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  • 1.  Best way to select correct annual rebate level based on customer agreement

    Employee
    Posted 12-14-2015 12:46

    Note: This was originally posted by an inactive account. Content was preserved by moving under an admin account.

    Originally posted by: peterr

    Hi,

    This might be dumb but I'm having a brain freeze on how to do this. I need to calculate the annual customer rebate based on total sales value. The rebate rates will change for each customer based on there specific agreement, for example:

    Customer 1:
    Sales = 100 000, rebate = 2%
    Sales = >200 000 rebate = 3%

    Customer 2
    Sales >= 50 000, rebate = 1%
    Sales >= 100 000 rebate = 1.5%
    Sales > 150 000 rebate = 2%

    What is the most efficient way to build this in Lavastorm?

    Thanks in advance!

    Peter


  • 2.  RE: Best way to select correct annual rebate level based on customer agreement

    Employee
    Posted 12-14-2015 14:15

    Note: This was originally posted by an inactive account. Content was preserved by moving under an admin account.

    Originally posted by: ryeh

    You basically need to create a data source that specifies the min/max values for each rebate percentage. I've done this manually here, but given the upper limits, you could use a filter to generate the lower limits, or vice versa. Then use a join or cross-reference (or even look-up) to match by the customer number AND if the sales amount falls into the range.
    Attachments:
    Rebate.brg


  • 3.  RE: Best way to select correct annual rebate level based on customer agreement

    Employee
    Posted 12-15-2015 02:19

    Note: This was originally posted by an inactive account. Content was preserved by moving under an admin account.

    Originally posted by: peterr

    Hi Ryeh,

    Perfect!

    Thanks!

    Peter