The starting point for rebates is a project, which is a collection of rebate rules. You can have as many projects as required to efficiently manage your rules and meet the needs of your supply chain.

Plan your project structure

You typically use a project to organize rules, so before you start creating projects and rules, take a minute to think about how you want to structure those projects.

The rules in a project don’t have to be related to each other. However, they do need to be based on the same Phocas database and stream. You will need several projects if your rebate rules are based on more than one Phocas database or different streams within a database. You might also want to have separate projects for:

  • All payable rebates

  • Each customer or group of customers (payable rebates)

  • All receivable rebates

  • Each supplier or group of suppliers (receivable rebates)

  • Each rebate program

  • Each year, for example, you might want to keep your 2023 rebate rules in a separate project from your 2022 rebate rules

In summary, you can have multiple projects linked to one database, and separate projects for different databases.

Projects have no access restrictions because there is no such thing as project ownership. Therefore, all Rebates users can access all projects, so long as they have access to the underlying databases.

Manage your projects

In the Phocas menu, click Rebates to open your Rebates homepage. This is where you create and manage your projects.

If you are just starting with the Rebates module, you’ll have no projects, so the grid will be empty. Click New Project to create a project.

Otherwise, the grid will display a list of all your organization’s projects. To open a project, click the its name (blue link). What happens next depends on whether the project has been set up or not:

  • If the project has already been set up, you’ll land on the project page, which contains a list of its rules. You can then proceed to manage the rules as required. To open the project setup screen, click Setup in the top-right corner.

  • If the project has not been set up yet (you have just created the project), you land on the Project Setup screen. You can then proceed to set up the project as required before adding rules.

To close an individual project page and return to your homepage, click the Close button in the top-right corner.