Advanced Configuration Options (Rebates)

calculateNewRBAImmediately

If set to true, the Agreement’s header logic is executed right after the Agreement is created (i.e. before the user can see it).

Configured on page – Configuration > Rebates Configuration

See also – Rebates General Settings

Type – boolean

Sample value – true

crm_config

Partition specific setup of Feature Flags. These values overrides the application default ones.

Configured on page – Administration > Feature Flags

See also – Feature Flags

Type – json object

defaultGroups

Sets which objects will be assigned the same default user groups as the creator has.

Configured on page – Configuration > System Configuration > Entitlements

See also – Entitlements

Type – json object

Sample value –

{
    "quote" : true, 
    "contract" : true, 
    "rebateAgreement" : true, 
    "pricelist" : true, 
    "manualPricelist" : true, 
    "priceGrid" : false, 
    "simulation" : false, 
    "lookupTable" : false, 
    "dataChangeRequest" : false
}

defaultRAHeaderFormula

Name of a Logic. Defines a calculation logic used at the rebate agreement header level.

Configured on page – Configuration > Logics > Header Logics

See also – Rebate Agreement Header Logics

Type – text

Sample value – RebateHeaderLogic

disabledDocxDownload

Allows you to hide the icon for downloading objects (e.g. Quotes, Contracts) in the DOCX format.

See also – How to Hide Download DOCX Icon

Type – boolean

Sample value – true

disableSaveWhenCreationWorkflowIsFinishedRBA

If enabled, Rebate Agreement is submitted automatically when document creation WF is finished. If the Rebate Agreement is rejected in the approval process, the creation workflow is restarted at its last step allowing further work on the document.

Configured on page – Configuration > Rebates General Settings

See also – Creation Workflow

Type – boolean

objRefAfterSaveDisabled

Allows you to disable the creation of OBJREF tasks after a Contract or Rebate Agreement is saved or submitted.

Configured on page – Configuration > General Settings

See also – General Settings

Type – boolean

payoutRecordsConfiguration

Determines which attributes will be in your Payout Records and, in the logic, allows you to map payout record attributes to the corresponding original rebate record attributes.

See also – Payout Records

Type – json object

Sample value –

{
    "validToFromStateTransitions" : {
        "Approved" : [ "Pending" ],
        "Denied" : [ "Pending" ],
        "Paid" : [ "Approved" ]
    }
}

publishingTemplates_<typeCode>

Specifies Excel or Word templates used for publishing documents to XLSX, PDF or DOC formats. You need to specify the type by adding a suffix: "publishingTemplates_Q" (Q for quotes; others respectively).

Configured on page – Configuration > Templates > Publishing Templates

See also – Publishing Templates

Type – json object

Sample value – { "templates" : [ ] }

rebateAgreementPrefix

Sets the Rebate Agreement prefix in their name. The default is R.

Type – text

Sample value – R-

rebateCharts

Allows you to display data from RebateManager as a portlet in the detail view.

Configured on page – Configuration > Rebates

See also – Rebate Chart Definition

Type – json object

rebateQueries

Defines what data from Rebates module to display.

Configured on page – Classic: Configuration > Rebates

See also – Rebate Query Definition

Type – json object

rebateRecordPrefix

Sets the Rebate Records prefix in their name. The default is RR.

Type – text

Sample value – RR-

rebateRevisionFormat

Allows you to add a string of your choice between the Rebate Agreement unique name and the revision number. The default value of this option is $uniqueName$-REV-$revId$.

Type – text

Sample value – $uniqueName$-REV-$revId$

rerenderInputsOnFetch

Reevaluates inputs in the syntax mode during fetching Rebate Records. See PFCD-5976.

Type – json array

Sample value – [ "RR" ]

saveAndCalculateNewRBAImmediately

If set to true, a new Rebate Agreement is calculated immediately after saving.

Configured on page – Configuration > Rebates

Type – boolean

Sample value – false

skipRevisionRecalc_<typeCode>

If set to true, a new revision of Q/RBA/CT is not recalculated immediately. You need to specify the type by adding a suffix: "skipRevisionRecalc_Q" (Q for quotes; others respectively).

See also – Quote Actions

Type – boolean

startPagePanels

Allows you to define at the partition level the list of portlets that will be displayed on the Home page.

Configured on page – Configuration > System Configuration > Home Page

See also – Home Page

Type – json array

Sample value –

[
    "pricelist", 
    "rebateManager", 
    "promotionManager", 
    "priceShop"
]

updateHeaderRefInSyncAfterSaveDisabled

If set to true, during submit the system updates ObjRefs for header Customer Group right away on save (synchronously). See PFUN-8055.

Type – boolean