Customers and products selected in the header input parameters will be displayed as placeholders in the Customer/Product inputs on line-item/folder level on the Items tab.
When you open a Rebate Agreement, an existing one or new, you will see that the document's details are split into several tabs.
At the very top of the page, you can edit the name of the Rebate Agreement. Next to the Rebate Agreement's ID and name, the current document and workflow status is displayed.
A custom header displaying the main Rebate Agreement attributes and a chart can be configured by admin. Such a header would be displayed on all the Rebate Agreement's tabs and is collapsible.
The Header tab summarizes the Rebate Agreement header-level attributes. Note especially the start and end dates and the calculation date (used when calculating the agreement).
In the Input Parameters section, you select for which customer and products the document is and provide any other inputs determined by the header logic associated with the Rebate Agreement Type on which this Rebate Agreement is created.
Customers and products selected in the header input parameters will be displayed as placeholders in the Customer/Product inputs on line-item/folder level on the Items tab.
On the Items tab, you select the Condition Types to be included in the Rebate Agreement. The Condition Types are the basic building blocks of any Rebate Agreement.
If your Rebate Agreement has many items, you can organize them into folders and subfolders.
To create a new folder:
Click the Add Folder button.
After clicking Browse Items and selecting line items, click Add to New Folder to create a folder that will contain these items.
Input parameter values can then be entered on both root/folder and item level. Parameter values inherited from the parent folder are displayed as a placeholder text in the input field.
After selecting an item in the table, you can enter input parameters' values. Input parameters are defined by the calculation logic associated with the Condition Types.
When you need to update input parameters for multiple items simultaneously, you can do it using the Mass Edit function. Select the required items (or apply a quick filter, which filters by all column values at once).
Tips:
Table layout changes can be saved as a view preference. See Common Table Actions for information on how to customize the table (filter, sort, auto fit, etc.).
The Action buttons allow you to perform operations with the Rebate Agreement, such as: Recalculate, Save (when autosave is disabled), Submit or Import items. You can also export and email an approved Rebate Agreement. You can send it to another user as an ordinary email attachment or via an electronic signature system for sign-off. For both options an export template must be defined and the e-signature option must be configured by administrator. After sending via an e-signature system, you can check the Signature Status on the Details panel of the Items tab.
The collapsible right-hand side panel is divided into two tabs:
The Input Parameters tab can be set up for all items grouped in a folder or just on the line item level. On the folder level, use the +/- buttons to add or remove parameters. Parameter values of individual items inherited from the parent folder are displayed as a placeholder text in the input field.
The Calculations tab summarizes the results for the individual line items based on the used calculation logic.
If there is enough space on the screen and if this functionality is not disabled by admin, the content of all the three tabs is displayed at once side by side and you can adjust the width of the sections.
Administrators can also position the panel by default to the bottom of the page instead of the right-hand side and allow you to switch between these two positions. See How to Configure the Details & Settings Panel for details.
On this tab you can add and view attached files.
The ability to add or remove attachments depends on the document status and your user roles:
The Administer Rebate Agreements role can upload and delete attachments in any document status with the exception of Invalidated.
The Manage Rebate Agreement role can upload attachments in any document status with the exception of Invalidated. It can delete attachments only of documents in the Draft status.
Download is possible with any role in any document status.
Notes:
If you want to include attachments in the email sent to approvers, verify that the configuration option Disable Attachments is not enabled.
If there are many user groups in your partition, loading the list of attachments can be slow because of filtering by user group. This filtering can be disabled to improve performance.
Shows all approval steps, their status and all possible approvers.
Shows the history of the workflow actions performed for this Rebate Agreement.
On this tab you can communicate with other users about matters regarding this Rebate Agreement.
Type a name into the To field. User names will be suggested as you type. A message can have multiple recipients.
Type the message text into the Request/Message box. The character limit is 3000.
Click the Send icon.
Message recipients will be notified by email and a pop-up message on the screen. When someone responds to your message or sends you a new one, you will receive an email too.
The underlying message templates can be customized; for details see Message Templates.
This tab provides the detail view of Rebate Records that have been created for this Rebate Agreement. All the actions available on the Rebate Records detail page (submit, approve, deny, etc.) can also be performed on this tab.
Note: This tab is visible only to users who have sufficient user roles to view Rebate Records. Rebate Records also inherit user group view and edit permissions from their parent Rebate Agreements. If these permissions are set, you must be member of the groups to be able to view/edit the related Rebate Records.
On this tab you can for quick reference list all the documents that are related to this Rebate Agreement. From the Add Document drop-down menu, select a document type and then choose one or more documents from the list.
This tab must be added by administrator in the Rebate Agreement Type configuration.
On this tab you can create Actions and assign them to yourself or somebody else.
When creating a new Action:
Select the Action Type, a template that defines the structure of the Action.
Write a short Summary (max. 255 characters).
(Optional) Set the Due Date.
(Optional) Add a Description (no length limit).
If a task is assigned to you, you can use the in-line icons to mark the Action as ‘Done’ or ‘Rejected’. You have more options in the bottom toolbar when you select an Action.
You can review all the Actions assigned to you or created by you on the User menu > Actions page.
The following rules apply:
Actions can be deleted only by their creator or by any user with both Administer Rebate Agreements and Administer Rebates user roles.
Actions in Done or Cancelled status cannot be edited. They can only be reopened or deleted by entitled users (creator, assignee, user with Administer Rebate Agreements role).
Open actions can be edited by the user to whom they are assigned or by the user who created them.
Email notifications are sent when a new action is assigned to the user or the due date has passed. The action creator is notified when the action's status changes. The messages are customizable.
Actions are not copied to duplicated Rebate Agreements.
This tab must be added by administrator in the Rebate Agreement Type configuration.
This tab enables you to keep simple notes related to the Rebate Agreement. There is no length limit.
This tab must be added by administrator in the Rebate Agreement Type configuration.