Versions Compared

Old Version 1

changes.mady.by.user Maroš Grman

Saved on

compared with

New Version Current

changes.mady.by.user Ioana Kocurova

Saved on

Key

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

...

Rebates Overview

In this video you will watch an overview of the Rebates module (in the video called by Rebates!), explaining how it helps define, maintain, and calculate different types of rebates, and integrates with other systems for efficient rebate management and analysis.

https://youtu.be/I3M0yWnQ4yc

Note that Rebates has been renamed to Rebates in later releases. Nevertheless, the information the video presents is still relevant to the capability.

Video Highlights

Topic

Key Concepts

Video Location

What Rebates capability can do.

  • Define and maintain different types of rebates and calculation logic

  • Calculating rebates based on actual or forecasted values for any given period

  • Interconnected nature of Rebate Manager module with other modules like Code Configurator

  • Data flow process involving Product Master, Customer Master, and Rebate Calculation Logic

00:05

What are rebates and why you need them.

  • Definition and importance of rebates in pricing

  • Conditions and types of rebates

  • Goals and benefits of offering rebates

  • Role of rebate manager in tracking profitability

  • Functionality of rebate manager in saving costs and optimizing

02:49

Rebates integration with CRM and ERP systems

  • Rebate manager integration with leading CRN systems for reduced change management effort

  • Embedded analytics to predict rebate performance and optimize workflow

  • Correlation between Point of Sales and claims with trade promotion

  • Establishing rebate types and logic at the beginning of implementation

  • Different types of rebates and criteria for goal achievement

05:38

How can Rebates be customised.

  • How rebate calculations are done

  • Managing different types of rebate agreements

  • Importance of rebate records in the management process

  • Utilizing rebate records for approval and financial export

08:27

Benefits of Rebate records.

  • Agreement approval process and restrictions

  • Integration with ERP system for payouts

  • Integration with CRM systems for data updates

  • Creation of rebate records and memo requests

  • Storage of distributor agreement parameters in ERP

11:19

What comes out of the box in Rebates.

  • Configuration and enforcement of rebate agreements efficiently

  • Analysis and review of rebate impact in pre-built dashboards

  • Baseline value calculations and periodic accrual calculations included

  • Templates for generating customized rebate agreement output documents

  • Customer rebate dashboard for overview and filtering of rebate amounts

14:09

Learning Highlights

  • The Rebates capability allows defining, maintaining and calculating different rebates, linking with other modules for pricing and analytics.

  • Rebates are amounts refunded by the seller to the buyer based on specified conditions, aimed at customer retention, gaining customer insights, pricing strategies and tracking profit margins.

  • Rebates can be integrated with CRM systems, providing embedded analytics, workflow automation, and correlation between POS (point of sale) and claims

  • Rebates include rebate calculation logic, managing different agreements with customers, generating output documents, creating rebate records and using approval workflows for collaboration.

  • Rebates include rebate calculation logic, managing different agreements with customers, generating output documents, creating rebate records and using approval workflows for collaboration.

  • Rebate records can be approved for payouts, integrated with ERP and managed via email, reducing collaboration time cycles.

  • Rebates includes various predefined rebate types, approval workflows, baseline value calculations, inbuilt analytics, rebate forecasting and templates for customised output documents

Core Learning Concepts

  • Different types of rebates and calculation logic can be defined and stored in one place. Specific customer rebates and contracts can be set up and maintained. Rebates can be calculated based on actual or forecasted values for any period and submitted to other systems. Rebates module integrates with other modules like Code Configurator and Price Builder for interconnected data flow.

  • Rebates can vary in levels and conditions depending on the industry and company. They are paid based on reaching specified purchase limits or goals. Rebates capability helps track and optimize rebates based on customer or product levels. The main goals of rebates include customer retention, gaining customer insights, pricing strategies, and tracking profit margins.

  • Integrated with leading CRM systems to reduce change management effort Provides embedded analytics to predict rebate performance. Automates workflow approval and pushes credits to ERP. It helps track rebate performance and analyze different types of rebates.

  • Rebate agreements define validity, rebate types, input parameters, payout dates, and inline analytics. Output documents can be exported in Excel or PDF format with customizable templates. Rebate records are created for each line of agreement, used for recalculating rebate status, approval of payouts, and export to ERP system. Approval workflows are used for collaboration on agreements, with the ability to set up complex workflows as needed.

  • Rebates can be integrated with different CRM systems, creating agreements directly within the system. ERP can send new information for material and customer records, updating product and customer master data in rebate agreements. Rebate records can include credit/debit memo requests, bonus amounts, and sales areas, with transaction data used for tracking performance.

  • Includes 20+ predefined rebate types like conditional growth, incremental step, etc. Offers approval workflows and baseline value calculations for revenue, margin, quantity. Provides inbuilt analytics with three different dashboards for transaction data analysis. Allows for rebate forecasting based on historical records and transaction data.

...

Rebates - General Demo

In this video you will see how how the Rebates capability is used to set up various types of rebates for different regions, companies, or organizations, detailing its interface and functionalities, including creating, managing, and exporting rebate agreements, as well as calculating payout probabilities and generating records for financial systems.

https://youtu.be/i4F4s1jpY8Y

Video Highlights

Topic

Key Concepts

Video Location

Set up rebates and agreements

  • Using Rebate Manager for setting up different rebates

  • Types of rebates that can be set up: fixed amount, fixed percent, and standard

  • Creating agreements based on the types of rebates set up

  • Interface of Rebate Manager is similar to other interfaces like quote configurator and promotion manager

  • Defining types of rebates on the item level within agreements

00:01

Managing Rebate Agreements and Payouts

  • Duplicating or copying agreements for easy management

  • Creating new versions of existing rebates

  • Generating records for each line of rebate agreement

  • Using rebate agreement templates for quick setup

  • Calculating the probability of payout

02:05

Learning Highlights

  • Different types of rebates can be established such as fixed amount, fixed percent, and other standard options.

  • Rebate agreements can be created based on frameworks, company relations, or specific product groups.

  • The interface of Rebates resembles other interfaces like the Quoting and Agreements and Promotions, displaying key details such as start date, end date, calculation date, and payout date.

  • Rebate agreements can be duplicated or copied for modification after approval. Once confirmed, rebate agreements turn into rebate records for each line and can be exported to other modules or systems.

  • Templates can be used to quickly set up new rebate agreements.

  • Payout calculations can be monitored by receiving information from the company, with payout records being generated and exported to financial systems.

Core Learning Concepts

  • Using Rebates for setting up different rebates. Types of rebates that can be set up: fixed amount, fixed percent, and standard. Creating agreements based on the types of rebates set up. Interface of Rebates is similar to other interfaces like quote configurator and promotion manager. Defining types of rebates on the item level within agreements.

  • Duplicating or copying agreements for easy management. Creating new versions of existing rebates. Generating records for each line of rebate agreement. Using rebate agreement templates for quick setup. Calculating the probability of payout.

Rebates

...

Overview - Module 1

This section provides an overview of the Rebates module, discussing rebate agreements, types, and calculations, and explaining their integration with customer systems and the approval process

https://youtu.be/73CNpb3NbMs

Video Highlights

Topic

Key Concepts

Video Location

Aspects covered in the module on Rebates

  • Process of creating and assigning rebate types

  • Results of rebate calculation and approval process

  • Importance of defining and maintaining rebate types and agreements

00:03

Rebates management

  • Defining Customer and Product Master Information

  • Discussion on Different Types of Rebates

  • Selection of Rebate Calculation Logic

  • Creation of Rebate and Payout Records

  • Key Terms and Functions of Rebates Module

02:24

Rebate Types and Functions

  • Explanation of different rebate types

  • Key functions related to rebate management

  • Creation of rebate agreements for specific customers

  • Process of creating rebate records and payouts

  • Analysis of rebate agreement results and activity

04:08

Rebates and Discounts in the Pricing Process

  • Explanation of the difference between rebates and discounts

  • How discounts are applied before the invoice price

  • Importance of rebates in adjusting prices to reach the pocket price

  • Forecasting and managing rebates on a periodic basis

  • Significance of managing rebates for achieving the net margin

06:13

Learning Highlights

  • This part of the learning path discusses rebate agreements, types, creation process, calculation results, approval process and integration with other modules.

  • Learn how to extract information from customer systems, define customer and product master information and different rebate types, rebate agreements, calculation logic, approval process and creation of rebate and payout records.

  • Rebate capability management and what are rebate types, creation alignment with calculation logic, approval process, payout records, analysis in price analyzer.

  • Differences between rebates and discounts in the pricing process.

Core Learning Concepts

  • Examining different types of rebates from a use case perspective. Learn the process of creating a rebate agreement and assigning rebate types. Understand the impact on the agreement itself and the role of rebate records in agreements.

  • he data needed is in three areas: customer master information, product master information, and rebate types. Rebate agreement involves selecting rebate calculation logic and can have multiple types of rebate calculation logic. A workflow approval process is required for rebate agreement submission. Rebate and payout records are created after the approval process, and the information can be extracted back into customer systems.

  • Rebate types are defined based on sales performance. Creation of rebate agreements for specific customers. Approval process for rebate agreements before creating rebate records. Analysis of rebate agreement results in price analyzer. The section discusses the difference between rebates and discounts in the pricing process.

  • Discounts are applied before the invoice price adjustments, while rebates are calculated after. Rebates and bonuses are managed on a periodic basis (monthly, quarterly, etc.) based on forecasts. Managing rebates is crucial to determine the pocket price and net margin accurately.

Rebates Module 1

...

- Data Requirements

In this video you will learn essential data requirements for the Rebates capability, focusing on the product and customer master tables, defining rebate types and calculation logic, and optionally using workflow approval processes through platform manager accelerators.

https://youtu.be/WYA1_qoMFm8

Video Highlights

Topic

Key Concepts

Video Location

Required data for Rebates capability

  • Product Master: holds product information and attributes

  • Customer Master: stores customer details and segmentation information

  • Rebate Types: define the association between calculation logic and rebate types

00:02

Understanding the relationship between rebate types and calculation logic

  • Different payment periods for rebate types

  • Calculation logic requirements and the need for Groovy background

  • Building a rebate agreement and linking rebate types with calculation logic

  • Optional approval process and workflow approvals for rebate agreements

  • Using a workflow approval accelerator for managing approval steps automatically

02:07

Setting up approval workflows using the accelerator in Platform Manager

  • Using the accelerator to configure tables for rebate manager approval process

  • Exploring the workflow approval library option in the marketplace

  • Deploying the accelerator to load price parameter tables for approval process manipulation

  • Viewing the approval workflow folder created after loading the accelerator

04:16

Different workflow types for quotes, contracts, and rebates

  • Different workflow types based on modules

  • Steps involved in the quote workflow

  • Setting up individual steps and conditions in workflows

  • Creating conditional tests for pricing evaluation

  • Creating workflow sequences and defining approvers

06:28

Learning Highlights

  • Data requirements for Rebates include Product Master, customer Master and Rebate Types

  • Rebate Types are linked to calculation logic which requires a background in Groovy for creation and extraction of information.

  • Learn how to lead an accelerator to create tables for configuring the approval process in the Rebates capability

  • How to set up conditional approvals in different workflow types in the system.

Core Learning Concepts

  • Product Master stores product information, attributes, and hierarchy with 30 optional columns. Customer Master holds customer details like name, address, and segmentation with 30 columns. Rebate Types define the association between calculation logic and rebate agreements, allowing for multiple types per agreement.

  • Pricing logic aligns with rebate types and payment periods vary annually, semiannually, quarterly, or monthly. Rebate types must be defined before accessing rebate manager. Each rebate type must have a calculation logic associated with it. Workflow approval processes can be associated with rebate agreements, with the option to manage multiple steps automatically.

  • The process involves selecting a partition, version of the accelerator, and deploying it. After successful deployment, different tables like approval workflow setup, conditions, and approvers are created. These tables can be updated and managed to manipulate the approval process for various modules within Price Effects. Explanation of setting up conditional approvals in different workflow types in the system.

  • Different workflow types are available for price lists, quotes, contracts, and rebates. Each workflow type consists of individual steps and conditions that can be customized. Conditions, such as checking if a price is greater than a specified amount, can be set up for approval processes. Approvers can be defined based on workflow type, step, and role without the need for additional logic.

Rebates Module 3

...

- Rebate Types

The video explains various rebate types linked to agreements, detailing their input parameters and calculation logic, and demonstrates loading rebate types into a partition using the platform manager.

https://youtu.be/Po6CMw_g-K4

Video Highlights

Topic

Key Concepts

Video Location

Different rebate types and their calculation logic

  • How rebate types are linked to agreements

  • Rebate types define various tiers or levels for rebates

  • Each rebate type has its unique calculation logic formula

  • Different growth-driven aspects and fixed types of rebates

  • Categories and types of rebates based on configured values

00:03

Exploring Different Rebate Types in Rebate Manager

  • Understanding the 1% Target Rebate

  • Depict multi-tier target Rebates

  • Examining various Rebate Types in Rebate Manager

  • Understanding the Association of Payment Periods with Rebate Types

02:48

Quarterly rebate calculations based on sales performance

  • Depict the target and rebate amount in the scenario

  • Recording quarterly sales figures and rebate records

  • Creation of rebate records based on meeting or surpassing the target

  • Switching to a cumulative approach for rebate record calculation

05:33

Loading rebate types into the partition using platform manager product

  • Depict the process of loading rebate types into the partition using platform manager product

  • Accessing the accelerator packages in the marketplace to load the rebate management package

  • The rebate manager package includes rebate types and logic required for calculations

08:23

Importing Various Rebate Types and Calculation Logic

  • Choosing Customer ID and Product ID for Rebate

  • Uploading Different Rebate Types

  • Importing Static Logic for Calculation

11:11

Learning Highlights

  • Rebate types are linked to agreements and have various input parameters for calculation.

  • Different types of rebates, including percentage-based and multi-tier rebates and how to manage rebate types in Rebates.

  • Case study illustrating two rebate types: non-cumulative and cumulative with a target of $100k and a rebate of $1,000.

  • Loading rebate types into a partition using PlatformManager and Accelerator packages.

  • Learn how to choose rebate options including selection level, payout period and rebate types.

Core Learning Concepts

  • Rebate types define tiers or levels for rebates. Each rebate type has its own calculation logic formula associated with it. Default groupings of rebate types include growth driven, fixed amount or percentage, stepped, tiered, and linear rebates. Rebate types can be configured as absolute values (amounts or percentages) or incrementals.

  • Rebates can be based on achieving a target sales amount, with examples of 1% of sales or zero rebate. Multi-tier rebates involve specific amounts or percentages assigned to different sales tiers.
    Rebate manager allows users to view and manage different rebate types associated with their partition. Users can add new rebate types, assign names, specify rebate logic, and associate payment periods with each type.

  • Two types of rebate calculations are explained: non-cumulative and cumulative. In the non-cumulative approach, rebates are calculated quarterly based on meeting the target. The cumulative approach involves adding up sales amounts across quarters to determine rebates.

  • Platform Manager is used to load rebate types into a specific partition. Accelerator Packages in the marketplace help load rebate management package, including rebate types and logic. The deployment process involves data mapping from a chosen data structure in the partition, such as Datamart.

  • Options include choosing customer ID and product ID, selection level (line item or header), payout after 1 day, quarterly payment period, and cumulative rebate formula type. Different rebate types include fixed series, growth variations, single targets and amounts, steps series, and more. Rebate options can be customized by selecting or deselecting different types before importing into the rebate manager module.

Rebates Module 4

...

- Rebate Agreements

This section aims to explain the setup and management of rebate agreements in Pricefx, covering key components like headers, input parameters, and payout periods, as well as detailing the calculation logic and approval workflows involved.

https://youtu.be/7_4VL8vkQkM

...

Video Highlights

Topic

Key Concepts

Video Location

Overview of Rebate Agreements

  • Explanation of rebate agreements specific to customers

  • Key elements of rebate agreements: validity period, rebate types, and GRVY calculation logic

  • Parameters in rebate agreements: target time periods, rebate amounts, percentages, and payout periods

  • Importance of analyzing past performance for adjusting rebate effectiveness

  • Components of a rebate agreement: header section for defining start and end dates, input parameters, and customer/product groups

00:02

Managing rebate agreements and communication

  • Communication management for rebate agreements

  • Viewing and managing current rebate agreements

  • Creating new rebate agreements

  • Details of rebate agreement inputs and calculations

  • Understanding rebate types and restrictions

03:47

Creating and managing rebate agreements

  • Selecting customers and rebate types

  • Submitting rebate agreement for approval

  • Monitoring and managing rebate records

  • Recalculating final results and setting up allocation job

  • Examining rebate agreement header information

07:37

Understanding Rebate Agreements and Calculation Results

  • Overview of rebate types and calculation results

  • Details of rebate type information

  • Information about the rebate itself and forecasted rebate

  • Input parameters and example of revenue target

  • Results of calculation process and targets reached

11:25

Overview of the workflow logic for rebate agreements

  • Explanation of the dynamic nature of approval steps

  • Automatic update of approval series based on rebate types

  • Evaluation process during submission of the agreement

  • Transition of agreement status from draft to submitted

  • Evaluation of generated workflow steps for approval status

15:15

Overview of deploying accelerators and managing approval workflows

  • Selecting partition and version of accelerator to load

  • Deployment process and loading price parameter tables

  • Manipulating approval process for different modules within price

  • Loading different sets of tables into folders based on accelerators

  • Setting up approval workflow types for quotes, contracts, and rebates

19:05

Calculation logic for rebate agreements

  • Creating logic for rebate calculation process

  • Different rebate types may have unique logic sets

  • Focus on quick response time during calculation

  • Input information needed for rebate calculation

  • Common rebate logic used for all rebate types

22:52

Learning Highlights

  • This section discusses agreements, including validity time periods, rebate types, calculation logic, input parameters, payout periods and analytics.

  • Learn how to manage rebate agreements in Rebates.

  • The process of creating and managing rebate agreements involves selecting customers, inputting parameters, calculating values, obtaining approvals, generating rebate records, recalculating for payout and setting up an allocation job.

  • Understand the calculation results aspect of rebate agreements, including details about rebate types, input parameters and calculation outcomes.

  • Depiction of how the workflow logic works for rebate agreements, determining approval steps based on values and generating workflow steps during the submission process.

  • Get familiarised with the deployment process for rebate agreements and approval workflows in Pricefx.

  • Explaining the calculation logic associated with rebate types.

Core Learning Concepts

  • Rebate agreements involve validity time periods and different rebate types linked to calculation logic. There are various input parameters such as target time periods, rebate amounts, and percentages. Payout periods can be annually, semiannually, quarterly, or monthly. Inline analytics are used to assess past performance for adjusting rebates effectively.

  • The Messages tab can be used to communicate about rebate agreements. Rebate agreements can be sorted, adjusted, and new rebates can be created. The layout of a rebate agreement includes the header area, inputs area, and detail information about the agreement. The Items tab displays the rebate types associated with the agreement.

  • Select a customer or group of customers and rebate types. Input required elements for each rebate type and calculate values Obtain approval through an approval workflow with a list of approvers. Generate rebate records based on calculation logic and monitor the process.

  • The panel provides information on the rebate type, baseline field, previous/current baseline and rebate information, forecasted rebate, and customer associated with the rebate. Different rebate types may require specific input parameters like revenue targets and percentages. The calculation results area shows the outcomes of the input information, such as reaching targets based on transactions and accumulating revenue information to calculate the rebate amount.

  • The workflow logic is evaluated during the submission process of the agreement, based on rebate types and values. The agreement goes through different states like draft, submitted, and approved based on the evaluation. A scenario of "no approval required" can occur if there is no associated logic or if the evaluation doesn't generate approval steps. Workflow steps are evaluated during the submission process to potentially move the agreement to an approved status, otherwise, it can end up in an invalidated state.

  • Select a partition and version of the accelerator for deployment. Deployment creates price parameter tables for configuration. Different tables are loaded for managing approval processes for modules like quotes, contracts, and rebates. Approval workflows and conditions can be set up based on specific workflow types.

  • Rebate records are generated based on specific logic associated with each rebate type. The calculation process focuses on quick response time while the user is connected. Input information such as customer details or products is used for the calculation process. Past performance data may be used to provide guidance during negotiations with customers.

Rebate Agreements - Demo

In this video we demonstrate how to navigate and manage rebate agreements, including viewing details, adjusting parameters, and handling approval workflows, with options to attach files and send messages within the interface.

https://youtu.be/hMg8yNygAqg

Video Highlights

Topic

Key Concepts

Video Location

Overview of a rebate agreement demo

  • Introducing rebate agreements in the sample partition

  • Exploring the details of a specific rebate agreement

  • Viewing customer information and product grouping

  • Examining different rebate types associated with items

  • Switching to tree view to visualize folder and rebate type

00:02

Overview of rebate agreement details and calculations

  • Introduction to growth percentage and input parameters

  • Calculation results and areas for generating them

  • Rebate details including Baseline, invoice price, and rebate values

  • Projection and forecast values for rebate agreement

  • Details of rebate type, payment period, and payout recipient

01:29

Demonstrating how to manage rebate agreements in the system

  • Revoke or create new revisions for agreements

  • Identifying agreements in draft mode for adjustments

  • No approval required for agreements in draft mode

  • Different types of rebate options available: growth percent, fixed amount, multi-target

02:59

Overview of rebate agreement demo features

  • Explanation of multi-tiered rebate structure

  • Workflow approval process for rebate agreements

  • Attachment options for rebate agreements

  • Associating various file types with rebate agreements

  • Messaging feature for communication related to rebate agreements

04:30

Learning Highlights

  • Explore a rebate agreements in a simple partition including details of start and end dates, calculation date, payout date, customer information, product grouping and rebate types.

  • Rebate agreements with growth and calculation details.

  • Demonstrating how to work with rebate agreements including revoking, creating new revisions and submitting for approval.

  • Demonstrating the process of adding or removing tiers, viewing rebate amounts, and managing attachments in a rebate agreement.

Core Learning Concepts

  • Customer information and assigned products are visible in the agreement.

  • Different rebate types can be viewed, including a tree view option for clarity.

  • Calculation results are presented for rebate details, baseline values, and forecasted information, with non-cumulative rebate type and monthly breakdown.

  • Ability to revoke or create new revisions of agreements, identify agreements in draft mode, and make adjustments without approval.

  • Various rebate types available: growth percent, fixed amount, multi-target.

  • Capability to add or remove tiers in a multi-tiered structure and view rebate amounts for specific targets.

  • Workflow approval aspects can be viewed, including attachment management for file types like PDF, Excel, and Word associated with the rebate agreement.

Rebates Module 5

...

- Rebate Records

In this video you will learn how to create and manage rebate records, detailing their approval process, integration with sales transactions, and various payout frequencies, and demonstrates how to navigate and analyze these records in a rebate management system.

https://youtu.be/8M3en0qu0-A

Video Highlights

Topic

Key Concepts

Video Location

Overview of Rebate Records and their Importance

  • What is a rebate record and its purpose

  • Creation of multiple rebate records for different pay periods

  • Utilization of rebate records for recalculations and approval workflow

  • Exporting approved payout monies to ERP system using rebate records

  • Integration of sales transactions into rebate records for allocation of rebates

00:02

Exploring the process of rebate records approval and credit issuance

  • Recording time periods for rebate records approval

  • Transition to a new era of recording transactions

  • Approval process and credit generation for rebate records

  • Rebate allocation within transactional history

  • Detailed examination of unique identifiers and source IDs in rebate records

01:55

Exploring rebate records associated with a specific agreement

  • Exploring the associated calculation logic and variables of a rebate record

  • Reviewing the details of a specific rebate agreement and its approved status

  • Analyzing the rebate agreement in tree view to understand input parameters and targets

  • Comparing previous and current rebate values for a specific target

  • Navigating to rebate records associated with agreement in the rebate manager

03:51

Exploring Rebate Records for a Specific Source ID

  • Reviewing multiple rebate records for a selected source ID

  • Examining details of the selected rebate record

  • Different types of rebate agreements based on frequency

  • Viewing calculation results for each rebate record

  • Continuing to analyze calculation results for all records

05:47

Learning Highlights

  • Understanding rebate records associated with rebate agreements and how they are used for recalculations, approval workflow, exporting payout monies, and allocating rebates to sales transactions/

  • Understanding the approval process, credit memos, and rebate allocation in rebate records.

  • The section discusses exploring rebate records, including associated calculation logic, customers, products, payout frequency and input variables.

  • Exploring rebate records for specific source IDs with various types of rebate agreements and associated calculations displayed.

Core Learning Concepts

  • Rebate records are copies of the line item of the rebate type with conditional information. They are created once an agreement is approved, using the logic associated with the rebate type.
    Different pay periods like semiannually, quarterly, or monthly may result in one or more rebate records.

  • The rebate records are used for recalculations, approval workflow, exporting payout monies, and allocating rebates to sales transactions. Rebate records created based on approved rebate agreements, and contain conditional information, are used for recalculations, approval workflow, exporting payout monies, and allocating rebates to sales transactions. Different pay periods result in one or more rebate records, and each record has a unique identifier (RR).

  • Multiple rebate records are associated with a specific source, including monthly, annual, and quarterly agreements. The top portion of the panel displays a listing of the records, showing different types of rebate agreements. Changing the selected record in the group updates the calculation results displayed at the bottom portion of the panel.

Rebates Module 6

...

- Accelerators

In this video we will explain how the rebate manager accelerator in platform manager allows users to load various rebate types, configure approval workflows, and deploy analytics dashboards by mapping data attributes to streamline rebate management processes.

https://youtu.be/VhyHvKsbGqU

Video Highlights

Topic

Key Concepts

Video Location

Overview of Rebate Manager Accelerators

  • Introduction to Accelerators in Rebate Manager

  • Mapping Baseline Values for Calculations

  • Source of Rebate Manager Accelerator

  • Integration Templates for Third-party System Data

  • Complete Solutions in Accelerator Packages

00:02

Overview of the process of creating and deploying an accelerator for a rebate manager module

  • Mapping elements inside the accelerator to data Mart attributes

  • Creation of necessary Logics and calculation process within the accelerator

  • Creation and manipulation of price parameter tables within the accelerator

  • Selection processes and optional deployments during the accelerator deployment

02:40

Deploying the Rebate Manager Accelerator

  • Incorporating data for dashboard deployment

  • Accessing and deploying the accelerator package

  • Selecting partition for deployment

  • Starting the deployment wizard for rebate manager

  • Mapping source structures for Datamart

05:21

Setting up rebate types for the accelerator

  • Choosing attributes for data mapping

  • Selecting aggregation level for customers

  • Setting payment period options

  • Choosing between cumulative and non-cumulative rebate formula

  • Choosing rebate types for deployment

08:01

Overview of different types of rebate agreements and analytics in Rebates

  • Different types of rebate agreements: fixed revenue, fixed volume, incremental growth-driven, and timeline-based

  • Loading analytics into the partition: rebate manager accelerator dashboard for comparing rebate success

  • Enforcing rules for approval processes and agreement creation, including calculation logic and disbursement timelines

  • Mapping variables in the accelerator to data attributes, workflow approvals, and rebate tables

10:42

Learning Highlights

  • Accelerators in the Rebates capability allow loading multiple rebate types, include approval workflows, mapping for calculations, analytics, dashboards, rebate forecasting and templates for customized rebate agreements.

  • Understanding mapping elements to an accelerator, selecting rebate ties and the contents of an accelerator package.

  • Demonstrate how to deploy the rebate manager accelerator using PlatformManager

  • Setting u rebate attributes including margin, customer ID, key field, payment period and rebate formula in the accelerator configuration

  • Loading different types of rebate agreements and analytics into a partition, including fixed revenue/volume, incremental, timeline perspectives and tiered rebates.

Core Learning Highlights

  • Accelerators can handle up to 20 different rebate types. They create approval workflows for rebate agreements, records, and payout records. They include mapping for calculations of revenue, margin, quantity, and accruals. Offer analytics, dashboards, rebate forecasting, and templates for customized rebate agreements.

  • Mapping elements from Datamart to accelerator attributes is required. Selection of rebate types with associated calculation logic is part of the process. An accelerator package includes logics, price parameter tables, mappings to data Mart, and optional deployment choices.

  • Accessing the marketplace and selecting the rebate manager package. Entering the partition name for deployment. Initiating the deployment wizard and mapping source structures. Selecting the Datamart, transactions data, and baseline for valuations.

  • Choosing attributes like profit for margin, customer ID, and product ID for key field. Selecting payment period options like monthly, quarterly, etc. Configuring rebate formula as cumulative or non-cumulative. Choosing rebate types and preparing for deployment.

  • Different types of rebate agreements can be deployed such as fixed revenue/volume, incremental, and timeline-based rebates. Rebate types can also include different tiers with associated rebates for distributors or customers to reach. Analytics like a rebate manager accelerator dashboard are loaded to compare and evaluate the success of rebates. Workflow approvals and calculation logic for disbursement processes are also discussed.