Close a period

Closing a commission period locks in its results once they are calculated, settled, posted, reconciled and delivered. In Bitta Commission you carry the period through the period pipeline, close the interval components such as bonuses and draws, sign off every close gate against its evidence, and close the period. A closed period reopens only through a request that a second user approves. The pages that follow in this chapter cover each gate in detail.

Before you start

• Approving results, freezing, signing off, closing and reopening a period require the finance-all security scope. Without it, the actions are refused with BAA-RUN-CLOSE-AUTHORITY or BAA-RUN-REOPEN-AUTHORITY.
• Know the period statuses. See Commission periods.

Period statuses

Status	Meaning
Future	The period has not started. Calculation runs are refused until its start date, unless you choose Open Early.
Open	Calculation runs can use the period.
Calculating	A batch run is active for the period.
Review	The batch runs finished. The results wait for approval.
Approved	Finance approved the results. A later calculation returns the period to Review.
Frozen	No new calculation runs. Set by Freeze Period, the FINALIZE stage, or the freeze of a regular settlement.
Settled	Every settlement of the frozen period is paid.
Closed	The period is closed.
Reopened	An approved reopen is in effect.

Approve the results

1. Search for Commission Periods and select the period in Review.
2. Choose Approve Results and confirm. Every batch and calculation run of the period must be finished, otherwise approval is refused with BAA-RUN-APPROVE-BATCH or BAA-RUN-APPROVE-RUNS.

Run the period pipeline

A batch run carries its period through seven governed stages after its source facts are calculated.

1. Open the batch run on Commission Batch Run. See Calculate commission.
2. Choose Run Period Pipeline to run every remaining stage in order, or Run Next Pipeline Stage to run one stage.
3. Choose Pipeline Stages to review Period Pipeline Stages.

Stage	What it does
COLLECT	Freezes the source range and counts the facts of the period in scope.
CALCULATE	Classifies, credits, measures, calculates and qualifies every fact of the range.
ROLL-UP	Closes the interval components of the plan version for the period. A later close is a true-up. Skipped when the plan has no interval components.
SETTLE	Freezes every approved settlement of the period.
POST	Posts every approved accounting proposal of the period.
FINALIZE	Freezes the period.
EXPORT	Creates the payroll-ready export of every frozen payroll settlement that has none.

A stage runs only after every earlier stage is completed or skipped, and a completed stage is never repeated. SETTLE, POST, FINALIZE and EXPORT require the finance-all security scope.

Close interval components

Components that are calculated over the whole period, such as target bonuses, pools, rankings, overrides, guarantees and draws, are closed per plan version. The ROLL-UP stage does this for you. To run it yourself:

1. Search for Close Commission Period.
2. Fill in Plan, Plan Version, Calculation Period and Close Type. Leave Component blank to close every interval component of the plan version.

3. Choose OK. Business Central shows how many earnings the close appended and their total delta.

Close Type	Use it for
Period Close	The first close of the plan version and period.
True-Up	A recalculation after late facts. It needs an earlier close of the same plan version and period.
Discretionary	Approved discretionary earnings only.

A close with unchanged inputs appends nothing. A true-up appends only the difference. Commission Period Closes lists every close with its Earning Count and Total Delta Amount, and Period Earnings opens Commission Period Earnings with the base, parameter, entitlement, prior recognized amount and delta behind each earning. See Advanced models.

Close the period

1. On Commission Periods, select the period and choose Close Checklist. Commission Period Close Checklist opens and evaluates every gate.

2. Review each gate's Status (Pending, Passed or Failed), Open Count, Open Amount and Detail.
3. Fix what blocks a failed gate and choose Evaluate.
4. Select a passed gate and choose Sign Off.
5. Enter a Comment and choose OK. The sign-off is bound to the gate's current evidence.

6. When every gate is signed off, choose Close Period and confirm.

Gate	Passes when
Facts Calculated	Every accepted source fact of the period is calculated or skipped and no calculation run is unfinished.
No Open Exceptions	No exception of the period is Open, Acknowledged, In Progress or Waiting.
No Open Disputes	No submitted dispute on a statement of the period is still undecided.
Settlements Frozen	No settlement of the period is Draft, Review, Submitted or Approved.
Accounting Posted	Every accounting proposal of the period is Posted, Cancelled or Reversed.
Reconciliation Zero	At least one reconciliation exists and none has a difference above its tolerance.
Statements Delivered	No statement of the period is Draft, Generated, Approval Pending or Approved.

Freeze a period early

Freeze Period on the checklist freezes an open or reopened period so no new calculation runs use it while you finalize settlements. A period that has not started cannot be frozen, and an active batch run must finish first. Lift Freeze returns a frozen period to Open, or to Reopened if it was closed before.

Corrections that arrive after the original period is closed follow Closed Period Correction Mode in the Governance group of Bitta Commission Setup: Block (the default), Next Open Period, Original If Open or Require Reopen. See Commission returns.

Reopen a closed period

1. On the checklist of the closed period, choose Request Reopen.
2. On Request Period Reopen, enter a Reason Code, a Reason and the Delta Policy: Manual or Scheduled Incremental.

3. Choose OK. The request records an impact preview: completed runs, earning total, settlements and payable total, posted proposals and posted amount, and delivered statements.
4. A different user opens Commission Period Reopen Requests and chooses Approve, or Reject with a comment. You cannot approve your own request.

A period can have only one open reopen request. If the period changed after the impact preview, approval is refused with BAA-RUN-REOPEN-STALE. On approval the period becomes Reopened and every gate sign-off is cleared. Reopening never unlocks immutable ledger rows. It lets correction and delta runs use the period again.

For the reports you use during the close, see Commission reports.

What's next

Pay the period: Settle commission.