Life Cycle

This is a business cycle of RebateManager usage:

Open

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

Open

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.

Further in this section: