This article contains overview of all configuration possibilities for a Rebates.
Logics
Using logics you can implement all the calculations of the rebates you need.
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Rebate Calculation Logic - creates input fields and calculates the results for either rebate line item or rebate record. This is a mandatory logic for rebates calculation.
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Rebate Header logic - Prepares header inputs and calculates rebate agreement overall summaries. This is optional.
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Rebate Entitlement Filter logic, with nature rebateAgreementEntitlementFilter
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Rebate Template logic, with nature rebateAgreementTemplate
Domain Model
The configured types of rebate agreements are stored in
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Rebate Agreement Type (HRT) - (since version 8.0 GodFather)
The configured types of Rebate Types/Condition 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
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Rebate Agreement Template (RAT)
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Rebate Record Set Calculations (RRSC)
Advanced Configuration Options
There are many options, which can be set up in Configuration pages under and influence behavior of the application.
Values of those options are then stored in Advanced Configuration Options, which can be fetched to the project configuration files.
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 .
Once modified, feature flags values are stored in advanced configuration option crm_config.
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Page Feature Flags (Rebates) contains list of feature flags related to Rebates
Approval Workflow
Both Rebate Agreement and Rebate Record are approvable documents, so can have attached an Approval Workflow. For details see Approval Workflow Configuration Overview
Access
You can configure access to:
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List of Rebate Agreements, via
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assignment of the User to Roles
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Detail of Rebate Agreement, via
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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 code, which is called pre or post certain actions.