Sales hierarchies

Positions, teams and hierarchies describe how your sales organization is structured over time in Bitta Commission. This page shows you how to create positions and assign their holders, build teams, maintain reporting lines in the Commission Hierarchy Editor, record hires, transfers, leaves and terminations with the Participant Transition assistant, and load the whole organization from CSV files.

Before you start

• Create the participants first. See Participants.
• You need the Bitta Commission Setup Administrator permission set to maintain hierarchies, record transitions and run organization imports.
• Every structure is dated. Saved assignments, memberships and reporting lines are history: you add a new dated row or version instead of editing an old one.

Positions

A position is a stable organizational seat, such as a regional sales role, independent of who holds it.

1. In Tell Me, search for Commission Positions and choose New.
2. On Commission Position, enter the Code, Description, Status (draft, active, suspended or closed), Effective From and Effective To, the Default Plan ID and the Job Function Code.

3. Choose Assignments to open Position Assignments, then choose Assign Position.
4. On Position Assignment, enter the Participant No., the Effective From and Effective To dates, the Allocation Percent and whether this is the participant's Primary Position. Saved assignments are immutable.

The assignment also has Credit From and Credit To, the sale dates that generate new credit for the holder, and Process From and Process To, the dates on which results can still be measured, corrected and settled. Manager Participant No. names the holder's manager when applicable.

Credit for a vacant position

Credit earned by a position while no participant holds it is held on Vacant Position Credits (the Vacant Credits action on the position card). Each entry has the status Open, Claimed or Released.

Action	What it does
Claim	Assigns the held credit to the current or a later holder of the position. The claim is audited and cannot be undone.
Release	Releases the credit so it is never paid. Only the setup administrator can release a credit.
Request claim payment	Creates the governed manual adjustment that pays the claimed credit. Another user must approve it.

Teams

1. In Tell Me, search for Commission Teams and choose New.
2. On Commission Team, enter the Code, Description, Status, Team Type Code, Manager Participant No., the effective dates, the Default Allocation Percent offered to new members, and whether Allow Over Allocation lets credit-eligible allocation exceed 100 percent.

3. Choose Members, then Add Team Member. Enter the Participant No., an optional Position Code and Team Role (Optional), the Allocation Percent, Primary Team, Manager, Credit Eligible and the membership dates.

To change a team from a date, select it on Commission Teams and choose New Version. The new version starts on the work date and links to the old one, which ends the day before.

Hierarchies

A hierarchy records who reports to whom, and from which date. Roll-up credit, manager overrides, hierarchy approvals and manager scope read the active hierarchy with the code you choose.

1. In Tell Me, search for Commission Hierarchy Editor and open it.
2. Choose New Hierarchy. Enter the Code (for example SALES-MGMT), a Description, the Hierarchy Type (Manager, Credit Roll-up, Territory, Product, Partner or Custom), Effective From and, if it ends, Effective Through. Set Allow Multiple Parents, Require Primary Parent and Maximum Depth (zero means unlimited). The hierarchy is active as soon as you choose OK.

3. Choose Add Reporting Line. Choose whether the member and the manager are a participant or a position, then enter the Member, Reports To, Relation Type (Reports To, Roll-up, Dotted Line, Matrix or Custom), Primary Parent, Rollup Percent, Effective From and Effective Through.
4. Choose a Hierarchy and an As of Date to see the tree for that date. Show All Dates lists every line, including ended and future lines with their End Reason.

Change Manager moves the selected member to a new manager from the Change Date: the current line ends the day before and a new line starts with the same type, primary flag and roll-up percent. End Reporting Line ends the selected line on the End Date. Both need a Reason. The editor refuses a change that would:

• create a cycle (BAACOMM-ORG-HIERARCHY-CYCLE-001);
• overlap another line of the same member, unless the hierarchy allows multiple parents; a second line to the same manager, or a second primary line, is always refused (BAACOMM-ORG-HIERARCHY-OVERLAP-001). End the existing line first, or use Change Manager;
• reach into a frozen, settled or closed commission period (BAACOMM-ORG-HIERARCHY-FROZEN-001). Choose dates after that period.

Record a transition

Hires, transfers, leaves, returns and terminations are recorded as governed transitions.

1. Open Participant Transitions, or choose Transitions on the participant card.

2. Choose New Transition. The Participant Transition assistant opens.

3. On Who and what, enter the Participant No., Transition Type, Transition Date, the End Date of a leave and the Reason.

4. On Positions, teams and territories, enter the From Position Code, To Position Code, To Team Code, To Territory Code and, for a new hire, the Ramp Through Date.

5. On Credit handling, choose whether credit from the left position is kept, transferred to a successor or stopped, and set the Trailing Through Date, Compensation End Date, Final Pay Required and the leave proration.

6. On Review, check the Summary and Proration Preview, choose Apply immediately or leave it off to save a draft, and choose Finish.

A draft can be applied later with Apply or discarded with Cancel Draft. Applying creates dated assignments, version evidence and an audit entry. An applied transition cannot be undone; record a correcting transition instead.

Import the organization from CSV

1. In Tell Me, search for Organization Import Batches and choose New Batch. The batch opens.
2. Under Import CSV, upload one file per record type: Participants, Participant Links, Positions, Position Assignments, Teams and Team Members. Each action's tooltip lists the expected columns.

3. Choose Validate. If rows have errors, open Findings, correct the rows in Staged Rows and validate again.
4. Choose Apply. Apply is atomic: any failure rolls back the whole batch.

A batch marked Dry Run validates only and never applies. Validation warns when an applied batch already had the same file content, and flags a manager assignment that would create a reporting cycle. Export Organization writes the current organization to CSV in the import column layout.

What's next

Define who owns which sales: Sales territories. For the pages and reports managers use to review the organization, see Commission reports.