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    Direct Rebate Entries

    Description

    Direct rebate entries are automatically generated from the defined rates, including accruals if configured. These entries are grouped by settlement codes and customers to create rebates, but they also allow the application of filters such as cut-off dates, rate codes, and other custom criteria.

    Direct rebate entries

    Regenerate Direct Rebate

    It is possible to correct direct rebate entries or generate them based on sales statistics recorded prior to the installation of iDynamics Rebates. To do so, navigate to the Sales Statistics page and run the Update Rebates and Statistics process.

    This process will cancel existing accruals and recreate the direct rebate entries from scratch, using the data from the filtered statistics. You can also choose to ignore existing direct rebate entries during this operation.

    Regenerate direct rebate entries

    Generate Rebate Entry

    From the direct rebate entries page, rebate entries can be generated for subsequent settlement.

    Promote rebate entry

    The result is that those direct rebate entries, which have not yet been linked to a rebate entry, have been grouped to generate a rebate entry that can be settled, just like the rebates and accruals created from customer targets.

    Customer rebate entry

    Once the rebate entry has been generated, even if accruals are used, there is no need to interact further with the direct rebate entry, and all actions can be performed from the rebate entries.

    Additionally, the dimensions of the rebate entry will result from accumulating the dimensions specified at the customer and settlement group levels, applied in that order. Lastly, the description of the generated rebate entry will follow this priority order (from highest to lowest): the settlement group description and the customer code.

    Note

    Note that each direct rebate entry generates a detailed rebate entry with the same characteristics. The rebate entry that groups them is characterized by the settlement group and customer that unify them.

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