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Channel Revenue Management
Rebate Type Fields

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Rebate Type Fields

Review the fields in a Program Rebate Type record and understand how they work together to create an incentive structure. You can create a rebate type from the Related tab of a Rebate Program record.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.

Make sure your admin has given you read and edit access to the Program Rebate Type object and a page layout with the relevant fields.

Field Description Key Considerations
Name A unique name for the program rebate type. -
Status

Set the status of the program rebate type.

  • Active
  • Inactive
 -
Rebate Program The rebate program to which the program rebate type is associated with. -
Product Filter Type The filter criteria to apply for the products associated with the rebate type.
  • Include Products: Includes transactions containing the selected products for rebate amount calculations.
  • Exclude Products: Excludes transactions containing the selected products from rebate amount calculations
Calculation Type Decide how to process transaction journal records. You can either calculate payouts on aggregated transaction records for a period, or for each transaction record. Select Aggregate Based to aggregate the eligible transactions by a member or by member and product.
Measure Type The type of accrual benefit you want to offer.
  • Amount per Unit: Amount per unit of the quantity specified in the Measure Field.
  • Percentage of Revenue: Percentage of revenue specified in the Measure Field.
Measure Field The field in the specified aggregation object based on which the accrual is calculated.

If the measure type is Amount per Unit and the benefit qualifier field is:

  • Specified: The rebate amount is calculated by multiplying the measure field's value with the benefit value.
  • Not specified: The rebate amount is the measure field's value.

If the measure type is Percentage of Revenue and the benefit qualifier field is:

  • Specified: The rebate amount is calculated by multiplying the measure field's value with the benefit value and then dividing it by 100.
  • Not specified: The rebate amount is the measure field's value.

If the measure type is Fixed Amount and the benefit qualifier field is:

  • Specified: The rebate amount is equal to the benefit value.
  • Not specified: The rebate amount is zero.
Benefit Qualifier Field The field in the selected aggregation object based on which the qualifying benefit value is fixed. To use the Stepped calculation method, select the same values for Measure Field and Benefit Qualifier Field.
Calculation Method The calculation method for tiered benefits with measure type of Amount per Unit and Percentage of Revenue. The Advanced engine accurately handles high-volume transactions that cross tier thresholds within a single run.
  • Retrospective: The full qualified benefit value is applied to the quantity or amount in the Measure Field.
  • Stepped: The benefit value is apportioned based on the qualifying tiers.
Unit of Measure The default unit of measure associated with the program rebate type. Optionally, convert the transactions in the Transaction Journal to this unit of measure before processing.
Calculation Basis The basis for calculation. Select Accrual to enable accrual-only calculations for Advanced rebates. When set to Accrual, the engine uses benefit tier values to calculate accrued amounts based on transaction data processed in Data Cloud.
Aggregation Criteria Defines how transactions are grouped for accrual calculations. (e.g., by Member only, or by Member and Product). Configured via Program Rebate Type Aggregation Field records.
Source Matching Field Field used to find the related rebate program member for a transaction journal record. The Advanced engine uses this field to link Transaction Journals to members in Data Cloud.
Accrual Calculation Method The method for calculating accrual.
  • Retrospective: The rebate is applied to all units once a higher tier is reached. The new rate applies to all units, not just the additional ones.
  • Stepped: The rebate is calculated for each tier separately.

Here's an example that explains the difference between Retrospective and Stepped accrual calculation methods.

Example
Example

As per a rebate type, when the transaction quantity is 50 units or less, a member gets a $10 accrual per unit. When the transaction quantity is 51 units or more, the member gets a $20 accrual per unit. For the month of January, the member records a total transaction quantity of 75 units.

If the calculation method is Retrospective, the member qualifies for the second benefit tier. The $20 rate is applied to all 75 units, resulting in a total accrued amount of $1,500.

If the calculation method is Stepped, the accrual is calculated for each tier separately. The first 50 units are accrued at $10 per unit ($500), and the remaining 25 units are accrued at $20 per unit ($500), resulting in a total accrued amount of $1,000.

 
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