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Here you can see that three items or condition types have been added to this agreement and you can view the specifics of each one by selecting it and then opening the details and setting sidebar on the right-side.
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The sidebar allows us you to configure the items or view the details for the agreement.
If we you select no items and open the sidebar, we you can see details, input parameters, and Calculations calculations for the whole agreement.
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However, if we you select the first last item, Fixed Percent, and then open the sidebar, we you can now see the input parameters for this specific condition type. So in this case we've you can see selected a specific customer and product products with a rebate of 2%4%. That means that if this specific customer sells any of the product products mentioned they will receive a fixed percentage payment.The
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If the Pay To field has been is left blank and so , the payment will default to the main account specified under the header tab. Here we you can see the information if we you deselect the Fixed Percent Item and open the sidebar view again.
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But if this were a new agreement you'd select Add Items and when we you do that you can see all the different condition types that you may want to add. You can add as many as you need, changing the clientscustomers, the products, and the conditions as much as you need.
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And if your Rebate Agreement has many items and are is beginning to get messy or confusing, you can organize them into folders and subfolders. So let's add Add a new folder and call it Demo 1.
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And now if we you wanted we you can set input parameter parameters for the folder and item level.
If we you select the Demo 1 Folder and open the side bar we sidebar you can see the “+” symbol and that allows us you to add and set the parameters that we you need. So let's select Select a customer, rebate %, and a few products.
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And now we you add a new item or condition to this folder. Let's select Select a Fixed Amount and then let's select it and see what happens.
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The parameter values have now automatically been inherited from the parent folder are displayed as a placeholder text in the input field. We You can still go in and amend it manually if needed.
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At any time in the process, you can hit the recalculate button. It appears at a different point in the sidebar , but is also permanently available at the top of the page. This will help you to spot issues early on in case of errors, or track progress as you go.
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The other options option that you have on this page is to mass edit existing attributes, so if you needed to change the rebate percentage across all products, or wanted to change customer customers or products, this can be done via the mass edit option.
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You You can also copy all the items to the clipboard, or paste items from the clipboard. This is useful if you have items in another rebate agreement and you want to copy them across. You can simply copy them to the clipboard and then paste them from the clipboard where you'd like to place them.
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Table layout changes can also be saved as a view preference. See Common Table Actions for information on how to customize the table (filter, sort, auto fit, etc.).
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The Action buttons allow you to perform operations with the Rebate Agreement, such as: Recalculateas Recalculate, Save, Submit, or Import items. You can also export and email an approved Rebate Agreement.
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You can send it to another user as an ordinary email attachment or via an electronic signature system for sign-off. For both options, an export template will have been defined and the e-signature option must be configured by the administrator. After sending via an e-signature system, you can check the Signature Status on the Details panel of the Items tab.
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Attachments
On this tab, you can add and view the attached files. If you have the right permissions these attachments can also be included in an email.
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Workflow
Shows all approval steps, their status, and all possible approvers.
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Messages
On this tab, you can communicate with other users about matters regarding this Rebate Agreement.
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Some additional information for after you've saved the agreement.
When the Rebate Agreement is saved, Rebate Records are generated as defined by the rebate calculation logic.
You can monitor the progress of sales and forecasted rebate in the saved Rebate Records.
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Once defined, click Submit to send the Rebate Agreement for approval (provided that an approval workflow is defined and there is no error or a critical alert on any line). If enabled, you can add a comment.
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The system displays a notification message at the top of the window.
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Once the Rebate Agreement period is over, recalculate the final result and click Submit to send it for approval and payout.
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The system displays a notification message at the top of the window.
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That concludes our the tutorial on how to create a rebate agreement. If you'd like to find out more about other functionality mentioned in this tutorial, please visit our the knowledgebase where you'll find tutorials covering a range of topics and Pricefx Functionality.
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