Define the calculation basis of a rebate type and add an accrual rate to specify how to
calculate accruals for members. Be better prepared with your finances for an ongoing period by
accruing on a regular basis, even though the actual payout is settled at the end of a period. You
can view the accrual and payout amounts of a member for each payout period.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have
Rebate Management enabled. |
Understand how these fields on a Program Rebate Type record determine how accruals are
calculated.
| Field |
Description |
Example Value |
| Measure Type |
Select the type of reward that you want to offer for the rebate type. Types of rewards
include Amount Per Unit, Percentage of Revenue, Fixed Amount, and Custom. |
Percentage of Revenue |
| Measure Field |
Field in the specified aggregation object based on which payout benefit is
generated. |
Total Transaction Quantity |
| Calculation Basis |
Define how accruals and payouts are calculated.
- Payout: Use benefit setup to calculate the rebate payout amount. The minimum and maximum
values along with the applied benefit value for each tier decide how payouts are
calculated.
- Accrual: Accrual amount is calculated based on the accrual rate that you define. If you
don’t specify the accrual rate, Rebate Management uses benefit setup.
- Payout and Accrual: Benefit setup is used to calculate payouts and accruals.
|
Payout and Accrual |
| Accrual Rate |
Fixed rate at which you want to accrue all benefits. |
If Measure Type is Percentage of Revenue and Measure Field is Total Transaction Quantity,
enter 5 as the Accrual Rate.
Accruals are calculated as 5% of the total transaction quantity recorded by a member.
|
For more information on how to calculate payouts, see How Are Rebate Payouts
Calculated?.
