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Rebate Management - cumulative deal not recalculating previous rebates when next plateau is met.

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Wanting to create a yearly rebate deal, where we cumulate and report monthly to the customer, but claim and payout the rebate quarterly.

I have the dates on the deal set a cumulate monthly / claim quarterly.

Been testing and have not been able to get previously posted rebates recalculating at new percentage payouts once plateaus are reached. In previous testing we have seen a rebate due on previously posted amounts and then difference to be paid out under the rebate amount to be paid, but can't recreate the set up to populate this data.

Is there any reference material on initial set of rebate programs.

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Community member 32 on at

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Rebate Management - cumulative deal not recalculating previous rebates when next plateau is met.

Hi.

I think the issue lies with the Cumulate settings.

If Cumulate = 1 month, the rebate deal assesses the criteria within 1-month timeframes. When October is run, being the first month, it is correct. When running for November, it is assessing again, October transactions are not considered. I think your expectation is that it considers Octobers transactions in November's calculation.

I would only expect to see November source transactions when running the Provision, even though the date range includes October.

I would be testing the following:

- Cumulate = Quarter. This will assess transactions as they cumulate over the 3 months and calculate based on which tiers it qualifies for.

- Claim = Month. This will band transactions by month, calculated based on which tier they qualified for.

- Provision monthly as usual.

I don't have the transaction volume over time at hand to test myself, but very interested to hear how this works out.
Community member 2 on at

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Rebate Management - cumulative deal not recalculating previous rebates when next plateau is met.

Thank you for response, I greatly appreciate it. I have reviewed that rebate management documentation, but where I struggle is that it provides all options for what can be used in each field, but no where does it tell you what fields work together to create your deal.

Here are more details on what I'm trying to accomplish, and my set up.

- Set up as deal, with a posting profile.

both programs have the same general tab information

dates tab is the same for both programs

Lines has different plateaus and percentages. It's only rebate management # 32 that meets new plateaus

Prg 32 Prg 33

As this is our test environment we have data from Oct 2023 through to mid January 2024, and both programs for October are both are the first level payout.

Here are the provision and posting

*Oct was provisioned/posted and rebate management provisioned and posted, and the amount of $1697.12 is correct.

*November provision was run, and when doing the provision entered the dates of 10/01/23 to 11/30/23 and the rebate trans # 26 is as follows (these 2 items shown are from program 1 # 23, and total sales now meet the 6% plateau) expecting 203.64 x 5% = 10.18 in previously posted, corrected amount was expecting 203.64 x 6% = 12.22, and in the posted amount expecting the 1% difference in posting. 12.22 less 10.21 for a new posted amount of $2.01

Transaction # 27 for the $16165.87 is calculating the November transactions at 6% which is what we expected as sales reached the third tier (6%) for the 1st program, and the second program is still calculating at the first level 15%.

In initial testing we had been using lifetime in the claim by, as we didn't have months of data in our test system, but I was advised that we'd use the actual cumulate and claim on how the program is paid.

In initial testing we did see data populate in the corrected amount on the provision and posting when plateaus were met, so I'm thinking I don't have right combination of fields on the set up.

I do appreciate your help and support on this question.
Community member 32 on at

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Rebate Management - cumulative deal not recalculating previous rebates when next plateau is met.

If you are using the Rebate management module, there is reference material to setups here: https://learn.microsoft.com/en-us/dynamics365/supply-chain/rebate-management/rebate-management-overview

Are you able to provide more setup detail? Sounds like the rebate is tiered and the rate is not calculating to the correct tier once the quantity or value is reached?

You are cumulating monthly, so assuming the rebate is calculated based on performance within 1 month but paid quarterly (3 months' worth of rebate earnings).
Can you clarify your statement around previously posted rebates being recalculated? Once a rebate is posted, I take that as being finalized and can't be changed.