...
Based on templates you can generate different rebate agreement outputs. These templates can be shared with others via Excel file and/or PDF file.
...
Rebate Templates is a mechanism allowing you to mass-create many Rebate Agreements at the same time and is available in the Profit package.
As an example, it can be used to:
Mass-upload (i.e., mass-create) many Rebate Agreements from customer's system into Pricefx.
Create a pre-populated Rebate Agreement based on previously created Rebate Agreements.
You can define templates for customized Rebate Agreements where you can combine placeholders (computed parameters, such as customer ID or Rebate Agreement name) and user inputs (parameters provided by user). Templates can access all kinds of data using the standard Pricefx interface, i.e., Datamart, Company Parameters, etc.
Rebate templates are dynamically filled in based on the data from existing or created Rebate Agreements. They include Rebate agreement conditions, terms and conditions, other static parts of the document such as signatures, and overall graphical layout.
Rebate Agreements
A rebate agreement will include the validity dates, condition types, specific input pricing parameters, specific payout dates, and additional analytics and performance charts.
...