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Regularly re-calculate the rebate status during the year.
Approval of the rebate value
Export of the approved payout money to the ERP system (to be paid to the customer).
Allocation of the rebate to the archived Sales Transactions.
This makes sense as there can be more Rebate Records for one line item where the customer requires more frequent pay-outs than only once a year. If the condition requires a quarterly pay-out 4 rebate records would be created on a year-long agreement.
As individual records, these can be processed independently throughout the rebate cycle, if required.
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Let's navigate on the Menu to Rebates> Rebates > Rebate Records.
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| Note |
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Note: Rebate Records inherit user group view and edit permissions from their parent Rebate Agreements. If these permissions are set, you must be member of the groups to be able to view/edit the related Rebate Records. |
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Working with Rebate Records
The Rebate Records table provides a view on of the status and rebate accruals across all customer rebate agreements.
After you select an individual rebate record, you can use the buttons below and above the list to copy or mass submit submits rebate records or to export them to XLS.
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We You can also see a number of columns containing rebate information. I'll point out a few and There is some information that you may find useful.
Source ID – Clicking its value opens the associated Rebate Agreement.
Rank (optional) – When a Rebate Record calculation job runs, it sorts the Rebate Records by rank, so records with a lower rank get calculated first.
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As we you scroll across to the right, you can see a number of fields and information that you'll recognise recognize from the rebate agreement, so I won't cover it here, but as we you get to the far right we you can see information about the processing of the rebate record itself.
We You see information such as the Current Baseline Value, the current rebate due based on the most up-to-date transaction details, as well as additional forecast fields.
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If we wanted you want to see the Calculation Results, the Calculation Results icon icon (at the end of the line) – Opens the calculation results and provides use users with a singular view for this rebate record.
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If we close that you close the calculation results window and select a Rebate Record we you can see the Rebate Record Detail
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Choose a Category from the drop-down list:
Rebate Calculation – Allows This allows you to see how the record was calculated. Displays the calculation logic, target date and , user inputs, and the calculation results.
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Rebate Text – Allows This allows you to add notes to the record.
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Rebate Record – Displays the whole record – all attributes and its values. Many of the attributes will be standard, however, you'll see a large number of available fields here that are customisable customizable to your own organizational requirements.
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Then Rebate Calculation Base – Enables you to see the Datamart data on which the calculation is based. Typically, a filter will be applied to display data relevant for one customer and for the duration of the Rebate Agreement.
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Defined rebate queries and rebate charts will also be available for selection herethis view.
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Let Let's now return to the Rebate Records and see what other actions are available to for you.
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Copying Rebate Records
Copying is available only for approved rebate records and only for users with the Administer Rebate Records role.
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Submitting Rebate Records
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Mass submit is available for Rebate Records tooas well.
Mass approval/denial of Rebate Records is also available as well.
You can review the workflow status and details after clicking the View Workflow button.
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Revoking Rebate Records
The Revoke action is available only for approved records – in the Rebate Record detail view – and only for users with the Administer Rebate Records role. This action is useful when the Rebate Record was approved in Pricefx, integration did not happen yet and there is nothing to reverse in ERP. When this action is used, the record changes its status to Revoked.
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