Post transactions
Posting commits transactions to the analysis database. You can post the calculation results when When you are happy with the calculation results, the next logical step is to post (save) those results to the results to your 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. 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 You can post an individual calculation result, a selection of results, or all results simultaneously.
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Ensure you are ready to post the results, as rules that have posted 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. |
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.On the project’s page > Results tab, select the rows of the results you want to post, or click the Select All button in the top-left corner of the grid, then click Post.
Related pages
Previous step: View calculation results and transactions