Manager overrides and team credit

Sales managers are often paid on what their team sells. Bitta Commission supports this in two ways: a Manager Override component that pays a rate on the team's results at period close, and additive credit that gives managers or team members extra credit from each sale. This page explains both, and how managers review their team's commission.

Before you start

• The Manager Override model needs the Advanced commission models module. Additive credits are set up on the component's crediting setup.
• The manager must be a participant with an assignment to the plan version that holds the override component.
• The team must be described in the organization: team membership with the manager's membership marked Manager, or a manager hierarchy that you build and maintain in Commission Hierarchy Editor. See Positions, teams, and hierarchies.

The setup wizard creates an override plan with the style Manager override on team sales. See Guided setup wizard.

Option 1: a Manager Override component

A Manager Override pays a rate on the results of the people who report to the manager. It is a period-close model, calculated by Close Commission Period after the base models of the period, so it can use the team's final earnings.

1. On the Draft plan version, add a component with the model Manager Override.
2. In Model Settings, choose the Override Source:
   • Subordinate Credited Base: the rate applies to the team's credited sales base.
   • Subordinate Earnings: the rate applies to the team's commission earnings.
3. Optionally enter a Credit Strategy Filter, for example ROLLUP|TEAM|MANAGER.
4. Choose Rates and enter the override percent.
5. Assign the manager to the plan version and publish it.

Who counts as the team

At period close, the app decides the override base for each assigned manager in this order:

1. If the plan version has manager credit rules based on subordinate earnings, those rules decide whose earnings the manager is paid on.
2. Otherwise, if the manager holds credits tagged with the strategy codes in the filter (by default ROLLUP, TEAM or MANAGER), those credits form the base.
3. Otherwise, the app collects the participants who report to the manager in a hierarchy on the period end date. If there are none, it uses the members of every team in which the manager's own membership is marked Manager.

The earning's explanation records the override base, the override source, the number of subordinates and the rate.

Example

A Manager Override of 2 percent on Subordinate Credited Base. The team reporting to the manager sells 20,000.00 in the period. At period close the manager earns 400.00. If the team's sales change later, a True-Up close appends the difference.

Option 2: additive team and manager credit

Additive credit gives extra credit from each primary credit without reducing it. The recipient then earns on that credit through their own plan components. Set it up per component:

1. Open Component Crediting Rules, select the component and choose Crediting Setup.
2. In Roll-up, Team, Overlay and Manager Credit, add a line and choose its Kind:

Kind	Gives credit to
Rollup	Hierarchy ancestors of the credited participant, climbing the chosen Hierarchy Code with primary parents first. Levels sets how many levels.
Team	Members of the credited participant's primary team, or the team in Team Code. Team Basis is All Eligible Members, Role Subset, Weighted Members or Pool Participant.
Overlay	Specialists found by territory, item category or item. See Territories.
Manager	A manager chosen by Manager Basis: Direct Manager, Nth-Level Manager, All Ancestors, Team Leader or Named Participant.

1. Enter the Credit Percent each recipient receives, the Base (each primary credit, or once on the full source amount), the Credit Type (Revenue, Non-Revenue or Quota-Only) and the effective dates, and set Status to Active.

Each recipient needs exactly one assignment in the plan version. Select Skip Without Assignment to skip and trace a recipient without one instead of stopping the run. Additive credit entries carry the strategy code ROLLUP, TEAM, OVERLAY or MANAGER and show the participant whose credit produced them in Credit Explorer.

Manager statements

Managers can receive a statement that summarizes their team.

1. Open Manager Commission Statements and choose Generate manager statement.
2. Select the manager and the commission period. The app freezes a new manager statement version from the latest participant statements of the manager's team.

The Manager Commission Statement card shows the team participant count, the number of participant statements, and team totals for earning, eligible, held, recovery and settled amounts, with the open disputes and pending approvals at generation time. Only participants inside the generating user's security scope are included. The snapshot is immutable and hashed. Make available in Business Central delivers it, Download snapshot downloads it and Print statement prints it.

My Team Commission

Managers see the My Team Commission part in their role center. It shows how many participants are in scope, the average attainment of participants with a target, year-to-date earnings, approvals waiting, open disputes raised by the team and open exceptions the manager owns. The scope covers the manager's own record, members of teams the manager manages, and hierarchy descendants assigned to the manager through a user scope. See Roles and permissions.

What to check if it goes wrong

Symptom	What to do
The override pays nothing	Check that team members or hierarchy descendants are effective on the period end date, and that the period was closed. Commission Hierarchy Editor shows the reporting lines for any date.
The override is paid on too much	Check the Credit Strategy Filter and whether credits with ROLLUP, TEAM or MANAGER exist for the manager.
A team member is skipped in additive credit	The member needs exactly one assignment in the plan version, or Skip Without Assignment is on. Check Credit Rule Traces.

Related pages

• Positions, teams, and hierarchies
• Crediting rules, splits, and overrides
• Advanced models
• Participant and manager statements