Run the guided setup

The Set Up Bitta Commission wizard turns the salespeople you already have in Business Central into commission participants with a Draft plan and dated assignments, in seven steps. This page covers each step, the eight plan styles and what Create Setup creates.

Before you start

• You need the Bitta Commission Setup Administrator permission set. The wizard refuses to open a setup batch without it.
• Activate your trial or subscription first. See Activate a license.
• Your salespeople must exist as Salespeople/Purchasers. The wizard reads them and never changes them.

Open the wizard from Tell Me (search for Set Up Bitta Commission), from Assisted Setup (entry Set up Bitta Commission) or with Open Guided Setup on Bitta Commission Setup. Your choices are saved for your user and company at every step, so Save and close lets you resume later. Back returns to earlier choices without deleting anything.

The Step field at the top names where you are: 1. Get started, 2. Company basics, 3. Who earns, 4. How they earn, 5. Assignments and access, 6. Review and create and 7. Results.

Step 1: Get started

1. Open the wizard. The step shows the Company, License state, Expires on, Days remaining and Active payee limit. A valid trial or subscription is reused; no new activation is needed.
2. In What would you like to do?, choose Set Up My Company to configure your real salespeople. Create Demo builds a sample in an evaluation company instead; see Try with demo data.
3. Choose Next.

If the license needs attention, turn on Show advanced options and open License and recovery.

Step 2: Company basics

Field	What it does
Company currency	Shows LCY and the company local currency code. Guided setup supports the local currency only.
Start earning on	The first date for the calendar, participant versions, mappings and assignments. Defaults to the work date.
End earning on	The last date. Defaults to the end of the work date's month. Enter a date: the review step rejects a blank end date.
Commission calendar	The calendar for commission periods. Defaults to the company default calendar, or BAA-ONBOARD. A new code makes Create Setup create the calendar and a period that covers your dates; existing periods are never changed.
Sales source	Native posted sales invoices and credit memos, attributed by Salesperson/Purchaser, with eligibility On Posting, 100%, no hold days.

Choose Next. The wizard discovers every salesperson in the company.

Step 3: Who earns

1. Select Include for each salesperson who earns commission, or use Select All, Clear Selection or Select Members of a Team. Find New Salespeople adds salespeople created since discovery and keeps your choices.
2. Review Salesperson commission (%), the percentage stored on the salesperson record.
3. Choose Next. At least one salesperson must be selected.

A Business Central login is optional. Selecting a salesperson makes them an earner; user access is a separate choice in step 5.

Step 4: How they earn

In Plan choice, select Create from a template to describe a new plan, or Use an existing draft to assign an existing Draft plan version (its rates stay as saved). For a new plan, enter a Plan name and pick a style in How do you pay?. The wizard fills in defaults and the Example field shows the arithmetic as you type. The example explains the style; it is not a calculated earning.

How do you pay?	You enter (defaults)	Example with the defaults	Module switched on
Percent of sales	Rate (%) (5), or Use each salesperson commission percentage	Sales of 1,000 at 5 percent pay 50; a linked return of 400 reverses 20	None
Percent of margin	Percent of margin (%) (10)	Sales of 1,000 with a cost of 600 leave a margin of 400, which pays 40	None
Amount per unit sold	Amount per unit (5)	Selling 10 units pays 50	Advanced commission models
Tiered rates	Rate (%) (5), First tier ends at (1,000), Rate above first tier (%) (10), How tiers pay	Progressive: sales of 1,500 pay 100	None
Bonus for reaching a target	Sales target per period (10,000), Bonus amount (500)	Selling 10,000 or more in the period earns 500	Advanced commission models, Quotas and targets
SPIFF on selected items	Items (an item filter), Amount per qualifying sale (25), SPIFF starts on, SPIFF ends on	Three qualifying sales pay 75	Advanced commission models
Manager override on team sales	Override on team sales (%) (2)	A team selling 20,000 earns the manager 400	Advanced commission models
Draw against commission	Commission on sales (%) (5), Draw per period (2,000), Recover the draw from later commission (on)	Sales of 20,000 earn 1,000 commission and the draw adds 1,000	Advanced commission models

How tiers pay offers Each rate on the sales in its tier (progressive) and One rate on all sales once a tier is reached (retroactive). With the defaults, retroactive pays 10 percent on all 1,500, which is 150.

When you choose Next, the wizard checks your inputs. For example, a percentage must be between 0 and 100 (above zero for Percent of margin (%) and Override on team sales (%)), the SPIFF dates must lie inside the earning dates, and the item filter must select at least one item.

Step 5: Assignments and access

Every selected salesperson receives a direct assignment to the plan. For each row you can optionally:

• select Individual rate and enter Individual rate (%) to give that salesperson a separate flat-rate plan,
• choose an Optional BC user for participant access,
• choose an Optional team membership. Teams do not create pooled commission, manager overrides or rollups.

Operator roles, scopes and independent approvers are set up separately: open Advanced -> Operator Roles and Scopes or Approval Policies. The Advanced menu also offers License and Recovery and Import Setup from Excel.

Step 6: Review and create

The review re-checks every row and shows Selected salespeople, New participants, Existing participants, Active participants in company, Active participants after setup, Licensed active participant limit, Not selected and Rows needing attention. Existing participants are matched by their saved salesperson identity, never by name. Every active participant in the company counts toward the license limit.

What each salesperson would have earned prices the posted sales invoices of the calendar month before the work date with your chosen plan. It shows Invoices, Sales, Priced Base, Would Have Earned and How It Was Priced per salesperson, plus a total line. Nothing is saved, and no commission is calculated or posted. Choose Refresh Preview after you change inputs.

When no row needs attention, choose Create Setup. It rechecks the exact saved choices, switches on the modules your style needs (each switch is audited, as in Commission Feature Management), prepares commission numbering, and creates the calendar and period if needed. Then, row by row, it creates or reuses:

• the participant and its dated salesperson mapping,
• a participant version covering your dates,
• the Draft plan with its components and rates (or your existing draft),
• a 100 percent direct assignment and the calculation period.

Each row runs separately: a failed row shows its reason, does not undo the others and can be retried.

Step 7: Results

The step shows Configuration complete, Configuration review, Completed rows, the created records and the Next action text.

• Open Plan opens the plan of the selected row so you can Validate, Submit and, after approval, Publish it. See Commission plans.
• Check Configuration opens the Bitta Commission Setup Checklist with its repair actions.
• New Setup Batch starts another setup with new selections. Earlier receipts are kept.
• Finish closes the wizard.

If you selected BC users, an administrator must assign them the Bitta Commission Participant permission set. A commission scope does not grant Business Central permissions. For the full list of permission sets, see Commission reports.

What's next

Get the Draft plan approved and published: add a plan policy in Approval policies, then follow Commission plans. To try the app on sample data first, see Try with demo data.