Dynamic Accrual Calculation
The dynamic or rate per unit method is ideal for promotions with variable costs, like per-case rebates or percentage-based discounts. It calculates the accrual by multiplying a rate that you define by an actual value, such as sales volume.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Trade Promotion Management, Data Cloud, and CRM Analytics are enabled |
The calculation engine uses the accrual rule with relevant actuals based on criteria like account, product, and date range to determine the final accrued amount. Here are three common business scenarios for this accrual rule type.
Scenario 1: Rate-Per-Case Accrual
This is the most straightforward scenario, where you accrue a fixed monetary amount for each case sold during a promotion.
For example, a promotion offers a $0.20 per case rebate for product Y sold to account X between June 17 and June 24, 2025. On June 17, 100 cases are sold.
Rule Definition: To achieve this, create a single rule with a value of 0.2 that is valid for the tactic's time frame.
| Rule Attribute | Value |
|---|---|
| Rule Type | Dynamic |
| Product | Y |
| Account | X |
| Date From | June 17, 2025 |
| Date Thru | June 24, 2025 |
| Value | 0.2 |
The accrual is calculated as $20.00
Scenario 2: Percentage-Per-Case Accrual
This is an example of how you can configure percentage-based accruals by pre-calculating the rate.
A promotion offers a 5% per-case rebate for product Y sold to account X. The price is a constant $5 per case. On June 17, 100 cases are sold.
Rule Definition: Create a single rule where the Value field is ingested as the pre-calculated rate of 0.25.
| Rule Attribute | Value |
|---|---|
| Rule Type | Dynamic |
| Product | Y |
| Account | X |
| Value | 0.25 (The system ingests the price ($5) multiplied by the percentage (5%) as 0.25). |
The accrual is calculated as $25.00.
Scenario 3: Percentage-Per-Case with a Price Change
This scenario shows how to handle a price change during a promotion. The solution is to create separate accrual rules for each period that has a different price.
The same 5% rebate promotion runs from June 17 to June 24. The price changes from $5 to $6 on June 20. Actuals of 100 cases are recorded on June 17 (at the $5 price) and another 100 cases on June 21 (at the $6 price).
Rule Definition: This setup requires two separate rules to cover the different price periods.
- First Rule (for the $5 price): This rule is active from June 17 to June 19. It uses a calculated value of 0.25, which is the result of multiplying the $5 price by 5%
- Second Rule (for the $6 price): A second rule takes over from June 20 to June 24. It uses a calculated value of 0.30, which is the result of multiplying the new $6 price by 5%.
The accrual is calculated as follows:
- For June 17: The accrual is calculated by multiplying the price per case ($5.00) by the 5% rebate, and then by the 100 cases sold, for a total of $25.00.
- For June 21: The accrual is calculated by multiplying the new price per case ($6.00) by the 5% rebate, and then by the 100 cases sold, for a total of $30.00.
