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How to Create Rebate Agreement Revision

Owned by Jana Volencová (Deactivated)
Jun 17, 2022


Aim of this articleExplains how to create a new revision or version of a agreement.
Related sections

Steps:

  1. Go to Rebates > Rebate Agreements.
  2. Select an agreement. 
  3. Click the Create new revision  icon. 
  4. The complete agreement is copied and gets an updated name (id) e.g. R-1093-v2.1. The version number becomes a suffix of the original name (e.g. R-1093) with the version number (e.g. v2.1). In the column Name w/o revision the link to the original name (id) is shown. 

Multiple versions of the original agreement can be created (e.g. R-1093-v2.2 and R-1093-v2.3) and edited. If one version gets approved, the original agreement becomes Superseded and the other versions are marked as Invalidated. Approved versions can be versioned again (e.g. R-1093-v2.2.1).

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