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Release Highlights

Accrual Forecasting

Flexible accruals forecasting and true-up were added into the package for Rebate Agreement with a set of portlets on a new dashboard.

Forecasting is done at the Rebate Agreement level for a customer for the duration of the contract and forecasts the rebate for that customer and the accrual for the accrual account.

Dashboards Package

Rebate Dashboards were separated into a new Accelerator Package together with mapping options which were separated.

New Features

PFPCS-1618 Accrual Forecast

Improvements

PFPCS-4352 Rebate dashboards separated into a new package.
PFPCS-4351 Configuration object and context map improvements were implemented.
PFPCS-2735 Updated function RebateManager.Util.getPayoutPeriods based on datasource calculation.
PFPCS-4349 Filter “Date From” shows an asterisk (mandatory sign).
PFPCS-3353 Dashboards - Aligned value and add whitespace in tooltips.
PFPCS-3226 Dashboards - Accrual Comparison Chart - Changed label in tooltips.
PFPCS-3223 Dashboards - Replaced currency code with the currency symbol.
PFPCS-3222 Dashboards - YTD Rebate Data - Added volume to the table overview.
PFPCS-3221 Dashboards - YTD Rebate - Changed a chart type to Bar chart and the target (Accrual Forecast) is displayed.
PFPCS-3220 Dashboards - YTD Rebate by Agreement - Added Target for each agreement.
PFPCS-3208 Dashboards - Changed “Qty.” into full name Quantity.
PFPCS-3192 Dashboards - Unified color condition for Accrual Forecast.
PFPCS-2854 Dashboards - Dynamic title is generated in Accrual Comparison Chart based on Accrual Method selection.
PFPCS-2787 Dashboards - Added subtitle and tooltip about the time range.
PFPCS-1537 Dashboards - Chart names and portlet headers were made consistent for all rebate dashboards.
PFPCS-1464 Dashboards - Time period "Semi-annually" has data in the chart.

Bugs

PFPCS-5023 "null" is displayed if the currency symbol is not in CurrencySymbols PP.
PFPCS-5017 YTD rebate reports are displaying 0 instead of real values.
PFPCS-5016 MTD rebate report does not show any records.
PFPCS-5015 Customer Rebate Dashboard - Shows an error for an outdated key name.
PFPCS-5013 Incorrect rebate value in the Last Month Report.
PFPCS-5012 Thousand separators are missing in rebate reports.
PFPCS-4976 Customer Selection with Header Level does not work.
PFPCS-4957 Incorrect rebate values if Rebate Formulas is Cumulative.
PFPCS-4951 Error displayed if StartDate and EndDate are identical.
PFPCS-4941 Incorrect time period is displayed in a tooltip of charts.
PFPCS-4940 Axis Y label is incorrect when rebate type is volume.
PFPCS-4923 Rebate values are incorrect when Target For is set to Annual.
PFPCS-4914 Rounding to decimals is missing in rebate records.
PFPCS-4913 Single Increment Growth Amount/Percent - Rebate Forecast calculation is incorrect.
PFPCS-4911 Rebate header texts require corrections.
PFPCS-4910 Incorrect baseline value was provided when the payment period is not Monthly.
PFPCS-4865 defaultRebateFieldName was updated in configManager.
PFPCS-4594 YTD By Rebate Type Dashboard - The “To” date should show today instead of the end of the month.
PFPCS-4593 Rebate Agreement Dashboard - Rebate is displayed empty when a Rebate Record is approved.
PFPCS-4591 Customer Rebate Dashboard - A message “ERROR(@497): Cannot access first() element from an empty List” is displayed for date inputs.
PFPCS-4576 Rebate Agreement Dashboard - Incorrect value is displayed in YTD Rebate By Time Period.
PFPCS-4575 Customer Rebate Dashboard - A title is missing when having empty data in the Datamart.
PFPCS-4574 Customer Rebate Dashboard - Incorrect value displayed in a chart.
PFPCS-4491 Rebate Agreement Dashboard - Incorrect value displayed if not found end date.
PFPCS-4468 YTD By Rebate Type Dashboard - Forecast Rebate name is swapped in the Value input.
PFPCS-4463 Rebate Agreement Dashboard - Wrong Axis X value is displayed for chart YTD Rebate.
PFPCS-3724 YTD By Rebate Type Dashboard - Currency sign is displaying incorrectly.
PFPCS-3717 Message “ForecastBaselineValue [via Util] : ERROR(@1364): Division undefined” is shown.
PFPCS-3418 Deployment script (step.json) validation failed.
PFPCS-3372 Customer Rebate dashboard - Date From, Date To, Customers,... are visible in the "Add Portlet" menu.
PFPCS-3371 Rebate Agreement Dashboard - Texts overlap in YTD Rebate chart.
PFPCS-3370 Dashboards - Time Period and Constants are visible in the "Add Portlet" menu.
PFPCS-3358 Dashboards - Some values are not compliant with the US number formatting style.
PFPCS-3352 Dashboards - Highchart credits are displayed in the corner of portlets.
PFPCS-3251 End Date is included when we get value for the Previous period.
PFPCS-3191 Average Method - Incorrect value displayed in This Year's Quantity Forecast Table/Chart on the header.
PFPCS-3190 Average Method - Incorrect value displayed in Accrual Comparison Chart on the header.
PFPCS-3180 The revenue value of volume rebate types is included in This Year's Sales Forecast Table/Chart on the header.
PFPCS-3138 YTD By Rebate Type Dashboard - Redundant EUR is shown in a tooltip.
PFPCS-3108 Accrual Comparison Chart - Total value on Header is not equal to the total of all line items.
PFPCS-3082 Forecast Type, Accrual Method and Sales Goal Increase % fields are missing in results when calculating in Rebate Record detail.
PFPCS-3080 Accrual Method and Forecast Type displayed with dashes instead of whitespace in Rebate Records.
PFPCS-3079 Accrual Forecast Baseline Value and Accrual Forecast are incorrect in Rebate Records for each time period.
PFPCS-3066 Documentation is missing information that Rebate Record calculation can be switched to incremental mode.
PFPCS-3064 Accrual Forecast - The value is not aligned and whitespace is missing in a tooltip.
PFPCS-3063 Seasonal Naive - Incorrect value is shown in This Year's Sales Forecast Table/Chart.
PFPCS-2999 payoutDays variable is String type instead of Integer.
PFPCS-2853 Error occurs if the user inputs a wrong value type.
PFPCS-2852 Previous Sales Goal Increase % is displayed when switching Accrual Method.
PFPCS-2851 Planned Accrual is not correct in the Accrual Comparison chart on the header.
PFPCS-2838 Average Method does not provide results.
PFPCS-2832 Last Year description was shown instead of Last 12 Months.
PFPCS-2734 Rebate Detail output shows incorrect results if the end date is less than half a year and the Payment Period is Semi-Annually.

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