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--- growth_rebates [2019/02/04 11:06] – created lisa.maloney
+++ growth_rebates [2025/06/16 20:17] (current) – tina.robles
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 **__Growth Rebates__**
-When setting up Contracts, there is an option to build a tiered Growth program.  Growth program contracts can be set up with several levels of rebates Products and/or Product Groupings and dictate what the Contractee must buy in order to get the higher level rebate.
+**Growth Program Contract Configuration and Management**
-To set up a Growth Contract, the template used must be set up with a contract type of Growth and a rebate method of Growth.
+Growth program contracts provide tiered incentive structures designed to encourage increased purchase volumes through progressive rebate levels. These contracts establish performance-based reward systems where contractees achieve enhanced rebate rates by meeting specified volume thresholds across designated product portfolios.
+________________________________________
-When creating the contract, select Growth as the Contract Type.
+**Technical Configuration Requirements**
+**Template Prerequisites**
+  * Contract Type: Must be configured as "Growth" classification
+  * Rebate Method: Must be designated as "Growth" methodology
+  * Purpose: Ensures proper system functionality and calculation protocols for tiered incentive structures
+**Contract Setup Parameters**
+Contract Type Selection:
+  * Growth Autopay: Automated processing utilizing sales data analytics
+  * Growth Standard: Manual processing based on existing claim documentation
+  * Availability: Selection options are determined by template configuration parameters
+**Payment Calendar Integration:**
+  * Function: Establishes claim generation timing protocols
+  * Application: Claims are automatically created post-contract expiration based on selected payment calendar schedule
+  * Automation: Ensures systematic processing of growth-based incentive payments
+________________________________________
+**Processing Methodologies**
+Growth Autopay Configuration
+  * Data Source: Utilizes comprehensive sales data analytics
+  * Growth Assessment: Automated volume analysis and tier qualification determination
+  * Claim Generation: System-automated claim creation based on performance metrics
+  * Efficiency: Streamlined processing with minimal manual intervention
+Growth Standard Configuration
+  * Data Source: Leverages existing claim transaction history
+  * Growth Assessment: Manual evaluation of volume performance against tier thresholds
+  * Claim Processing: Manual claim entry and validation procedures
+  * Control: Enhanced oversight and customization capabilities
+{{:pasted:20240808-150546.png}}
-{{:pasted:20190204-110154.png}}
 Enter in the Contract Header information.
@@ Line 13: / Line 53: @@
 //**IMPORTANT: Prior to entering any Product information, enter the data on the GROWTH tab.**//
-{{:pasted:20190204-110458.png}}
+{{:pasted:20240808-150633.png}}
+The following configuration parameters are mandatory for growth contract establishment and collectively determine growth threshold calculations and eligibility criteria. These interdependent settings establish the framework for performance measurement and incentive qualification.
+________________________________________
+**Company Aggregation Settings**
+Growth Company Aggregation Defines the organizational scope for growth performance evaluation.
+__Company-Level Assessment:__
+  * Methodology: Individual evaluation of each contractee entity against growth criteria
+  * Application: Each company within a contractee group is independently assessed for threshold compliance
+  * Outcome: Individual companies may qualify independently, creating variable eligibility within contractee groups
+  * Use Case: Optimal for performance-based incentives targeting specific organizational units
+__Contract-Level Assessment:__
+  * Methodology: Consolidated evaluation of all eligible contractee companies as a unified entity
+  * Application: Aggregate data from all contractee companies is collectively compared against growth thresholds
+  * Outcome: Universal qualification or disqualification across all contractee entities
+  * Use Case: Appropriate for enterprise-wide performance incentives and group-based rewards
+________________________________________
+**Product Aggregation Framework**
+Growth Product Aggregation Determines the product scope and granularity for growth measurement.
+__Product-Level Analysis:__
+  * Scope: Individual product performance evaluation
+  * Application: Each product is independently assessed against growth criteria
+__Line-Level Analysis:__
+  * Product Groupings: Aggregate performance across all products within designated groupings
+  * Individual Products: Single product assessment when line represents individual SKU
+  * Flexibility: Accommodates both grouped and individual product strategies
+__Contract-Level Analysis:__
+  * Scope: Comprehensive aggregation across entire product portfolio
+  * Application: Total contract performance determines universal growth eligibility
+  * Strategic Value: Supports holistic business relationship growth objectives
+________________________________________
+**Measurement Parameters**
+Growth Unit Specification Defines the quantitative basis for growth assessment.
+__Dollar-Based Measurement:__
+  * Sales Data: Extended price calculations
+  * Claims Data: Requested payment totals
+  * Application: Revenue-focused growth strategies
+__Volume-Based Measurement:__
+  * Sales Data: Sales quantity metrics
+  * Claims Data: Requested quantity totals
+  * Application: Market share and penetration strategies
+Growth Type Methodology Establishes the comparative framework for growth evaluation.
+__Amount-Based Comparison:__
+  * Function: Direct numerical comparison between current and baseline periods
+  * Application: Absolute growth measurement in dollars or volume units
+__Percentage-Based Comparison:__
+  * Function: Proportional growth calculation relative to baseline period performance
+  * Application: Scalable growth assessment accommodating varying business sizes
+________________________________________
+**Payment and Comparison Framework**
+Pay Only Growth Configuration Determines payment calculation methodology for qualified growth performance.
+__Enabled (True):__
+  * Calculation: Allowed quantities based on incremental growth differential
+  * Ratio Application: Proportional to configured growth calculation methodology
+  * Purpose: Rewards only incremental performance above baseline
+__Disabled (False):__
+  * Calculation: Allowed quantities equal to current period totals
+  * Application: Full current period qualification for meeting growth thresholds
+__Comparison Date Range__
+  * Function: Establishes baseline period for growth performance evaluation
+  * Constraint: Date ranges must not overlap with current contract timeframe
+  * Purpose: Ensures accurate historical comparison and prevents data contamination
+-----
+Following completion of growth parameter establishment on the Growth tab, proceed to the Products tab to configure growth-based pricing structures and payment methodologies.
+________________________________________
+**Product Portfolio Setup**
+**Step 1: Product Selection and Integration**
+  * Action: Add designated products and/or product groupings to the configuration grid
+  * Scope: Select products that will participate in the growth incentive program
+  * Strategic Consideration: Product selection should align with growth objectives and market expansion goals
+**Step 2: Growth Value Type Definition**
+  * Function: Establish the measurement criteria for growth qualification
+  * Application: Define how growth performance will be quantified and evaluated
+  * Integration: Must align with Growth tab configuration parameters for system consistency
+**Step 3: Growth Type Specification**
+  * Purpose: Determine the comparative methodology for growth assessment
+  * Coordination: Selections must correspond with Growth tab settings to ensure accurate calculation protocols
+  * Impact: Directly influences payment calculation algorithms and threshold determination
+________________________________________
+**Payment Structure Configuration**
+Grid Configuration Impact
+  * Function: Product grid selections establish the payment calculation framework
+  * Methodology: Configured parameters determine how growth-based incentives are calculated and distributed
+  * Business Logic: System utilizes these settings to automatically process qualified growth payments
+  * Validation: Ensures payment accuracy and compliance with established growth criteria
+The product-level configurations work in conjunction with Growth tab parameters to create a comprehensive growth incentive system that automatically calculates and processes performance-based payments according to established business rules and growth thresholds.
+{{:pasted:20190204-120231.png}}
+**Numeric Payment Structure**
+  * Function: Establishes fixed dollar amount payments based on configured rebate growth methodology
+  * Application: Provides predetermined monetary incentives for achieving specified growth thresholds
+  * Business Value: Offers predictable payment structures for both manufacturer and contractee financial planning
+**Percentage Payment Structure**
+  * Function: Calculates percentage-based payments relative to growth performance
+  * Configuration Dependency: Available percentage options are determined by contract-level definitions and parameters
+  * Flexibility: Enables scalable incentive structures that adapt to varying performance levels
+________________________________________
+__Growth Tier Configuration Process__
+**Accessing Growth Tier Management**
+  * Action: Select the Growth button to launch the Growth configuration interface
+  * Interface: Dedicated popup window for comprehensive tier management
+**Tier Creation and Management**
+  * Functionality: Click "Add" to create new growth performance tiers
+  * Scalability: Support for multiple tier configurations (one-to-many tier structure)
+  * Strategic Application: Enables progressive incentive structures with multiple performance benchmarks
+**Dynamic Column Configuration**
+  * Starting Threshold Column: Automatically labeled as "Starting [Unit]" based on Growth tab specifications
+  * Value Type Integration: Column headers and input requirements dynamically adjust based on:
+  - Growth Unit: (Dollars or Volume) as defined in Growth tab configuration
+  - Growth Type: (Amount or Percent) as specified in Growth tab parameters
+  * System Intelligence: Ensures configuration consistency and prevents data entry errors
+{{:pasted:20240808-151154.png}}   {{:pasted:20240808-151332.png}}
+Configuration Example: Volume-Based Percentage Growth
+**Growth Parameters:**
+  * Growth Unit: Volume measurement
+  * Growth Type: Percentage-based comparison
+  * Tier Structure: Progressive incentive levels based on volume increase percentages
+**Payment Calculation Logic:**
+  * 2.0% Volume Increase: Qualifies for $1.25 payment per applicable unit
+  * 4.0% Volume Increase: Qualifies for $1.75 payment per applicable unit
+  * Methodology: Payment amounts are determined by achieving specified percentage thresholds relative to the established comparison timeframe, in conjunction with other Growth tab configuration parameters
+_______________________________________
+**Minimum Growth Threshold Configuration**
+**Important Implementation Note**:  To establish payment eligibility for any measurable growth above the comparison baseline, configure the initial tier with a value of 0.01.
+**Practical Application Example:**
+  * Baseline Period Performance: 1,000 cases
+  * Minimum Qualifying Threshold: 1,000.01 cases (any volume exceeding baseline)
+  * Payment Amount: $2.00 for achieving minimum growth qualification
+  * Strategic Purpose: Ensures recognition and compensation for any positive growth performance, regardless of magnitude
+{{:pasted:20220127-161655.png}}
+Once growth is defined, the growth button displays as green.  Growth pricing is required on all contract product lines in order to save the contract.
+{{:pasted:20240808-151543.png}}
+Growth can also be entered by using the Mass Update feature.  Select the rows and click the Mass Update button.  The selections made here will be applied to all selected lines.
+{{:pasted:20240808-151608.png}}
+Enter the data then click Apply.
-Each of the options on this tab are required on a growth contract and the values entered here affect the pricing entered on the product growth.
+{{:pasted:20240808-151642.png}}
+After all data is entered, click Save and Submit the contract for Approval.

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