Rebates

This section lists terms and their definitions for the Rebates application.

Agreement Payout Schedule	Agreement Payout Schedule is a tab on the rebate agreements page provides the summary payout information for each agreement for each payout period. The tab is displayed if you have added the Agreement Payout Schedule Related List in the Rebate Management application.
Customers	A rebate management profile with the following responsibilities: Use Rebates on the E-Commerce Orders View Available Pull Rebates Add Rebate Code and Apply Rebates View Rebate Benefit
Data Source	Source of information. The Order line items and the Cart line items that your customers purchased are the sources of all your historical purchase information.
External Order Adjustment Item	Is a custom object that represents an adjustment to the price of a product or service.
External Order Summary	Is a custom object that represents a product or service line item that is associated with an external order summary.
External Order Summary Item	Is a related list that represents an external order summary associated with an account.
Group	A group is a parameter that defines how you categorize information in your data roll-up.
Incentives	Incentive is a tab on the rebate agreements page that provides a way to add different types of rebates and milestone incentives to the agreement record. The tab is displayed if you have added the Incentives Related List in the Rebate Management application. Incentives are used to calculate Payout Schedules.
Incentive Adjustment Items	Used to capture any lump sum rebate benefits or deductions whether system-calculated or manual. This should be used if lump-sum rebates/deductions are applicable for the implementation.
Incentive Payout Schedule	Incentive Payout Schedule is a tab on the rebate agreements page that provides the incentive summary payout information for an agreement for the period of time. The tab is displayed if you have added the Incentive Payout Schedule Related List in the Rebate Management application.
Marketing Executives	Is a rebate management profile with the following responsibilities: Analyze Rebate Impact of Quotes or Orders Analyze Incentive Effectiveness
Milestones	Is a related list that defines the time for which the benefit amount for each achievement.
Milestone Adjustment Items	Is a related list that captures benefit amount and deduction amount for each milestone. The value from Milestone Adjustment Items is aggregated into the Incentive Payout schedule.
Order Pocket Adjustment Items	Provides the details on the Rebate that is applied to each Apttus Order Line Item and the corresponding benefit amount from each rebate applied. This is used when Rebates are calculated on the Apttus Order Line Items (Apttus Order Management is used) as compared to the transaction data coming from the external order management system.
Rebates	A type of sales incentive that marketing managers use as incentives or supplements for product sales.
Rebate Approvers	Is a rebate management profile with the following responsibilities: Approve or Reject Rebates View or Analyse Rebates
Rebate Group	A combination of all rebates in categories called Incentive Groups or rebate Groups. One rebate can be a part of multiple incentive groups. Rebate groups are used to analyze, report, and measure rebates.
Rebate Manager	Is a rebate management profile with the following responsibilities: Create or Edit Rebate programs Submit Rebates for Approval Analyze Incentive Impact of Quotes or Orders Analyze Rebate
Roll-up criteria	The basis on which you roll-up historical purchase data. You can use data directly or reference it from the Account, Product, and Contact fields or their child records.
Roll-up function	A function is an operation that you can perform with the data roll-up
Roll-up metrics	Metrics are factors that determine the customers’ purchase behavior. Metrics that you can use are: Quantity – the number of each product sold. You can use the Quantity metric to plan for inventory stocks, forecast projected sales and strategize an effective promotion. Amount – the amount for which you sold each product. You can also use the Amount metric to measure the revenue you earned from each product sale and forecast revenues for the new promotion plan you want to define.
Roll-up period	The period for which you want to measure the sales of a specific product or service.
Roll-up scope	The scope defines the limits of your data roll-up. The scope is a mechanism to filter the list of the data roll-up that you must evaluate for a specific order.
Sales Representatives	Is a rebate management profile with the following responsibilities: Use Rebates on Quotes View all Available Rebates Add Rebate Code and Apply Rebate View Rebate Benefit