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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 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:

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 Administration  Feature Flags. Once modified, feature flags values are stored in advanced configuration option crm_config.

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:

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.