Industry: Distribution
Context & Challenges
- Keeping track of accruals and generating payout records depend on multiple data sources
- Developing rebate agreements with fixed percent
- Making the end-to-end process visible
Solution
- Developed rebate agreement module for fixed percentage client rebate with workflow approval
- Generated Accruals from incoming transactions using a scheduled Calculation Flow and approved rebate agreements
- Created payout records from approved Rebate Records with accrued amount
- Displayed total accrued values on approved rebate agreements for user’s tracking
- Showed accrual vs payout rebate amount in a dashboard by Rebate Agreement
