Rebates Configuration Overview

This article summarizes of all of the configuration possibilities for Rebates.

Logics

Using logics you can implement all the rebates calculations you need.

• Rebate Calculation Logic – Creates input fields and calculates the results for either rebate line item or rebate record. This is a mandatory logic for rebates calculation.

• Rebate Header Logic – Prepares header inputs and calculates rebate agreement overall summaries. This is optional.

• New Rebate Type Picker Filter Logic

• Rebate Entitlement Filter logic, with Nature set to rebateAgreementEntitlementFilter

• Rebate Template logic, with Nature set to rebateAgreementTemplate

Domain Model

The configured types of rebate agreements are stored in:

• Rebate Agreement Type (HRT) (since Godfather 8.0)

The configured types of Rebate Types / Condition Types are stored in:

• Rebate Type (RBT)

The following entities are used to store data of the document and calculations:

• Rebate Agreement (RBA)

• Rebate Agreement Line Item (RBALI)

• Rebate Record (RR)

• Payout Record (PYR)

See their relations in Rebates Entity Relationship Diagram.

The configured types of Rebate Agreement Templates are stored in:

• Rebate Agreement Template (RAT)

• Rebate Record Set Calculations (RRSC)

Advanced Configuration Options

There are many options, which can be set up in Configuration pages under Administration › Configuration and influence behavior of the application.

Values of those options are then stored in Advanced Configuration Options, which can be fetched to the project configuration files.

• Advanced Configuration Options (Rebates)

Feature Flags

Feature flags are settings in key-value form, which influences the application’s front-end behavior and appearance.

To change them, navigate to Administration › Feature Flags. Once modified, feature flags values are stored in advanced configuration option crm_config.

• Page Feature Flags (Rebates) contains a list of feature flags related to Rebates.

Approval Workflow

Both Rebate Agreement and Rebate Record are approvable documents, so they can have an approval workflow. For details see Approval Workflow Configuration Overview.

Access

You can configure access to:

• List of Rebate Agreements, via:

  • Assignment of user roles

• Detail of Rebate Agreement, via:

  • User Group View/Edit

  • Rebate Entitlement Filter logic

Interceptors

Interceptor is a mechanism developed mainly for integration of Unity UI with CRM systems. It allows the developer to enrich Unity UI with additional JavaScript code which is called pre or post certain actions.