Rebate Scale
The rebate scale is used when different rebates are granted for different limit values. A price decrease percentage is calculated based on the supplier rebate scale base settings in 'Supplier Rebate on Sales. Open Scale' (OIS867). That percentage is matched against a list of limit values defined in 'Supplier Rebate on Sales. Enter Scale' (OIS868), each connected to a specific rebate value. The rebate value specified for the limit value with the highest value that the calculated price decrease percentage passes is selected. The scale base calculation is either based on a percentage decrease between a given list price and the unit net price or a percentage decrease between the unit gross price and the unit net price. The rebate scale must be connected to an agreement line on (OIS861/E).
Rebate scale header
The rebate scale header includes a description, name, supplier, supplier rebate scale base and a rebate calculation method. These are specified on (OIS867/E). The rebate scale header is stored in the OSRESH table.
Specify the supplier if the rebate base setting is set to 3-'Fixed gross purchase price' or 4-'Fixed net purchase price'. The supplier and the supplier agreement number are used to retrieve the rebate base for calculating the rebate amount at customer invoice. The currency of the supplier must be the same as the supplier on the agreement it is connected to.
The rebate scale base and the rebate calculation method specified on the scale are used when calculating the rebate amount at customer invoicing. The rebate calculation settings on the scale always overrule the settings on the agreement line it is connected to.
Rebate scale base settings
A 'Supplier rebate scale base' is selected on (OIS867/E). The supplier rebate scale base defines how the price decrease percentage is calculated.
| Supplier rebate scale base | Description | Calculation example |
|---|---|---|
| 1-'Pct decrease btw list price + unit net' | The percentage decrease between a given list price and the unit net price.
The percentage is calculated as ((list price – net amount) / list price) x 100,
then rounded off. The list price must be specified in a price list defined on the
scale header. Note: It is not possible to select a customer unique price lists as the base for the
rebate calculation.
|
List price = 125, net unit price = 118.80 Calculation of price decrease percentage: 125 – 118.80 = 6.20, 6.20 / 125 = 0.05, 0.05 x 100 = 5% |
| 2-'Pct decrease btw unit gross + unit net' | The percentage decrease between the unit gross price and the unit net price. The percentage is calculated as ((gross amount – net amount) / gross amount) x 100, then rounded off. | Gross price = 125, net unit price = 118.80 Calculation of price decrease percentage: 125 – 118.80 = 6.20, 6.20 / 125 = 0.05, 0.05 x 100 = 5% |
Rebate calculation settings
The rebate calculation method selected on (OIS867/E) defines how the supplier rebate amount is calculated.
This table shows the available rebate calculation methods and their use:
| Method | Description |
|---|---|
| 1-'Percentage' | The rebate amount is calculated as (rebate base x rebate percentage rate) converted to the agreement currency, then rounded off. The rebate percentage rate is retrieved from (OIS868) where limit values and corresponding rebate percentage rates are specified. The rebate percentage rate specified for the limit value with the highest value that the calculated price decrease percentage passes is selected. For this method, a rebate base must be specified in the settings for the rebate calculation. |
| 2-'Amount' | The rebate amount is dependent on the calculated rebate scale base and the limit values specified on (OIS868). The rebate amount is retrieved from (OIS868) where limit values and corresponding rebate values are specified. The rebate amount specified for the limit value with the highest value that the calculated price decrease percentage passes is selected. For this method, a rebate unit of measure and currency must be specified in the settings for the rebate calculation. |
Several additional setting fields are connected to the selected calculation method. They are used as input values for the calculation method. The setting fields available on (OIS867/E) are based on the selected rebate calculation method. For rebate calculation method 1-'Percentage', that requires a rebate base, the setting fields will also differ depending on the selected base.
This table describes the fields available for the different rebate calculation methods:
| Field | Used in rebate calculation method | Description |
|---|---|---|
| Rebate base | 1-'Percentage' | The field indicates the rebate calculation base (or bases), which together with the rebate percentage rate is used to calculate the rebate amount at customer invoicing. |
| Agreement number | 1-'Percentage' | The field indicates a purchase agreement used to retrieve the purchase price
when the base is set to 3-'Fixed gross purchase price or 4-'Fixed net purchase
price'. This is used to calculate the rebate amount at customer invoicing. Note: If the
purchase price is defined for a specific warehouse, facility and division, the
search criteria warehouse setting field must be specified on
(OIS861/E).
|
| Search criteria - warehouse | 1-'Percentage' | The field is used when the rebate base is a purchase price defined for a
specific warehouse, facility, or division. The setting determines which warehouse to
use in search for a valid purchase price. There are two available alternatives, to
specify a specific warehouse or to specify '*SYS'. If '*SYS is specified, the
warehouse is retrieved from the order transaction line. The warehouse's main facility and main division are also applied to validate the purchase agreement lines. |
| Price list and Currency | 1-'Percentage' | These fields indicate a unique identity for a price list and its currency. The
price list is used to retrieve a price for the rebate calculation when the base is
set to 22-'List price'. Note: Customer-unique price lists cannot be used as the base for the rebate
calculation.
|
| Costing type | 1-'Percentage' | The field indicates the costing type used to retrieve an item's standard cost when the base is set to 9-'Std cost with costing type'. The standard cost is retrieved based on the costing type and the subtotal defined in 'Setting – Product Costing' (PCS001). |
| Rebate amount - unit of measure | 2-'Amount' | The field indicates the unit of measure for the rebate amount. The ordered item must have this unit of measure as basic or alternate price unit of measure for the rebate amount to be valid during entry of customer order lines and material invoice specification lines. |
| Currency | 2-'Amount' | The field indicates the rebate currency, which determines the currency used to
specify the rebate amounts per scale limit value. The currency of the scale must correspond to the currency of the 'supplier rebate on sales agreement' to which it is connected. |
This table shows the valid rebate bases that can be selected for rebate calculation method 1:
| Rebate base | Description |
|---|---|
| 1-'Current gross purchase price' | The rebate base is set to the current gross purchase price. This
is retrieved using this hierarchy:
If the gross purchase price is defined for a specific warehouse (facility or division), the 'Search criteria – warehouse' setting must be specified. |
| 2-'Current net purchase price' | The rebate base is set to the current net purchase price. This is
retrieved using this hierarchy:
If the net purchase price is defined for a specific warehouse (facility or division), the 'Search criteria – warehouse' setting must be specified. |
| 3-'Fixed gross purchase price' | The rebate base is set to the purchase price from a specific
purchase agreement. The possibility to define a specific purchase
agreement number enables the user to define discounted purchase
agreements, to be used specifically for supplier rebate
calculations. The purchase agreement number is specified per agreement line or retrieved by default from the agreement header. If the purchase price is defined for a specific warehouse (facility or division), the 'Search criteria – warehouse' setting must be specified. |
| 4-'Fixed net purchase price' | The rebate base is set to the purchase price from a specific
purchase agreement. The possibility to define a specific purchase
agreement number enables the user to define discounted purchase
agreements, to be used specifically for supplier rebate
calculations. The purchase agreement number is specified per agreement line or retrieved by default from the agreement header. If the purchase price is defined for a specific warehouse (facility or division), the 'Search criteria – warehouse' setting must be specified. |
| 5-'Last gross purchase price' | The rebate base is set to the last gross purchase price for the
item. The last gross purchase price is retrieved from
'Purchase Statistics. Display' (PPS450). If
no statistic record is found, the current gross purchase price is
used as the rebate calculation base, retrieved using this
hierarchy:
|
| 6-'Last net purchase price' | The rebate base is set to the last net purchase price for the
item. The last net purchase price is retrieved from
'Purchase Statistics. Display' (PPS450). If
no statistic record is found, the current net purchase price is used
as the rebate calculation base, retrieved using this hierarchy:
|
| 7-'Inventory cost' | The rebate base is set to the item's inventory cost. The
inventory cost is retrieved from the transaction lines' delivering
facility at the time of the order date. Items with inventory accounting method 0-'Zero cost' and 5-'Simplif purch' on 'Item. Connect Facility' (MMS003/E) are not supported for this calculation base, since items with those inventory accounting methods do not have inventory values. |
| 8-'Standard cost' | The rebate base is set to the item's standard cost. The standard cost is retrieved from the transaction lines' delivering facility at the time of the order date. The standard cost is calculated based on the values defined in 'Settings - Product Costing' (PCS001). |
| 9-'Standard cost with costing type' | The rebate base is set to the item's standard cost and a given
costing type. The standard cost is retrieved from the delivering
facility at the time of the customer order date. The standard cost is retrieved based on the costing type specified on the agreement line and the subtotal defined in 'Setting - Product Costing' (PCS001). |
| 20-'Unit gross price' | The rebate base is set to the transaction lines' gross sales
price, excluding charges and VAT. This calculation base is not valid for rebate calculation method 4-'Margin guaranteed'. |
| 21-'Unit net price' | The rebate base is set to the transaction lines' net sales price,
excluding charges and VAT. This calculation base is not valid for rebate calculation method 4-'Margin guaranteed'. |
| 22-'List price' | The rebate base is set to the item's list price as defined in a
price list. Note: Customer-unique price lists cannot be used as the base for the
rebate calculation.
|
Limit values
The limit values and their corresponding rebate percentages or rebate amounts are specified in (OIS868), which is started from (OIS867) using related option 11='Limit value'. The limit values are matched against the price decrease percentage that, based on the supplier rebate scale base settings, is calculated in (OIS867). The rebate value specified for the limit value with the highest value the calculated price decrease percentage passes is selected.
The use of the rebate value retrieved from (OIS868) is defined by the rebate calculation settings in (OIS867). If calculation method 1-'Percentage' is selected, the rebate value will be used as the rebate percentage rate in the rebate calculation. If calculation method 2-'Amount' is selected, the rebate value will be used as the rebate amount, applied on the unit of measure and in the currency defined in the rebate calculation settings in (OIS867).
Limitations
- It is not possible to define customer unique price lists as the base for the rebate calculation.