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Bitta Commission guide

Follow the chapters in order, from the first install to everyday use. Each page tells you what to open in Business Central and what to fill in.

Start with How commission worksBrowse the reference

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  1. Chapter 1

    Before you start

    3 pages
    1. 01How commission worksStandard Business Central stores one Commission % per salesperson. See how Bitta Commission turns posted sales into explained, paid and reconciled commission.
    2. 02Set up commissionSet up sales commission in Business Central step by step: install, activate a trial, run the setup wizard so commission runs, then complete your first pay cycle.
    3. 03Permission setsChoose which of the 12 Bitta Commission permission sets each user needs, and add commission user scopes that decide whose commission records each user can see.
  2. Chapter 2

    Install and activate

    2 pages
    1. 01Install and upgradeInstall Bitta Commission from Microsoft AppSource on Business Central online 28.0 or later, see what installation sets up in each company, and check an upgrade from 1.1.
    2. 02Activate a licenseActivate a Bitta Commission 30-day trial or subscription with the code Bitta Apps issues, or a signed offline file, then check the verified license state.
  3. Chapter 3

    Setup wizard

    4 pages
    1. 01Run the guided setupUse the Set Up Bitta Commission wizard to turn your Business Central salespeople into commission participants, publish their plan and start commission running, after previewing what last month would pay.
    2. 02Try with demo dataCreate the Bitta Commission demo in an evaluation company: two sample salespeople, two Draft plans and a preview that checks the commission arithmetic for you.
    3. 03Setup checklistVerify a commission setup after the wizard with the Setup Checklist, the Implementation Checklist, industry templates, Season Readiness and Company Readiness.
    4. 04Import from ExcelMove commission setup out of spreadsheets: load participants, plans and rates, quotas, opening balances, external settlements and open invoice commissions from Excel templates and check every row first.
  4. Chapter 4

    Configure

    22 pages
    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 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, pay on attainment with bands, hurdles, accelerators and gates, copy targets to the next period with an uplift, and track pacing.
    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: line rate, growth, residual, royalty, pool, ranking, scorecard, discretionary and formula, with modifiers and rate tables.
    14. 14Line rates and margin poolsPay every invoice line at its own rate, from a rate table or from margin bands chosen on the margin pool of the document, and see what happens when a line finds no rate.
    15. 15Crediting and splitsHow Bitta Commission decides who gets credit for a sale before commission is calculated: crediting rules, rate and deduction rules, credit splits, additive credit, caps and overrides.
    16. 16Customer agreementsReduce the commissionable base and set per-line rates with Deduct From Base and Set Rate credit rules, and keep buying group agreements, value lists and standard exclusions in one place.
    17. 17Eligibility rulesDecide when earned commission can be paid: on posting, when the customer pays, after hold days or when a hold is released, plus payment discounts, unapplied payments, aging for overdue invoices and holds.
    18. 18Credit memo nettingReduce commission when a credit memo is applied to the invoice, exclude short-pay credit memos, handle unapplications and payment discounts, and follow the release job in its log.
    19. 19Approval policiesRequire a second person to approve commission plans, statements, settlements and postings, with single or multi-stage approval policies, notifications and the administrator approval right.
    20. 20Capture posted salesCalculate commission from what you actually posted: capture Business Central sales invoices and credit memos as source facts and review each one first.
    21. 21Commission costsChoose the cost a margin uses, keep dated commission costs per item, import them from Excel, and catch item lines without a cost before they pay the wrong band.
    22. 22External sourcesPay commission on more than posted sales: service, project and purchase documents, selected G/L entries, recurring contracts, CSV imports and a staging API.
  5. Chapter 5

    Daily use

    9 pages
    1. 01Calculate commissionCalculate commission in Business Central for one document or a whole period, test the numbers with a trial run that writes no ledger, and schedule daily runs.
    2. 02Explain any earningAnswer why a rep earned a given amount: trace each commission earning to its source document, credit, rate or tier, modifiers, true-up and rounding.
    3. 03Commission ledgerRead the append-only commission earnings ledger and participant balances, follow money from Pending to Settled, and see how corrections add linked entries.
    4. 04Commission returnsAdjust commission for credit memos and returns: calculate linked returns against the original sale, and process approved manual corrections and requests.
    5. 05Exception handlingWork commission exceptions with owners and due times: failed or held source rows, documents that earned nothing, suspense postings, unrecovered draws and the data quality rules behind them.
    6. 06Estimated commissionShow reps what a Business Central sales quote, order or invoice would earn before it posts, line by line with Why this rate?, and print or e-mail an estimate of all open documents.
    7. 07Why this rate?See which credit rules, margin pool and band gave a line its rate, on an open quote or order before posting and on a posted earning or invoice.
    8. 08Sales rep viewGive sales reps a read-only view of their own attainment, earnings, payouts and statements in Business Central, with the calculation steps behind every amount.
    9. 09Plan acceptanceDistribute commission plan documents to reps with delivery evidence, and let them acknowledge, accept, reject or comment on their plan inside Business Central.
  6. Chapter 6

    Close, reconcile and report

    11 pages
    1. 01Close a periodHow a commission period is closed: the period pipeline, interval closes for bonuses and draws, close gates with evidence-bound sign-off, and approved reopening.
    2. 02Settle commissionSettle commission for payout: set up pay groups with frequency and payment limits, select eligible balances to a cutoff, approve and freeze, then pay.
    3. 03Commission paid outside Business CentralRecord commission already paid outside Business Central so it is never paid twice, and import commission that waits on open invoices at go-live.
    4. 04Payroll-ready exportSend commission to payroll as a CSV file from a frozen settlement, import the payroll acknowledgement and resend rejected lines. File-based, no connector.
    5. 05Pay through PayablesPay agents and brokers commission as vendors: create purchase invoices or credit memos per settlement line, or add commission lines to the vendor's invoice, and post through standard Payables posting.
    6. 06Commission accrualsPost commission accruals to the G/L: set accounting policies and account mappings, approve and post balanced proposals through standard journals, or schedule the accrual.
    7. 07G/L reconciliationReconcile commission to the general ledger line by line, give every difference a reason, and sign off only when the evidence is unchanged and nothing differs.
    8. 08Earnings statementsGenerate commission statements from frozen settlements, route them through approval, make them available to reps in Business Central or e-mail them as PDF, then print and archive.
    9. 09Email statementsE-mail approved statements as PDF from the statement list or a settlement, with a logged send per statement, Word layouts and the new statement line values.
    10. 10Commission disputesLet reps dispute a commission statement line, review and resolve each case with an owner and due date, and hold only the disputed amount from payment.
    11. 11Commission clawbacksRecover commission clawbacks that exceed what a rep is still owed: recover from later settlements within limits, write off, or hold the debt for review.
  7. Chapter 7

    Advanced

    6 pages
    1. 01ASC 340-40 deferralsCapitalize commission cost under ASC 340-40 and IFRS 15 and amortize it straight line over a benefit period, with layer schedules and a cost disclosure report.
    2. 02Multi-currencyPay participants commission in their own currency with dated rate rules, frozen exchange rate snapshots, measure currency rules and FX adjustments.
    3. 03What-if scenariosModel a plan change before rollout: project a hypothetical sale with What-If, or replay past sales under new rates or a draft plan without touching any ledger.
    4. 04Payout forecastForecast commission payouts and liability from trailing periods and the open pipeline, and review rule-based anomaly alerts before you pay commission.
    5. 05AI plan assistantDraft commission plan components from plain language with the in-app assistant, which runs inside Business Central with consents, labeled drafts and audits.
    6. 06Multi-company setupRun commission across Business Central companies: compare readiness, copy calendars and Draft plans to another company, and report earnings across companies.
  8. Chapter 8

    Manage and troubleshoot

    4 pages
    1. 01License lifecycleUnderstand Bitta Commission license states, salesperson capacity and the daily refresh, what a lapsed license blocks, and what keeps working for your data.
    2. 02Job queue monitoringSet up the commission job queue entries, schedule calculation runs, monitor the run log and exceptions, and collect a sanitized diagnostics package for support.
    3. 03Audit and securityKeep commission evidence tamper-evident with append-only ledgers, SHA-256 hashes and segregation of duties, and run the integrity sweep over the ledgers.
    4. 04TroubleshootingFind and fix the most common Bitta Commission refusal codes for modules, licensing, access, approvals, periods, statements and settlements, plus a setup check.
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