What is business volume?
Business volume is the per-line sales and purchase data ClaimDS reads to calculate rebates — your invoices, projected into the form the engine works on.
Business volume is the transaction data ClaimDS calculates rebates from — the lines of your sales invoices and your vendor purchase invoices. The calculation engine reads these lines, matches them to your agreements, and works out what's owed.
Sales and purchase volume
There are two sides, kept separate because they drive the two directions of rebate. Sales business volume comes from your customer billing documents and feeds the rebates you owe customers. Purchase business volume comes from your vendor purchase invoices and feeds the rebates vendors owe you.
What a line carries
Each row is one line of one document, and it carries what the engine needs — the document number and date, the counterparty, the material, the quantity, the prices, the taxes, and the category classifications. You load it from a spreadsheet or your systems.
A projection, not the system of record
ClaimDS isn't where your invoices live — your ERP or accounting system is. Business volume is a faithful projection of those documents, holding exactly the detail rebate calculation needs and no more. Each document line is unique, so the same line can't be counted twice.
Snapshots that don't drift
When a line is loaded, the prices and category classifications that were current at the document's date are frozen onto it. That way, renaming a material or re-categorising a partner later never quietly rewrites what an old invoice earned — the historical figures stay stable.
How it feeds the engine
The engine totals the qualifying business volume per partner over an agreement's period and applies the agreed rates. Accurate lines in mean accurate accruals out — which is why the quality of your business volume matters.
Related
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.