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.
Go to the projects home screen and select the required project, then click Schedule.
Under Frequency, select 'On source database update'. To remove the schedule, change Frequency to be blank.
There are several non-editable fields:Calculation date. This defaults to 'yesterday'. You can change the timezone to suit the timezone of the consumer of the calculation information (e.g., to account for them behind behind or ahead of your local timezone).
Transaction range. This refers to the full calendar month in which 'yesterday' falls (e.g. if today is November 1, the calculation date is October 31st and the 'transaction range' is the month of October).
Selection. Any active, non-parent rebates in the project are included in the calculation.
Edit the Timezone, if required. The timezone defaults to your timezone, but can be changed depending on the timezone of colleagues or other end users who need the calculation information. Note that changing this only affects the calculation schedule for the particular project. It does not affect your default timezone or anything else in Rebates or Phocas.
Trigger database update following a successful calculation
To keep your Rebates analysis database up to date you can set a scheduled calculation to also trigger a build on selected Phocas databases. Once the calculation has run 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 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.
You can edit this later from the Schedule button on the project home screen.
