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In the Project Setup, you can change a project’s name, description or calculation settings. You can also check the details of the database upon which the project’s rules are based.

To open a project’s setup screen, on the Projects screen, click the name of the project. If the Project Setup screen does not open automaticallyWhen you create a project, the project displays in the grid on your Rebates homepage. However, the project creation process is not yet complete. You need to set up the project before you can add any rules.

On your Rebates homepage, click the project name. If you are setting up the project for the first time, the Project Setup window opens automatically. If not, the project page opens, in which case, click Setup in the top-right corner.

The project settings are setup is organized into several sections, as outlined below.

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General

The In the General section of the Project Setup is where you enter or change , you can:

• Edit the project’s name and description

• . You enter the name during the project creation process, but you can change it here at any time.

• See who last modified the project and when that was. If you've just created the project, you’ll see your name, today’s date, and recent time stamp.

• Control whether the project is active

• . By default, projects are active, as indicated by the selected Active checkbox.

• To deactivate the project, clear the checkbox

• .

Database

The In the Database section displays the you can see information about the source database. This information is for reference purposes only, so you cannot edit it.

Receivable

and Payable

Given that rebate rules sit within a project, and The Receivable and Payable sections determine the type of rebate rules that the project contains. Given that a project is associated with a single database, it is unusual for payable and receivable rules to be in the same project, so typically, you select either receivable or payable. However, the settings for the Receivable and Payable sections are the same.

if the underlying database contains the required data, it is possible for a project to contain both types of rules. You must select at least one type.

• If you’re going to receive (claim) rebates, select the Receivable checkbox to enable receivable rebate rules.

• If you’re going to pay rebates, select the Payable checkbox to enable payable rebate rules.

• If you’re going to receive and pay rebates, select both checkboxes to enable both types of rebate rules.

After you select the appliable checkbox(es), additional settings become available:

• Select the Stream to be used in this project. All available streams in the database display in the dropdown list.

• Select the measures you want to have as bracket basis options for rebate the rules in this project. This value setting also impacts the rule’s calculation method. Select from the list of all raw (non-calculated) measures in the database:

  • Value measures, such as Value, Cost, and Revenue are used in percentage calculations.

  • Quantity measures, such as Quantity and Amount are used in fixed amount calculations.

Miscellaneous

• Calculation Precision - : The number of decimal points used in calculations. The number of decimal points can make a significant difference to significantly affect the results in complex rebate calculations or calculations involving very large numbers. The default setting is 6six, so you don’t have to do anything here if you are happy with that level of detail.

• Display Precision - formatting, i.e., how many : The number of decimal points display displayed in the calculation results. The default setting is 2is two, which is generally sufficient, but you can go up to six. Alternatively, you might want to change this to zero, if you want to round the results up.

Groups

Rebates within a project can be assigned to groups, which is useful for managing the rebates and filtering both within the Rebates solution itself and once you go into Phocas to analyze your rebates. for ease of management. It also provides options for filtering the data in both the Rebates and Analytics modules.

Grouping doesn't affect the setup or calculation of a rebate; it is just a way of categorizing. For example, you might have You might want separate groups for marketing campaigns, product launches, buying groups and so on. For example, if you’re in a buying group that represents a group of suppliers, all those suppliers have their own rebate rules. But you, as the customer, might want to analyze all the activity of that buying group in one section of your rebate analysis rather than go through each rule. You can group those suppliers to get a different way of analyzing your information.

Any groups created project setup screen you create here will be available for selection when you are creating a rebaterule. 

You can delete a group or edit its description. 

Next step: Save the project setup and proceed to create rules

When you have set up the project as required, click Save. You land on the project’s page, where you can proceed to create rules or edit the project setup (click Setup) if required.

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