Earnings statements

A commission statement is the frozen, hashed record of what one participant earned, what became eligible, what was held or recovered, and what was selected for payment in a settlement. In Bitta Commission you work with statements on the Commission Statements list and the Commission Statement card. This page shows you how to generate a statement from a frozen settlement, route it through approval, make it available in Business Central, and then print or e-mail, pay and archive it. It also covers manager statements, which summarize a team.

Before you start

• The settlement must be frozen. Generate Commission Statement lists only lines of frozen settlements. See Settle commission.
• You need a scope that lets you administer the participant, such as Manager and descendants or Finance (all participants). Generate statement is available only when you administer at least one participant. See Permission sets.
• Statement approval always runs through a policy. Activate exactly one approval policy for the document type STATEMENT in Commission Approval Policies, or Submit for approval stops with BAA-WFL-POLICY. The guided setup creates one with you as the approver when no active statement policy exists. See Approval policies.

Generate and deliver a statement

1. Open Commission Statements. Each row shows the Status, Participant, Period, Version No., Settled Amount and Generated At of a statement in your scope.

2. Choose Generate statement. Generate Commission Statement lists the frozen settlement lines of participants you administer. Select a line and choose OK. Generation takes every line of that participant in the settlement, not only the one you selected.

3. The statement opens on the Commission Statement card with the status Generated. Review the totals and choose Snapshot lines to check each line.

4. Choose Submit for approval. The statement becomes Approval Pending and is assigned to the approver of the policy.
5. The assigned approver opens the statement and chooses Approve statement or Reject statement. Commission Approval Decision asks for a Decision Reason Code and an optional Decision Comment, of which only a SHA-256 hash is kept. The user who submitted cannot approve (BAA-WFL-SELFAPPROVAL), unless they are an administrator and the statement is not their own: an administrator may approve their own request when it does not affect their own commission, and a SUPER user may approve it even then. See Approval policies. A rejected statement returns to Generated.

6. On the approved statement, choose Make available in Business Central. The statement becomes Delivered, a copy is written to the Delivered Statement Archive, and the participant receives a Statement Delivered notification in their statement language.

E-mail statements

To send statements as PDF files, select one or more statements on Commission Statements and choose Send by E-Mail, or choose Send Statements by E-Mail on a frozen settlement to send every participant of the settlement their current statement. Only approved statements and current delivered statements are sent. The others are skipped, and the e-mail log records the reason, for example the statement status or a missing e-mail address. Sending does not change the statement status. E-Mail Log shows the e-mails sent for the selected statement, to users whose role can read the log. For the e-mail setup, see Email statements.

Read the statement

The card is read-only. Its groups hold the frozen values:

Group	Fields
Commission result	Earning Amount, Eligible Amount, Held Amount, Recovery Amount, Settled Amount, Currency Code, Exchange Rate Date, Exchange Rate Factor
Performance and balances	Quota Amount, Attainment Percent, Draw Balance, Draw Recovered Amount, YTD Earning Amount, YTD Settled Amount. Year-to-date values use the latest statement version of each period of the year.
Immutable evidence	Line Count, Predecessor Statement ID, Generated At, Approved At, Delivered At, Delivery Channel Code, Delivery Result Code
Participant confirmation	Confirm by, Dispute by, Accepted At, Disputed At

Snapshot lines shows each line with its plan, component and measure labels, quantity, rate, amount and a plain explanation from the calculation trace, in the form "component: a base of X at a rate of Y earned Z". Each line also shows the Source Document No., the Rate Source, the CM Netted Amount (the commission of credit memos netted against the line, see Credit memo netting), the Payable Amount and the Paid Amount already paid for the same document on earlier statements. The printed statement shows them as Document, Rate source, Credit memos netted, Payable and Paid earlier.

Other actions on the card:

• Print statement runs the Commission Statement report in the participant's statement language: the participant's language, then the statement language of the country/region policy, then the session language. The language never changes the statement hash. Beside the default print layout, the report has Word layouts in Letter and A4 that you can select or copy in Report Layouts.
• Download snapshot downloads the deterministic JSON rendering of the statement.
• Archived copies opens the copies archived at delivery.
• The Comments FactBox holds comments on the statement.

After delivery

Action	Who	What it does
Accept statement	The participant or a user with access to them	Confirms the delivered statement. Shown when the Disputes module is on. A disputed statement can be accepted once every dispute is decided.
Submit dispute, Save dispute draft	The participant or a user with access to them	Opens a review case. See Commission disputes.
Record as paid	A user who administers the participant	Records that every settlement behind the statement is paid. Refused with BAA-STM-PAID-001 while an amount is still payable or held, and with BAA-STM-DISPUTE-001 while a dispute awaits a decision.
Archive statement	A user who administers the participant	Archives a statement that is Accepted, Paid, Superseded or Corrected.

In Commission Workflow Setup, Statement Acceptance Days and Statement Dispute Days set the Confirm by and Dispute by dates. When the acceptance period passes without an open dispute, the workflow deadline job records the statement as accepted. Zero switches each rule off.

If you generate a statement again for the same participant and period, the app creates the next Version No. linked through Predecessor Statement ID. When the new version is delivered, the earlier one becomes Superseded, or Corrected if it was already Paid.

Manager statements

A manager statement summarizes the latest participant statements of a manager's team for one period. The team is the members of the teams the manager leads plus the participants below the manager in the hierarchy.

1. Open Manager Commission Statements and choose Generate manager statement.

2. On Generate Manager Statement, select the Manager and the Period and choose OK.

3. Review the Manager Commission Statement: team totals for settled, eligible, held, recovery and earning amounts, the open dispute and pending approval counts at generation time, and one line per team member with the statement version included.

4. Choose Make available in Business Central. A copy is archived. Print statement runs the Manager Commission Statement report.

Archive delivered statements

The Delivered Statement Archive keeps a copy of every participant and manager statement as it was made available. Choose Download copy to retrieve one.

For long-term retention, open Commission Statement Archives and choose Archive Statements. Enter Months to Keep (24 by default). The app writes a manifest covering statements delivered before that cutoff, whatever their status is now, with a hash chain over their frozen snapshots. Verify Manifest recomputes the chain and compares it.

The report list is in Commission reports.

What's next

Handle participant questions about a statement: Commission disputes.