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--- growth_rebates [2024/08/08 15:16] – tina.robles
+++ 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 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.
+**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
-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.
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-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.
+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.
+________________________________________
-  * __Growth Company Aggregation__: Determines how the Contractee is used for growth.
+**Company Aggregation Settings**
-    * **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 Company Aggregation Defines the organizational scope for growth performance evaluation.
-  * __Growth Product Aggregation__: Determines how the Products or Contract Lines are used for growth.
-    * **Product**: Individual products will be used to determine the growth.
+__Company-Level Assessment:__
-    * **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.
+  * Methodology: Individual evaluation of each contractee entity against growth criteria
-  * __Growth Unit__: Determines how growth will be measured.
+  * Application: Each company within a contractee group is independently assessed for threshold compliance
-    * **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.
+  * Outcome: Individual companies may qualify independently, creating variable eligibility within contractee groups
-    * **Volume**: Uses volume to determine the growth threshold.  For sales this is the sales quantity and for claims this is the requested quantity.
+  * Use Case: Optimal for performance-based incentives targeting specific organizational units
-  * __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.
+__Contract-Level Assessment:__
-    * **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.
+  * Methodology: Consolidated evaluation of all eligible contractee companies as a unified entity
-  * __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.
+  * 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
 -----
-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.
+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:  This will pay a dollar amount based on the rebate growth type.
+**Numeric Payment Structure**
-Percent: A percentage will be paid based on the growth.
+  * Function: Establishes fixed dollar amount payments based on configured rebate growth methodology
-The options that display here are determined by what is defined on the contract.
+  * Application: Provides predetermined monetary incentives for achieving specified growth thresholds
+  * Business Value: Offers predictable payment structures for both manufacturer and contractee financial planning
-Click the Growth button and the Growth popup will display.
+**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
-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.
+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
+_______________________________________
-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.
+**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.
-{{:pasted:20220127-161326.png}}
+**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
-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}}

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