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Rebate Allocation

The purpose of the Rebates module is to provide a precise picture of what was and will be paid off as rebates or bonuses. To be able to do a precise analysis, the rebate records amounts are allocated back to Datamart.

Allocation Job

Allocation itself is done by a Data Load task in Analytics:

  1. Set up a Data Load task with the type Calculation.
  2. In Target specify the target DM. 
  3. Specify Calculation.

See also Rebate Allocation Schema. 

Calculation Details

In the calculation details, specify allocation logics. The logic is an Analytics calculation logic that allocates (calculates amounts) for the corresponding rows of a Datamart. Which rows are calculated depends on the Feeder logic (regular Price Setting logic) that emits rebate records to be allocated and also rebate records itself (they contain a Datamart slice that a particular record should allocate to).

In Logic Outputs make sure that the outputs are selected in the following way:

Rebate Record Details

Datamart rows to which particular Rebate Records are allocated can overlap, i.e. a particular bonus / rebate element can be a sum of allocations from individual Rebate Records. Also, how the bonus amount is distributed to the rows depends on the logic of the allocation job.

Every Rebate Record contains internally a Datamart slice. This DM slice (a set of DM filters) is then used to determine which particular transactions (DM rows) the rebate records should be allocated to. This can be viewed in the Rebate Records detail. 

In the Rebate Records details, switch the category to 'Rebate Calculation Base'.

In the calculation base, first select a Datamart to which the particular job will apply the rebate amount. Then a set of filters will appear on the screen (from the DM slice of a Rebate Record) and the matching DM rows will be loaded.

In a similar way, Datamart allocation works for many other objects, for example Quotes, Agreements/Promotions, Price Lists, Company Parameters etc. Use the emitDMScopedObject API method in the Analytics calculation logic.

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