This example contrasts how the same transaction volume produces different financial output and source records depending on whether the rebate type uses the Stepped or Retrospective calculation method.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled. |
Benefit Tier Structure
A volume-based rebate type is configured with these benefit tiers:
- Tier 1 (0 to 100 units): $2 per unit
- Tier 2 (101 to 300 units): $4 per unit
Transaction Data
Member Apex Logistics records a total transaction quantity of 250 units in the monthly period.
Method Comparison
| Calculation Method | Tier 1 Portion | Tier 2 Portion | Total Calculated Amount | Accrual / Payout Sources Created | Explanation |
|---|---|---|---|---|---|
| Retrospective | N/A | 250 units × $4 | $1,000 | 1 | Reaching Tier 2 applies the $4 rate retroactively to all 250 units transacted in the period. |
| Stepped | 100 units × $2 = $200 | 150 units × $4 = $600 | $800 | 2 | Each tier rate applies only to units within that tier boundary ($200 for Tier 1 + $600 for Tier 2). |
Note The Stepped method generates separate Accrual Source or Payout Source records for each
tier threshold crossed during processing, providing granular line-item tracking for audit
purposes.