calendar cannot overlap: the error "Commission calendar ... already has a version effective during these dates" means you need dates after the current version ends.
Create a period
- On Commission Calendars, select the calendar and choose Periods. Commission Periods opens for that calendar version.
- Choose New Period. On New Commission Period, choose the Calendar Code and Calendar Version No., then enter the Code, Description, Start Date and End Date.
- Choose OK. Business Central confirms that the period was created.
A period must fall inside its calendar version, must have a code that is unique in the calendar, and must not overlap another period of the same calendar. Existing periods are never changed. A period that has not started yet is created with the status Future.
Period statuses
| Status | Meaning |
|---|---|
| Future | The period has not started. Calculation runs are refused until its start date is reached or it is opened early. Setup can still be prepared for it. |
| Open | The period accepts calculation runs. |
| Calculating | A batch calculation run for the period is active. |
| Review | Every batch run of the period finished and the results await approval. |
| Approved | Finance approved the results. A later calculation returns the period to Review, or to Calculating for a batch. |
| Frozen | A close or settlement freeze is in effect. New calculations are refused and corrections follow the closed-period policy. |
| Settled | The period is frozen and every settlement of the period is paid. |
| Closed | The period is closed. |
| Reopened | A closed period was reopened through the governed reopen workflow. |
Calculation accepts a period that is Open, Reopened, Calculating, Review or Approved. A Future period is treated as Open once its start date is reached.
Period actions
| Action | What it does |
|---|---|
| Mark Future | Marks an open period that has not started and has no calculation runs as Future. |
| Open Early | Opens a Future period before its start date so calculation runs can use it. |
| Approve Results | Approves the results of a period in Review. Every batch and calculation run of the period must be finished. |
| Close Checklist | Evaluates the close gates of the period, signs them off and closes it, or requests a governed reopen. |
| Reopen Requests | Shows the governed reopen requests of the period. |
| Batch Runs | Shows the full and incremental batch runs of the period. |
To run or rerun calculation for a period, see Calculate commission. Closing and reopening is described in Close a period.
NOTE
Closed Period Correction Mode on Bitta Commission Setup decides how a correction is handled when its original period is closed: Block, Next Open Period, Original If Open or Require Reopen.
Calculation periods on a plan version
A plan version tracks each assigned participant and component through the periods it covers.
- Open the plan version and choose Calculation Periods. Commission Calculation Periods opens.
- Choose Add Calculation Period and select an existing open period. Bitta Commission creates a tracking row for each assigned participant and component over their applicable dates.
Each row accumulates the component basis (sales amount, gross margin, quantity or document count). New rows start without a target; a target of zero means tracking without quota achievement. Remove Tracking Row removes a Draft row. Cover all participant assignment dates before you submit the version for approval. For targets, see Quotas and targets.
What's next
Build and publish your first plan: Commission plans. For the role center links to these pages, see Commission reports.