Question

Multiple Customer Rebate Agreements Issue

  • 4 October 2023
  • 0 replies
  • 64 views

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Is there any core functionality that will support the calculation of more than customer rebate?

Business Scenario:

Customer A has a tiered rebate program where they will receive X percentage based on a tiered minimum sales volume.

Additionally, Customer A has a overall minimum sales volume target where they will receive a flat percentage.

Data Set-up:

At the moment, I’ve created the following:

  • 2 Rebate Agreements for all Sales Parts (1 for tiered and 1 for overall minimum)
  • Both are set-up as  Final Settlement performed yearly
  • Each have the same Agreement Priority
  • Customer record is set-up as Multiple Rebates

Issue:

When the Final Settlement is run, the proposed rebated credit is only being generated for the tiered rebate and it is ignoring the second rebate.  It appears this is because this was the last Rebate Agreement updated.  

Is it possible for both rebates to be considered and calculated in the final settlement?  

Alternative Ideas:

I’ve thought about adding the percentage from the overall minimum sales target rebate to the tier rebate but this wouldn’t be ideal as the minimum values differ (i.e. tier increments in $25K and overall minimum would is not a multiple of this).

Environment:

23R1 SU 1


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