Post transactions
Posting commits When you are happy with the calculation results, the next logical step is to post the transactions.
‘Posting’ saves the transactions to the analysis database. You can post the calculation results when . This action is a bit like a ‘sign-off’. It keeps a permanent record of the transactions that represent the rebates you can pay your customers or claim from your suppliers. It does not issue that payment or claim, nor does it write anything into your ERP system.
Posting is a manual task because it should only be done after you have reviewed the calculation results and are confident that the data is correct. You can post whenever required, such as at the end of a quarter, at the end of a campaign or annually. This action is a bit like a ‘sign-off’; it keeps a permanent record of the transactions, which can be fed into a Rebates analysis database in Phocas.
Select a rebate and click Post.
Rebates relating to posted transactions can't be edited or deletedYou can post the transactions for an individual calculation result, a selection of results or all results simultaneously.
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Ensure you are ready to post the transactions, as rules that have posted transactions cannot be edited or deleted (see troubleshooting tip below). You can, however, still change whether a |
rule is active or inactive, as this can be useful for filtering. |
On the project’s page > Results tab, select the checkboxes of the result(s) (or click the Select All button in the top right corner of the grid), then click Post.
View transactions
You can view the underlying transactions the Rebate rule is being applied to.
Open the rule, then click the View Matching Transactions button located in the Name and Scope section header.
Troubleshooting: I posted transactions but now need to edit the rule
When transactions have been posted, the rule can no longer be edited. If you need to change anything in the rule setup, for example, if you made a mistake or the agreement changes, set the rule to inactive and recreate the rule. Otherwise, delete the posted transactions. This action means you eill need to recalculate and post the results again for all rules in the project.
Related pages
Previous step: View calculation results and transactions