ICI Rebates and Promotions App - Revision history

WikiSysop at 06:24, 2 September 2022

2022-09-02T06:24:57Z

WikiSysop at 14:00, 2 June 2022

2022-06-02T14:00:23Z

WikiSysop at 07:14, 24 May 2022

2022-05-24T07:14:05Z

WikiSysop at 05:59, 12 May 2022

2022-05-12T05:59:29Z

WikiSysop at 09:36, 18 February 2022

2022-02-18T09:36:32Z

WikiSysop at 09:25, 18 February 2022

2022-02-18T09:25:04Z

WikiSysop at 13:17, 17 February 2022

2022-02-17T13:17:49Z

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WikiSysop at 13:09, 17 February 2022

2022-02-17T13:09:17Z

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WikiSysop at 13:03, 17 February 2022

2022-02-17T13:03:21Z

WikiSysop at 13:02, 17 February 2022

2022-02-17T13:02:01Z

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 = ICI Rebates and Promotions App =
 == Overview ==
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 *Is there a Rebate: This is the flag indicating if there is a rebate in the given rebate agreement. '''Select'''&nbsp;"Yes"&nbsp;to if there is a rebate in the given rebate agreement.
-<div class="image-green-border">[[File:RebateApp3.png|720px|RebateApp3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Of the 4 sections, the Templates section depends on the selected type of paper (Own or Third Party). If the Type of Paper is Own, the Select Template page with a list of templates&nbsp;is displayed for the selected Contract Type. If the Type Of Paper selected is Third Party, the Select Template section is not shown. Instead, you would manually upload a third-party agreement. You cannot use Own paper with this option.</div>
+<div class="image-green-border">[[File:RebateApp3.png|720px|RebateApp3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Of the 4 sections, the Templates section depends on the selected type of paper (Own or Third Party). If the Type of Paper is Own, the Select Template page with a list of templates&nbsp;is displayed for the selected Contract Type. If the Type Of Paper selected is Third Party, the Select Template section is not shown. Instead, you would manually upload a third-party agreement. You cannot use "Own Paper" with this option.</div>
 &nbsp;
@@ Line 151: / Line 149: @@
 Here is the comprehensive listing of all seeded attributes.
+<div class="image-green-border">[[File:RebateApp4.png|720px|RebateApp4.png]]</div> <div class="image-green-border">[[File:Rebates NewAttributes 1.png|720px]]</div> <div class="image-green-border">[[File:Rebates NewAttributes 2.png|720px]]</div>
 [[File:RebateApp4.png|720px|RebateApp4.png]]
-−
-&nbsp;
-−
-[[File:RebateApp5.PNG|720px|RebateApp5.PNG]]
-−
-[[File:RebateApp6.PNG|720px|RebateApp6.PNG]]
-−
-[[File:RebateApp7.PNG|720px|RebateApp7.PNG]]
-−
-&nbsp;
-−
-[[File:RebateApp8.PNG|720px|RebateApp8.PNG]]
-−
 Verify the information added in all sections and create the rebate agreement.
@@ Line 204: / Line 188: @@
 **Volume Growth
 **Volume Growth&nbsp;%
-*The Rebates App provides multiple types of calculations that contribute in defining rebate programs. These rebate calculation types are based upon:
+*The Rebates App provides multiple types of calculations that contribute to defining rebate programs. These rebate calculation types are based upon:
 **Dollar/unit as a percentage of Net Sales/Revenue Dollars.
 **Net Sales Volume per Rebate unit.
@@ Line 213: / Line 197: @@
 *Rebate Qualified Quantity is the eligible quantity based on Net Sales $ or Volume.
 *Program definitions in the Rebates App have the ability to handle different currencies, including all major global currencies.
-*Rebates App has ability to handle different types of UOM, like Kilogram, Pound, units, cases etc.
+*Rebates App has the ability to handle different types of UOM, like Kilogram, Pound, units, cases etc.
 *This table shows some examples of rebate program definitions.
@@ Line 221: / Line 205: @@
 |-
+|
 ==== Masterdata ====
 The App uses this seeded Masterdata - “RebateProgram”. This is a pre-defined MDCT that seeds program information into the rebate agreement.
 <div class="note-box">'''Note''': Users can define additional MDCT records to define custom programs as well. More information about the seeded attributes with this MDCT can be found in the "Rebate Agreements" section.</div>
 ==== Dashboard Report ====
@@ Line 235: / Line 215: @@
 The Rebates app supports the following reports:
-*Rebates and Accruals Report: Provides visibility into Net Sales ($ and units), Rebates Accrued, Rebate Rates, Currency and UOM for every Rebate Program / Agreement.
+*Rebates and Accruals Report: Provides visibility into Net Sales ($ and units), Rebates Accrued, Rebate Rates, Currency, and UOM for every Rebate Program / Agreement.
 <div class="image-green-border">[[File:RebateApp12.png|720px|RebateApp12.png]]</div>
-&nbsp;
+The Rebates app features a dashboard that gives detailed insights about the performance, agreements data, payouts, and so on that helps in rich data analysis for robust business intelligence.
-−
-The Rebates app supports the following dashboards:
 *Rebates by Program - Provides a graphical view of rebates revenue generated by the different Rebate Programs.
-<div class="image-green-border">[[File:RebateApp13.png|720px|RebateApp13.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Rebates Dashboard - Rebates Details.png|720px]]</div>
 *Rebates by Agreement - Provides a graphical view of the Rebates calculated by the different Rebates Agreement.
-<div class="image-green-border">[[File:RebateApp14.png|720px|RebateApp14.png]]</div>
+<div class="image-green-border">[[File:Rebates Dashboard - Agreements.png|720px]]</div>
 '''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]

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 = ICI Rebates and Promotions App =
 == Overview ==
@@ Line 67: / Line 69: @@
 To access the options under the “Rebate” tile - '''click'''&nbsp;the “Rebate” tile on the “Home” page.
-<div class="image-green-border">[[File:RebatesMenu.png|400x250px]]</div>
+<div class="image-green-border">[[File:RebatesMenu.png|400x250px|RebatesMenu.png]]</div>
 The following options are displayed.&nbsp;

@@ Line 20: / Line 20: @@
 The Rebate App brings forth a solution to effective rebate management for suppliers and customers. It takes care of multiple types of rebate programs, which can be categorized as follows:
-*Volume or Volume Growth: Rebates are earned based on achievement of volume-based turnover targets or predefined growth milestones.
+*Volume or Volume Growth: Rebates are earned based on the achievement of volume-based turnover targets or predefined growth milestones.
-*Sales or Sales Growth: Rebates are earned based on achievement of sales-based turnover targets or predefined growth milestones.
+*Sales or Sales Growth: Rebates are earned based on the achievement of sales-based turnover targets or predefined growth milestones.
 *Retention: Retention rebates are offered as rewards to customers for their loyal patronage.
-*Product Mix: Mix Rebates help achieve margin or sales objectives for a product mix or to move slow moving items along with fast moving items.<br/> &nbsp;
+*Product Mix: Mix Rebates help achieve margin or sales objectives for a product mix or to move slow-moving items along with fast-moving items.<br/> &nbsp;
 The Rebate App includes the following functionality:&nbsp;
 *&nbsp;Program Definition: This is the ability to define rebate programs with desired parameters, with ready-to-use attributes for rebate calculations.
-*&nbsp;Out-of-the-box Programs: This is the set of rebate programs that come out-of-the-box with the App, with the most useful combinations of essential attributes required for calculating different types of rebates per customer requirements.
+*&nbsp;Out-of-the-box Programs: This is the set of rebate programs that come out of the box with the App, with the most useful combinations of essential attributes required for calculating different types of rebates per customer requirements.
 *Calculation: These are the different calculations of rebates, with formulae and the essential program parameters/attributes, which are either seeded with the App rebate programs or can be calculated based on customer-specific requirements and goals.
 *Settlement: This is the part wherein the accrued rebates are published to the client’s (external) financial systems, as defined in the rebate programs and client financial calendar.
@@ Line 38: / Line 38: @@
 *Improved Visibility
 **Centralized Program administration without losing the benefits of decentralized rebate contract execution.
-**&nbsp;Smarter rebate contract management that provides a 360-degree visibility to all stakeholders, partners, and vendors, throughout the program.
+**&nbsp;Smarter rebate contract management that provides 360-degree visibility to all stakeholders, partners, and vendors, throughout the program.
 *Better Process Compliance&nbsp;
 **The App ensures implementation of only qualified rebates for specific markets/customers/products/vendors, as per approved contracts.
 **Compliance tracking with respect to budgets, contracts, and payments.
-*Increased Efficency&nbsp;
+*Increased Efficiency&nbsp;
 **Automated and customized rebate programs, leading to reduced manual errors and improved turnaround time.
-**Real time visibility into actual achievements helps identify best/worst performing programs for recalibrating investments in those programs.
+**Real-time visibility into actual achievements helps identify best/worst performing programs for recalibrating investments in those programs.
 *Maximized Profit&nbsp;
 **Incentivized and satisfied&nbsp;channel partners, while prioritizing your products.
-**Smart elimination of incentive over payments, based on contract terms.
+**Smart elimination of incentive overpayments, based on contract terms.
 **Push sales in categories will potentially yield more incentives for overall profitability improvements.
@@ Line 66: / Line 66: @@
 Users can create and view tile menu options based on the security group permissions.
-To access the options under “Rebate” tile - '''click''' “Rebate” tile on the “Home” page. The following options are displayed.&nbsp;
+To access the options under the “Rebate” tile - '''click'''&nbsp;the “Rebate” tile on the “Home” page.
 *Rebate Details: Clicking this opens the comprehensive list of all the accrued rebates as a saved search of all rebates defined and calculated.
-*Programs: This tile option leads to the list of the Rebate Programs defined in the Rebates App.
+*Dashboard: Displays a summary of the statistics related to the defined Rebates programs.
-*Masterdata: This tile option points to all the Masterdata that come out of the box and defined metadata within the Rebates App.&nbsp;
+<div class="note-box">'''Note''': ICI Administrators can configure the “Rebate” tile and the options under it in a desired sequence.</div>
-*Reports: Clicking this opens the reporting dashboard for the App, featuring different reports and the capability to create desired reports.
-<div class="image-green-border">[[File:8.0-Rebates App Navigation.png|520px|8.0-Rebates App Navigation.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': ICI Administrators can configure the “Rebate” tile and the options under it in the aforementioned sequence.</div>
 == Working with the Rebate App ==
@@ Line 89: / Line 92: @@
 [[File:8.0-RebateAgreementAttributes1.png|700px|8.0-RebateAgreementAttributes1.png]]
-App contract types contain many seeded attributes, that are listed, along with their configuration details, in the following sections, for each of the entities.With the aforementioned details, you can configure the Rebate App entities by using the standard ICI contract type configuration process.
+App contract types contain several seeded attributes, that are listed, along with their configuration details, in the following sections, for each of the entities. With the aforementioned details, you can configure the Rebate App entities by using the standard ICI contract type configuration process.
 === Rebate App Workflow&nbsp; ===
@@ Line 240: / Line 243: @@
 *Rebates by Agreement - Provides a graphical view of the Rebates calculated by the different Rebates Agreement.
 <div class="image-green-border">[[File:RebateApp14.png|720px|RebateApp14.png]]</div>
 '''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]
 |}
-[[Category:Pages with broken file links]]
+&nbsp;

@@ Line 15: / Line 15: @@
 *Financial System Feed (Client)
 *Customer Settlement (Client)
 == Solution Framework&nbsp; ==
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 *&nbsp;Out-of-the-box Programs: This is the set of rebate programs that come out-of-the-box with the App, with the most useful combinations of essential attributes required for calculating different types of rebates per customer requirements.
 *Calculation: These are the different calculations of rebates, with formulae and the essential program parameters/attributes, which are either seeded with the App rebate programs or can be calculated based on customer-specific requirements and goals.
-*Settlement: This is the part wherein the accrued rebates are published to the client’s (external) financial systems, as defined in the rebate programs and client financial calendar.<br/> &nbsp;
+*Settlement: This is the part wherein the accrued rebates are published to the client’s (external) financial systems, as defined in the rebate programs and client financial calendar.
 == Benefits ==
@@ Line 51: / Line 49: @@
 **Smart elimination of incentive over payments, based on contract terms.
 **Push sales in categories will potentially yield more incentives for overall profitability improvements.
 == Navigating the App ==
@@ Line 77: / Line 73: @@
 *Reports: Clicking this opens the reporting dashboard for the App, featuring different reports and the capability to create desired reports.
 <div class="image-green-border">[[File:8.0-Rebates App Navigation.png|520px|8.0-Rebates App Navigation.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': ICI Administrators can configure the “Rebate” tile and the options under it in the aforementioned sequence.</div>
 == Working with the Rebate App ==
@@ Line 95: / Line 89: @@
 [[File:8.0-RebateAgreementAttributes1.png|700px|8.0-RebateAgreementAttributes1.png]]
-With the aforementioned details, you can configure the Rebate App entities by using the standard ICI contract type configuration process.
+App contract types contain many seeded attributes, that are listed, along with their configuration details, in the following sections, for each of the entities.With the aforementioned details, you can configure the Rebate App entities by using the standard ICI contract type configuration process.
-−
 App contract types contain many seeded attributes, that are listed, along with their configuration details, in the following sections, for each of the entities.
-−
-&nbsp;
-−
-−
 === Rebate App Workflow&nbsp; ===

@@ Line 100: / Line 100: @@
 &nbsp;
@@ Line 235: / Line 236: @@
 &nbsp;
-'''Dashboard Report'''
+==== Dashboard Report ====
 ICI provides several out-of-the-box Reports that have been designed to cater to specific business needs.&nbsp;Rebates are accumulated by different Programs by agreement and their details like Net Sales, Quantity, Rebate Type, Accrual Value, Currency, UOM, Created Date.

@@ Line 100: / Line 100: @@
 &nbsp;
 === Rebate App Workflow&nbsp; ===
@@ Line 109: / Line 110: @@
 These are the foundational elements of the Rebate App workflow, as also represented in the tile navigation:
-==== '''Rebate Agreements''' ====
+==== Rebate Agreements ====
 The Rebate Agreement is based upon the standard ICI structure for creating agreement contract types.
@@ Line 175: / Line 176: @@
 Once the rebate program is incorporated and the rebate agreement is created, the agreement is executed as per the standard ICI process.&nbsp;<br/> &nbsp;
-==== '''Rebate Details''' ====
+==== Rebate Details ====
 The Rebate Details page lists out all the Rebate Accruals, thus calculated as a result of all rebate program definitions/calculations and rebate agreements.
@@ Line 183: / Line 184: @@
 [[File:RebateApp9.png|720px|RebateApp9.png]]
-==== '''Rebate Programs''' ====
+==== Rebate Programs ====
 Rebate programs form the absolute basis for the key value proposition of the Rebate App. The rebate program definition functionality provides users the ability to use and define rebate programs with multiple combinations of important attributes that contribute to meaningful calculations of rebates per business requirements and/or rebate objectives.
@@ Line 228: / Line 229: @@
 &nbsp;
-==== '''Masterdata''' ====
+==== Masterdata ====
 The App uses this seeded Masterdata - “RebateProgram”. This is a pre-defined MDCT that seeds program information into the rebate agreement.