Published at: 2026-09-17
Use aggregation rules in rebates
Aggregation rules can help evaluate rebate usage.
Overview
Aggregation rules work in rebates in a similar way to pricing policies. They aggregate specified objects and fields.
The current aggregation method is sum.
Rebate rules can use aggregation results to determine whether rebates can be used. They can also use aggregation results as part of rebate amount calculation.
Before you begin
[!IMPORTANT] - Role permissions: You need permission to work with rebate forms or related orders. - Prerequisite configuration: An administrator has configured rebate rules and aggregation rules that can be referenced. - Data conditions: Order data must meet the usage conditions in the rebate rule.
Where aggregation rules can be used
| Rebate position | Aggregation rule purpose |
|---|---|
| Rebate usage condition | Used as a condition to determine whether an order meets rebate usage requirements. |
| Rebate amount usage - calculate by threshold | Used as a threshold condition to determine the rebate amount multiple. |
| Rebate amount usage - calculate by full amount | Used as a value in the calculation formula. |
Business example
To determine rebate eligibility by an account’s historical order amount, configure a historical aggregation rule. The rule calculates the account’s order amount within a specified time range.
The rebate rule then references this aggregation result to determine whether the usage condition is met.
To calculate the rebate amount by specified product quantity, configure a current-order aggregation rule. The rebate rule references the aggregation result in threshold calculation.
Expected result and verification
- The rebate rule can use aggregation results to determine whether an order meets rebate usage conditions.
- The rebate amount can be calculated by threshold based on an aggregation value.
- A full-amount calculation formula can reference aggregation values.
Troubleshooting
| Issue | Suggested action |
|---|---|
| The rebate condition does not match. | First confirm that order data meets the data scope of the aggregation rule. |
| The threshold amount calculation is abnormal. | First confirm that the rebate rule references the correct aggregation value. |