Participants

A participant is anyone who can receive commission credit or settlement in Bitta Commission: an employee, contractor, vendor, agent, partner, team or external payee. This page shows you how to create participants, map each one to a Business Central salesperson so posted sales are attributed to the right person, optionally link a Business Central user, keep dated payment details, and redirect payment to another participant.

Before you start

• You need the Bitta Commission Setup Administrator permission set. The salesperson mapping and user access groups on the participant card, and their actions, are shown only to users who have it.
• The salesperson you map must already exist on Salespeople/Purchasers in this company.
• Every participant with the status Active counts toward the active payee limit of your license. During the 30-day trial, at most 5 participants can be active. Making a participant active beyond the limit is refused with the error BAA-LICENSE-CAPACITY. See Pricing and trial for how active salespeople are licensed.

To create many participants at once, use the guided setup wizard or the organization import described in Sales hierarchies.

Create a participant

1. In Tell Me, search for Commission Participants and open it. The list shows the participants within your organization scope.

2. Choose New Participant. The Commission Participant card opens.
3. In the Identity group, enter the No. and Display Name (both are required), and choose the Participant Type and Status. Use External ID to reconcile the participant with an upstream system.
4. In the Defaults group, enter the Default Currency Code, the Language Code used for participant-facing commission statements, and the Country/Region Code. The default currency applies when no effective version overrides it.

Field	Values
Participant Type	Employee, Contractor, Vendor, Agent, Partner, Team, External Payee
Status	Draft, Active, Leave, Suspended, Terminated, Archived

The Effective Version group at the bottom of the card shows the name, status, currency and active and compensation dates of the version effective on the work date.

Map the participant to a salesperson

Commission on native posted sales is attributed through the Sales Earner: Salesperson Mapping group. The salesperson on the posted document decides which participant earns the commission on that date.

1. Choose the Salesperson Code. Salesperson Name is filled in.
2. Enter Mapping Effective From (the work date by default) and, if the mapping ends, Mapping Effective To. Leave it blank for no end date.
3. Choose Create Salesperson Mapping. Business Central confirms: "The sales earner salesperson mapping is saved."

Repeating the same mapping is harmless. A mapping that overlaps an existing one is rejected.

To review a mapping, enter a date in Review Mapping On. The card shows the Saved Salesperson Code, Saved Salesperson Name, Saved Mapping From, Saved Mapping To and the Mapping Status, which says whether the mapping resolves to a salesperson in this company.

To end a mapping, enter End Mapping On (today or later) and an End Mapping Reason, then choose End Salesperson Mapping. The original mapping is kept together with immutable end-date evidence, and a replacement mapping can begin the following day.

Give the participant Business Central access (optional)

The Optional BC User Access group links a Business Central user to the participant. This link controls access only; sales attribution always uses the salesperson mapping.

1. Choose the BC User Name.
2. Enter Link Effective From and, if needed, Link Effective To.
3. Choose Create Primary User Link.

The card shows the Current Linked BC User, Current Link Status and the current link dates. Saved links are immutable. To end a link, enter End Link On and End Link Reason and choose End Primary User Link. An ended link cannot be extended or ended again. For the permission sets a participant user needs, see Permission sets.

Keep dated details on effective versions

Choose Effective Versions on the card to open Participant Effective Versions. Choose Add Effective Version to add a dated version without changing earlier history.

Field	What it does
Effective From, Effective To	The dates the version applies. Leave Effective To blank for an open-ended period.
Display Name, Earning Status, Participant Type	The name, status and type during the period.
Currency Code	The settlement currency. Blank means the company local currency.
Payment Method	None, Accounts Payable, Payroll Export, Generic Export or Manual.
Vendor No., Employee No.	The vendor or employee used when the payment method requires one.
Payment Export Code	The stable participant code written to payroll-ready output.
Settlement Destination Code	The configured settlement destination.
Tax Payment Classification Code	PAYROLL, EMPLOYEE, W2 and PAYE require the payroll channel; AP, VENDOR, CONTRACTOR and 1099 require accounts payable; MANUAL requires manual payment. Other codes leave the channel to the country policy.
Protected Pay Amount	An amount protected from recovery under this version.
Active From, Active To, Compensation From, Compensation To	When the participant is active and compensation eligible.

If a version was saved without a payroll destination, select it and choose Complete Payroll Mapping. Enter the Payroll Export Code and a Reason. The destination can be completed only once, and not for a period that already has frozen settlement evidence.

Redirect payment to a payee

Commission Payee Mappings pays one participant's commission to another participant, the payee, for example an agency that receives payment for several agents. Enter the Participant No., the Payee Participant No., the Effective From and Effective To dates and a Description.

Settlements for a pay group with a consolidated payee keep one line per participant but take the payment target from the payee. Mappings cannot be chained.

Review a participant

On the card, Effective Plan Assignments shows which plan assignments credit the participant after conflict resolution, including assignments inherited through a position. Position Assignments, Plan Assignments, Team Membership and Transitions open the participant's dated history. Commission Organization lists the participants within your organization access and opens each one on Commission Participant Overview.

What's next

Structure your sales organization: Sales hierarchies.