...
- Tiered rebate – based on quantities or amounts purchased.
- Stepped rebate – tiered rebate where the rebate is calculated separately for each tier.
- Growth rebate – based on a specified increase in purchases.
- Fixed rebate – not dependent on the purchased amounts.
See also the 97673724 Rebate Variants section below for detailed explanation of the rebate types.
...
| Type | Element Name | Display Mode | Format Type |
|---|
| Library | Never |
|
| RetainGlobal | Never |
|
| CustomerGroup | Never |
|
| ProductGroup | Never |
|
| SalesTarget | Never |
|
| ActualsQuery | Never |
|
| ActualSales | Never |
|
| TotalSalesRebate | QuoteConfiguratorQuoting | Money (EUR) |
| ASFFactor | Never |
|
| SalesForecast | QuoteConfiguratorQuoting | Money (EUR) |
| RebateForecast | QuoteConfiguratorQuoting | Money (EUR) |
| RebateRecords | Never |
|
...
| Code Block |
|---|
| language | groovy |
|---|
| title | SalesTarget |
|---|
|
def tieredVal = api.multiTierEntry("Revenue Target", "€","%")
if (api.isSyntaxCheckisInputGenerationExecution()) return
// 5% --> 0.05 conversion
if (tieredVal != null){
tieredVal = tieredVal.multiplyValues(0.01)
}
api.log("sales target", tieredVal.inspect())
api.global.target = tieredVal
return tieredVal |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | ActualsQuery |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def line = api.currentItem()
if (line != null){ // is null on syntaxinput checkgeneration/formula save
def customerGroup = api.getElement("CustomerGroup")
def productGroup = api.getElement("ProductGroup")
// actuals for the period specified in the rebate line item
def timeFilter = api.filter("InvoiceDate", line?.startDate, line?.endDate)
if (timeFilter != null){
api.datamartQuery("TX", "Transaction DM", customerGroup, productGroup, timeFilter, "InvoicePrice\$")
}
} |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | ActualSales |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.datamartLookup("TX", "InvoicePrice\$")
api.log("actual", sales.inspect())
api.global.actual = sales as BigDecimal
return api.global.actual |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | TotalSalesRebate |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.global.actual
if (sales<0) sales=0
def rebate = Library.calcDiscount(sales, api.global.target)
api.global.rebate = rebate as BigDecimal
return api.global.rebate |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | RebateForecast |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.global.actual * api.getElement("ASFFactor")
if (sales<0) sales=0
def rebate = Library.calcDiscount(sales, api.global.target)
api.global.rebate = rebate as BigDecimal
return api.global.rebate |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | RebateRecords |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
rebateRecords.add() |
...
| Type | Element Name | Display Mode | Format Type |
|---|
| Library | Never |
|
| RetainGlobal | Never |
|
| CustomerGroup | Never |
|
| ProductGroup | Never |
|
| SalesTarget | Never |
|
| ActualsQuery | Never |
|
| ActualSales | Never |
|
| TotalSalesRebate | QuoteConfiguratorQuoting | Money (EUR) |
| ASFFactor | Never |
|
| SalesForecast | QuoteConfiguratorQuoting | Money (EUR) |
| RebateForecast | QuoteConfiguratorQuoting | Money (EUR) |
| RebateRecords | Never |
|
...
| Code Block |
|---|
| language | groovy |
|---|
| title | Library |
|---|
|
//Stepped discount calculation function: revenue falls in a specific tier, %discount of each tier up to this tier is applied to the part of the revenue.
if (api.isSyntaxCheckisInputGenerationExecution()) return
// target values are % values (i.e. 5% is represented by 5 rather than 0.05)
def calcSteppedDiscount(actual, tieredTarget){
api.log("calcSteppedDiscount: actual", actual.inspect())
api.log("calcSteppedDiscount: target", tieredTarget.inspect())
def cumulativeDiscount = 0.0
if (actual != null && tieredTarget != null){
if (tieredTarget.size()>0){
def unusedActual = actual
for (i = tieredTarget.size()-1; i>=0; i--){
def tier = tieredTarget.get(i)
def target = tier.target as BigDecimal
def value = tier.value as BigDecimal
api.log("Tier" +i + " target", target.inspect())
api.log("Tier" +i + " value", value.inspect())
if (target != null){
if (unusedActual > target){
if (value == null) value=0
def discountable = unusedActual - target
def discount = discountable * value
api.log("Discountable", discountable)
api.log("Discount", discount)
cumulativeDiscount += (discountable * value)
api.log(" Cumulative discount", cumulativeDiscount)
unusedActual = target
}
}
}
}
}
return cumulativeDiscount
}
|
...
| Code Block |
|---|
| language | groovy |
|---|
| title | SalesTarget |
|---|
|
def tieredVal = api.multiTierEntry("Revenue Target", "€","%")
if (api.isSyntaxCheckisInputGenerationExecution()) return
// 5% --> 0.05 conversion
if (tieredVal != null){
tieredVal = tieredVal.multiplyValues(0.01)
}
api.log("sales target", tieredVal.inspect())
api.global.target = tieredVal
return tieredVal |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | ActualsQuery |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def line = api.currentItem()
if (line != null){ // is null on syntaxinput checkgeneration/formula save
def customerGroup = api.getElement("CustomerGroup")
def productGroup = api.getElement("ProductGroup")
// actuals for the period specified in the rebate line item
def timeFilter = api.filter("InvoiceDate", line?.startDate, line?.endDate)
if (timeFilter != null){
api.datamartQuery("TX", "Transaction DM", customerGroup, productGroup, timeFilter, "InvoicePrice\$")
}
} |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | ActualSales |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.datamartLookup("TX", "InvoicePrice\$")
api.log("actual", sales.inspect())
api.global.actual = sales as BigDecimal
return api.global.actual |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | TotalSalesRebate |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.global.actual
if (sales<0) sales=0
def rebate = Library.calcSteppedDiscount(sales, api.global.target)
api.global.rebate = rebate as BigDecimal
return api.global.rebate |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | RebateForecast |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.global.actual * api.getElement("ASFFactor")
if (sales<0) sales=0
def rebate = Library.calcDiscount(sales, api.global.target)
api.global.rebate = rebate as BigDecimal
return api.global.rebate |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | RebateRecords |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
rebateRecords.add() |
...
| Type | Element Name | Display Mode | Format Type |
|---|
| Library | Never |
|
| RetainGlobal | Never |
|
| CustomerGroup | Never |
|
| ProductGroup | Never |
|
| GrowthTarget | Never |
|
| ActualsQuery | Never |
|
| ActualSales | Never |
|
| PreviousYearSales | Never |
|
| GrowthRebate | QuoteConfiguratorQuoting | Money (EUR) |
| ASFFactor | Never |
|
| SalesForecast | QuoteConfiguratorQuoting | Money (EUR) |
| RebateForecast | QuoteConfiguratorQuoting | Money (EUR) |
| RebateRecords | Never |
|
...
| Code Block |
|---|
| language | groovy |
|---|
| title | GrowthTarget |
|---|
|
def tieredVal = api.multiTierEntry("Growth Target", "%","%")
if (api.isSyntaxCheckisInputGenerationExecution()) return
//rebate % conversion
if (tieredVal != null){
tieredVal = tieredVal.multiplyValues(0.01)
}
api.log("growth target", tieredVal.inspect())
api.global.target = tieredVal
return tieredVal |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | ActualsQuery |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def line = api.currentItem()
if (line != null){ // is null on syntaxinput checkgeneration/formula save
def customerGroup = api.getElement("CustomerGroup")
def productGroup = api.getElement("ProductGroup")
// actuals for the period specified in the rebate line item
def timeFilter = api.filter("InvoiceDate", line?.startDate, line?.endDate)
if (timeFilter != null){
api.datamartQuery("TX", "Transaction DM", customerGroup, productGroup, timeFilter, "InvoicePrice\$")
}
// previous year (copy and paste for other past periods)
def cal = api.datamartCalendar()
def startDate = line?.startDate?.toString() // is a string
def endDate = line.endDate.toString() // is a string
if (startDate != null){
startDate = cal.add(startDate, -1, "YEAR");
}
if (endDate != null){
endDate = cal.add(endDate, -1, "YEAR");
}
timeFilter = api.filter("InvoiceDate", startDate, endDate)
if (timeFilter != null){
api.datamartQuery("TX-1yr", "Transaction DM", customerGroup, productGroup, timeFilter, "InvoicePrice\$")
}
} |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | ActualSales |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.datamartLookup("TX", "InvoicePrice\$")
api.log("actual", sales.inspect())
api.global.actual = sales as BigDecimal
return api.global.actual |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | PrevYearSales |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.datamartLookup("TX-1yr", "InvoicePrice\$")
api.log("actual", sales.inspect())
api.global.actualPrevYear = sales as BigDecimal
return api.global.actualPrevYear |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | GrowthRebate |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.global.actual
def lastYearsSales = api.global.actualPrevYear
if (sales<0) sales=0
if (lastYearsSales<0) lastYearsSales=0
def rebate = Library.growthBonus(sales, lastYearsSales, api.global.target)
api.global.rebate = rebate as BigDecimal
return api.global.rebate |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | RebateForecast |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
def sales = api.global.actual * api.getElement("ASFFactor")
if (sales<0) sales=0
def rebate = Library.calcDiscount(sales, api.global.target)
api.global.rebate = rebate as BigDecimal
return api.global.rebate |
...
| Code Block |
|---|
| language | groovy |
|---|
| title | RebateRecords |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
rebateRecords.add() |
...
| Type | Element Name | Display Mode | Format Type |
|---|
| CustomerGroup | Never |
|
| ProductGroup | Never |
|
| FixedRebate | QuoteConfiguratorQuoting | Money (EUR) |
| RebateRecords | Never |
|
...
| Code Block |
|---|
| language | groovy |
|---|
| title | RebateRecords |
|---|
|
if (api.isSyntaxCheckisInputGenerationExecution()) return
rebateRecords.add() |
...