Setup checklist

After the Set Up Bitta Commission wizard, four pages help you verify and finish a setup: Bitta Commission Setup for company-wide settings, the Bitta Commission Setup Checklist for the next step, Commission Calendars for commission periods, and the Implementation Checklist for a staged implementation. This page explains each one, plus the templates and readiness checks.

Before you start

• You need the Bitta Commission Setup Administrator permission set for the repair and completion actions on these pages.
• Run the guided setup first. Its Finish publishes the plan, starts capture and schedules the calculation.

Bitta Commission Setup

Bitta Commission Setup holds one record per company:

Group	What it holds
General	Processing Currency Code (blank uses LCY), Currency Used, Default Calendar Code and Commission Nos.
Calculation	Calculation Precision, Rounding Direction and Background Calculation Enabled
Governance	Closed Period Correction Mode and Retention Period
Native Capture	Native Capture Enabled, Native Scanner Ready, Native History Start Date, Capture Posting Hints, the scanner batch, interval, retry and lease settings, and Release Batch Size (earnings the eligibility release job processes before it commits; default 100)
License	The license state, limits and the masked Activation Code

After the wizard, capture is already on and its jobs are Ready; use Prepare Native Scanner Jobs and Validate Native Scanner Readiness only to repair or change capture. For the license actions, see Activate a license.

Bitta Commission Setup Checklist

The Bitta Commission Setup Checklist checks every setup area each time it opens and names the single next step.

1. Open Bitta Commission Setup Checklist. The Setup Progress group shows Include Operational Verification, Result and Last Checked.
2. Read Next Recommended Step and choose Do Next Step. Each row shows Status (Passed, Needs attention, Not checked or Waiting for your first pay cycle), Check, Finding and How to Fix.

3. To work on one finding, select it and choose Fix Selected Check, which opens the page that fixes it.
4. Return and choose Check Setup.
5. When nothing needs attention, choose Finish Configuration. It is available only for the initial configuration checks.

By default the checklist checks initial configuration, from company and license to plans, eligibility and user access. Include Operational Verification adds settlement output, accounting and reconciliation, jobs and retention, license continuity, final review and finance document numbering.

After the wizard

After the wizard's Finish, every initial configuration check passes. With Include Operational Verification on:

• Settlement output and Final review and acceptance show Waiting for your first pay cycle, with "Nothing to fix now. This check passes after your first commission run and settlement." The first waits for a frozen settlement; the second for a completed commission run reconciled with zero differences.
• If you answered No to Post to the G/L?, Accounting and reconciliation and Finance document numbering pass with "Not used: G/L posting is off."
• Result reads "Operational verification: ... passed; ... need attention; ... waiting for your first pay cycle."

Your first pay cycle is normal monthly work: Settle commission, pay, and reconcile in G/L reconciliation. Then choose Check Setup and the waiting checks pass.

Checklist actions

Prepare Company Defaults creates missing defaults (numbering, a monthly COMM calendar with this year's periods, an immediate eligibility policy and an expense-when-earned accounting policy) and keeps existing setup. Prepare Commission Numbers creates the commission number series. Copy Plan to Next Year copies the latest published plan version to next year as a Draft successor. Add Another Plan from a Template opens Commission Industry Templates, and Commission Feature Management opens the module switches (Optional modules). When every check passes, the next step suggests one of these.

Commission Calendars

Commission Calendars lists the versioned calendars that define commission periods, with their Frequency, Period Alignment, Time Zone and effective dates. New Calendar creates a calendar: Time Zone starts as UTC (use the lookup to change it), and OK is refused while a required field is empty. Periods opens the periods of the selected version. Setup needs an open period that covers your dates. See Commission periods.

Implementation Checklist and paths

The Implementation Checklist tracks thirteen restartable stages, from Choose an implementation path through Settlement and payroll-ready output, Accounting and Security and approvals to Review readiness.

1. Open Implementation Checklist. The header shows Implementation Path, Setup State, Migration Mode and Stages Completed.

2. Choose Refresh Checks to update each stage's status and Last Check Result, and Open Stage Page to work on a stage.
3. When its checks pass, choose Complete Stage and enter the evidence; its SHA-256 hash is stored and audited. Restart Stage reopens a stage with a reason.

The wizard's Finish completes every stage whose checks pass and records a fresh-start migration setup with your start date as the opening date. Stages that depend on your first pay cycle, such as Settlement and payroll-ready output and Review readiness, stay In Progress with Last Check Result WAITING. They are not blocked. After the first period is settled and reconciled, choose Refresh Checks and Complete Stage for each.

Completing a stage never activates processing. Migration Setup opens Commission Migration Setup, where you choose Fresh (forward opening), Parallel run (parallel validation) or Cutover (audited history) and run Check Prerequisites. Bring opening data in with Import from Excel; record commission your old system already paid on open invoices as Commission paid outside Business Central.

Path Catalog opens the Implementation Path Catalog with nine paths: Simple Percentage, Distribution and Margin, Cash Collected, Quota and Tier, External Agent, Subscription and Recurring, Service and Project, Retail and POS, and Advanced Enterprise. A new company starts on Simple Percentage; the initial configuration check accepts Simple Percentage or Quota and Tier.

Commission Industry Templates

Commission Industry Templates offers fifteen versioned, hashed packages, such as Distribution, Professional services, SaaS and subscription, Retail and POS, Staffing and recruiting, and Non-sales incentives. If the list is empty, choose Register Shipped Templates.

A template installs Draft configuration, including a Draft plan; Preview shows what it would create. Installing never publishes or calculates anything, and Roll Back Install removes the latest install's plan while it is still Draft.

Installed components leave out G/L account lines (such as freight), item charges and fixed assets, except components paid on fees, subscriptions, royalties or premiums, which keep G/L account lines. Change this on the component's credit rules; see Customer agreements.

The Recipes group has two helpers that use standard Business Central data:

• Create Commission Group Dimension creates the COMMGROUP dimension for grouping items, customers and salespeople, and explains how to assign it and use it in a credit rule condition.
• Add Project Ownership Rule adds a credit rule, named PROJECT- plus the project number, to a component of a Draft plan version so it pays only on one Project No. and optional Project Task No..

Commission Season Readiness

Before a new season, open Commission Season Readiness, enter the Season Start Date and choose Run Check. It checks plans, rates and bands, policies, participants, jobs and the change log, and Result reads "Ready: ..." or "Not ready: ..." with the error and warning counts.

• For a LINE_TYPE_EXCLUSIONS finding, choose Add Standard Exclusions (Draft plan versions only) or Keep Crediting All Lines.
• Enable Change Log, for setup administrators, records commission setup changes in the Business Central change log.

Season Readiness reports Not ready until every error and warning is resolved.

Commission Company Readiness

Commission Company Readiness shows the setup state, license, participants and last run of every company you can reach. Copy Configuration to Company sends calendars and Draft plans to another company. See Multi-company setup.

For the role centers that link to these pages, see Commission reports.

What's next

Load participants, plans, quotas or opening data in bulk: Import from Excel.