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Note: Rebate Records inherit user group view and edit permissions from their parent Rebate Agreements. If these permissions are set, you must be member of the groups to be able to view/edit the related Rebate Records.

 

Working with Rebate Records

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Let's now return to the Rebate Records and see what other actions are available to you. 

Copying Rebate Records

Copying is available only for approved rebate records and only for users with the Administer Rebate Records role.

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You can review the workflow status and details after clicking the View Workflow button.

 

Revoking Rebate Records

The Revoke action is available only for approved records – in the Rebate Record detail view – and only for users with the Administer Rebate Records role. This action is useful when the Rebate Record was approved in Pricefx, integration did not happen yet and there is nothing to reverse in ERP. When this action is used, the record changes its status to Revoked.

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Thank You

That concludes our tutorial on Rebate Records. If you'd like to find out more about other functionality mentioned in this tutorial, please visit our knowledgebase where you'll find tutorials covering a range of topics and Pricefx Functionality.