Sales Rebate Settlement Retroactive Accruals Update field option on Display mode

[former_member41081]

I have used the standard Sales Rebate Contract type for the Rebate settlement process, I need at the time of settlement system calculate the Rebate value with the Progressive method. But, I am unable to find out the configuration for that. Please suggest that.

Also, I have checked the "Settlement Calendar" field, one option is "Settlement data usage", there are options for "Retroactive Accruals Update/Standard" but it's on Display mode. Please suggest, how I can do this on change mode.

[phani_v]

What is the scale Type used for your rule type in V/06 scales section? is it Base scale or To scale?

[uttammaity]

Hi Victor,

Thanks for your reply, your 3rd option is my requirement.

(you have mentioned: Other scenario which is not covered by CCM standard, Graduated to scale)

Can you share briefly please, how I can implement the same?

[uttammaity]

I have changed the "Settlement date change" field Edit option with Badi. After that, I mentioned the Field " Retroactive Accruals Update" but the system again calculated Rebate with standard logic.

Can anyone confirm, how the Rebate settlement document will be calculated with "Retroactive Logic."

Required the below logic : (shared by Gauthier V)

RES1 to 100 000 USD = 1%
RES1 to 1 000 000 USD = 5%
RES1 to 9 999 999 USD = 10%
In that case if Business volume = 5 000 000 USD then rebate = 446 000 USD (100 000 * 1% + 900 000 * 5% + 4 000 000 * 10%)

[GauthierVictor]

Hi Uttam,

Graduated scale can't be used in standard CCM. You'll have to create a scale routine and assign it to the condition type or use a pricing routine and assign it in your pricing routine.

Regards,
Gauthier

[GauthierVictor]

Hi uttam.m,

I'm not sure what you are referring by "progressive method" for rebate calculation.
By standard you have Scale to and Scale from which can be used.

Scale from:
RES1 from 0 USD = 1%
RES1 from 100 000 USD = 5%
RES1 from 1 000 000 USD = 10%
In that case if Business volume = 700 000 USD then rebate = 35 000 USD (700 000 * 5% as we reached second tiers)

Scale to:
RES1 to 100 000 USD = 1%
RES1 to 1 000 000 USD = 5%
RES1 to 9 999 999 USD = 10%
In that case if Business volume = 5 000 000 USD then rebate = 500 000 USD (5 000 000 * 10% as we reached third tiers)
Careful, If BV = 10 000 000 USD then rebate = 0 USD in that case as after 9 999 999 USD there is no valid rate.

Other scenario which is not covered by CCM standard, Graduated to scale:
RES1 to 100 000 USD = 1%
RES1 to 1 000 000 USD = 5%
RES1 to 9 999 999 USD = 10%
In that case if Business volume = 5 000 000 USD then rebate = 446 000 USD (100 000 * 1% + 900 000 * 5% + 4 000 000 * 10%)

Retroactive accrual is standard for CCM as soon as:
- you create you contract with from date in the past

- Use critical change and assign to your contract type, you have the possibility to choose what's critical. E.g. you change the rate of a condition type or the business volume, then critical change set up will be activating the field Retroactive accrual checkbox.

System will create a delta accrual settlement date at the date of contract creation if contract created retroactively or system will add a delta accrual settlement date when contract is changed with relevant critical changes assigned to your contract type.

Regards,
Gauthier V.