Chapter 5 of 8Page 8 of 9

Daily use

Sales rep view

Give sales reps a read-only view of their own attainment, earnings, payouts and statements in Business Central, with the calculation steps behind every amount.

updated: applies-to: 1.2.0.0

My Commission is the Bitta Commission page where a sales rep sees their own commission inside Business Central: attainment, earnings, payout positions, open disputes and the latest statement. From there you open My Earnings, My Earning, Tier Calculation Details and My Calculation Trace to see exactly how every amount was calculated. All of these pages are read-only and show only your own records.

Before you start

  • Your administrator gives you the Bitta Commission Participant permission set.
  • Your Business Central user must be linked to your participant: through a user link on your participant record, or through a Commission User Scope with the scope Participant only. Without either, the page shows the refresh status NO_PARTICIPANT. See Participants.
  • To find any page named here, search for it in Tell Me.

See where you stand

  1. Search for My Commission in Tell Me and open it. The figures refresh from the ledgers each time you open the page. The tiles sit in the Performance, Positions and Follow up groups; dates and status codes sit in the Status and Refresh groups.
My Commission page with a sales rep's Performance, Positions and Follow up tiles, the Status and Refresh fields and the My Team Commission part
Step 1: your commission position at a glance.
Tile or field What it shows
Attainment Percent Your accumulated attainment as a percent of the quota targets effective today.
Earning Amount The commission you have earned year to date, in local currency. Choose the tile to open this year's earnings in My Earnings.
Eligible Amount The amount that is eligible for settlement.
Payable Amount The amount reserved for payment.
Paid Amount The amount that has been settled and paid.
Held Amount The amount currently held.
Open Dispute Count How many of your disputes are still open.
Next Milestone Date The end date of the next open commission period.
Statement Status Code The status of your most recently generated statement.
Refresh Status Code Whether the figures were refreshed. NO_PARTICIPANT means no participant is linked to your user.

Choose Metric Definitions to open the Commission Metric Catalog, which defines every number on the page. If you manage a team, the My Team Commission part shows the participants in your scope, their average attainment and year-to-date earnings, the approvals waiting for you, their open disputes and the open exceptions you own.

See your earnings and why you got them

Every amount the app calculates for you is an earning.

  1. On My Commission, choose My Earnings. The list shows your earnings newest first, with the Business Date, Plan, Component, Period, Commission Model, Final Earning Amount, Delta Amount and Correction Sequence No.
My Earnings list with business date, plan, component, period, commission model, final earning amount and delta amount, newest first
Step 2: every earning calculated for you.
  1. Open an earning to see the My Earning card. The Calculation Details group shows the base before and after the document (Prior Base Value, Current Base Value), the Resolved Rate, any Multiplier, the quota Target Value and Attainment Percent, the Unmodified Entitlement and Modifier Codes, and the rounding. The Tier Calculation Details part lists each rate band the base passed through, and a row for each modifier.
My Earning card with the General and Calculation Details groups and the Tier Calculation Details part
Step 3: the calculation details of one earning.
  1. Choose Explain to open My Calculation Trace. Each row is one calculation step, in order: the source document, your credit, the measured value and attainment, the rate or model, every tier and modifier, the true-up against what was already recognized, and the final rounding. Each step has a Description, an Input Value, a Parameter Value and an Output Value.
My Calculation Trace listing the calculation steps of one earning with description, input value, parameter value and output value
Step 4: every calculation step behind the amount.

On My Earnings, Original and Return Earnings shows the earnings for the same component and correction root, for example an invoice and its later return. A Correction Sequence No. of zero is the original earning; each return or correction adds a new earning with the next number.

See why a rate applied on an invoice

When you open a Posted Sales Invoice or Posted Sales Credit Memo you earned commission on, the Commission FactBox shows your commission on the document: the earned amount, the rate and Rate Source, the status (for example pending, eligible, held, netted by credit memos or settled), the amount netted by credit memos, and what is payable and paid. Earnings opens your earnings on the document. Why This Rate? shows which credit rules, margin band and pool gave your earning its rate.

You can see why a rate applied only for your own earnings, or for participants your commission scope lets you view. For anyone else, Business Central shows: "You can only see why a rate applied for earnings of participants you are allowed to view. Ask your administrator for access if you need this earning." See Why this rate?.

Statements and disputes

  • My Statements opens the commission statements you are allowed to see. Choosing Statement Status Code opens your statements directly. On a statement, Snapshot lines shows each line with the posted document behind it (Source Document No.), the Rate Source, the CM Netted Amount taken back by credit memos, the Payable Amount and the Paid Amount already paid on earlier statements. See Earnings statements.
  • Your company may also e-mail your approved statement to you as a PDF. See Email statements.
  • My Disputes opens the disputes you are allowed to see. Choosing the Open Dispute Count tile opens your open disputes. See Commission disputes.

What you can see

  • My Earnings, My Earning and My Calculation Trace show only your own participants: the participant linked to your user and any participant named in an active Participant only scope. The filter is set when the page opens and you cannot remove it. Manager and finance scopes never widen it; finance users use Commission Earnings instead.
  • If you open an earning or trace that is not yours, Business Central shows the error BAA-RPT-MY-SCOPE: "This earning does not belong to you. My Earnings shows only your own earnings."
  • The Participant permission set reads earnings, traces and tier evidence only through these pages, the Commission FactBox and Why This Rate?.

NOTE

Even if you also manage a team, the team's earnings are not listed in My Earnings. Use the My Team Commission part for the team view.

For every role center and report in the app, see Commission reports. To check a deal before you close it, see Estimated commission.

What's next

Review and accept the plan your company sends you: Plan acceptance.

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Ready to try Bitta Commission?