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Multiple Rebate Agreements for single customer under same Time period

Former Member
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Hi All,

Our client requirement is to have multiple Rebate Agreements for each Customer namely, Quarterly Rebate, Half-Yearly Rebate and Annual Rebate.


Presently the Rebate Agreements are working correctly by deducting the Discounts already given in the individual Bills.

Similarly they need to deduct the Quarterly Rebate Value, while Settling the Half-Yearly Rebate, if the same falls under the specified time period.


For example if a Customer has Quarterly Agreement (from 01.04.2012 to 30.06.2012) and a Half-Yearly Agreement (from 01.04.2012 to 30.09.2012), while settling the Half-Yearly Rebate, system should deduct the Quarterly Rebate value, before calculating the Half-Yearly Rebate.


Similarly for Annual Rebate Agreement, system should first deduct the Quarterly Rebate value and then the Half-Yearly Rebate before calculating the Annual Rebate.

Please provide me the solution.

Thanks in advance.

Regards,

Sireesha

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Answers (1)

Answers (1)

former_member1115366
Active Participant
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Your agreements need to be configured so that conditions record validity periods can vary within the agreement validity period.

You will need a few different rebate condition types to make this work.  I call them:

  • ZQ1, ZQ2, ZQ3, and ZQ4 for the quarterly agreements.
  • ZS1 and ZS2 for the semi-annual agreements.
  • ZYR for the annual agreement.

All the conditions (except ZYR) need to be configured so that they can accrue as positive or negative values. 

Set up the first quarterly agreement using condition type ZQ1, the second quarterly agreement with ZQ2, and so on. All quarterly agreement condition records should accrue positive values.

Set up semi-annual agreement #1 with condition records using ZS1.  Add the ZQ1 records matching the validity period of the first quarterly agreement, and change the sign so that the accrual is negative in the semi-annual agreement.  Likewise for the ZQ2 records in the second quarter agreement.  Extend the logic for the second semi-annual agreement and the third and fourth quarterly agreements.

Set up the annual agreement so that ZYR condition records accrue positively.  Then add the ZQ1 thru ZQ4 records with the proper validity periods accruing negative. Likewise for the ZS1 and ZS2 records.

Have fun setting that up and testing it!

Regards,

Ken