Manual Upgrade Steps
In this section, you will find all manual steps which need to be done while upgrading between versions. A description of the whole upgrade procedure is described in the Rebate Manager Deployment section. In addition, you can also check out the latest release notes.
Manual steps are ordered chronologically. You start with the oldest update and go up on the page to the newest changes.
1.3.0 Steps
One Default Rebate Agreement Type
Version Godfather 8.0 introduced a change that allows a definition of more Rebate Agreement Types. The Accelerator contains only one default type which should be on the line with a (default) tag in the name column.
Advanced Configuration Options Have New Parameter Names
Parameters were updated to align with the code naming guidelines of other packages. Parameter names were changed but their values stayed intact.
Locate the old configuration ‘rebate-manager-accelerator' in Company Parameters and verify that the new 'RM_AdvancedConfiguration’ parameters have correct values; see the following table.
Old Name | New Name |
---|---|
SourceType | sourceType |
SourceName | sourceName |
RebateBaseFieldValue | baselineFieldName |
RebateBaseFieldQuantity | quantityFieldName |
RebateBaseFieldDate | pricingDateFieldName |
RebateFieldName | rebateFieldName |
RebateBaseFieldCustomerId | customerIDFieldName |
RebateBaseFieldProductId | productIDFieldName |
PayoutAfterDay | payoutDays |
PaymentPeriod | paymentPeriod |
TargetFor | targetFor |
RebateFormulas | depositScheme |
CustomerSelection | customerSelectionLevel |
CustomerFilterFormula | customerFilterLogic |
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New Names for Mapping Tables in Company Parameters
The same content but a new name was given to all three parameters in Company Parameters. Their content remained unchanged so in order to restore configuration you just rename them.
Old Name | New Name |
---|---|
PFXTemplate_RebateTypes | RM_SC_ConditionTypes |
PFXTemplate_Customer_MappingDatamartFieldName | RM_CustomerFieldMapping |
PFXTemplate_Product_MappingDatamartFieldName | RM_ProductFieldMapping |
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New Labels for Various Items (Optional)
This step is important if you also plan to deploy Sales Compensation. Otherwise, the effect is only cosmetic and it would simplify communication and troubleshooting. Default labels are used in documentation texts and on screenshots.
Cross-check your upgraded partition with the default label columns from Architecture Components Details (Rebate Management) page.
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Enable React UI (optional)
In Godfather 8.0 a new React UI was introduced for the whole Rebates module. You can enable it on your target partition.
From the Administration menu go to the Feature Flags section.
Activate the following Feature Flags:
dashboard.useReactDashboard
useReactFor.advancedFilter
useReactFor.rebateAgreementList
useReactFor.rebateAgreementDetail
Log out and log back in for the changes to take effect.