Commission ledger

Bitta Commission keeps its results in append-only ledgers: an earning, once written, is never edited or deleted, and every movement of money between buckets is its own entry. This page shows you how to read Commission Earnings, follow a correction chain, and read a participant's position on Commission Balances.

Before you start

• Commission Earnings is read-only for everyone who can open it.
• Commission Balances requires finance-wide access. Without it the page refuses to open with BAA-FINANCE-SCOPE. See Permission sets.
• Earnings exist once a calculation run or period close has written them. See Calculate commission.

Read the earnings ledger

1. Search for Commission Earnings in Tell Me and open it. Each line is one earning entry.

2. Read the columns:

Field	What it shows
Participant, Plan, Plan Version, Component, Period	Who earned it, under which frozen plan version, component and period.
Business Date	The business date of the source that produced the earning.
Commission Model	The model that priced it.
Final Earning Amount	The amount written by this entry.
Participant Currency Code	The currency the participant is paid in.
Prior Recognized Entitlement, Current Cumulative Entitlement	The running entitlement before and after this entry.
Delta Amount	The difference this entry adds. A return delta is negative.
Correction Sequence No.	Zero for an original earning; each later correction in the same chain counts up.

For Line Rate earnings, Rate Source, Pool Key and Pool Margin % are available as hidden columns; add them with Personalize. They show which rule, margin band or flat rate gave the line its rate. The Payment Status and Invoice Payment FactBoxes show how much of the selected earning's invoice the customer has paid.

3. To see one sale's full history, select a line and choose Original and Return Earnings. The list filters to the same participant, component and correction root.

4. Open a line to see the Commission Earning card with the calculation details and trace. The card shows Rate Source, Pool Key and Pool Margin % in the Calculation Details group, and the invoice's Collected %, Last Payment Date and Invoice Open in the Invoice Payment group. See Explain any earning.

The other actions on the list:

• Source Evidence opens the accepted invoice or credit memo evidence.
• Correction Links shows the immutable original-to-delta links for the correction root.
• Trace Nodes opens the calculation trace; Calculation Run opens the run with its stage control totals.
• Why This Rate? explains the rate the selected earning was paid: the Set Rate rule, the margin band of its document pool or the flat rate. See Why this rate?.
• Release Pending Eligibility moves pending commission to eligible where its payment policy condition is met as of the work date: matured hold days, customer payments applied to the invoice, or a closed invoice. It is safe to run repeatedly, and each run is logged on Commission Release Log. See Eligibility rules.

Earnings written by a period close, such as bonuses and rankings, also appear on Commission Period Earnings, with True-Up Chain for later adjustments. See Advanced models.

See commission on a posted invoice or credit memo

Posted Sales Invoice and Posted Sales Credit Memo show a Commission FactBox. For each participant you are allowed to view, it shows the commission earned on the document:

Field	What it shows
Participant Name	The participant who earned commission on the document.
Earned Amount	The commission earned on the document, in the participant currency. Choose the amount to see the earnings.
Rate %, Rate Source	The rate of the participant's largest earning on the document, and where it came from: the Set Rate rule, the margin band, the flat rate or the rate table.
Pool Margin %	The document margin % of the line's pool, for Line Rate earnings.
Status	Where the commission stands: pending (waiting for the customer to pay), eligible, held, netted by credit memos, settled, or settled outside Business Central.
CM Netted Amount	The commission taken back by credit memos linked or applied to the invoice.
Payable Amount, Paid Amount	The commission that is eligible or payable and not yet paid, and the commission payroll or payables has settled.

More fields, such as the pending and held amounts and the invoice's collected percentage, can be added with Personalize. Earnings opens the participant's earnings on the document, and Why This Rate? explains the rate of the participant's largest earning on it. Participants in other scopes are not shown, and users without a commission role see the FactBox empty.

Follow the money on Commission Balances

1. Search for Commission Balances in Tell Me and open it. Each line is one movement with a From Bucket, a To Bucket and a Signed Amount in the Participant Currency Code.

2. Filter on Participant ID and the bucket fields to read one participant's position.

Bucket	Meaning
Pending	Earned, waiting for the eligibility condition.
Eligible	Available to the next settlement.
Held	Kept out of payment, for example by a dispute hold.
Payable	Selected into a frozen settlement.
Settled	Paid.
Recoverable	A negative position to recover from future pay.
Written Off	A recoverable amount that was written off.
Forfeited	Pending commission that will not be paid.
Credit Memo Netted	Commission reduced because a credit memo was applied to the invoice, when the return policy nets on customer ledger application. See Credit memo netting.

The normal path of an earning is Pending -> Eligible -> Payable -> Settled:

• Each eligibility entry writes a matching balance movement, for example Pending to Eligible when the payment condition is met.
• Freezing a settlement moves the selected amount from Eligible to Payable. See Settle commission.
• Recording the payment moves it from Payable to Settled.
• A recovery moves Eligible to Recoverable, and a write-off moves Recoverable to Written Off. See Commission clawbacks.
• Under customer ledger application netting, an applied credit memo moves the reduced commission from Pending to Credit Memo Netted.
• Commission recorded as paid outside Business Central moves to Settled. See Commission paid outside Business Central.

Append-only by design

Earning, balance and trace entries reject every change, deletion and rename:

• "Earning entries can't be changed or deleted after they are recorded. To correct an earning, correct its source so the app adds an adjusting entry."
• "Commission balance entries can't be changed or deleted."

A correction therefore never edits the original. A linked return or a correction-request delta is appended as a new earning in the original's correction chain and linked to it on Commission Correction Links. A manual correction enters the pipeline as a new Manual Adjustment source fact. See Commission returns.

Reading the ledger from other tools

The commissionEarnings and commissionBalances API endpoints expose these ledgers to reporting tools. Both endpoints refuse inserts, changes and deletions. See API reference.

If the ledger does not look right

• An earning is missing. Check that the source fact is accepted and that a calculation run completed for it.
• The amount is wrong. Walk the trace first. If an input was wrong, use a governed correction, not an edit.
• Pending does not match eligibility. Run Apply missing forfeitures on Commission Balances.
• Balances do not match the G/L. See G/L reconciliation.

What's next

Handle credit memos and adjustments: Commission returns.