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Moving onto the Items tab, you select the Condition Types (by clicking on Add Items) to be included in the Rebate Agreement.

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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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Some additional information for after you've saved the agreement.

  1. When the Rebate Agreement is saved, Rebate Records are generated as defined by the rebate calculation logic.

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You can monitor the progress of sales and forecasted rebate in the saved Rebate Records.

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  1. 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. The system displays a notification message at the top of the window.

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  1. Once the Rebate Agreement period is over, recalculate the final result and click Submit to send it for approval and payout. The system displays a notification message at the top of the window.

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That concludes 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 the knowledgebase where you'll find tutorials covering a range of topics and Pricefx Functionality.

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