Mandatory Data (Rebate Dashboards)

Master Data

Product

• Product Id

• Optional: Up to 30 custom attributes

Customer

• Customer Id

• Optional: Up to 30 custom attributes

Transaction Data

Sales Data (Transactions)

• Product Id (String)

• Customer Id (String)

• Baseline Value (Money) (in most cases, it will be a Revenue/Invoice Price)

• Quantity (Quantity)

• Pricing Date (Date)

• Rebate (Money) (this field is used to allocate a rebate value to the transaction Datamart)

• Margin (Money)

Rebate Records (Rebates module)

• Current Baseline Value

• Current Quantity

• Current Rebate

• Forecast Baseline Value

• Forecast Quantity

• Rebate Forecast

• Accrual Forecast Baseline Value

• Accrual Forecast Quantity

• Accrual Forecast

Rebate Agreement output name (Rebates module)

• Payment Period

• Target For

• Rebate Formulas

• Customer Group

• Product Group