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Question

Rebates - Incorrect Calculation

  • October 16, 2024
  • 1 reply
  • 56 views

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In doing some testing, I’ve noticed some strange behavior with the rebate functionality where Final Rebates are being calculated when minimum Sales Target have not been reached.

Environment: 24R1 SU2

Business Scenario:

  • Rebate Criteria: Percentage
  • Agreement Type: Use All Sales Parts
  • Periodic Settlement: N/A
  • Final Settlement: Yearly
  • Customer Hierarchy:
    • Will be used. 
  • Deal for all Sales Part
    • Periodic Rebate, Rebate Cost are set to 0%
    • Final Settlement is set as
      • Min Sales: 10,000 – Final Rebate: 4%
      • Min Sales: 20,000 – Final Rebate: 5%

Test Cases:

  1. Create Customer Order with a total of $100.
    1. Reserve, Pick, Ship, Invoice
  2. Rebate Transaction is created as expected
  3. Run Final Settlement
    1. Selecting the Agreement and Date
  4. A settlement gets created for $4.
    1. Why is a settlement getting created for $4 when the target sales minimum is 10,000

I’ve also reviewed the Aggregate_Final_Settlement function, but nothing jumps out at me to further investigate why this is the noticed behavior. 

 

Has anyone else encountered this issue?

1 reply

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  • Author
  • Hero (Partner)
  • 230 replies
  • October 28, 2024

Bump.  Curious if anyone else has encountered a similar issue.