To configure the RebateManagerRebates module, so that you can create new rebate agreementsRebate Agreements, take the following steps:
- Make sure you have the following prerequisites ready:
- Customer master
- Product master
- Datamart
- Create a Rebate calculation logic.
- Create a Rebate Condition Type.
- Create a Rebate Agreement.
- Create Rebate Records.
- Create a workflow for rebate and payout approval.
- Create an allocation calculation logic for allocating data to a datamartDatamart.
Rebate Calculation Logic
Rebate calculation logic is used to calculate:
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Element Name | Calculation Context | Groovy | Note |
---|---|---|---|
ProductGroup | api.productGroupEntry() | The conditions are typically negotiated for a group of products. | |
CustomerGroup | api.customerGroupEntry() | The conditions are typically negotiated for a group of customers. | |
RebateDiscount |
| The negotiated condition – in this case the discount in percentage. | |
AbortOnSyntaxCheckAbortOnInputGeneration | if (api.isSyntaxCheckisInputGenerationExecution()) api.abortCalculation() | isInputGenerationExecution is supported from version 10.0, in older versions use isSyntaxCheck . | |
Today | return api.targetDate() | This is to be able to simulate different "today". | |
StartDate | return (api.currentItem()?.startDate) ? api.parseDate("yyyy-MM-dd",api.currentItem().startDate) : new Date() | ||
EndDate | return (api.currentItem()?.endDate) ? api.parseDate("yyyy-MM-dd",api.currentItem().endDate) : new Date() | ||
EndDateOrToday | return (api.getElement("Today") < api.getElement("EndDate")) ? api.getElement("Today") : api.getElement("EndDate") | ||
ActualSales |
| How much money were actually spent in the time frame. The number comes from Datamart for the specified period. | |
Rebate |
| SimpleRebate calculation – we will pay back the customer the negotiated percentage of the spendings on the given group of products. | |
ForecastSales |
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ForecastRebate |
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RebateRecordCreate | Agreement |
| Every agreement line will generate one Rebate Record (i.e., there will be only one payout at the end of the year). |
RRInput | RebateRecord | api.userEntry("RRInput") | This is an example of how to make an input specific for the Rebate Record. |
CalculationBase | RebateRecord |
| Calculation base specifies a filter which finds the sales transactions related to this Rebate Record. |
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Condition Type
You need to create a new Rebate Condition Type:
Label | Pricing Logic | Waterfall Element |
---|---|---|
Rebate Bonus | <your Rebate Calculation Logic> | This OOTB column is here only in case you would like to use it. Here you can store Use this out-of-the-box column only if needed. You can store here the name of the waterfall element which is influenced by this Rebate. |
Rebate Agreement
Now you can create a new Rebate Agreement and add a new line using the new Rebate Condition Type. See Add/Edit Rebate Agreements How to Create a Rebate Agreement for details.
Rebate Records
Rebate Records are calculations of how much rebate will be paid out to customer, rebate estimations, etc. One Rebate Record represents one payout.
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For more information, see Rebate Records.
Rebate Record Calculation Results Mapping to
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Attributes
After you calculate the RR Rebate Record and Save save it, the Calculation Result can be mapped to the Attributes of the Rebate Record.
The copy process happens automatically , when you save the Rebate Record.
The mapping rules are the same as for a Price Record, i.e., when the name of the Element element of the Rebate Type Logic is the same as the name of the attribute column (or the RRRebate Record), the system will copy the element result value into the attribute.
Rebate Allocation
If you want to allocate the rebate money (paid to the customer) back to the sales transactions you need to create:
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Feeder Logic (inPriceBuilderPrice Setting)
Allocation Logic (inPriceAnalyzerAnalytics > Data Manager)
Data LoadCreate a new Calculation Data Load:
Before you run the allocation data load, you need to have some Rebate Records for that period, otherwise not much happens. |
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