Set up a project
- Denise McGettigan
When you create a project, the project displays in the grid on your Rebates homepage. However, the project creation process is not yet complete. You need to set up the project before you can add any rules.
On your Rebates homepage, click the project name. If you are setting up the project for the first time, the Project Setup window opens automatically. If not, the project page opens, in which case, click Setup in the top-right corner.
The project setup is organized into several sections, as outlined below.
General
In the General section, you can:
Edit the project’s name and description. You enter the name during the project creation process, but you can change it here at any time.
See who last modified the project and when that was. If you've just created the project, you’ll see your name, today’s date, and recent time stamp.
Control whether the project is active. By default, projects are active, as indicated by the selected Active checkbox. To deactivate the project, clear the checkbox.
Database
In the Database section you can see information about the source database. This information is for reference purposes only, so you cannot edit it.
Receivable and Payable
The Receivable and Payable sections determine the type of rebate rules that the project contains. Given that a project is associated with a single database, it is unusual for payable and receivable rules to be in the same project, so typically, you select either receivable or payable. However, if the underlying database contains the required data, it is possible for a project to contain both types of rules. You must select at least one type.
If you’re going to receive (claim) rebates, select the Receivable checkbox to enable receivable rebate rules.
If you’re going to pay rebates, select the Payable checkbox to enable payable rebate rules.
If you’re going to receive and pay rebates, select both checkboxes to enable both types of rebate rules.
After you create rebates for this project, if you come back here and change any of these settings (clear the Enabled checkbox), the affected rules will be set as inactive. You will get a warning before confirming your changes.
After you select the appliable checkbox(es), additional settings become available:
Select the Stream to be used in this project.
Select which measures from the database to use to calculate the quantity and value rebates for all the rules in the project. This is separate from the bracket basis for an individual rule, which might use one of those same measures, or a different measure altogether. For example, a project’s rules might pay fixed amounts per quantity measure Pallets and/or a percentage of the value measure Value (USD).
Miscellaneous
Calculation Precision: The number of decimal points used in calculations. The number of decimal points can significantly affect the results in complex rebate calculations or calculations involving very large numbers. The default setting is six, so you don’t have to do anything here if you are happy with that level of detail.
Display Precision: The number of decimal points displayed in the calculation results. The default setting is two, which is generally sufficient, but you can go up to six. Alternatively, you might want to change this to zero, if you want to round the results up.
Groups
Rebates within a project can be assigned to groups, which is useful for ease of management. It also provides options for filtering the data in both the Rebates and Analytics modules.
Grouping doesn't affect the setup or calculation of a rebate; it is just a way of categorizing. You might want separate groups for marketing campaigns, product launches, and so on. For example, if you’re in a buying group that represents a group of suppliers, all those suppliers have their own rebate rules. But you, as the customer, might want to analyze all the activity of that buying group in one section of your rebate analysis rather than go through each rule. You can group those suppliers to get a different way of analyzing your information.
Any groups you create here will be available for selection when you are creating a rule.
You can delete a group or edit its description.
Next step: Save the project setup and proceed to create rules
When you have set up the project as required, click Save. You land on the project’s page, where you can proceed to create rules or edit the project setup (click Setup) if required.
