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You can schedule non-parent rebates within a project to calculate whenever the project's source database is updated. This allows you to gain visibility of rebate estimates as soon as a month has ended, as databases are typically updated (or ' rebuilt') at the end of each month.

Set a schedule

1. Open the project and click Schedule.

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2. In the Schedule window, select ' Frequency > On source database update'. To remove the schedule, change Frequency to be blank.
   There are several non-editable fields

3. Configure the schedule settings:

   • Calculation date.Date - Thisdefaults to 'yesterday' and you can’t change it. You can change the timezone to suit the timezone of the consumer of the calculation information (e. g.For example, to account for them behind behind or ahead of your local timezone).

   • Transaction range. This Range - By default, the Month of calculation date is selected, which refers to the full calendar month in which 'yesterday' falls (e.g. . For example, if today is November 1, the calculation date is October 31st and the ' transaction range ' is the month of October). You can select a custom range if required - see below for instructions.

   • Selection. Any active - By default, any active, valid, non-parent rebates in the project are included in the calculation.

   Edit the Timezone, if required.

   • . You can’t change this.

   • After calculation - By default, Do nothing is selected but you can trigger a database build after the scheduled calculation runs - see below for instructions.

   • Timezone - The timezone defaults to your timezone

   ,

   • but

   can be changed depending on

   • you can change it to the timezone of colleagues or other end users who need the calculation information.

   Note that changing this

   • Changing the timezone here only affects the calculation schedule for

   the

   • this particular project. It does not affect your default timezone or anything else in Rebates or Phocas.

4. Click Save.

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Select a custom transaction range

Rather than base the schedule on the default month of calculation date, specify a custom timeframe for the calculations.

in the Schedule window, select Transaction Range > Custom.

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Trigger database update following a successful calculation

To keep your Rebates analysis database up to date you can set a scheduled calculation to also Two custom transaction range options are available:

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• Fixed date range - Select the Start month and End month in the range. For example, Start: January 2023 and End: March 2023.

• Dynamic date range - Define a dynamic date range such as year-to-date or last month based on today's date, so the data continues to update. You can set both the start and end dates as offsets or just one of them. Select the Offset checkbox and enter the offset date as a number.

  • An offset of 0 months for the start date will start in the current month of the calculation date (which is always yesterday). For example, if today is 7 February 2024, and the calculation runs today, the start would be the start of February 2024.

  • Negative offset numbers go into the past and positive numbers into the future.

  • The message underneath the date range can be very helpful, as it tells you when the schedule will end. For example, in the following image, the schedule will end in April 2024 because in May the start date would be March (two months prior) but as the end date is set to February, it would not be valid.

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Update Phocas database(s)

Set a scheduled calculation to trigger a build on selected Phocas databases . Once the calculation has run to keep your Rebates analysis database(s) up to date. When the calculation runs successfully, the analysis database/(s) will update. This option can only be applied to databases other than the project source databases , and only to databases without a build schedule.

To do this:

Select the calculation frequency.

Under the 'After calculation' heading choose 'Update Phocas' databases(s) from the dropdown.

Select databases

In the Schedule window, select After Calculation > Update Phocas Databases(s), then select the database(s) you want to update.

You can add multiple databases or just one.

Alternatively, you leave the 'After calculation' field set to the default 'Do nothing' option.

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Edit or remove a schedule

You can edit this the schedule configuration later from via the Schedule button on the project home screen.

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homepage.

To remove a schedule, in the Schedule window, select Frequency > Never.