Example Scenarios

Most common example scenarios

This guide walks you through the functional configuration of the application based on the most common rebate management scenarios.

Are you managing rebates with customers?

This scenario applies when you offer a rebate to the customer based on the sale of your items.

  • Rates or periods:
    Use customer rates to generate direct rebates when posting sales invoices. It allows rebate groupings by dimensions.
    Use customer periods and targets if you want to set cumulative goals over time, including tiers and associated benefits.

  • Accruals:
    You can make accruals for amounts manually or automatically to reflect the financial impact before settlement.
    Accruals will be released in accounting automatically along with the total or partial settlement of the rebate.

  • Settlements:
    Configure the settlement group to define whether a credit memo, payment journal, or discount coupons will be used.
    If you choose credit memos, you can indicate whether you will use an accounting account line (it can even be the same as the accruals) or whether you will use product charges so that the rebate affects the value entries of the sale.
    You can also use a vendor linked to the customer for sales rebate settlements using purchase invoices.

Are you managing rebates with vendors?

Do rebates originate from a purchase document?

This scenario applies when you receive a rebate from the vendor for purchasing their items.

  • Rates or periods:
    Use vendor rates to generate direct rebates when posting purchase invoices. Allows rebate groupings by dimensions.
    Use vendor periods and targets if you want to set cumulative goals over time, including tiers and associated benefits.

  • Settlements:
    Configure the vendor settlement group to define the settlement method. When selecting credit memo, you can indicate whether you will use an account type line or product charges so that the rebate affects the purchase value entries.

Do rebates originate from a sales document?

This scenario applies when you receive a rebate from the vendor each time you sell their items.

  • Rates:
    Use customer rates to generate direct rebates when posting sales invoices that are later converted into vendor rebates for settlement.
    You can set up rates in sales rebates that automatically generate vendor rebates when selling items.
    This use case is used when the vendor grants us rebates for sales made.

  • Settlements:
    Set up the vendor settlement group to manage how the vendor rebate is received and settled.

Are you managing rebates with customers and vendors linked to the same sale?

This scenario applies when you receive a rebate from the vendor that is then passed on to the customer.

  • Rates:
    Use customer rates to generate direct rebates when posting sales invoices that are later converted into customer and vendor rebates for settlement. You can configure rates that generate vendor and customer rebates in the same operation.

  • Accruals:
    You can automatically make accruals for amounts to reflect the financial impact before settlement.
    Accruals will be released in accounting automatically along with the total or partial settlement of the customer rebate.

  • Settlements:
    Configure settlement groups for customers and vendors separately, according to the method you want to apply.

Next Steps

You can now configure iDynamics Rebates precisely according to your business model. Depending on your requirements, we recommend visiting:

Finally, if you need help or have any questions that are not answered in this manual, please do not hesitate to contact us.