Telus TPM Documentation

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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.

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.

Enter in the Contract Header information.

IMPORTANT: Prior to entering any Product information, enter the data on the GROWTH tab.

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.

• 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.
  • 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.
• 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.

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.

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.

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.

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.

Enter the data then click Apply.

After all data is entered, click Save and Submit the contract for Approval.