To see the financial impact of individual or multiple rebates you can run a calculation based on transactions for a specific period. You can run a calculation as often as required (for example, daily or weekly) and each time you run a calculation, it replaces the previous results.
Start the calculation from either of these two places:
On the Rebates tab in a project page: Select the rule(s) in the list, then click the Calculate button above the grid.
Within an individual rule: Open the rule, then click the Calculate button on the Results section header.
In the Calculate window, enter the calculation information (or update the information carried over from the last calculation):
Description of the calculation.
Transaction Start Date and Transaction Start Date - Set the start and end months for the period you want to include in the calculation. Notes:
If you are running a calculation on a 'monthly' bracket period, a collection of months is treated as a single period, rather than as individual months. For example, to get results from a quarter, you could set the transaction period from January to March.
Rebates that are valid for a portion of the calculation period (i.e., the period defined by the transaction start and end months) are calculated only for that portion. For example, if you have a rebate that is valid from June to December and you run a calculation based on transactions over May to August, then only the portion relating to July/August will be calculated. If your calculation includes rebates in this category, a confirmation screen will appear listing these rebates and asking whether you want to proceed. If at this stage you want to revise the rebates, select No and change the transaction start and/or end months.
Click Calculate.
If your version of Phocas Rebates is older than 8.0.14, the calculations box will also contain a Calculation date field. This is often greyed out, unless it was set as editable during project setup.