What are Rebate Agreement Types

Table of Contents

Introduction

Today we'll be exploring Rebate Agreement Types and how they are used in creating Rebates within Pricefx.

With Rebate Agreement Types you can speed up the process of creating new Rebate Agreements. A Rebate Agreement Type is a template that is created by an administrator or configuration engineer, and it specifies the header, Condition Type filtering and workflow logics, Edit and View Access and the configuration for dynamic tabs.

Let's briefly review what impact each of these selections within the Rebate Type will have.

Firstly the Header:

In this section, a calculation logic is defined, which is used for the whole document and all its data. This logic is executed when you select the Recalculate action for the agreement.

As a user of the system you'll simply be inputting the relevant parameter on which the calculation will be based. You can see this in practice in our tutorial on how to create a rebate agreement.

Workflow logics are divided into two separate options, firstly Rebate Agreement Workflow determines what the workflow approval process is and what roles are included in the approval process, and Rebate Record Workflow determines how Rebate Records are approved during and after the rebate period ends.

Then Condition Types Filtering (or Filtering Logic)

Within the Rebate, Condition Types define the line items in Rebate Agreements. Each line item in a Rebate Agreement is of a specific Condition Type, which specifies the calculation logic that calculates the output and can also specify user input parameters that provide data to the calculation. You can learn more about condition types in a separate tutorials.

Configuration is where configuration engineers can add Dynamic Tabs to deal with specific organizational requirements.

Edit and View Access provides a standard way to limit who can view and edit agreements. This is especially useful if there are multiple user roles involved in rebate agreements and who may work on their own individual rebate types.

Once Rebate Agreement Types have been defined in the system you can then quickly create Rebate Agreements based on these types.

If you want to know on which Rebate Agreement Type a Rebate Agreement is based, you can see it in the Rebate Agreement Type column on the Rebate Agreement list page or in the Rebate Agreement detail view on the Details panel of the Items tab. Rebate Agreement Type column is also available in the Rebate Records table.

That concludes our tutorial on rebate agreement types.

If you'd like to find out more about other functionality mentioned in this tutorial, please visit our knowledgebase where you'll find tutorials covering a range of topics and Pricefx Functionality.