Rebate Types

This table presents available rebate condition types with their default setup. Below you will find how to modify the rebate types setup.

Category	Rebate Condition Types	Target	Target Value	Increment	Rebate Value	Package Version

Category	Rebate Condition Types	Target	Target Value	Increment	Rebate Value	Package Version
Conditional	Single Target Amount	Single	$	N/A	$	1.0
	Single Target Percent	Single	$	N/A	%	1.0
	Single Volume Total Amount	Single	Total Quantity	N/A	$	1.0
	Single Volume Total Percent	Single	Total Quantity	N/A	%	1.0
	Single Volume Per Unit	Single	Total Quantity	N/A	$/unit	1.0
	Multi Target Amount	Multi	$	N/A	$	1.0
	Multi Target Percent	Multi	$	N/A	%	1.0
Growth	Growth Absolute Amount	Multi	$	N/A	$	1.0
	Growth Absolute Percent	Multi	$	N/A	%	1.0
	Growth Percent Amount	Multi	%	N/A	$	1.0
	Growth Percent Percent	Multi	%	N/A	%	1.0
Increment	Single Increment Amount	Single	$	$	$	1.0
	Single Increment Percent	Single	$	$	%	1.0
	Multi Increment Amount	Multi	$	$	$	1.0
	Multi Increment Percent	Multi	$	$	%	1.0
Increment Growth	Single Increment Growth Amount	Single	%	$	$	1.0
Increment Growth	Single Increment Growth Percent	Single	%	$	%	1.0
Fixed	Fixed Amount	N/A	N/A	N/A	$	1.0
Fixed	Fixed Percent	N/A	N/A	N/A	%	1.0
Stepped	Stepped Amount	Multi	$	N/A	$	1.0
Stepped	Stepped Percent	Multi	$	N/A	%	1.0
Linear	Linear Amount	Multi (2)	$	N/A	$	1.0
Linear	Linear Percent	Multi (2)	$	N/A	%	1.0

Calculation Examples

Single Target Amount

Inputs in the Rebate Agreement:

Target
Rebate Value – Amount

Example:

Target	Amount	Base Line	Rebate

Target	Amount	Base Line	Rebate
$100,000	$1,000	$110,000	$1,000
$100,000	$1,000	$90,000	$0

Single Target Percent

Inputs in the Rebate Agreement:

Target
Rebate Value – %

Example:

Target	%	Base Line	Rebate

Target	%	Base Line	Rebate
$100,000	1%	$110,000	$1,100
$100,000	1%	$90,000	$0

Single Volume Total Amount

Target (units)	Amount	Base Line	Rebate Value

Target (units)	Amount	Base Line	Rebate Value
1,000	$100	1,100	$100
1,000	$100	900	$0

Single Volume Total Percent

Target (units)	%	Base Line	Rebate Calc Base Line	Rebate Value

Target (units)	%	Base Line	Rebate Calc Base Line	Rebate Value
1,000	1%	1,100	$10,000	$100
1,000	1%	900	$9,000	$0

Single Volume Per Unit

Target (units)	Amount per Unit	Base Line	Rebate Value

Target (units)	Amount per Unit	Base Line	Rebate Value
1,000	$0.1/unit	1,100	$110
1,000	$0.1/unit	900	0

Multi Target Amount

Inputs in the Rebate Agreement:

Target(s)
Rebate Value(s) – Amount

Definition:

Tier	Amount

Tier	Amount
$100,000	$100
$150,000	$500
$200,000	$1,000

Example:

Base Line	Rebate Value

Base Line	Rebate Value
$90,000	$0
$110,000	$100
$250,000	$1,000

Multi Target Percent

Inputs in the Rebate Agreement:

Target(s)
Rebate Value(s) – %

Definition:

Tier	%

Tier	%
$100,000	1%
$150,000	2%
$200,000	3%

Example:

Base Line	Rebate Value

Base Line	Rebate Value
$90,000	$0
$110,000	$1,100
$250,000	$7,500

Growth Absolute Amount

Comparison to some previous period – Month, Quarter, Year, Custom.

Inputs in the Rebate Agreement:

Target(s)
Rebate Value(s) – $

Growth Tier	Amount

Growth Tier	Amount
$10,000	$100
$25,000	$300
$100,000	$10,000

Growth Base Line (Current – Previous)	Rebate Value

Growth Base Line (Current – Previous)	Rebate Value
$5,000	$0
$30,000	$300
$150,000	$10,000

Growth Absolute Percent

Comparison to some previous period – Month, Quarter, Year, Custom.

Inputs in the Rebate Agreement:

Target(s)
Rebate Value(s) – %

Growth Tier	%

Growth Tier	%
$10,000	1%
$25,000	2%
$100,000	5%

Base Line	Rebate Value

Base Line	Rebate Value
$5,000	$0
$25,000	$500
$150,000	$7,500

Growth Percent Percent

Comparison to some previous period – Month, Quarter, Year, Custom.

Inputs in the Rebate Agreement:

Target(s) – %
Rebate Value(s) – %

Growth Tier %	%

Growth Tier %	%
2%	1%
5%	3%
10%	5%

Base Line	Calc Base Line	Rebate Value

Base Line	Calc Base Line	Rebate Value
1%	$10,000	$0
2%	$100,000	$1,000
11%	$100,000	$5,000

Growth Percent Amount

Comparison with some previous period – Month, Quarter, Year, Custom.

Inputs in the Rebate Agreement:

Target(s) – %
Rebate Value(s) – $

Growth Tier %	Amount

Growth Tier %	Amount
2%	$1,000
5%	$10,000
10%	$25,000

Base Line	Rebate Value

Base Line	Rebate Value
1%	$0
2%	$1,000
11%	$25,000

Single Increment Amount

Inputs in the Rebate Agreement:

Target
Increment
Rebate Value – $

Definition:

Target	Increment	Amount

Target	Increment	Amount
$100,000	$10,000	$100

Example:

Base Line	Rebate Value

Base Line	Rebate Value
$90,000	$0
$110,000	$100
$150,000	$500

Single Increment Percent

Inputs in the Rebate Agreement:

Target
Increment
Rebate Value – %

Definition:

Target	Increment	%

Target	Increment	%
$100,000	$10,000	1%

Example:

Base Line	Base Calc	Rebate Value

Base Line	Base Calc	Rebate Value
$90,000	$0	$0
$110,000	$10,000	$100
$150,000	$50,000	$500

Multi Increment Amount

Inputs in the Rebate Agreement:

Target(s)
Increment(s)
Rebate Value(s) – $

Definition:

Target	Increment	Amount

Target	Increment	Amount
$100,000	$10,000	$100
$200,000	$10,000	$500

Example:

Base Line	Rebate Value

Base Line	Rebate Value
$90,000	$0
$110,000	$100
$250,000	(10$100)+(5$500) = $3,500

Single Increment Growth Amount

Inputs in the Rebate Agreement:

Target(s)
Increment(s)
Rebate Value(s) – $

Definition:

Target	Increment	Amount

Target	Increment	Amount
2%	$1,000	$100

Example:

Previous Period	Baseline Period	Base Line Growth	Sales of Previous Period	Target Abs.	Sales of Current Period	Base Line of Payout Period	Increment	Rebate

Previous Period	Baseline Period	Base Line Growth	Sales of Previous Period	Target Abs.	Sales of Current Period	Base Line of Payout Period	Increment	Rebate
Q1/2018	Q1/2019	11%	$45,000	$45,900	$50,000	$4,900	4	$400
Q2/2018	Q2/2019	1%	$45,000	$45,900	$45,450	0	0	$0

Single Increment Growth Percent

Inputs in the Rebate Agreement:

Target(s) – %
Increment(s) – $
Rebate Value(s) – %

Definition:

Target	Increment	Percent

Target	Increment	Percent
2%	$1,000	2%

Example:

Previous Period	Base Line Period	Base Line Growth	Sales of Previous Period	Target Abs.	Sales of current Period	Base Line of Payout Period	Increment	Base Line Calculation	Rebate

Previous Period	Base Line Period	Base Line Growth	Sales of Previous Period	Target Abs.	Sales of current Period	Base Line of Payout Period	Increment	Base Line Calculation	Rebate
Q1/2018	Q1/2019	11%	$45,000	$45,900	$50,000	$4,900	4	$4,000	$80
Q2/2018	Q2/2019	1%	$45,000	$45,900	$45,450	$0	0	$0	$0

Fixed Amount

Inputs in the Rebate Agreement:

Rebate Value(s) – $

Definition:

Rebate

Rebate
$1000

Base Line	Rebate Value

Base Line	Rebate Value
$5,000	$1000
$25,000	$1000
$150,000	$1000

Fixed Percent

Inputs in the Rebate Agreement:

Rebate Value(s) – %

Definition:

Rebate

Rebate
1%

Base Line	Rebate Value

Base Line	Rebate Value
$5,000	($5,000 * 1% )= $50
$25,000	($25,000 * 1% )= $250
$150,000	($150,000 * 1% )= $1,500

Stepped Amount

Inputs in the Rebate Agreement:

Target(s) – $
Rebate Value(s) – $

Definition:

Target	Amount

Target	Amount
$10,000	$100
$50,000	$500
$100,000	$5,000

Example:

Base Line	Rebate Value

Base Line	Rebate Value
$5,000	$0
$15,000	$100
$110,000	$100 + $500 + $5000 = $5,600

Stepped Percent

Inputs in the Rebate Agreement:

Target(s) – $
Rebate Value(s) – 5

Definition:

Target	%

Target	%
$10,000	1%
$50,000	3%
$100,000	10%

Example:

Base Line	Rebate Value

Base Line	Rebate Value
$5,000	$0
$15,000	$150
$110,000	($400001%) + ($50000 3%) + ($10000 * 10%) = $400 + $1500 + $1000 = $2,900

Linear Amount

Linearly distributed rebate value between min and max target values.

Inputs in the Rebate Agreement:

Target 1 (min value) – $
Target 2 (max value) – $
Rebate Value(s) – $

Definition:

Target	Amount

Target	Amount
$10,000	0
$50,000	$500

Example:

Base Line	Rebate Value

Base Line	Rebate Value
$10,000	$0
$30,000	$250
$40,000	$375
$50,000	$500

Linear Percent

Linearly distributed rebate value between min and max target values.

Inputs in the Rebate Agreement:

Target 1 (min value) – $
Target 2 (max value) – $
Rebate Value(s) – %

Definition:

Target	Percent

Target	Percent
$10,000	0%
$50,000	1%

Example:

Base Line	Rebate Value

Base Line	Rebate Value
$10,000	$0
$30,000	$250
$40,000	$375
$50,000	$500

Rebate Records Calculation

Payout Value Calculation

Input information:

Rebate Type: Single Target Amount
Payment Period: Quarterly
Target For: Annual

Target input:

Target: 100,000.0
Rebate: 1000.0

As the payment period is each quarter, we have 4 rebate records with the following data:

Rebate Record	Period	Period Sale	Cumulative Sale

Rebate Record	Period	Period Sale	Cumulative Sale
RR01	Q1	90,000	90,000
RR02	Q2	11,000	101,000
RR03	Q3	49,000	150,000
RR04	Q4	50,000	200,000

With Deposit Scheme = "Non-Cumulative"

If (Cumulative Sale > Target) then

rebate value = (Rebate input) / 4

end

Note: 4 stands for rebate records.

Rebate Record	Period	Rebate value

Rebate Record	Period	Rebate value
RR01	Q1	0
RR02	Q2	250
RR03	Q3	250
RR04	Q4	250

With Deposit Scheme = "Cumulative"

If (Cumulative Sale > Target) then

rebate value =( (Rebate input) / 4 * Current Period Index) – (Accrual Rebate)

end

Note:

4 stands for rebate records.
Current Period Index starts with 1.
Accrual Rebate is the cumulative rebate.

Rebate Record	Period	Current Period Index	Accrual Rebate	Rebate value

Rebate Record	Period	Current Period Index	Accrual Rebate	Rebate value
RR01	Q1	1	0	0
RR02	Q2	2	0	500
RR03	Q3	3	500	250
RR04	Q4	4	750	250

Accelerators Documentation

Rebate Types Reference (Rebate Management)

Rebate Types

Calculation Examples

Single Target Amount

Single Target Percent

Single Volume Total Amount

Single Volume Total Percent

Single Volume Per Unit

Multi Target Amount

Multi Target Percent

Growth Absolute Amount

Growth Absolute Percent

Growth Percent Percent

Growth Percent Amount

Single Increment Amount

Single Increment Percent

Multi Increment Amount

Single Increment Growth Amount

Single Increment Growth Percent

Fixed Amount

Fixed Percent

Stepped Amount

Stepped Percent

Linear Amount

Linear Percent

Rebate Records Calculation

Payout Value Calculation