Setup checklist

After the Set Up Bitta Commission wizard, Bitta Commission gives administrators four places to finish and verify a setup: Bitta Commission Setup for company-wide settings, the Bitta Commission Setup Checklist for the next step to take, Commission Calendars for the periods commission is calculated in, and the Implementation Checklist for a staged implementation. This page explains each one, the nine implementation paths, the industry templates and the cross-company readiness view.

Before you start

• You need the Bitta Commission Setup Administrator permission set for the repair and completion actions on these pages.
• For a quick working setup, run the guided setup first. These pages help you complete and check the rest.

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 and the scanner batch, interval, retry and lease settings
License	The trial guidance, State, Valid Through, Payee Limit, Company Limit, Diagnostic and the masked Activation Code

Its actions include Prepare Commission Number Series, Open Guided Setup, Commission Calendars, Commission Periods, Prepare Native Scanner Jobs and Validate Native Scanner Readiness, plus the license actions described in 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 or Not checked), Check, Finding and How to Fix. Passed checks stay visible. A hidden Readiness Code column can be added by personalizing the page.

3. To work on one finding, select its row 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.

By default the checklist checks initial configuration: company and path, the core feature and license, currency, calendar and open period, commission numbering, earners and mappings, commission sources, plans and assignments, eligibility, and user access. Turn on Include Operational Verification to also check settlement output, accounting and reconciliation, background jobs and retention, upgrade and license continuity, final review and finance document numbering. Finish Configuration is available only for the initial configuration checks.

Action	What it does
Prepare Company Defaults	Creates missing first-setup defaults: commission numbering, a monthly calendar (COMM) with this year's periods, an immediate eligibility policy and an expense-when-earned accounting policy. Existing setup is kept.
Prepare Commission Numbers	Creates the dedicated commission number series if missing. Used numbers are preserved.
Copy Plan to Next Year	Copies the latest published plan version to next year as a Draft successor with the same components, rates and assignments, then opens it.
Add Another Plan from a Template	Opens Commission Industry Templates.
Commission Feature Management	Opens the module switches. See Optional modules.

When every check passes, the next step suggests copying a plan that ends within 60 days of the work date, or otherwise adding another plan from a template.

Commission Calendars

Commission Calendars lists the versioned calendars that define commission periods: Code, Description, Version No., Frequency, Period Alignment, Time Zone, Effective From and Effective To. New Calendar creates a calendar through the guarded setup service, and Periods opens the periods of the selected calendar version. A calendar needs a time zone and an open period that covers your dates before setup can use it. For details, see Commission periods.

Implementation Checklist and paths

The Implementation Checklist tracks thirteen restartable stages for this company: Choose an implementation path, Company and license, Participants and positions, Commission sources, Plans and rates, Eligibility policy, Returns and corrections, Settlement and payroll-ready output, Accounting, Security and approvals, Opening data and validation, Jobs and operations, and Review readiness.

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

2. Choose Refresh Checks. The read-only readiness checks set each stage to Not Started, In Progress, Blocked, Completed or Restarted.
3. Select a stage and choose Open Stage Page to work on it.
4. When its checks pass, choose Complete Stage and enter the completion evidence. The app stores a SHA-256 hash of the evidence and writes an audit entry.
5. To redo a stage, choose Restart Stage and enter a reason. Only a setup administrator can restart a stage.

Completing stages 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. Path Catalog opens the Implementation Path Catalog with the nine paths:

Path	Typical use
Simple Percentage	Invoice-based employee or agent commissions.
Distribution and Margin	Margin-based distribution and wholesale commissions.
Cash Collected	Commissions earned when the customer pays.
Quota and Tier	Quota attainment with tiered or retroactive rates.
External Agent	Vendor agents paid through purchase invoices.
Subscription and Recurring	Recurring and subscription revenue commissions.
Service and Project	Service and project milestone commissions.
Retail and POS	Store and register based retail commissions.
Advanced Enterprise	Every source, model and correction family combined.

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: Distribution, Manufacturing representatives, Professional services, Service and field operations, SaaS and subscription, Retail and POS, Channel and partner, Insurance and financial distribution, Real estate and brokerage, Staffing and recruiting, Telecom and usage, Automotive, Media and advertising, Franchise and royalty, and Non-sales incentives. If the list is empty, choose Register Shipped Templates.

A template installs Draft configuration (calendar and periods, measures, payment and accounting policies, and a Draft plan with components and rate tables) through the same services as the plan pages. Preview shows what an install would create. Installing never publishes, activates or calculates anything, and Roll Back Install removes the Draft plan of the latest install while it is still Draft.

Commission Company Readiness

Commission Company Readiness lists every company you can reach with its setup state, implementation path, license state, data version, active participants, Draft plan versions and last calculation run. Refresh reads the facts again, and 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 or quotas in bulk: Import from Excel.