Example: Sales Rule for Year (Cumulative)
In this case, settlement is for a period starting on a specific date and extending to the end date of the settlement period, with the maximum settlement period being one year.
Usually credit memos are not issued until the end of the year, which is when the last settlement for the annual settlement period takes place. Additional payments are requested in all cases. Cumulative sales-based settlement can also be used for lease-ins to create reserves on a monthly basis for expected sales. It makes sense to create a separate condition for this.
Sales Rule |
Sales-Based Rent for All Stores |
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Objects belonging to rule |
All stores |
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Settlement Method |
Quarterly for year starting on April 1, YYYY |
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Sales Type 1 |
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Reporting Rule |
M1: monthly M2: annually, certified sales |
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Calculation Rule |
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Sales Type 2 |
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Reporting Rule |
R5: quarterly, without certified sales |
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Calculation Rule |
2% |
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Sales Type 3 |
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Reporting Rule |
R5: quarterly, without certified sales |
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Calculation Rule |
2% |
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Sales Type 4 |
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Reporting Rule |
M6: quarterly |
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Calculation Rule |
None |
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Conditions settled with the sales rule |
Advance payments |
Cond. v1 AP Sales-Based Rent |
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Minimum rent |
Cond. m1 Store Rent (Store 1) |
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Settlement |
Cond. n1 Sales-Based Rent |
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Reserves for Sales-based rent |
Cond. r1 Reserves for expected sales-based rent |
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