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--- growth_rebates [2025/06/16 19:03] – tina.robles
+++ growth_rebates [2025/06/16 20:17] (current) – tina.robles
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-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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