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Rebate program - cumulate sales by week/month - Calculation date issues

Hi all,

We are implementing AR rebates that must be accrued for every month and paid out by credit note to the customer once per year.

I'm having issues with cumulating the rebates using ' week' or 'month' and I also have questions around the 'calculation date' of the rebate - which are related and have an impact I am suspecting on each other.

The rebate agreement is based on levels and thresholds and cumulating sales by <MONTH>:

1) Creating multiple orders with small and big sales amounts - some rebates are not being included in total sales of the month? By the way, there is no minimum amount set up for the agreement. It's zero.

You can see in the screen shot above, I have cumulated for the month of November and only 2 orders were considered. Transaction REB-0000001, REB-0000002 - which created REB-0000004, *5) using 2% because total sales reached over 80k. But then creating new orders with-in the same month, nothing gets re-cumulated. This also behaved the same way for an agreement cumulating by <WEEK> .

What is this behavior, can someone explain?

2) Another example here using <YEAR> to cumulate sales .

Good thing is the cumulating of sales works fine. But my issue is with the Calculation date.

2) My agreement was created on 11-16-2020 to cumulated sales over a year. I am thinking the end date should be 11-16-2021? When I cumulate it automatically uses the 12-31-2020 on all my rebates..

a- even if I post a sales order in future 12-07-2020 - and change my system date to be 12-2020, try to cumulate the accrual for December. It still stamps the calculation date using TODAYs date 11-16-2020. What is this date that is so strict?

b-in the rest of postings it would stamp with the last day of a CALENDAR year 12-31-2020.

First of all, why is it using calendar year and not the agreement to calculate the end period using the start date of the agreement?

Second of all, our year end is in March 2021. So at list, it should be looking at fiscal year not calendar year. This means nothing in my case.

If I dont have an expiry date on the agreement what date is it basing of to calculate/cumulate sales for the WEEK, MONTH, YEAR??

I can't grasp the concept of dates in combination with the cumulation period for rebate program. It's just not working properly.

I am starting to believe that the only correct option to use is to cumulate using < LIFE TIME>. So there wouldn't be any incomprehensive stamps and validation that the user cant control.

Any experience, please share.

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