In Navusoft, rebates can be configured in three flexible ways: as a percentage, as a flat amount added on top of an index, or as a percentage of an index after a defined baseline. This allows rebate structures to be tailored to specific pricing agreements and market-based calculations.
Setup Requirements
Pathway: Setup > Services > Rate Index Rebates are tied directly to the rates used to calculate charges, which is why the Rate Index plays a key role in how they are supported in the system. While rebates are applied separately from billing, they rely on the underlying rate structure to ensure accuracy over time. This article covers how Rate Index setup supports rebate calculations and why maintaining accurate rate history is important when managing rebate activity. The Rate Index Setup screen consists of two grids: an upper grid and a lower grid. The upper grid is where the rate index, used to group container rates, is created. The lower grid is where rate index values are added and managed by start dates. To add a new Rate Index, click the green Add icon to open the Add Rate Index window. A new rate index does not need to be created each time rates change; instead, rate changes are recorded as new rate index values. After reviewing the current monthly rates for rebate-eligible commodities using external resources, navigate to Rate Index and add a new rate index value to reflect the updated rates for that month. Do not modify an existing value. Instead, enter a new value along with its effective start date. Pathway: Setup > Services > Charge Code Rate indexes are added to a service via a charge code. For each rebate, create a charge code where the Rate Index field has the Rate Index the charge code will be using selected. Pathway: Setup > Services > Available Charge Code After the charge code has been created make it available for use from the Available Charge Code Setup screen. Additional information about using the Available Charge Code Setup screen can be reviewed here: Available Charge Code Setup. Pathway: Customer Service Screen > Add Active Service | Customer Service Screen > Orders, Quotes and Contracts > Add Service Once a charge code has been created and its availability is set, it can be added as a charge to a new service at a site. It will appear as “Indexed” on the screen, where it can be selected and the rebate calculation defined. Rate Index
Add a New Rate Index
Add Rate Index Values
Charge Code
Add to Available Charge Code Setup
Add to Service
INDEXED Rate Settings
Field Descriptions
Field Description Rate Index Type Determines how the rebate is calculated. Select Percentage to apply a percent-based rebate, or Amount to apply a fixed value per unit. Rate Index Base Line Defines the base value the rebate is applied against. Rate Index Amount The rebate value to apply based on the selected type. This is either the percentage or fixed amount used in the calculation.
Application of Use
Rebates can be established on a service in three ways: Percentage, Flat Amount off Top of Index, and Percentage of Index After Baseline.
With this option, the rebate is a straight percentage of the full index value. Result: Rebate = Index x % Example: $100/ton x 15% = $15/ton With this option, a fixed amount is removed from the index before applying the rebate logic. Result: Rebate = Index - Flat Amount Example: $100/ton - $20 = $80/ton With this option, a baseline is removed first, then a percentage is applied to the remainder. Result Rebate = (Index - baseline) x % Example: ($100/ton - $20) x 15% = $12/tonPercentage
Flat Amount off Top of Index
Percentage of Index After Baseline
NOTES
Work Order Charge
* Rate index can not be modified
* They would need to make a change to the service if the index