When you are happy with the calculation results, the next logical step is to post the those results.
‘Posting’ saves the results to the Rebates database. This action is a bit like ‘signing-off’ or ‘locking’ the results for that specific period, to ensure they are not overwritten the next time you run a calculation. The posted results 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. You 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 transactionsresults, as rules that have posted transactions results cannot be edited or deleted. 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 row(s) (or click the Select All button in the top right corner of the grid), then click Post.
Related pages
Previous step: View calculation results and transactions