Create a project
There are two ways to create a project in Rebates: clone an existing project or create a new one from scratch.
Cloning a project is the simplest and quickest option, as you base the new project on one that you already have set up, taking advantage of existing rules, and so on. Cloning also saves time if you need to duplicate several rules, which is useful in the following situations:
To create a backup project before making changes to rules.
To create a draft project to experiment with different scenarios, such as calculating different commissions.
To roll all the rules within a project over to the next financial year, without having to recreate them all.
Clone a project
On your Rebates homepage, select the project you want to clone by clicking the number to the left of its name, then click Clone.
Enter a name for the new project.
(Optional) Change the validation period that applies to the rules within the project: Select the Alter Validation Period checkbox, then use one of these methods to set the period:
Select Increment and enter the number of months by which you want to change the period. For example, if the validation period for your project started on 1 July 2023, entering 12 would move the start date by 12 months to 1 July 2024.
Select Fixed Dates and select the period start date (mandatory) and end date (optional).
Click Clone.
Create a new project from scratch
On your Rebates homepage, click New Project.
Enter a name (required) and description (optional) for the project.
Select a database to use for your rule calculations.
The dropdown list displays all Phocas databases to which you have access. If you cannot see the required database in the list, contact your administrator and request access to that database.
As the project holds a collection of rebate rules, the type of rule you want to create in this project helps you select the correct database. Typically, payable rebates are based on a Sales database and receivable rebates are based on a Purchases database. If you plan on having both types of rebate rules in the project, you’ll need to select a database that contains both sales and purchases data.
Click Save.
Next step: Set up the project
After you create a project using either of the methods above, you’ll see the name of the new project in the grid along with the name of the underlying database. If you cloned another project, you’ll see the new project has the same description as the original one.
Your new project is not yet ready for use; you need to set up the project before you can add any rules.