Crediting and splits

Crediting decides who receives credit for a sale before Bitta Commission calculates any commission. This page shows you how to refine the default credit with crediting rules, credit splits, additive credits and caps, how to test a rule against a captured sale, and how to review the result in Credit Explorer.

Before you start

• Rules, additive credits and caps are maintained with the Bitta Commission Crediting Configuration permissions, which are part of the Bitta Commission Plan Designer and Bitta Commission Setup Administrator permission sets. See Permission sets.
• Crediting rules belong to a plan component and change only while the plan version is Draft. See Commission plans.
• A component without crediting rules credits exactly as before: the salesperson's mapped participant receives the credit.

Default crediting

For posted sales, the Salesperson Code captured on the source fact identifies who sold. Native sales credit uses that salesperson's participant mapping, independently of the user who posted the document, and linked returns keep the original invoice attribution. See Participants and Capture posted sales.

Set up crediting for a component

1. Search for Component Crediting Rules and open it. Each component shows its Plan Version, Version Status and the number of Credit Rules, Additive Credits and Caps.

2. Select a component of a Draft version and choose Crediting Setup. Component Crediting Setup opens. Set the two fields in the General group:

Field	Option	What it does
Precedence	Priority	The lowest priority number wins, then the most specific rule.
Precedence	Most Specific	The highest specificity wins, then the lowest priority.
Unassigned Handling	Error	The run stops when the component matches a source but no participant resolves.
Unassigned Handling	Route to Unassigned	The credit is held on the unassigned credit worklist.

A remaining tie between rules with different outcomes is blocked. Copy from Predecessor copies the credit rules, additive credits, caps and setup from the component with the same code in the predecessor plan version.

Credit rules

In the Credit Rules part, add a rule with a Code, Description, Priority, Outcome and Credit Type:

• Outcome: Include credits the source, Exclude keeps the component from crediting it.
• Credit Type: Revenue, Non-Revenue (shadow) or Quota-Only.
• Stop Processing: when the rule matches, rules with a higher priority number are not evaluated.
• Effective From, Effective Through and Status: only Active rules take part.

Choose Conditions to open Credit Rule Conditions. Each condition compares an Attribute, such as Document Type, Customer No., Customer Posting Group, Item No., Item Category Code, Location Code, Territory, Salesperson Code, Dimension Value, Net Amount or Custom Attribute, using an Operator such as Equals, In List, Between, Starts With, Greater Than, Blank or Within Territory. For lists, separate values with a vertical bar. The Specificity Score comes from the conditions: exact matches weigh more than lists, prefixes and ranges.

Credit types matter for measures. Without a scope, a measure counts Revenue and Quota-Only credit and ignores Non-Revenue credit. Change this per measure on Measure Credit Scopes.

Additive credits and caps

The Roll-up, Team, Overlay and Manager Credit part gives extra credit without reducing the primary credit. Each line has a Kind (Rollup, Team, Overlay or Manager), a Credit Percent and a Base. Overlay lines find specialists by the resolved territory, or by item category or item for a named specialist. See Manager overrides.

The Credit Caps part limits the credit a participant can receive from the component in one credit period. Leave Participant No. blank to cap every participant without a specific cap. Only Active caps limit credit.

Test credit rules

On Component Crediting Setup, choose Test Source Fact. In Test Credit Rules, enter the Source Fact Entry No. of a captured sale. The Result field shows whether the component credits it, which rule wins and why. The test only reads data.

Share a sale with credit splits

1. Search for Commission Credit Splits, or choose Credit Splits on the plan version card. Add a rule with the Salesperson Code, the Partner Participant No., an optional Plan Code (blank applies to every plan that credits the salesperson), the Split Percent, the dates and a Description, and set Status to Active.

Each partner receives its percent and the salesperson keeps the remainder. The split percent must be greater than 0 and less than 100, active partner shares for one salesperson must total less than 100 percent, and every credited participant needs an active 100 percent assignment in the plan version. Only Active rules apply; Draft and Retired rules are ignored. Returns reverse the original split automatically.

Override and unassigned credit

• Credit Overrides gives the primary credit of one source fact to another participant. On Credit Override, enter the source fact, plan version, optional component, From Participant No., To Participant No., Reason and Evidence Reference, and choose Submit for Approval. Another user approves it; the requester cannot approve their own override. If the source was already credited, the override takes effect through a correction or recovery run.
• Unassigned Credits holds credit that matched a component but resolved no participant, credit above a cap, and proportional return reversals. Assign raises a credit override for approval, Release releases the credit so it is never paid, and Audit shows the audit rows.

Review crediting results

Search for Credit Explorer. It lists every credit entry with its Credit Strategy Code (blank for primary credit, or ROLLUP, TEAM, OVERLAY or MANAGER), Credit Type, the From Participant No. whose credit produced an additive credit, the Split Percent, the Credit Amount, Cap Applied and whether an override chose the recipient. Rule Traces shows the recorded decisions: CLASSIFY, OVERRIDE, ADDITIVE, ADDITIVE-SKIPPED, CAP and UNASSIGNED.

To explain a single earning end to end, see Explain any earning. The Commission reports lists where these pages appear.

What's next

Decide when earned commission can be paid: Eligibility rules.