Setup wizard
Try with demo data
Create the Bitta Commission demo in an evaluation company: two sample salespeople, two Draft plans and a preview that checks the commission arithmetic for you.
updated: applies-to: 1.2.0.0
Bitta Commission can create a small, repeat-safe demo so you can see participants, Draft plans and calculated amounts before you set up your real salespeople. This page shows where to run the demo, what it creates, how to read the Commission Demo Preview and how the demo differs from a real setup.
Before you start
- Use a separate company that Business Central marks as an evaluation company, for example a company named CRONUS Commission Demo. In any other company, choosing Next with Create Demo selected stops with "Create Demo is available in an evaluation company. Switch to an evaluation company or choose Set Up My Company."
- Activate your trial first. See Activate a license. The demo uses your existing license, and its two sample earners are active participants, so they count toward the active participant limit (5 in a trial). See Pricing and trial.
- You need the Bitta Commission Setup Administrator permission set and permission to create Salespeople/Purchasers, because the demo adds two sample salespeople.
TIP
Run the demo in a company you can discard. Demo records are real commission records in that company.
Create the demo
- Open Set Up Bitta Commission.
- On 1. Get started, set What would you like to do? to Create Demo.
- Choose Next. The wizard goes straight to Review and create your demo, which describes what it will create and the expected preview amounts.
- Choose Create Demo. The wizard closes and the Commission Demo Preview page opens.
What the demo creates
| Record | Demo content |
|---|---|
| Salespeople | BAA-DEMO-FLAT (Demo Sales Earner - Flat Rate) and BAA-DEMO-TIER (Demo Sales Earner - Progressive), each with 5 percent commission. |
| Participants | One active participant per sample salesperson, with a dated salesperson mapping and participant version. |
| Plans | Demo Flat Commission: 5 percent of sales. Demo Progressive Commission: 5 percent up to 1,000 and 10 percent above. Both are Draft plans in company currency. |
| Assignments | A 100 percent direct assignment of each participant to its plan, from the work date to the end of that year. |
| Calendar | Calendar BAA-DEMO with a period covering those dates, created if missing. |
| Viewing link | Your own user is linked to the flat-rate sample earner, only when no existing user link of yours overlaps the dates. |
Read the Commission Demo Preview
The header shows What this shows, Configuration Complete, Configuration Details and Preview Arithmetic. When every example agrees, Preview Arithmetic reads "Calculated preview matches all expected examples."
| Preview Example | Sample Sales Amount | Expected Commission |
|---|---|---|
| Preview: flat-rate sale | 1,000 | 50 |
| Preview: return against flat sale | -400 | -20 |
| Preview: flat sale less return | 600 | 30 |
| Preview: progressive sale | 1,500 | 100 |
| Preview: combined net commission | 2,100 | 130 |
The progressive example is 1,000 at 5 percent plus 500 at 10 percent. Calculated Preview uses the same arithmetic strategies as operational calculation, and Difference should be zero. The two summary rows are not extra transactions. Select a row to read its Calculation Explanation. Open Sales Earner opens the participant and its mappings; Open Plan and Next Steps opens the plan version with its rates, assignments and approval steps.
The sample sales and results exist only on this page. No sales documents or commission earnings are posted.
Run it again
Create Demo is repeat-safe. Running it again reuses the saved demo receipt and opens the preview without creating duplicates. If a salesperson with the code BAA-DEMO-FLAT or BAA-DEMO-TIER already exists outside the demo receipt, the demo stops rather than adopting your data. If the demo needs attention, a message shows the saved details and the receipt is kept so you can resume.
Demo compared with a real setup
| Create Demo | Set Up My Company | |
|---|---|---|
| Company | Evaluation company only | Any company |
| Salespeople | Two sample salespeople it creates | Your existing salespeople |
| Plans | Two fixed Draft plans | The plan style you choose |
| Preview | Hypothetical sales of 1,000, -400 and 1,500 | Last month's posted sales invoices |
| After you create it | The plans stay Draft. Nothing is captured or calculated. | Finish approves and publishes the plan, starts collecting posted sales and schedules the daily calculation. |
The demo never approves or publishes its plans. Using a demo plan operationally would still take validation, approval and publication; see Commission plans. To preview your own salespeople, run the wizard with Set Up My Company and read What each salesperson would have earned on the 9. Review step. Nothing is created until you choose Finish, and after Finish the plan is live and the daily calculation is scheduled. See Run the guided setup.
What's next
Plan the rest of your implementation: Setup checklist.