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?