The rule setup screen is organized into expandable/collapsible sections, as outlined below.
This setup screen opens automatically when you create a rule. To open this setup screen later, on the project page > Rebates tab, click the blue rule name.
Name & Scope
Rule name - The rule’s name. This is the name that displays in the rule list when you open the project. This name must be unique.
This rule is - The type of rules that were enabled for this particular project:
Receivable - Typically based on a Purchasing database; these are rebates that you receive from a supplier.
Payable - Typically based on a Sales database; these are rebates that you pay, such as to your customer base, buying group and so on.
Child - Allows you to create a parent/child relationship where the result of a calculation for one rebate is applied to other rebates but with additional conditions. See Create child rebates for more information.
That occur from (validation period) - The timeframe that determines which source database transactions count towards the rebate calculation. They are typically the dates in the contract or agreement with the third party to whom the rule relates. Note this is not the same as the Calculation Period (discussed later).
The start date is mandatory. It defines the first date from the nominated source database stream for which transactions will count towards the calculation, which is usually the start date for the agreement.
The Indefinitely/Until option allows you to clearly specify if the rule is applicable indefinitely or valid until a particular end date. This makes it explicit that the rule does or does not have an end date, removing any doubt. If you select the Until option, the end date setting becomes available so you can define the last date for which transactions will be included in the calculations.
Based On - Who or what the rule applies to, and on what basis it applies. You must specify:
The dimension containing the entities on which the rule is based.
The entity within that dimension on which the rule is based. You can select the checkboxes of the entities one at a time, click and drag to select multiple entities at the same time, or click the checkbox above the list to select all of the entities.
You can further refine the rule by including or excluding entities, such as specific customers or products and so on.
Include
The dimension containing items you want to limit inclusions in the calculation. For example, you could set a restriction to include entities such as customers, product lines, brands and so on. No limits apply if this setting is left blank.
Exclude
The dimension containing items you want to exclude in the calculation. For example, you could set a restriction to exclude entities such as customers, product lines, brands and so on. No exclusions apply if this setting is left blank.
Active
Rules are active by default, as indicated by the selected Active checkbox at the bottom of the screen. You can only calculate rebates for active rules. In addition to this setting, two other conditions must be met for a rule to be active:
A rule type must be selected (Receivable or Payable).
The corresponding project must be active.
Brackets
The Brackets section contains two key groups of settings; the bracket conditions and the brackets themselves.
Bracket conditions
Setting | Description |
|---|---|
Calculation Method | The method used to calculate the rebate:
See the Learn about the rebates calculation methods for more information and examples. If you try to change the calculation method after you have set up brackets for a rule, you will get a warning message. You can proceed but you will need to create new brackets for this rule. |
Calculation Type | The type of calculation. There are currently two types of calculation:
|
Amounts Per | This setting becomes available when the Calculation Type is set to Absolute.  There are two ways to calculate the total:
|
Previous Year based on | This setting becomes available when the Calculation Type is set to Growth.  The default variance period is the same period in the previous year, with Previous Year set 'yes'. To change this, set Previous Year to 'No' and select a start and end month for your variance period. |
Pro Rata | This setting becomes available when the Calculation Type is set to Absolute, the bracket Amounts Per is set to Year and Retrospective is set to Yes.  There are three pro rata options - learn more about the Pro Rata function. |
Retrospective | Whether the bracket application is retrospective (yes) or not (no).
For example, if brackets were set up so that $0 - $5,000 resulted in 2% and $5,000 - $10,000 in 3%, and the customer spent $7,000, the rebate amount would be:
|
Bracket Basis | The measure that forms the basis of the given brackets. Brackets are typically based on cost, quantity or value measures. For example, select Qty (quantity) if you want the bracket based on selling a number of something, such as 1000 to 10001 units.  |
Brackets
The brackets set the ‘tiers’ or ‘levels’ that apply to the rebate rule. It is common to have a tiered schedule of rates for a rule. For example, in the image below, the overall range is $0 to $15,000 and there are 4 brackets, each assigned a different rebate amount.
How individual transactions can affect brackets
If a transaction spans two brackets, the transaction is effectively 'split' and the lower rate is applied to the portion within the first bracket, and the higher rate to the portion that crossed into the higher bracket. For example, looking at the image above, if total transactions were approaching the 'amount to' of 10,000 (i.e., the running total stood at $9500) and a new transaction for $700 was processed, taking the total to $10,200, the lower rate is applied to the amount within the first bracket ($500), and the higher rate to the amount that crossed into the higher bracket ($200).
Add a bracket
Click New.
Enter the bracket parameters (the settings that are available depend on the selected calculation method):
From and To amounts. These settings relate to the selected bracket basis. For example, if you select a measure such as Value or Cost, they are monetary amounts, whereas if you select the Quantity measure, they are quantity amounts (a count of something).
Rebate amount:
Percentage - This amount relates to a Value/Cost measure.
Fixed value - This amount relates to the Quantity measure.
If you leave the amount blank, it will display in calculation results as either MIN or MAX.
Select one of these options:
Click Save and New if you are creating multiple brackets, then repeat the above steps to add more brackets.
Click Save and Close if you're finished with the brackets.
You can edit a bracket later to change the rebate rate/amount; you cannot change the From or To (the bracket range).
Edit or delete a bracket
Select the bracket’s checkbox and then either:
Click Edit, make your changes and click Save and Close.
Click Delete and click Yes to confirm. The delete action cannot be undone. Once a bracket is deleted, the remaining brackets automatically adjust to cover any gaps.
Results
See the View calculation results page.
Categorization
Although this section doesn't affect the calculation of the rebate, the extra information can be useful. For example, you might want to display who a rebate is paid to (or received from) and how often. You can update this information without making any difference to the rebate results.
Payment Details
Description - Optional, additional information about the rule. Brief descriptions are automatically generated, based on selections you make in the Based on, Include and Exclude sections. You can edit the description to provide users with more descriptive text, for example, Vendor ABC rebate for summer campaign 2023.
Groups - The group(s) the rule belongs to. You can attach labels to rules for grouping purposes.
Frequency - Select from monthly, quarterly, half yearly, yearly or other). Your selections here do not affect the bracket period selection in the Brackets section.
Dimension and Entity - Select the dimension and entity within that dimension. Your selections here do not affect the Based On selections in the rule Name and Scope section.
Audit
This information is read-only. It displays who created and last modified the rule and when.
Attachments
See Add an attachment or comment to a rebate.