Chapter 4 of 8Page 1 of 22

Configure

Optional modules

Start with the core commission engine and switch on quotas, advanced models, disputes, multi-currency, deferrals and more per company when your plans need them.

updated: applies-to: 1.2.0.0

Bitta Commission is split into modules, so a new company starts with the core commission engine and switches on advanced capabilities only when its plans need them. Commission Feature Management is where a setup administrator turns each module on or off for the company and opens the module's setup.

Before you start

  • You need the Bitta Commission Setup Administrator permission set to switch modules. A switch attempt without it stops with BAA-FEATURE-ADMIN.
  • Modules are switched per company. A switch in one company does not change another.
  • Every module is included in the Bitta Commission subscription. See Pricing and trial.

The modules

The core engine is always on and cannot be switched off. Every other module is optional.

Module What It Adds Defaults prepared when you turn it on
Core commission Flat rate, flat amount and tiered commission on posted sales, settlement, payroll-ready export, G/L posting and statements. Always on.
Quotas and targets Period targets, team quota allocation and participant weights. None. Use Allocate Target, team targets and participant weights on a plan version.
Advanced commission models Per unit, bonus, SPIFF, ranking, pool, draw, guarantee, scorecard, discretionary, formula and multi-dimensional rate models. None. The models appear when you add a component to a Draft plan version.
Cash-based eligibility and holds Cash-based and deferred eligibility, hold days, eligibility holds, aging and forfeiture. The CASH-COLLECTED eligibility policy, which releases commission when the customer pays.
Disputes Participant disputes on delivered statements with categories, response SLAs and scoped payment holds. A response SLA for every dispute category: 48 hours (24 high, 8 urgent) with manager escalation.
Advanced approvals Multi-stage approvals, automatic delegation and approval SLAs beyond the single-approver policy. A default single-approver plan approval policy naming you, when none is active.
Multi-currency Settlement in participant currencies, dated rate rules, measure currency rules and FX adjustments. Multi-currency settlement with dated default rate rules and source-rate capture. On a new currency setup, settlement uses the pay group currency, then the participant currency.
Deferred commission accounting ASC 340-40 and IFRS 15 capitalization and amortization of commission cost. The CAPITALIZE accounting policy (capitalize and amortize straight line) with a 12-month benefit period.
Simulation and forecasting What-if, scenarios, payout forecasts and anomaly detection. The default anomaly detection rules.
AI plan drafting Draft plan components from plain language, explain earnings and answer dispute questions. Every AI capability is off while this module is off, and drafts are never activated automatically. None. See AI plan assistant.

Defaults are created only when they are missing, so turning a module on again never duplicates configuration you already have.

Some Release 1.2 features belong to a module. The Line Rate model, which pays every invoice line at its own rate with margin pools, is one of the models of Advanced commission models. See Line rates and margin pools. The Commission Release Log, the Commission Release Worklist and the Credit Memo Netting Entries and Credit Memo Netting Exclusions pages are part of Cash-based eligibility and holds. See Credit memo netting.

Other Release 1.2 features are part of the core and always available, for example customer agreements, value lists, commission costs, commission paid outside Business Central, statement e-mail, document outcomes, Commission Season Readiness, the commission estimate on open sales documents and the Commission FactBox on posted sales invoices and credit memos.

Turn a module on

  1. Open Commission Feature Management. Each row shows the Module, On, What It Adds, Enabled From and Disabled From.
Commission Feature Management listing each module with the On column, What It Adds, Enabled From and Disabled From
Step 1: Commission Feature Management.
  1. Select a module that is off and choose Turn On.
  2. Read the confirmation. It names the module and describes the defaults it prepares.
Confirmation dialog asking to switch on a module and describing the defaults it prepares
Step 3: the confirmation names the module and its defaults.
  1. Choose Yes. The module is switched on, its defaults are prepared and its pages appear in navigation.
  2. If the module has a setup page, you are asked whether to review it now. You can open it later with Open Module Setup:
Module Open Module Setup opens
Quotas and targets, Advanced commission models Commission Plans
Cash-based eligibility and holds Commission Eligibility Policies
Disputes Commission Dispute SLAs
Advanced approvals Commission Approval Policies
Multi-currency Commission Currency Setup
Deferred commission accounting Commission Accounting Policy Settings
Simulation and forecasting Commission Scenarios

For AI plan drafting, Open Module Setup shows a message that the module needs no defaults. Enabled From records the work date of the last switch-on, and every switch is written to the audit trail.

TIP

When you choose Finish in Set Up Bitta Commission, the guided setup switches on the modules your choices need: Advanced commission models for Amount per unit sold, SPIFF on selected items, Manager override on team sales and Draw against commission; Advanced commission models and Quotas and targets for Bonus for reaching a target; and Cash-based eligibility and holds when commission is earned at any other time than When the sale is posted, or after a wait of one day or more. Percent of sales, Percent of margin and Tiered rates need no module. Those switches are audited like a manual one. See Run the guided setup.

Turn a module off

  1. Select a module that is on and choose Turn Off.
  2. Confirm. Disabled From records the work date.
Confirmation dialog asking to switch off a module, saying its pages are hidden and its data keeps processing
Switching a module off asks for confirmation.

Switching a module off hides its pages and refuses its new work. It never stops processing of data created while the module was on. For example, components that already use an advanced model keep their definition and keep calculating.

WARNING

Turning a module off does not remove its configuration. Policies and components created while it was on stay in effect for the records they already govern.

How hiding works

Each optional module has its own application area in Business Central. When you switch a module, the app recomputes the company's application areas, so role center navigation and search follow the switch. Pages also show or hide individual fields and actions for a module.

Services check the switch directly as well. If someone opens a module page from a saved link and starts new work while the module is off, the action stops with a message such as:

NOTE

BAA-FEATURE-OFF The Quotas and targets module is switched off in this company. A Setup Administrator can switch it on in Commission Feature Management.

Code Meaning
BAA-FEATURE-ADMIN Only a Bitta Commission Setup Administrator can switch modules.
BAA-FEATURE-CORE The core engine is always on and cannot be switched here.
BAA-FEATURE-STATE The module is already in the requested state.

Upgraded companies

When an existing company is upgraded, the upgrade switches on every module the company already has data for. Nothing is switched off. See Install and upgrade and the release notes.

What's next

Set up the people who earn commission: Participants.

// next step

Ready to try Bitta Commission?