Implementation checklist
This is a phased checklist. It takes CommissionCentral from a clean install to production
go-live. It extends the Setup sequence
(01 Installation … 06 Demo data) into a project plan that
an implementer can track end to end. The tasks reflect the shipped V1 behavior on the
release/1.0.0 line (app version 1.0.0.0).
How to use this checklist
- Work the phases in order. Each phase builds on the phase before it. You cannot preview a calculation before a plan exists. You cannot run a payment cycle before the ledger holds entries.
- Set each row’s Status to one of
Not Started·In Progress·Blocked·Done. - Fill in an Owner and a Target Date for each line when you plan the engagement.
- Use Notes to record evidence: the page you configured, a posted document number, a commission ledger entry number, a report output, or a sign-off name and date. The checklist is then also the audit trail of the implementation.
- Each row starts as
Not Started. Copy the table into your project tracker, or edit it in place, and keep it current. - Sandbox tip. Open the Commission Setup card in a sandbox company with no configuration.
The app then offers to load demo data: commissions enabled, a
TRIALlicense, demo G/L accounts, the COMM-PAYJ journal, and sample plans, agents, a network, and a manager team. Use it to examine and rehearse. It is an evaluation aid, never a production setup step.
Phased implementation checklist
| Phase | Workstream | Task | Status | Owner | Target Date | Notes |
|---|---|---|---|---|---|---|
| 1 · Project governance | Scope | Confirm which commission triggers are in scope: On Posting, On Payment, On Shipment (plus the invoice true-up that reconciles a shipment estimate). | Not Started | |||
| 1 · Project governance | Scope | Decide the Approval Mode: Automatic (entries post straight through) vs Review (entries stage for approval first). | Not Started | |||
| 1 · Project governance | Scope | Decide the payout model per agent type: A/P invoice for external vendor agents vs payroll journal for internal employees/managers. | Not Started | |||
| 1 · Project governance | Scope | Decide whether Draw, Networks, and Manager Hierarchy features are in scope for V1. | Not Started | |||
| 1 · Project governance | Plan | Define project milestones: setup, pilot, UAT, go-live. | Not Started | |||
| 1 · Project governance | Data migration | Confirm the migration approach for agents, commission plans, rates, and agent assignments. | Not Started | |||
| 2 · Application installation | Install | Install CommissionCentral from AppSource into the target environment(s). See Installation. | Not Started | |||
| 2 · Application installation | Provisioning | Confirm what the install creates automatically (for example, the COMM-PAYJ payment journal template/batch, source code, number series). See Installation. | Not Started | |||
| 2 · Application installation | Entry point | Open the Commission Setup card from Assisted Setup (Set up CommissionCentral) or Manual Setup. See Assisted Setup. | Not Started | |||
| 3 · Licensing & activation | Trial | Confirm the built-in 14-day trial is available for evaluation/pilot (FR-CFG-010). See Licensing. | Not Started | |||
| 3 · Licensing & activation | Key | Paste the License Key supplied by BCAppCo on the Commission Setup card (value is masked once stored). | Not Started | |||
| 3 · Licensing & activation | Validate | Run the Check License Key action to validate the stored key before go-live. | Not Started | |||
| 3 · Licensing & activation | Gating | Understand fail-safe gating: explicit commission/payment posting is blocked without a valid license; in-transaction calculation is skipped silently (the sales document still posts). | Not Started | |||
| 4 · Security & permissions | Assign sets | Assign TigCM Comm. Admin (CommissionCentral - Admin/Implementer) to admins/implementers. See Permissions & roles. | Not Started | |||
| 4 · Security & permissions | Assign sets | Assign TigCM Comm. Manager (CommissionCentral - Manager) to sales managers. | Not Started | |||
| 4 · Security & permissions | Assign sets | Assign TigCM Comm. Finance (CommissionCentral - Finance) to finance/payroll users. | Not Started | |||
| 4 · Security & permissions | Assign sets | Assign TigCM Comm. Rep (CommissionCentral - Rep) to reps who need read access to their own commission data. | Not Started | |||
| 4 · Security & permissions | Rep isolation | Note the V1 caveat: the Rep set grants read access but enforced own-only row-level isolation is deferred — restrict with tenant security filters if reps must not see each other’s data. | Not Started | |||
| 5 · Core setup | Setup card | Set Default Commission Trigger and Default Calculation Method (FR-CFG-002). See Commission Setup card. | Not Started | |||
| 5 · Core setup | Setup card | Set Approval Mode (Automatic / Review) (FR-CFG-009). | Not Started | |||
| 5 · Core setup | Setup card | Set Cash % Threshold (defaults 100) for On Payment recognition (FR-CFG-006). | Not Started | |||
| 5 · Core setup | Setup card | Configure Max Payable per Period and Cap Period (FR-CFG-004). | Not Started | |||
| 5 · Core setup | Setup card | Set Commissionable Min. Amount (FR-CFG-005). | Not Started | |||
| 5 · Core setup | Setup card | Enable the Draw Enabled, Networks Enabled, and Manager Hierarchy Enabled toggles as scoped (FR-CFG-003). | Not Started | |||
| 5 · Core setup | Setup card | Set the Commission Accrual Account and Commission Expense Account (direct-posting G/L accounts) (FR-CFG-007). | Not Started | |||
| 5 · Core setup | Setup card | Confirm the Payment Journal Template and Payment Journal Batch (the install-provisioned COMM-PAYJ) for payroll payout (FR-PAY-003). | Not Started | |||
| 5 · Core setup | Master switch | Turn ON the Commissions Enabled master switch — it defaults OFF, so no commission is calculated until it is enabled (FR-CFG-011). | Not Started | |||
| 6 · Plans & rate matrix | Plans | Create commission plans and use Copy Plan to accelerate similar plans. See Commission plans, UC-01. | Not Started | |||
| 6 · Plans & rate matrix | Rate matrix | Enter rates in the rate matrix scoped by salesperson / item / customer. See UC-13. | Not Started | |||
| 6 · Plans & rate matrix | Tiers | Configure tiers (V1 basis: Cumulative Sales). See UC-02. | Not Started | |||
| 6 · Plans & rate matrix | Activate | Activate plans (and confirm effective dates) so the engine can select them. | Not Started | |||
| 7 · Agents, splits, networks & manager teams | Agents | Create agents and assign them per customer / ship-to with splits totalling 100%. See Agents & splits, UC-03. | Not Started | |||
| 7 · Agents, splits, networks & manager teams | Networks | If Networks enabled, confirm assignments auto-assign on customer creation from the network template. | Not Started | |||
| 7 · Agents, splits, networks & manager teams | Manager teams | If Manager Hierarchy enabled, configure manager teams so manager commission entries appear. See UC-08. | Not Started | |||
| 7 · Agents, splits, networks & manager teams | Fallback | Confirm the no-assignment fallback to the document salesperson when a customer has no agent assignment. | Not Started | |||
| 8 · Engine, triggers & preview | Precedence | Confirm the per-line commissionable flag and the manual / agent / plan override precedence. See UC-09. | Not Started | |||
| 8 · Engine, triggers & preview | Preview | Run Preview Commission on sample documents to validate the calculation before posting. | Not Started | |||
| 8 · Engine, triggers & preview | Triggers | Validate each configured trigger end to end: On Posting, On Payment (UC-05), and On Shipment (UC-11) with invoice true-up (UC-12). | Not Started | |||
| 9 · Journal, ledger & audit | Journal | Exercise the Commission Journal: manual entries, adjustments, and reversals. See Commission journal. | Not Started | |||
| 9 · Journal, ledger & audit | Ledger | Validate the ledger status lifecycle and hold/release. See Ledger & audit. | Not Started | |||
| 9 · Journal, ledger & audit | Reversal | Test credit-memo reversal of a previously earned commission. See UC-06. | Not Started | |||
| 9 · Journal, ledger & audit | Traceability | Use Show Source Document from a ledger entry and run the Commission Audit report. | Not Started | |||
| 10 · Payment processing | Worksheet | Run the payment worksheet Suggest → Release → Post cycle. See Payments. | Not Started | |||
| 10 · Payment processing | Settlement | Validate A/P invoice output for vendor agents and payroll journal lines for employee agents. See UC-10. | Not Started | |||
| 10 · Payment processing | Draws | Validate draw advances and netting against earned commission. See UC-07. | Not Started | |||
| 11 · Role Center & reporting | Role Center | Confirm the Commission Manager Role Center cues/activities surface the right data. See Role centers. | Not Started | |||
| 11 · Role Center & reporting | Reports | Review the available reports and confirm they meet reporting needs. See Reporting. | Not Started | |||
| 12 · Validation & UAT | Scenarios | Execute the end-to-end acceptance scenarios (UC-01…UC-13) — run sections B–F of the UAT checklist. | Not Started | |||
| 12 · Validation & UAT | Edge cases | Validate the deliberate edge cases and boundary tests — cap period, commissionable minimum, cash % threshold, plan effective dates — with section G of the UAT checklist. | Not Started | |||
| 12 · Validation & UAT | Sign-off | Obtain business sign-off on calculation accuracy and financial posting — record it in the UAT checklist sign-off section. | Not Started | |||
| 13 · Training & go-live | Training | Deliver role-based training: implementer/admin, manager, finance/payroll, and rep. | Not Started | |||
| 13 · Training & go-live | Cutover | Build the go-live cutover plan: opening data and the first processing window. | Not Started | |||
| 13 · Training & go-live | Go-live | Complete the first production run with hypercare, then establish the support cadence and KPI reporting. | Not Started |
Minimum exit criteria by phase
Do not continue past a phase before it meets its minimum bar:
- Phase 2 — Installation: app installed and the Commission Setup card is reachable.
- Phase 3 — Licensing & activation: license key validated with Check License Key (or the 14-day trial confirmed for a pilot).
- Phase 4 — Security & permissions: the four permission sets assigned to the right users.
- Phase 5 — Core setup: Commission Setup fully configured and Commissions Enabled turned ON.
- Phase 6 — Plans & rate matrix: at least one plan activated with rates entered.
- Phase 7 — Agents & splits: agent assignments total 100% per customer (or the document-salesperson fallback confirmed).
- Phase 8 — Engine & triggers: every in-scope trigger validated end to end and Preview Commission matching posted results.
- Phase 9 — Journal, ledger & audit: a reversal exercised and the Commission Audit report producing traceable output.
- Phase 10 — Payment processing: one full Suggest → Release → Post payment cycle completed, with correct A/P vs payroll output.
- Phase 12 — Validation & UAT: UAT sign-off documented in the UAT checklist.
- Phase 13 — Training & go-live: first production run completed and the support model active.