2014 Commercial Rebates:

Commercial extends rebate incentives to multiple dealers based on volume sales and have
been classified (identified) using the Customer Classification field in AX.
ABC 43 (approx..) Dealers (14% quarterly, annual growth) Check to ABC HQ
CRDW, CRDM, CRDE Restaurant Depot 100 locations (approx..) (credit to HQ,
report by customer region)
CT1P = 8 Preferred Dealers which have rebates and/or growth incentives. (Rebates Vary)
CT1 = 10 Dealers with sales over $250K in 2013. (5% quarterly, annual growth)
CT2 = 10 Dealers with sales over $100 K and under $250K in 2013. (2% quarterly, annual
growth)
CT3 = 13 Dealers with sales over $50K and under $100K in 2013. (0% quarterly, annual
growth)
Paid on Invoiced Sales and net of any unpaid fees (such as drop ship fees) and only paid to
customers in good credit standing.
Frequency Quarterly (Invoiced Sales) and Annually (YOY Growth)
Payment Credit to customer account (CRD, CT1P, CT1/2/3) and check to ABC HQ.
Exclusions National Accounts - currently identified via a combination of campaign codes (in
data marts/sales cube reporting), F Goods unique item numbers , and parts.

Process:
Preparation:
1. Using the Customer Classification as a reporting mechanism to identify invoices sales
and sales out of scope (i.e. National Accounts Starbucks, BK, etc.) which are excluded
from rebates.
2. Historical sales summary report (Report Manager) by account.
3. Review information, capture rebate $ value and send request to accounting via email (V.
Hromi).
4. Accounting returns credit memo via email to L. Lawicki.
5. L.Lawicki sends credit memo and supporting documentation (report) to customer and
copies the RSM.