Capabilities Summary (Rebate Management)
Out of the Box
Rebate Agreements
you can create an agreement leveraging 20 most common rebate types, from areas:
Conditional
Growth
increment
Increment Growth
Fixed
Stepped
Linear
the agreement will caclulate for you:
Previous and Current Rebate
Forecast Rebate
Accrual Forecast
You can have approval workflow for the agreement using included Approval Workflow accelerator
the agreement can be exported/published to DOCX and PDF, using provided template
Regular Rebate Recalculation
There’s a regular recalculation of the current payouts and accruals via Rebate Records.
Rebate Allocation to Transactions
The accelerator can enrich your transactional data with calculated rebate value, for better analysis.
Approval Workflow
The approval process can be set up for the agreements and also for the approval of payout values.
Configurable
add new Rebate Type/Condition - configurable, based on logic provided by the accelerator
approval workflow steps for agreement and rebate records
frequency of rebate records recalculation