How to Create Rebate Agreement

Steps:

1. Go to Rebates > Rebate Agreement.
2. Click Add to create a new Rebate Agreement.
3. Enter values to the required Header Info fields and select a customer or customer group.
4. Add agreement line items and select the corresponding Rebate Types.
5. Enter values for the Input Parameters of the line items.
6. Click Calculate to get current values. Modify the Input Parameters if needed. 
7. Once refined, click Submit to send the Rebate Agreement for approval (provided that an approval workflow is defined and there is no error or a critical alert on any line).
8. On approval, rebate records are generated as defined by the rebate calculation logic.
   You can monitor the progress of sales and forecasted rebate in the saved rebate records (go to Rebates > Rebate Records). You can set up automated rebate calculations.
9. Once the rebate agreement period is over, recalculate the final result and click Submit to send it for approval and payout.
10. Set up an allocation job to write the calculated data to a Datamart.