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growth_rebates [2019/02/04 12:47] – lisa.maloneygrowth_rebates [2024/08/08 15:16] (current) – tina.robles
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 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.  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.   Enter in the Contract Header information.  
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 //**IMPORTANT: Prior to entering any Product information, enter the data on the GROWTH tab.**// //**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.+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 Comparison Type__: This field determines the type of data used for comparisons. 
-    * **Sales**: Compares sales to sales based on the timeframe defined. 
-    * **Claims**: Compares claim data to a specified timeframe. 
   * __Growth Company Aggregation__: Determines how the Contractee is used for growth.   * __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.     * **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.
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     * **Amount**: Dollar amount will compare dollars from this period to the defined period.  Volume amount compares the volume between the two periods.     * **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.     * **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.     * __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.  
  
  
-{{:pasted:20190204-115916.png}} 
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 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.  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:20190204-121443.png}}+{{: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.
  
-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% 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.  If the option to Pay to First is selected, and the second tier threshold is met, then this will payout $1.75 for all volume.+{{: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.   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:20190204-124615.png}}+{{: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. 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:20190204-123358.png}}+{{:pasted:20240808-151608.png}}
  
 Enter the data then click Apply. Enter the data then click Apply.
  
-{{:pasted:20190204-123455.png}}+{{:pasted:20240808-151642.png}}
  
 After all data is entered, click Save and Submit the contract for Approval. After all data is entered, click Save and Submit the contract for Approval.
growth_rebates.1549284424.txt.gz · Last modified: 2019/02/04 12:47 by lisa.maloney

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