Rebate Managers handle different types of rebate calculations, and contracts, which can include complex forecasting values and accrual processes. This Learning Path will guide you through the different Pricefx Rebates Management capabilities that allow you to create and manage customer-specific agreements for all off-invoice conditions and enable you to calculate and simulate the rebates.

Business Pains & Challenges

• Opportunity - can you easily identify when to offer rebates?

• Contracts Execution - how can you optimize your rebates performance?

• Traceability - how can you track the rebates quickly?

• Time-Consuming - how can you avoid manual calculations?

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Pricefx Solution - Rebates Management

Pricefx offers different tools to define and execute complex rebate agreements (refunds to buyers), including payouts, and accruals to evaluate their business performance. You can create, calculate, and execute rebate calculations at any level. The Rebate capability offers a wide range of predefined or custom rebate programs to fit any business needs, including the accruals and payouts with ERP integration for the accounting process.

Overview Rebates - Business User Knowledge Base - Pricefx Knowledge Base

Key Functionality Rebates - Business User Knowledge Base - Pricefx Knowledge Base

Rebate Agreement Types

Represent the templates with specific logic that you can use to speed up the process of creating new agreements.

What are Rebate Agreement Types - Business User Knowledge Base - Pricefx Knowledge Base

Condition (Rebate) Types

Represent the different incentives and rebate conditions to be calculated and maintained in the agreements.

What are Rebate Condition Types - Business User Knowledge Base - Pricefx Knowledge Base

Agreements

Represent the work area where you can create, execute, and maintain the incentive and rebate conditions.

How to Create a Rebate Agreement - Business User Knowledge Base - Pricefx Knowledge Base

Rebate Records

Represent the area where the calculated and approved records are stored for further review.

How do I Manage Rebate Records - Business User Knowledge Base - Pricefx Knowledge Base

Payout Records

Represent where the paid and transferred records are stored for further accounting review.

Quiz 7: Rebates