Release notes

These release notes list the released versions of Bitta Commission and what each one adds, so you can confirm which behavior applies to your environment. This guide documents version 1.2.0.0, the current version on Microsoft AppSource. To check your installed version, search for Extension Management in Tell Me and find Bitta Commission by Bitta Apps, LLC.

Supported on: Business Central online (version 28.0 or later), runtime 17.0. No other extensions are needed.

Version 1.2.0.0

Version 1.2.0.0 (Release 1.2) is the current version on Microsoft AppSource. It is a normal upgrade from 1.1 and keeps all data. It includes every fix of version 1.1.3.0. For a guided tour, see What's new in 1.2.

Setup and approvals

• One-pass setup wizard. Set Up Bitta Commission has ten steps. The new steps What doesn't count, When it's earned and Post to the G/L? set line exclusions, the earning timing and optional G/L posting. Finish creates the setup, switches on the modules it needs, creates approval policies where none exist, publishes the plan, turns on capture, starts the background jobs and schedules a daily calculation (it calculates a period once the period has a full baseline; the schedule is created with Create Baseline If Missing off). Results shows Commission is running, and Try Again continues after a failed step. See Run the guided setup.
• Setup checklist after the wizard. The two checks that need the first real pay cycle show Waiting for your first pay cycle, and the posting checks show Not used: G/L posting is off. when you do not post to the G/L. See Setup checklist.
• Administrator approval right. A commission setup administrator or a SUPER user can approve, reject or delegate any open approval request, including their own, unless it affects their own commission (SUPER may decide those too). Show all open requests on Commission Approval Work Queue lists every open request, and the Administrator Approval field records the decision. See Approval policies.
• New calendars default the time zone to UTC and name any required field you leave empty. See Commission periods.
• Clearer error and notification messages throughout the app. Error codes are unchanged.

Capture

• New captured values: bill-to customer, line type and account, order number, reason, return reason and source codes, line and invoice discounts, ship-to, line margin, a line Commission Salesperson Code and a document Commission Rate Override %.
• Freight, fees and other G/L account lines, item charges and fixed asset lines are captured instead of being held as source errors. Prepayment documents are captured as facts that never earn.
• A posted line held for review is held on its own; the other lines of the document are captured.
• Public capture events so a companion app can add values and supply a unit cost.

Rules and calculation

• Credit rule outcomes Set Rate and Deduct From Base, customer agreements per bill-to customer, Commission Value Lists, and Add Standard Exclusions for new components.
• The Line Rate model with Document Margin % bands and margin pools, rate tables keyed by a captured value, and No-Match Handling.
• Commission Costs with a measure Cost Basis (Actual Cost, Dated Commission Cost or Supplied Cost) and a Zero Cost data quality rule. Returns reverse at the cost and rate their sale earned.
• Commission Line Estimates, Why This Rate? for open documents and posted earnings, the Open-Order Commission Estimate report, and Rate Source, Pool Key and Pool Margin % on the Commission Earning card.

Payments

• Credit memo applications are no longer released as cash. Return policy Netting Basis Customer Ledger Application nets credit memos on application, capped at what the earning can still release, with Credit Memo Netting Exclusions and Credit Memo Netting Entries.
• Unapplying a payment under On Full Payment moves the release back to pending.
• Payment Discount Treatment and Unapplication Behavior in the New Eligibility Policy dialog.
• An eligibility release job with a worklist, a configurable Release Batch Size and Commission Release Log.
• Aging action Reduce, Commission Settled Outside Business Central, Open Invoice Commission Balances with Excel import, and the Payment Status FactBox.

Controls, reports and statements

• Correction requests with an end date, Unsettled Only mode, the Bitta Commission Recalculation Approver permission set and Commission Recalculation Before/After.
• Commission Document Outcomes, Commission Adjustment Worksheet, Commission Season Readiness with Enable Change Log, Quota Pacing, and the reports Commission Monthly Reconciliation, Commission Quota Attainment and Commission Agent Remittance.
• A Commission FactBox on posted sales invoices and credit memos, Commission This Period FactBoxes on salesperson and customer cards, and a Commissions group on standard role centers.
• Send by E-Mail for statements, with an e-mail log, and Word layouts in Letter and A4 for the statement and remittance advice.

Accounting, plans and analytics

• Purchase credit memos for net-negative settlements, Get Commission Lines on purchase invoices, and a Scheduled Accrual posting profile.
• Plan packages, Compare Versions and Copy Plan to Next Year carry the new crediting setup; the plan document prints credit rule details.
• Copy to Next Period for quota targets, Recover On dates for draws, replacing the salesperson on customers in the transition assistant, and attachments on participant and settlement cards.
• Public Power BI API queries and public events for companion apps. See Power BI and Developer events.

Upgrade from 1.1: plans are never changed. Components without a rule for the newly captured line types are listed for review in Commission Season Readiness and keep the 1.1 behaviour until you choose Add Standard Exclusions or Keep Crediting All Lines. See Install and upgrade.

Version 1.1.3.0

Version 1.1.3.0 is a fix release for 1.1.

• Lookups on participant, period, plan and measure fields, and Scorecard Entry opens before the selection is complete.
• New organization cards, territory rules and owner codes are editable, draft credit split rows can be saved while incomplete, and new crediting setup lines get their component.
• The participant transition assistant opens.
• Commission Rates keeps its component header while you edit rows.
• The setup wizard redraws the plan style inputs when you change the choice, and its preview total adds up correctly.
• An unapplied sales credit memo is held instead of stopping the sales capture.
• Payroll export of a mixed settlement exports only its payroll lines.
• Dispute and appeal windows are measured on the real clock.
• The accounting posting date follows the Posting Date Rule.
• The setup period gets a code no other calendar uses, and a failed batch child run ends as Failed.
• License activation explains that it needs a Microsoft Entra tenant ID and reports online activation success; license values are stored when data encryption is off.
• Background job checks accept active jobs and name the failing job.
• Plan acceptance finds the participant on the work date, and eligibility hold pages show readable captions.

Version 1.1.2.0

Version 1.1.2.0 adds editors for accounting policies and approval policy versions.

• Accounting policy editor. Commission Accounting Policies has New accounting policy, Edit draft, Validate, Activate, New version and Delete draft. A policy sets the recognition mode, expense and liability timing and closed-period behavior. Validate checks that the combination is one the accounting engine supports and that a capitalize policy has a benefit period. An active version never changes; a change is a new version. Capitalize policies need the Deferred commission accounting module. See Commission accruals.
• Retire or replace an approval policy. On Commission Approval Policies, Retire policy ends an active version on a date you choose, with a reason. New version copies a version and its stages into a draft; when you activate it, an active version with no end date ends on the day before the new version starts. Requests already submitted finish under the version that routed them. See Approval policies.
• Readable card titles on the approval policy, batch run and scenario cards.

Version 1.1.1.0

Version 1.1.1.0 adds sales rep earnings pages, the hierarchy editor, team target allocation and multi-stage approval policies.

• My Earnings for sales reps. My Earnings, My Earning and My Calculation Trace are read-only and scoped to the rep's own participant. See Sales rep view.
• Rep and manager tiles on My Commission and My Team Commission now compute for reps and managers.
• Commission Hierarchy Editor and Allocate Team Target. See Sales hierarchies and Quotas and targets.
• Multi-stage approval policies. Approval policies with ordered Approval stages can be authored in the client.
• One AI switch. Every AI capability, including earning explanations and the dispute assistant, follows the AI plan drafting module. See AI plan assistant.
• Simpler Commission Feature Management. The license tier column is removed, the Advanced forecasting module is no longer offered, and module pages are searchable in Tell Me only while their module is on. See Optional modules.

Release 1.1 (version 1.1.0.0)

Release 1.1 targets Business Central 28.0 and introduces switchable modules. Upgrading from Core 1.0 keeps all data and switches on every module the company already uses.

• An always-on core and nine switchable modules in Commission Feature Management: Quotas and targets, Advanced commission models, Cash-based eligibility and holds, Disputes, Advanced approvals, Multi-currency, Deferred commission accounting, Simulation and forecasting, and AI plan drafting.
• Set Up Bitta Commission with eight plan styles and Preview on last month, Commission Setup Imports for Excel templates, setup checklist helpers, fifteen industry templates and Copy Configuration to Company.
• New measure bases, flat amount and tiered models in the core, and the advanced models in their module.
• Batch, trial and scheduled calculation runs with a run log.
• Settlement through Accounts Payable, payroll-ready export, generic export or manual payment, with the Commission Remittance Advice report.
• The Bitta Commission Role Center, the Commission Metric Catalog, analysis reports with Excel layouts, Commission Multi-Company Consolidation and reporting APIs. See Commission reports and API reference.

Core 1.0

Core 1.0 was the first release. It covered flat-rate and progressive-tier commission on posted sales invoices and credit memos, with eligibility on posting at 100 percent, no hold days and a single currency, plus settlement, payroll-ready export, G/L posting, participant statements, and disputes with scoped payment holds.

What's next

See what Bitta Commission does not do in Known limitations.