Introduction

This learning path is designed for individuals who need to gain insights from a business users perspective into the concepts and capabilities of the Rebates functionality within Pricefx and how to use its most common features to manage their rebate agreements and track purchases and sales against them.

It is separated into multiple tiers that are dependent upon your expected role with this capability.

Learning Prerequisites

Make sure that you understand the topics discussed in the areas below before proceeding with this series.

• About Pricefx

• Pricing Basics

• Pricing Concepts

• Pricing Terminology

• Rebate Specialist Learning Path

Learning Synopsis

Explore the common abilities of the Pricefx Rebates capability and its value proposition in analytics, price setting and quoting, its overall role and usage with Pricefx application, core concepts, use of rebate agreements, rebate types and rebate calculations.

Provide a high-level view of the capabilities of the Rebates module in Pricefx and demonstrate how to create and manage rebate agreements and forecasts.

Learning Objectives

Core topics and key takeaways from this learning path:

• Understand the Pricefx Rebates ability to achieve value in managing your rebates.

• Depict the main features of this capability to create rebate agreements and track purchases and sales against them.

• Demonstrate the ability to generate a forecast on paid out rebates based on previous performance.

• Illustrate how to approve and manage customer-specific bonus and rebate agreements.

• Depict ability to calculate bonuses and rebates based on the actual performance.

• Demonstrate how to create rebate records which will be sent to other systems

• Understand the use and role of rebate forecasts.

Learning Journey

The paths in this learning journey are designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired and builds your contextual understanding.

This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience and maximizing the effectiveness of the Rebates Learning Path.

Rebates Overview

• Introduction:

  • Rebate Overview

  • Rebate Key Functionality

• Rebate Agreements

  • Overview

  • Rebate Agreement Detail

  • Rebate Agreement List

  • Rebate Agreement Types

  • Rebate Records

  • Rebate Condition Types

  • Payout Records

Rebate Tutorials

• Create a Rebate Agreement

• Revise Rebate Agreement

• Manage Rebate Records

• Set up Rebate Calculations

Time commitment: For this path you should dedicate approximately 1.5 hours.