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--- growth_rebates [2019/02/04 11:06] – created lisa.maloney
+++ growth_rebates [2024/08/08 15:16] (current) – tina.robles
@@ Line 5: / Line 5: @@
 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.
-When creating the contract, select Growth as the Contract Type.
+When creating the contract, select Growth Autopay or Growth Standard as the Contract Type.  The selections available will depend on what is defined on the template.  Also select a Payment Calendar.  Claims will be created on Growth Autopay contracts after the contract expiration date and based on the Payment Calendar selection.
+The growth autopay option will use **sale** data to determine growth and claims will auto-generate.  The growth standard option will use existing **claim** data to determine growth and the claims will be entered manually.
+{{:pasted:20240808-150546.png}}
-{{:pasted:20190204-110154.png}}
 Enter in the Contract Header information.
@@ Line 13: / Line 16: @@
 //**IMPORTANT: Prior to entering any Product information, enter the data on the GROWTH tab.**//
-{{:pasted:20190204-110458.png}}
+{{:pasted:20240808-150633.png}}
+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.  These fields all work together to determine the growth threshold.  Hover over the fields for information.
+  * __Growth Company Aggregation__: Determines how the Contractee is used for growth.
+    * **Company**: Each contractee company is compared individually for the specified growth data.  Each company that is part of a contractee group will be compared to the growth settings individually to determine if that company meets the threshold for growth.  One company may meet the growth requirement but other companies may not.
+    * **Contract**: All contractee companies eligible on the contract are compared for the specified growth data.  In this instance, all the data is summed for all the contractee companies and compared to the growth setting as a whole to determine if all the companies meet the growth requirement.  If the number meets the growth threshold, then all of the companies will meet the threshold and be eligible for the growth incentive.
+  * __Growth Product Aggregation__: Determines how the Products or Contract Lines are used for growth.
+    * **Product**: Individual products will be used to determine the growth.
+    * **Line**: If the line is a product grouping, this will sum all of the growth to the product grouping level to determine eligibility.  If the line is a product, the individual product is used to determine growth.
+    * **Contract**: This option sums up all the products on the contract and uses that data as the determination for the growth threshold and eligibility.
+  * __Growth Unit__: Determines how growth will be measured.
+    * **Dollars**: Uses dollars to determine the growth threshold.  For sales this will be the extended price and for claims this will be the requested totals.
+    * **Volume**: Uses volume to determine the growth threshold.  For sales this is the sales quantity and for claims this is the requested quantity.
+  * __Growth Type__: Determines how growth measures will be defined.
+    * **Amount**: Dollar amount will compare dollars from this period to the defined period.  Volume amount compares the volume between the two periods.
+    * **Percent**: Growth is determined by a percent of the defined period comparing either dollars or volume.
+  * __Pay only Growth__: If Pay Only Growth is True, the allowed quantities are calculated based on the **difference** between current and prior periods.  The ratio to determine the allowed quantity is based on how growth is calculated (contract, product, line, etc.).  If Pay Only Growth is False, the allowed quantities are equal to the current period.
+  * __Comparison Date Range__: Dates used for Comparison.  This is the date range used to compare the current contracts timeframe to based on all the other growth settings.  Note that the dates entered can not overlap the current contract timeframe.
+-----
+After the selections are made on the Growth tab, navigate to the Products tab to enter growth pricing.  First, add products and/or product groupings to the grid.  Then define the growth value type and growth type.  The selections in the product grid determine how the growth will be paid.
+{{:pasted:20190204-120231.png}}
+Numeric:  This will pay a dollar amount based on the rebate growth type.
+Percent: A percentage will be paid based on the growth.
+The options that display here are determined by what is defined on the contract.
+Click the Growth button and the Growth popup will display.
+Click Add to add a growth tier - one to many growth tiers can be added.  The first column is labeled "Starting ______" and the text and type of value entered are determined by the growth unit and growth type as defined on the Growth tab.
+{{:pasted:20240808-151154.png}}   {{:pasted:20240808-151332.png}}
+In this example, the growth tab was defined with growth unit of volume and growth type of percent.  In the above example, if the volume increases by 2.0000% compared to the growth comparison timeframe, based on the other settings on the growth tab, then this will pay $1.25.  If it increases by 4.0000% then this will pay $1.75.
+NOTE: To pay any Growth related to the comparison timeframe, enter in a value of 0.01. Example, in the below example, if the comparison period had 1000 cases and greater than 1000.01 cases were sold/claimed, then the growth amount of $2.00 would be paid.
+{{:pasted:20220127-161326.png}}
+In the below example, the sale/claim data would need to grow greater than 1000 cases compared to the comparison timeframe defined on the growth tab and then the growth amount of $1.50 will be paid. If the prior period volume was 10,000, then in order to pay growth a the sale/claim volume needs to be greater than 11,000.
+{{: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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