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Question

Customer rebate Accurals change in campaing

  • March 17, 2026
  • 0 replies
  • 4 views

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Use case:

Rebates agreement are made with customer for a 12 monthes period for one product : Product A

An amount of rebates is agreed as a % of sales. This Amount is payable via a Rebate invoice once a year.

Standard functionality: Rebate transactions are generated with each sales using % setup in rebate agreemeent.

Real life:

  • Information related to rebate agreement are known after first invoices have been sent and recorded in the system. How to use the system to accrue rebate for thoses transactions?
  • Agreements can change during the campaing retroactively (eg Rebate % is setup at 10% for the product A at the beguining of te campaing. After a few monthes, Rebate % is brought up to 12% for the same campaign and initial provisions need a reassesment).

Dear Community:

  • do you face similars challenges?
  • How do you manage to over come only using IFS cloud standard functionality?