RebateManager

Life Cycle

This is a business cycle of RebateManager usage:

This is an example of a Rebate Agreement that is paid semi-annually:

Agreement

  1. Before the year starts:

    1. Agreement conditions are negotiated.

    2. Agreement is approved.

  2. During the validity of the agreement (i.e. usually a year):

    1. User can open the read-only agreement to see an overview of the rebate estimations and accruals.

Rebate Record

  1. During the validity of the RR:

    • Rebate Record is periodically recalculated to have the new rebate estimations & accruals. It uses the actual data of Transactions available to calculate the estimations & accruals. The results of those recalculations are usually presented to business users on dashboards.

      • RR can create and calculate also one or more PayoutRecords, if it needs to calculate the accruals on more fine-grained level.

  2. After the validity:

    • Rebate money amount is reviewed and approved by a business user.

    • Once approved, the rebate amount is exported to an external system to be paid to the customer.

Entity Relationship

Below is a schema that shows a broad perspective of the domain types.

 

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