Versions Compared

Old Version 1

changes.mady.by.user Jana Volencová

Saved on

compared with

New Version Current

changes.mady.by.user Jana Volencová

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The page describes the basics of Accelerator use and provides examples with screen captures.

...

Go to Rebates > Condition Types, add a new Rebate Type, and define its properties:

Name

Name of the Rebate Type

Label

Label of the Rebate Type

Pricing Logic

Should be "RebateLogic"

Condition Type Name

Maps your rebate logic with an existing Rebate Type template. Select here a suitable Rebate Type.

Currently, there are more than 20 Rebate Types implemented. See their list at Rebate Types Reference (Rebate Management). 

Target for

Maps your rebate logic with an existing Rebate Type template. Select one of these options:

  • Payment Period – Gets sales for every period to compare and calculate the rebate.

  • Annual – Gets sales for the whole year to compare and calculate the rebate.

Deposit Scheme

If 'Target for' is 'Annual', you need to define how to calculate the rebate value:

  • Non-Cumulative – The rebate value is calculated for the current period based on cumulative sales, then divided by the number of periods (12 months or 4 quarters, 2 for semi-annually, 1 year).

  • Cumulative – The same as with calculation of Non-Cumulative above, but the rebate value of the previous period is excluded. 

Payment Period

Maps your rebate logic with existing Rebate Type templates. Select: "Monthly", "Quarterly", "Semi-Annually" or "Annually".

If left empty, there is the "Payment Period" input in the rebate agreement with the same values.

Payout Days

Enter the number of days after the end date of the payment period when you want the payout.

If left empty, it is set to 1 day.

Customer Selection Level

Options are:

  • Header Level – Shows the customer group input in the header of a rebate agreement. At the line item level, the customer group input will be disabled and will inherit values from the header.

  • Line Item Level – Shows the customer group input both for the rebate agreement header and line items. If users change the value of the customer group for each line item, it takes priority over the header input value.

Customer Filter Logic

Name of Customer Filter Logic (suggested: CustomerFilter_Logic). 

You can change the customer filter as needed in this logic, so that you get the customers you need in the rebate agreement.

Product Filter Logic

Name of Product Filter Logic (suggested: ProductFilter_Logic). 

You can change the product filter as needed in this logic, so that you get the products you need in the rebate agreement.

Source Type

Options are:

  • DataMart – Rebate values will be calculated from Datamart.

  • DataSource – Rebate values will be calculated from Data Source.

Rebate Base Source

Source name

Rebate Base Field Value

Baseline field name in the Data Source

Rebate Base Field Quantity

Quantity field name in the Data Source

Rebate Base Field Customer

Customer ID field name in the Data Source

Rebate Base Field Product

Product ID field name in the Data Source

Rebate Base Field Date

Pricing date field name in the Data Source

These are the default values of some of the attributes in Advanced Configuration, so that users do not need to define them from scratch in each Rebate Type:

...

The RebateManager Template provides a Data Load named "Rebate allocation" to run the allocation. This job runs every midnight (can be modified). It then overrides the rebate value.

To calculate rebate allocation, you need data from Rebate Records (RR) and you need to meet these requirements:

  • Agreement Status == Approved

  • Status == Approved

  • Start Date (RR) >= StartDate (Feeder Formula in Rebate Allocation DL)

  • End Date (RR) <= EndDate (Feeder Formula in Rebate Allocation DL)

  • Applies to Customer Grouping, Customer and Product Grouping, Product

...

  • Rebate Agreement PDF Report – Displays all details of a Rebate Type such as Product Group, Targets and Rebate. 


    R-19_1583402736802_RA.pdf

  • Last Month Rebate PDF Report – Overview of rebates paid in the last closed month. Each line identifies: Rebate Type, achieved Baseline value and the rebate to pay.

    R-19_1583402760679_Last Month.pdf

  • MTD (Month-To-Date) Rebate PDF Report – Exports the achieved rebate value for MTD (month-to-date) of payable rebates in the current month. Rebate lines display details about the Rebate Type baseline value and rebate value for a given month

    .
    R-19_1583402776744_MTD

    .

    pdf

  • YTD (Year-To-Date) Rebate PDF Report – Overview of the achieved and paid rebates YTD.

    R-19_1583402794731_YTD.pdf

Rebate Approval Workflow

Rebate Agreement Approval Workflow

...