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Simulating deal rebates

A rebate simulation answers "what would this deal's rebates pay if members spent X?" — you enter hypothetical spend per turnover stream over a date window, and the platform runs the deal's real rebate structures against those figures. Results are stored separately from real earnings and never touch live turnover or payment data.

Requires: access to the deal's action menu (the Rebate Simulation item) and, to see the results, the Rebate tab (figures role).

Steps

  1. Open the deal (/psa?psaID=…) and choose Rebate Simulation from the deal action menu. The dialog lists the deal's turnover streams on the left and, for reference, each calculating rebate's step bands on the right.
  2. Set the Figures from / to dates (they default to the deal's period).
  3. Enter a spend amount against each turnover stream you want to simulate.

  4. Click Run simulation. The dialog closes; the calculation runs as a background job.

  5. Open the deal's Rebate tab and switch on Show simulation data to see the simulated earnings, per period and per member.

Result

The entered spend is expanded into monthly turnover figures across the date window and run through the deal's rebate calculation. Results are written to simulation-only storage (a separate search dataset and temporary tables), so:

  • Real earnings, payments, and turnover are untouched.
  • The rebates view shows simulated figures only while Show simulation data is on.
  • Having simulation data is what makes a deal eligible for the validation buttons and the deal browser's Validate link.

If it fails

  • No simulated figures appear — the job may still be running; simulation results only exist after the background calculation completes. Re-check after a short wait.

  • Figures look stale — re-running a simulation replaces the previous simulated dataset for the deal.

  • The simulation endpoint has no explicit server-side role check beyond authentication; the menu item is the only gate found.