Advanced Configuration Options (Rebates)

calculateNewRBAImmediately

If set to true, the Agreement’s header logic is executed right after the Agreement is created (i.e. before the user can see it).

Configured on page – Administration > Configuration > Rebates > General Settings

See also – RebateManager General Settings

Type – boolean

Sample value – true

defaultGroups

Sets which objects will be assigned the same default user groups as the creator has.

Configured on page – Administration > Configuration > System Configuration > Entitlements

See also – Entitlements

Type – json object

Sample value – {
    "quote" : true, 
    "contract" : true, 
    "rebateAgreement" : true, 
    "compensation" : false,
    "pricelist" : true, 
    "manualPricelist" : true, 
    "priceGrid" : false, 
    "simulation" : false, 
    "lookupTable" : false, 
    "dataChangeRequest" : false
}

defaultRAHeaderFormula

Name of a Logic. Defines a calculation logic used at the rebate agreement header level.

Configured on page – Administration > Logics > Header Logics > Rebate Agreements

See also – Rebate Agreement Header Logics

Type – text

Sample value – RebateHeaderLogic

defaultRebateTypeFilterFormula

Default Condition Filter Logic to be used for Rebate Agreement, when no specific Rebate Condition Filter logic is set up on Rebate Agreement Type.

Configured on page – Administration > Logics > Filter Logics > Rebates - Condition Types

See also – Rebates - Condition Types Filter Logics

Type – text

Sample value – RebateConditionTypeFilterLogic

disabledDocxDownload

Allows you to hide the icon for downloading objects (e.g. Quotes, Contracts) in the DOCX format.

See also – How to Hide Download DOCX Icon

Type – boolean

Sample value – true

disableSaveWhenCreationWorkflowIsFinishedRBA

If enabled, Rebate Agreement is submitted automatically when document creation WF is finished. If the Rebate Agreement is rejected in the approval process, the creation workflow is restarted at its last step allowing further work on the document.

Configured on page – Administration > Configuration > Rebates > General Settings

See also – Creation Workflow

Type – boolean

enableSubmitReasonForTypes

Enable submitter comment. For Quotes, Contracts, Rebate Agreements, Compensation Plans or Price Lists, you can allow users to optionally enter comments when they submit the document.

Configured on page – Administration > Configuration > System Configuration > My Workflows

See also – Workflows Configuration

Type – json array

Sample value – [ "Q", "CT", "RBA", "CO", "PL" ]

headerRefAfterSaveDisabled

Switch to eventually consistent OBJREFs after AP/RBA save, new revision and copy. If enabled, OBJREFs generation is left to a background job that will be scheduled immediately on save, new revision and copy of Agreements & Promotions and Rebate Agreements.

Type – boolean

Sample value – false

objRefAfterSaveDisabled

Allows you to disable the creation of OBJREF tasks for line items after a Contract or Rebate Agreement is saved or submitted.

Configured on page – Administration > Configuration > System Configuration > General Settings

See also – General Settings

Type – boolean

Sample value – false

payoutRecordsConfiguration

Determines which attributes will be in your Payout Records and, in the logic, allows you to map payout record attributes to the corresponding original rebate record attributes.

See also – Payout Records

Type – json object

Sample value – {
    "validToFromStateTransitions" : {
        "Approved" : [ "Pending" ],
        "Denied" : [ "Pending" ],
        "Paid" : [ "Approved" ]
    }
}

publishingTemplates_<typeCode>

Specifies Excel or Word templates used for publishing documents to XLSX, PDF or DOC formats. You need to specify the type by adding a suffix: "publishingTemplates_Q" (Q for quotes; others respectively).

Configured on page – Administration > Configuration > Templates > Publishing Templates

See also – Publishing Templates

Type – json object

Sample value – { "templates" : [ ] }

rebateAgreementPrefix

Sets the Rebate Agreement prefix in their name. The default is R.

Type – text

Sample value – R-

rebateCharts

Allows you to display data from RebateManager as a portlet in the detail view.

Configured on page – Administration > Configuration > Rebates > Rebate Chart Definition

See also – Rebate Chart Definition

Type – json object

rebateQueries

Defines what data from RebateManager to display.

Configured on page – Classic: Configuration > RebateManager

See also – Rebate Query Definition

Type – json object

rebateRecordPrefix

Sets the Rebate Records prefix in their name. The default is RR.

Type – text

Sample value – RR-

rebateRevisionFormat

Allows you to add a string of your choice between the Rebate Agreement unique name and the revision number. The default value of this option is $uniqueName$-REV-$revId$.

Type – text

Sample value – $uniqueName$-REV-$revId$

rerenderInputsOnFetch

Reevaluates inputs in the syntax mode during fetching Rebate Records. See PFCD-5976.

Type – json array

Sample value – [ "RR" ]

saveAndCalculateNewRBAImmediately

If set to true, a new Rebate Agreement is calculated immediately after saving.

Configured on page – Administration > Configuration > Rebates > General Settings

Type – boolean

Sample value – false

skipRevisionRecalc_<typeCode>

If set to true, a new revision of Q/RBA/CT is not recalculated immediately. You need to specify the type by adding a suffix: "skipRevisionRecalc_Q" (Q for quotes; others respectively).

See also – Quote Actions

Type – boolean

startPagePanels

Allows you to define at the partition level the list of portlets that will be displayed on the Home page.

Configured on page – Administration > Configuration > System Configuration > Home Page

See also – Home Page

Type – json array

Sample value – [
    "pricelist", 
    "rebateManager", 
    "promotionManager", 
    "priceShop"
]

updateHeaderRefInSyncAfterSaveDisabled

If set to true, during submit the system updates ObjRefs for header Customer Group right away on save (synchronously). See PFUN-8055.

Type – boolean