The agreement lifecycle
How a rebate agreement moves through ClaimDS — draft, active, accruing, amended through approval, and settled — with every stage recorded.
A rebate agreement isn't a static document — it has a life. Understanding its stages helps you know what to expect at each point, and why some changes need approval while others don't.
Draft
A new agreement starts as a draft. You can build and edit it freely — its slabs, eligible products, validity dates and eligibility criteria — and nothing accrues against it yet. It's a safe place to get the rule right.
Active
Once activated, the agreement is live. The calculation engine begins matching qualifying business volume to it and posting accruals. From here on, what's owed builds up on its own.
Amended
Live agreements change — a slab moves, a rate is renegotiated. Because those changes affect the money, they go through amendment approval rather than taking effect silently, and the next calculation run posts the difference as an adjustment.
Settled
When it's time to pay, a settlement turns the agreement's reconciled accruals into a payout. An agreement can be settled in parts over its life, or finally at the end.
Recorded throughout
Every stage — activation, each amendment, each settlement — lands in the audit trail, so the history of how an agreement and its numbers evolved is always complete.
Related
Still stuck?
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