Eligibility rules

Bitta Commission separates earning commission from being allowed to pay it. The Commission Eligibility Policies page lists the versioned policies that decide when a calculated earning moves from pending to eligible, which is what settlement picks up. This page explains each column on that page, how to create a policy with New Eligibility Policy, how pending amounts are released, and how aging rules and eligibility holds add control for overdue invoices and open cases.

Before you start

• Creating a policy requires the Bitta Commission Setup Administrator permission set. See Permission sets.
• Anything other than On Posting, 100 percent and zero hold days belongs to the Cash-based eligibility and holds module. Switch it on in Commission Feature Management. See Optional modules.

What the policies page shows

1. Search for Commission Eligibility Policies and open it. The page is read-only and lists every policy version.

Column	What it shows
Code, Description, Version No.	The policy and its version.
Eligibility Trigger	The event that makes earned commission eligible.
Eligible Percent	The percentage of earned commission that becomes eligible.
Hold Days	The days before earned commission becomes eligible.
Allow Negative Eligibility	Whether linked negative eligibility movements are allowed.
Effective From, Effective To	The dates the policy version covers.
Status	Draft, active or retired.

The core calculation uses On Posting, 100 percent eligibility and zero hold days. When you switch on the Cash-based eligibility and holds module, Bitta Commission adds a CASH-COLLECTED policy ("On Payment, 100% of collected cash") if it does not exist yet.

Create an eligibility policy

2. Choose New Eligibility Policy. Enter a new Code, a Description, Effective From and, optionally, Effective To. The dates must cover the dates of the component that will use the policy.
3. Choose when commission Becomes Eligible:

Option	Behavior
On Posting	Eligible immediately, or after Hold Days if you set them. The whole earning stays pending until the hold ends.
On Payment	Eligible Percent of each earning becomes eligible in proportion to customer payments applied to the invoice. The rest becomes eligible when the invoice is closed. An unapplied payment moves the share back to pending.
On Full Payment	The whole earning stays pending until the invoice is closed by payment, credit or write-off.

4. Read the Eligibility summary, which explains the behavior you are about to create, and choose OK.

The saved policy is Active and immutable. A policy code can never be reused, so existing policy history cannot be overwritten. When the dialog is opened for a component from the setup checklist, Apply to Draft Component shows the Draft component that will use the new policy.

Release pending commission

Pending amounts are released by Release Pending Eligibility. It checks matured hold days, customer payments applied to the invoice and closed invoices as of the work date. It is safe to run repeatedly: every release is an append-only eligibility entry, so repeated runs never double count.

• Run it from Commission Earnings, where a message reports how many releases were recorded, or from the Bitta Commission Role Center.
• Or schedule it: Prepare Native Scanner Jobs on Bitta Commission Setup creates the job queue entry "Bitta Commission pending eligibility release" in On Hold status, and you set it to Ready. See Capture posted sales.

Earnings under an active aging hold are skipped until the hold clears.

Aging rules for overdue invoices

Search for Commission Aging Rules and add a rule per payment policy version:

1. Set Days Overdue Threshold, the days past the invoice due date.
2. Choose the Aging Action: Flag records the overdue amount, Hold holds it until the invoice closes, and Forfeit forfeits it.
3. Turn on Also Apply When Customer Is Credit Blocked if the rule should also apply, regardless of days overdue, when the customer is blocked, and select Enabled.

Open Commission Aging and choose Evaluate Aging to evaluate all pending commission as of the work date. Repeated evaluations never double count, and holds clear automatically when the invoice is settled. Register Scanner Jobs on Commission Source Capture Setup creates the job "Bitta Commission commission aging evaluation" on hold. Aging rules never change amounts that are already released.

For conditional pay, Commission Release Conditions keeps pending commission pending until a source fact attribute, final cost, final payment or a manual approval is present, and forfeits it after the expiry days or when the participant is terminated. Work the queue on Commission Pending Releases.

Eligibility holds

A hold keeps eligible commission out of settlement until it is released. Open Eligibility Holds and choose Place Hold.

Hold Type	What it keeps out
Source	One source document, including its returns and corrections.
Earning	One earning.
Component	One component, for one participant or for everyone.
Participant, Compliance, Missing Data, Management	The commission of one participant.
Paysheet	A whole settlement batch. It cannot be submitted or frozen while held.

Every hold needs a Reason Code. To release, choose Release Hold and give a Release Reason Code; the commission becomes available to the next settlement.

Placing a hold requires the Cash-based eligibility and holds module. Dispute holds are covered in Commission disputes. The Commission reports shows where these pages appear.

What's next

Route plans, statements and settlements to a second person: Approval policies.