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Multi-company setup
Run commission across Business Central companies: compare readiness, copy calendars and Draft plans to another company, and report earnings across companies.
updated: applies-to: 1.2.0.0
Many Business Central customers run more than one company. Bitta Commission keeps the commission data of each company separate and gives you three tools to work across them: Commission Company Readiness to compare companies, Copy Configuration to Company to reuse calendars and Draft plans, and Commission Multi-Company Consolidation to report earnings across companies.
Before you start
- Each company is licensed on its own. A subscription license is accepted in an additional company only while the number of companies already using it is below the Company Limit shown on Bitta Commission Setup. See License lifecycle.
- Copying configuration requires the Bitta Commission Setup Administrator permission set in the current company. The copy writes through the setup services of the target company, so assign the same permission set to the user there too.
- Consolidation reads only the companies whose commission ledgers your user can read.
Compare companies
- Search for Commission Company Readiness and open it. It lists every company you can reach.
| Field | What it shows |
|---|---|
| Company Name, Current Company | Which company the row describes, and whether you are working in it. |
| Accessible | Whether your permissions allow reading commission setup in the company. |
| Country/Region Code | From Company Information, used to resolve the country policy. |
| Setup Exists, Implementation Path, Setup State, Current Stage | Whether Commission Setup exists and how far guided setup has progressed. |
| License State, License Valid Through | The cached entitlement state of the company and when it expires. |
| Last Run At, Last Run Status | When the last calculation run was requested and its status. |
| Data Schema Version, Installed App Version | The commission data version and the app version recorded by the last install or upgrade. |
| Active Participants, Draft Plans | The number of active participants and Draft plan versions. |
Choose Refresh to read the facts of every company again.
Copy configuration to another company
The copy reuses commission calendars, their periods and Draft plans, so a new company does not start from scratch.
- Work in the source company. On Commission Company Readiness, select the row of the target company.
- Choose Copy Configuration to Company. Target Company shows the selected company and cannot be changed in the dialog. Both options are selected by default:
| Option | What it does |
|---|---|
| Include Calendars and Periods | Copies every commission calendar and its periods through the assisted-setup services of the target company. |
| Include Draft Plans | Exports each Draft plan version as an embedded plan package and imports it as a new Draft plan in the target company. |
Choose OK. The copy starts in a background session in the target company, and a message tells you to open Copy Requests to follow its progress.
Choose Copy Requests. Commission Company Copy Requests shows the status (Requested, Running, Completed or Failed), the Line Count and the Copied Count, Skipped Count and Failed Count.
Choose Lines to see each calendar, period or plan with its Result Code, the Package Hash (the SHA-256 hash of an exported plan package) and, for a plan, the Target Record ID of the Draft plan version created in the target company.
Each line runs on its own, so a failing line rolls back only its own writes. An item that already exists in the target company is skipped with the result BAA-COPY-EXISTS: a calendar with the same code and version, a period with the same calendar and code, or a plan with the same code. Running the copy again is therefore safe. Nothing is published or activated in the target company. After the copy, complete the setup, participants and assignments of the target company, then validate, approve and publish its plans there. See Commission plans.
You can also take a copied plan live with the guided setup of the target company: in How they earn, choose Use an existing draft in Plan choice and pick the plan in Existing draft. Finish assigns the selected salespeople and publishes the plan. The guided setup accepts the plan only if it supports its components, dates and timing, and otherwise tells you what to change. See Run the guided setup.
WARNING
The copy creates configuration only: calendars, periods and Draft plans with the definitions their packages embed. It never copies participants, source facts, earnings, balances, settlements, statements or accounting entries.
If a copy fails
| Result | What to do |
|---|---|
| BAA-COPY-INPUT-001 | Only a Setup Administrator can copy configuration to another company. |
| BAA-COPY-INPUT-002, BAA-COPY-INPUT-003 | Select an existing target company other than the current one. |
| BAA-COPY-INPUT-004 | Select calendars, Draft plans or both. |
| BAA-COPY-EMPTY | The source company had nothing to copy for the options you selected. |
| BAA-COPY-LINE-002 | The setup service of the target company refused the item. Assign BAA Comm Setup Admin to the user in the target company and copy again. |
| BAA-COPY-PARTIAL | Some lines failed. Open Lines, fix the cause and copy again; existing items are skipped. |
| BAA-COPY-SESSION-001 | The background session could not start. Try again later. |
A failed line shows the BAA code of the error raised in the target company, or BAA-COPY-LINE-FAILED when the error had no BAA code. A completed request shows BAA-COPY-OK, and each copied line shows BAA-COPY-COPIED.
Report across companies
- Search for Commission Multi-Company Consolidation and open it.
- Set From Date and To Date and choose Recalculate, or choose This Year or Previous Year.
The page totals the commission ledgers of every company you can read by company and calendar month (YYYY-MM), with a TOTAL row per company. Each row shows the Earning Amount, the net movement into the Eligible, Payable, Held and Settled buckets, and the Entry Count. Rows from other companies are marked Cross Company. In the current company, your user scope limits the participants included.
NOTE
Each company stays in its own local currency, shown in Currency Code. Amounts are not converted across companies.
Every build records export evidence; choose Export Evidence to open it. For the other reports, see Commission reports.
Record how a company starts
Commission Migration Setup records how a company takes over commission from a legacy process. Migration Mode is Fresh (forward opening), Parallel run (parallel validation) or Cutover (audited history). Fresh and parallel run need an open commission period that covers the Opening Date. Cutover requires reconciled legacy control totals and a sign-off before the Cutover Date.
- Check Prerequisites runs the checks of the selected mode and shows every open finding.
- Record Reconciliation records the legacy control totals with a sign-off reference and an evidence hash. It is required for cutover.
No mode imports history or activates processing. To bring participants, plans and rates in, see Import from Excel.
What's next
Manage the license of each company: License lifecycle.