My rebate isn't accruing
Expected to see a rebate building up but nothing's accruing in ClaimDS? Work through the usual causes — an inactive agreement, dates outside the validity window, eligibility criteria, or missing transactions.
If a rebate you expected isn't building up, the agreement almost always isn't matching the transactions the way you think it is. Accruals are computed, so "nothing's accruing" means the engine isn't finding qualifying volume — and there are only a few reasons for that.
The usual causes
An accrual needs four things to be true at once: the agreement is active, the transaction is inside the validity window, it matches the eligible products and Eligibility Criteria, and the transaction actually exists in ClaimDS. If any one is off, nothing accrues.
How to resolve it
Work through the steps below in order — they go from the most common cause (an agreement still in draft) to the subtlest (criteria narrower than expected). For how accruals are computed in the first place, see How rebate accruals work.
How to resolve it
Check the agreement is active
The calculation engine only accrues against an active agreement. Open the agreement and confirm it's been activated, not left in draft.
Check the validity dates
Accruals only happen for business volume that falls inside the agreement's validity window. If your transactions are dated before the start or after the end, they won't accrue — adjust the dates or confirm you're looking at the right period.
Check the eligible products and Eligibility Criteria
Only transactions that match the agreement's eligible products and Eligibility Criteria qualify. If the criteria are narrower than you expected, qualifying volume may be smaller than you thought — review them against a transaction you expected to count.
Confirm the underlying transactions are loaded
Accruals are computed from business volume. If the relevant sales or purchase transactions haven't been imported or recorded yet, there's nothing for the engine to accrue against — load them first.
Re-check after a qualifying transaction
Once the agreement is active, in-window, and matched by a real transaction, the accrual should appear. If it still doesn't, note the agreement and an example transaction and contact us so we can look.
Frequently asked
Why would qualifying volume be lower than I expected?
Usually the Eligibility Criteria or eligible-product list is narrower than assumed, or some transactions fall outside the validity window. Compare the criteria against a specific transaction you expected to count.
Where do I see accruals once they post?
Posted accruals appear in the finance reporting area — an accrual register for the period and an open-accruals view for what's still unsettled.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.