Page Comparison

You can create rules one by one or save time by creating multiple rules simultaneously. Either way, you have the option to set up the rule from scratch or use a template, taking advantage of specified brackets and other settings. You can also clone (copy) existing rules to quickly create a batch of new rules with the same setup, which you can edit individually, as required.

Image Removed

There are two main ways to create a rule in Rebates: clone an existing rule or create a new one manually.

Image Added

Open the project in which you want to create the rule(s).

On the Rebates tab, create the rule(s) using one of these methods:

Clone one or more

rules

Cloning a rule is the simplest and quickest option. You base the new rule on one that you already have set up, taking advantage of the existing configuration and brackets. You can clone multiple rules at the same time to quickly create a batch of new rules with the same setup, which you can then edit individually, as required.

Select the rows of the rules you want to clone and click Clone. The rules are cloned instantly. Proceed to edit each of the new rules.

Create

Create multiple rules:

Edit the default rule name and description, if required*. Proceed to step 3.

Image Removed

rules manually

If you decide to create rules manually, you can save time by creating multiple rules simultaneously. You don't have to create these rules from scratch; you can use a template, taking advantage of specified configurations and brackets.

Expand
title *Templates
Templates are based on an existing rules. They are useful when the new rule you want to create is similar to an existing rule. When you select a template, the corresponding settings in the new rule setup screen are automatically completed for you. Edit those settings to meet the needs of the new rule. After you create a rule, it becomes available as a template when creating subsequent rules. So, if you are new to Rebates and have not created any rules yet, you will have no templates but as soon as you create one rule, you can use that as a template the next time you create a rule. Image Added

Create a single rule

1. Click New.

2. Leave Create > A single rule selected.

3. (Optional) Select a template ** from the list. The rule settings update are updated to match those in the template.

4. Set up the rule(s) or edit the default template settings, as applicable.

5. Click Save and Close. The grid updates to display all the new rules, which have the same last modified date.

   Image Removed

6. (Optional) Edit an individual rule or selection of rules. For example, you might want to change the rule name or validity dates.

1. .

Create multiple rules in bulk

When you create multiple rules at the same time, each rule gets the same setup, and their

names and descriptions are automatically generated.

Expand
title Learn more about automatically generated rule names and descriptions
The names and descriptions are generated in the following way: Name: DIMENSION name - ENTITY name - TEMPLATE name Description: DIMENSION name - ENTITY name - TEMPLATE description The As you can see above, the names and descriptions of the rules are very similar, differentiated only by the entity name. This is illustrated in the following example, where the first rule is called Region - QLD - Rule 1, the second is called Region - TAS - Rule 1 and so on. Image RemovedImage Added You can edit each individual name and description later, in addition to changing any of the original setup.

Expand
title *Templates
Templates are based on an existing rules. They are useful when the new rule you want to create is similar to an existing rule. When you select a template, the corresponding settings in the new rule setup screen are automatically completed for you. Edit those settings to meet the needs of the new rule. After you create a rule, it becomes available as a template when creating subsequent rules. So, if you are new to Rebates and have not created any rules yet, you will have no templates but as soon as you create one rule, you can use that as a template the next time you create a rule. Image Removed

1. Click New.

2. Click Create > Multiple rules based on a dimension.

3. Select the dimension and items (entities) for which you want to create the rules. For example, you could create similar rules for different customers, suppliers, or branches. You can select the checkboxes of the entities one at a time, click and drag to select multiple entities at the same time or click the checkbox above the list to select all of the entities.

   Image Added

4. (Optional) Select a template from the list. The rule settings are updated to match those in the template.

5. Set up the rule(s) or edit the default template settings, as applicable.

6. Click Save and Close.

7. (Optional) Edit an individual rule or selection of rules. For example, you might want to change the rule name or validity dates.

View the new rules

Regardless of the method you use to create the rule, the project page updates to display the new rule in the grid. If you create multiple rules at the same time, those rules will have the same last modified date.

Image Added

The rules are now ready for calculation.