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 calculate for you:

  • Previous and Current Rebate

  • Forecast Rebate

  • Accrual Forecast

• You can have approval workflow for the agreement using Approval Workflow accelerator

• The agreement can be exported/published to DOCX and PDF, using the 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