Bitta Apps

Chapter 4 of 8

Configure

Configure the organization, calendars, plans, rates and commission models, then the crediting, eligibility, approval and source capture rules that feed calculation. Start with the core engine and switch on optional modules only when a plan needs them.

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  1. 01Optional modulesStart with the core commission engine and switch on quotas, advanced models, disputes, multi-currency, deferrals and more per company when your plans need them.
  2. 02ParticipantsCreate commission participants, map each one to a Business Central salesperson so posted sales are attributed correctly, and redirect payment to another payee.
  3. 03Sales hierarchiesModel your sales organization for commission in Business Central: positions and their holders, teams, dated reporting lines and CSV import of the organization.
  4. 04Sales territoriesReference for commission territories in Business Central: territory types and rules, territory owners, overlay credit and the Test Resolution check for a sale.
  5. 05Commission periodsCreate commission calendars and periods, learn what each period status allows, and use the period actions that open, approve and close commission periods.
  6. 06Commission plansBuild a commission plan in Business Central with components, measures and assignments, and take each version from Draft through independent approval to Publish.
  7. 07Flat-rate commissionPay commission as a percent of sales or gross margin, a fixed amount per document or an amount per unit sold, with worked examples, rounding and returns.
  8. 08Tiered commissionSet up tiered commission rates in Business Central: enter tier bands, choose marginal, tiered or retroactive tiers, and see how returns move back through tiers.
  9. 09Quotas and targetsSet period sales targets, split annual and team quotas, weight components per participant, and pay on attainment with bands, hurdles, accelerators and gates.
  10. 10Bonuses and SPIFFsHow bonus and SPIFF components work: a bonus for reaching a sales goal, a SPIFF on promoted items in a window, and the period close that calculates both.
  11. 11Manager overridesHow Bitta Commission pays sales managers on their team's results: the Manager Override period-close model and roll-up, team and manager additive credit.
  12. 12Draws and guaranteesHow draw and guarantee components work: a recoverable or non-recoverable minimum per period, recovery from later earnings, and the draw balance and ledger.
  13. 13Advanced modelsReference for the advanced commission models: growth, residual, royalty, pool, ranking, scorecard, discretionary and formula, with modifiers and rate tables.
  14. 14Crediting and splitsHow Bitta Commission decides who gets credit for a sale before commission is calculated: crediting rules, credit splits, additive credit, caps and overrides.
  15. 15Eligibility rulesDecide when earned commission can be paid: on posting, when the customer pays, after hold days or when a hold is released, plus aging for overdue invoices.
  16. 16Approval policiesRequire a second person to approve commission plans, statements, settlements and postings, with single or multi-stage approval policies and notifications.
  17. 17Capture posted salesCalculate commission from what you actually posted: capture Business Central sales invoices and credit memos as source facts and review each one first.
  18. 18External sourcesPay commission on more than posted sales: service, project and purchase documents, selected G/L entries, recurring contracts, CSV imports and a staging API.
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