How to Create Rebate Agreement Template

Steps:

1. Create a new logic in Administration > Configuration > Rebates > Rebate Agreement Template Logics. 

   def rebateTypeName = "RebateOnSale"  //name of an existing Rebate Type
   def customerId = "CD-00001"  //ID of an existing customer
   def inputFieldOnRebateType = "Rebate discount %"  //for details see below
   def lineItemId = api.uuid() //generated by random generator
   
   def agreementLabel = api.stringUserEntry("Agreement Name")
   
   //create a builder for a new agreement and set up the main header input fields
   builder = ratBuilder.fromParams([
           "label"     : agreementLabel,
           "startDate" : api.parseDate("yyyy-MM-dd", "2017-01-01"),
           "endDate"   : api.parseDate("yyyy-MM-dd", "2017-12-31"),
           "payoutDate": api.parseDate("yyyy-MM-dd", "2018-02-01"),
           "targetDate": api.parseDate("yyyy-MM-dd", "2016-12-01"), //calculationDate
   ])
   
   //set the value of "Customer(s)" input on the header level
   builder.addOrUpdateInput("ROOT", [
           "label"    : "Customer(s)",
           "name"     : "CustomerGroup",
           "type"     : InputType.CUSTOMERGROUP,
           "value"    : [
                   "customerFieldLabel": "Customer Id",
                   "customerFieldName" : "customerId",
                   "customerFieldValue": customerId
           ],
           "valueHint": customerId
   ])
   
   //create a new line with the given Rebate Type and set a value of its input field
   builder.addLineItemWithId(lineItemId, rebateTypeName)
           .addOrUpdateInput(lineItemId, [
           "name" : inputFieldOnRebateType,
           "label": inputFieldOnRebateType,
           "type" : InputType.USERENTRY,
           "value": 0.14
   ])
   
   builder.build()

   
   Review the first 3 lines and change them according to your project:

   • rebateTypeName – Must be a name of an existing Rebate Type, otherwise it fails (e.g. End of the year bonus, Bonus on total sales).
   • customerId – Should be an existing customer Id (it may also work with a non-existing Id but this is advisable for testing purposes only).
   • inputFieldOnRebateType – The name of the input parameter on the line item. It must be the name of the input (not Label) and this input must be defined in the given pricing logic (used for e.g. Rebate Type).
2. In Rebates > Rebate Agreement Templates create a new template record and assign the new logic to it.
3. Go to Rebates > Rebate Agreements and click the Create Rebate Agreements from Template button. (To be able to see this button, you need to have the Manage Rebate Agreement Templates user role.) 
   
4. Select the relevant template from the list and fill in the template inputs.
   
   
   
5. Click OK. This triggers a background job which takes a while to complete. You can close the progress window if you prefer.
   
   
   
6. After the operation finishes, close the status dialog.
7. You will find the newly created Rebate Agreement in the agreement list.