Before you start
How commission works
Standard Business Central stores one Commission % per salesperson. See how Bitta Commission turns posted sales into explained, paid and reconciled commission.
updated: applies-to: 1.1.2.0
Bitta Commission is a sales commission app by Bitta Apps that runs inside Microsoft Dynamics 365 Business Central 28 and later. This page explains how a posted sale becomes a paid, posted and reconciled commission, how the app keeps every amount explainable, and who does each part of the work, so you can plan your rollout before you install.
What standard Business Central does
Business Central stores one Commission % on each salesperson, and the Salesperson - Commission report multiplies it by the invoiced sales or profit on that salesperson's customer ledger entries. That is a report: it does not record earnings, handle tiers, splits, returns or clawbacks, pay anyone or post to the general ledger. Bitta Commission keeps the Commission % you already maintain (the setup wizard's Percent of sales style can use it) and adds plans, calculation, explanation, settlement, posting and reconciliation inside Business Central.
The plan-to-pay lifecycle
Every commission amount follows the same path through Business Central. Each stage writes its own records, so you can stop at any stage, review the result and continue.
| Stage | What happens | Where you see it |
|---|---|---|
| Capture | Posting a sales invoice or credit memo records a posting hint. Recurring scanners read the posted ledgers and create one source fact per document line. | Commission Source Facts |
| Credit | Each source fact is credited to the participants who earn on it, using your crediting rules and splits. | Credit Explorer |
| Measure and attainment | Credited amounts are measured against the plan, including quotas when you use them. | Commission Calculation Trace |
| Earning | A calculation run turns credited sales into earnings. Every earning keeps a trace of its source, credit, measure, rate, tiers and rounding. | Commission Calculation Runs, Commission Earnings |
| Eligibility | An eligibility policy decides when an earning can be paid, for example On Posting or On Payment. Holds keep amounts out of settlement until they are released. | Commission Eligibility Policies |
| Settlement | Eligible balances for a period are collected, approved and frozen, then turned into a payroll-ready export. | Commission Settlements |
| Accounting | An accounting proposal is built, previewed and posted to the general ledger through standard Business Central posting. For vendor-paid agents, it creates purchase invoices. | Commission Accounting Proposals |
| Reconciliation | The commission subledger is compared with the general ledger and signed off when the differences are zero. | Commission Reconciliations |
| Statement | Each participant's statement is generated, approved and made available inside Business Central. | Commission Statements |
| Dispute | A participant can dispute a statement line. A dispute can place a scoped payment hold until it is resolved. | Commission Disputes |
Capture is designed so that it never blocks your sales posting. If the posting hint cannot be written, the sale still posts, and the scanners pick up the posted document from the ledgers. Native capture is off after installation, so nothing is captured until an administrator enables it. See Capture posted sales.
History is never rewritten
Bitta Commission records corrections as new entries instead of changing old ones.
- Earning entries and commission accounting entries are append-only. Any attempt to change one is refused.
- A correction request is approved by a second user and recalculated as correction runs that append delta earnings, linked to the earnings they correct.
- Closed periods are never reopened by a correction. Your timing policy decides in which period the delta is recorded.
- The calculation trace is append-only and hashed, so the explanation of an earning stays as it was when the earning was created.
This means the original result and every later change stay visible side by side. See Commission returns.
Who does what
Bitta Commission separates the work into roles, each backed by its own permission set. A typical rollout uses these people:
| Person | Main work |
|---|---|
| Administrator | Installs the app, activates the license, runs the guided setup, switches modules on and maintains user scopes. |
| Plan designer | Builds plans, versions, rates and assignments. |
| Commission operator | Captures sources, runs calculations and works the exceptions list. |
| Approver | Approves plan versions, settlements, proposals and statements requested by someone else. |
| Accountant and payroll | Posts commission to the general ledger, reconciles it and produces payroll-ready exports. |
| Sales manager | Reviews the team's results, statements and disputes. |
| Sales rep | Sees their own commission, statements and plan documents, and raises disputes. |
The person who requests an approval cannot approve it. Business Central refuses a self-approval with the code BAA-WFL-SELFAPPROVAL. For the exact permission sets and how to limit which participants each user sees, see Permission sets.
The app ships one profile, Bitta Commission Manager. Its Role Center, Bitta Commission, groups the work into the sections Start, People and Plans, Calculate and Review, Settle and Account, Statements and Disputes and Period Administration, with cues for finance, operations, notifications, My Commission and My Team Commission.
For a list of every Role Center action and report, see Commission reports.
Start with the core, add modules later
The core commission engine is always on. It covers flat rate, flat amount and tiered commission on posted sales, settlement, payroll-ready export, G/L posting and statements. Nine optional modules start switched off in a new company:
- Quotas and targets
- Advanced commission models
- Cash-based eligibility and holds
- Disputes
- Advanced approvals
- Multi-currency
- Deferred commission accounting
- Simulation and forecasting
- AI plan drafting
Only a user with the Bitta Commission Setup Administrator permission set can switch a module on or off, in Commission Feature Management. Every module is included in the subscription. See Optional modules and Pricing and trial.
What stays inside Business Central
- Statements are made available inside Business Central. The app does not send them by email or publish them to a portal.
- Payroll output is a payroll-ready export file. The app does not connect to a payroll provider.
- The only web service the app calls is the Bitta Apps license service, for license activation, refresh and history recovery. Optional notification emails are sent through your own Business Central email accounts.
What's next
Set up your first plan step by step: Set up commission.