Plan distribution and acceptance

When a commission plan is published, each participant should receive the exact plan document that applies to them and confirm it. Bitta Commission delivers plan documents with evidence, and participants acknowledge, accept, reject or comment on them in My Plan Acceptance. This page explains distribution for administrators and the response steps for sales reps.

Before you start

• The plan version must be Published. Draft, review and approved versions are watermarked and cannot be delivered.
• Each participant who should receive the document needs an active assignment in the version on the work date and a language code on the participant card. Participants without a language are skipped.
• Sales reps need the Bitta Commission Participant permission set (BAA Comm Participant) and a primary user link on their participant record. See Participants and payees.

For administrators: distribute plan documents

1. Open the published plan version on Commission Plan Version.
2. Choose Preview Plan Document to check the document.
3. Choose Distribute Plan Documents and pick the channel: Business Central, Email, Portal, E-signature or API.
4. Read the result message. It shows how many participants were delivered, already had the same document, were skipped, or failed.

The channel you pick is recorded on each delivery. Participants see and answer their deliveries in Business Central, on My Plan Acceptance. The app does not send the document by e-mail or to an external signature service itself; it records which channel you used.

To deliver the document for a single assignment, open the assignment on Commission Plan Assignment and choose Preview Participant Plan or Make Available in Business Central.

Review distributions

Choose Plan Distributions on the plan version card. Plan Distributions shows each distribution with its channel, whether it completed, and the counts of delivered, already delivered, skipped and failed participants, with a hash over the distribution and its lines. Choose Participant Deliveries to open Plan Distribution Deliveries:

Field	What it tells you
Participant ID, Plan Assignment ID	Who the document was distributed to, and for which assignment.
Result	Delivered, already delivered, skipped or failed.
Message	Why a participant was skipped, or the error of a failed delivery.
Locale Code	The language of the delivered document, from the participant's language.
Plan Document Version, Plan Document Hash	The format version and hash of the exact document the participant received.
Acceptance ID	The plan acceptance chain of the delivery.
Processed At, Line Hash	When the line was processed, and the hash of this delivery evidence.

A participant who already has a live delivery of the same document on the same channel and locale is not delivered twice. Each participant line is committed on its own, so one failure never stops the others, and running the same distribution again resumes where it stopped.

For sales reps: respond to your plan

1. Open My Plan Acceptance. It shows only the plan deliveries and responses linked to your Business Central user.
2. Select a delivery and choose View Plan Document to read the exact document.
3. Choose one of the responses:
   • Acknowledge records that you received and reviewed the document.
   • Accept accepts the exact delivered plan-document version.
   • Reject rejects the plan. Enter a comment; it is bound to the evidence record.
   • Comment records a comment without changing an earlier response.

For each entry you see Plan Version No., Plan Document Version, Action Code, Action At, Delivery Channel Code, Locale Code and Expires At, the time after which the delivery no longer accepts responses.

E-signature deliveries

If the plan was delivered on the E-signature channel, accepting requires the Signature Provider and Signature Reference from your signature provider. Enter both before you choose Accept. The app records the reference; it does not connect to the provider.

What acceptance records

Every delivery and response is an append-only evidence entry. Nothing overwrites an earlier response. Each entry is tied to:

• the exact plan document hash and plan definition hash that were delivered,
• the participant, plan assignment and plan version,
• the action (acknowledged, accepted, rejected or commented), the time and the user,
• the comment and any signature reference.

A response is refused if the delivery has expired, was superseded or reversed, or if the plan definition no longer matches the delivered document. A user can respond only for participants within their scope.

Acceptance evidence is separate from a signed participant agreement. If your country policy requires a signed agreement before publication, record it on Commission Participant Agreements. See Participants and payees.

What to check if it goes wrong

Symptom	What to do
A participant was skipped	Add a language code to the participant, or check that the assignment is in effect on the work date and inside the version dates.
BAA-WFL-SIGNATURE	Enter the signature provider and signature reference before accepting an e-signature delivery.
BAA-WFL-NOTFOUND	Select a delivered plan before recording a response.
Distribute Plan Documents is not available	The version is not published.

Related pages

• Plans, versions, and assignments
• My Commission for sales reps
• Participant and manager statements
• Roles and permissions