Projects
The starting point for rebates is a project, which is a collection of rebate rules. You typically use a project to organize rules.
A project is based on a Phocas database and stream, which means you will need several projects if your rebate calculations are based on:
More than one Phocas database.
Different streams within a database.
As there is no such thing as project ownership, projects have no access restrictions. Therefore, all Rebates users can access all projects, so long as they have access to the underlying databases.
You can have multiple projects linked to one database, and separate projects for different databases.
You might also want separate projects for:
Payable rebates (connected to a Sales database).
Receivable rebates (connected to your Purchasing database).
Each company you deal with.
Each year, for example, you might want to keep your 2023 rebate rules in a separate project from your 2022 rebate rules.
Open the Projects page (Rebates homepage)
In the Phocas menu, click Rebates to open the Projects page, which is also your Rebates homepage. If you open the Projects page in a new browser tab, you can easily return to your Phocas homepage or keep a Phocas database open.
The Projects page displays a list of all your projects and you can take the following actions:
Open a project (see below).
Open a project
On the Projects page, click the blue project name to open that project’s page. If this is the first time you do this, the Project Setup screen opens automatically. But the subsequent times you do this, the project’s page opens, from which you can manage the rebate rules.
Close a project
To close an individual project page and return to the main Project page, click the Close button in the upper right corner.