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This article contains overview summarizes of all of the configuration possibilities for a Rebates.
Logics
Using logics you can implement all the rebates calculations of the rebates you need.
Rebate Calculation Logic - creates – Creates input fields and calculates the results for either rebate line item or rebate record. This is a mandatory logic for rebates calculation.
Rebate Header logic - Logic – Prepares header inputs and calculates rebate agreement overall summaries. This is optional.
Rebate Entitlement Filter logic, with nature Nature set to rebateAgreementEntitlementFilter
Rebate Template logic, with nature Nature set to rebateAgreementTemplate
Domain Model
The configured types of rebate agreements are stored in:
Rebate Agreement Type (HRT) - (since version Godfather 8.0 GodFather)
The configured types of Rebate Types / Condition types Types are stored in:
The following entities are used to store data of the document and calculations:
See their relations in Rebates Entity Relationship Diagram.
The configured types of Rebate Agreement Templates are stored in:
Rebate Agreement Template (RAT)
Rebate Record Set Calculations (RRSC)
...
Feature Flags
Feature flags are settings in key-value form, which influences the application’s front-end behavior and appearance.
To change them, navigate to crm_config
.
Page Feature Flags (Rebates) contains a list of feature flags related to Rebates.
Approval Workflow
Both Rebate Agreement and Rebate Record are approvable documents, so they can have attached an Approval Workflowapproval workflow. For details see Approval Workflow Configuration Overview.
Access
You can configure access to:
List of Rebate Agreements, via:
assignment of the User to RolesAssignment of user roles
Detail of Rebate Agreement, via:
Rebate Entitlement Filter logic
Interceptors
Interceptor is a mechanism developed mainly for integration of Unity UI with CRM systems. It allows the developer to enrich Unity UI with additional javascript JavaScript code , which is called pre or post certain actions.