Percent of sales, margin, and per unit

The simplest commission plans pay one rate or one amount on every sale: a percent of sales, a percent of margin, a fixed amount per document, or an amount per unit sold. This page explains how to set up these models, what each measure basis means, and how returns and rounding work, with worked examples.

Before you start

You need the Bitta Commission Plan Designer permission set (BAA Comm Plan Dsgnr) and a plan with a Draft version. See Plans, versions, and assignments.
Flat Rate and Flat Amount are core models. Per Unit needs the Advanced commission models module. See Turn features on as you grow.
Percent of margin needs captured cost evidence. Native cost capture must be set up. See Business Central sales sources.

The setup wizard creates these plans for you with the styles Percent of sales, Percent of margin and Amount per unit sold. See Guided setup wizard.

Choose a model and a measure basis

Model	Pays	Measure basis	Rate cell
Flat Rate	One percent of the base	Net Amount, Gross Margin, Monthly Recurring Revenue, Annual Recurring Revenue or Net New Monthly Recurring Revenue	Rate %
Flat Amount	A fixed amount per counted item	Document Count, New Customer Count or New Product Count	Amount (Company Currency)
Per Unit	A fixed amount per base unit sold	Quantity	Amount (Company Currency)

What each basis measures:

Net Amount: posted sales amount, excluding VAT, in company currency, including credit memo reversals.
Gross Margin: net amount less the actual cost captured for the sale.
Quantity: posted quantity in base units.
Document Count: one per posted invoice. A linked return counts back the share of the original document it reverses; an unlinked credit memo counts minus one.
New Customer Count and New Product Count: the first sale to a new customer, or of a new product to a customer.
The recurring revenue bases measure recurring contracts and subscription events. See Imports, G/L rules, and recurring contracts.

Add a flat component

Open the Draft plan version and choose Components, then New Component.
On Edit Commission Component, enter:

Field	What it does
Code	A unique component code within the version, up to 22 characters.
Description	What the component pays for.
Sequence No.	The order in which the component is evaluated.
Weight Percent	The allocation weight. All components of the version must total 100 percent, unless a component uses the multiplier weight mode.
Effective From, Effective To	The dates within the version.
Model	Flat Rate, Flat Amount or, with Advanced commission models, Per Unit.
Measure Basis	What the component measures. Per Unit always uses base quantity.
Measure, Company Currency Base / Quota, Payment Policy, Accounting Policy	The versioned definitions the component uses. Choose them with the lookup.

Choose Create Company Currency Defaults if you do not have these definitions yet. It creates a measure matching the model and basis, a company-currency base, an On Posting 100 percent payment policy with zero hold, and an earned expense and liability accounting policy. Existing setup is preserved.
Choose OK. Saving creates the posted sales invoice and credit memo rules for the component, visible through Sales Rules.
Choose Rates to open Commission Rates. Enter one row starting at zero with an open upper bound:
- Rate % for Flat Rate, for example 5 for five percent.
- Amount (Company Currency) for Flat Amount and Per Unit.
Choose Save Rates.

Commission Sales Rules lists the governed rules that select posted sales invoices and credit memos for the component, with their dates and definition hash.

TIP

Each credited participant needs one effective 100 percent assignment in the plan version. Linked returns follow the original credit automatically.

Worked examples

Percent of sales

A Flat Rate component at 5 percent on Net Amount.

Event	Base	Commission
Invoice	1,000.00	50.00
Linked return of part of that invoice	-400.00	-20.00
Net result	600.00	30.00

Percent of margin

A Flat Rate component at 10 percent on Gross Margin. An invoice of 1,000.00 with a captured cost of 600.00 has a margin of 400.00, so the commission is 40.00.

If Business Central later adjusts the item cost, the change is captured as new cost evidence and applied through a cost adjustment correction linked to the original earning. The original earning is not overwritten.

Amount per unit

A Per Unit component at 5.00 per unit. Selling 10 units pays 50.00. A linked return of 2 units reverses 10.00.

Amount per document

A Flat Amount component at 25.00 per document on Document Count. Three posted invoices pay 75.00. A linked return of 400.00 against a 1,000.00 invoice counts back 0.4 of that document and reverses 10.00.

Rounding and currency

Amounts are rounded with the Calculation Precision and Rounding Direction on Bitta Commission Setup (0.01 and nearest by default). The app rounds the cumulative entitlement for the period and records each earning as the change from the previous result, so the parts always add up to the rounded total. Amount rates are fixed in the rate table's currency once the plan is published.

Optional modifiers

The Modifiers group on the component editor is optional. You can add a Period Cap Amount, a Period Floor Amount, a hurdle and other modifiers. Leave the defaults for a plain flat plan. See Advanced models.

What to check if it goes wrong

Symptom	What to do
BAACOMM-PUB-MEASURE-MARGIN-001	Gross margin needs captured cost evidence for the document. Run the native cost capture and calculate again.
Salesperson has no participant mapping effective on the date	Create the dated salesperson mapping on the participant card. See Participants and payees.
Per Unit is not offered as a model	Switch on Advanced commission models.
Weights do not total 100	Adjust Weight Percent across the version's components.