What is the purpose of the View Rebates feature?

This feature provides administrators with a centralized view of all accrued rebates. It allows them to monitor rebate performance across partners and timeframes and manage retrospective revenue-based rewards.

Who can access and use the View Rebates feature?

UPM administrators and channel partners can access and use this feature to view and analyze rebate data within the Incentivize zone.

How can I customize the rebate data display?

You can customize the display by adding specific fields to filter records, selecting which columns are visible, and arranging their order. This helps focus on relevant information or analyze specific trends.

Can I save my filter configurations?

Yes, you can save filter configurations, including column display settings, under a specific name for future use. This streamlines analysis by providing quick access to frequently used views.

What is the difference between basic and advanced filtering?

Basic filtering allows for straightforward rule-based filtering using predefined criteria. Advanced filtering offers more complex logical operators and grouping options for defining multiple, precise search conditions.

View and Manage Partner Rebate Data in UPM

Overview

The Rebates Management module within the Incentivize zone is crucial for managing retrospective revenue-based rewards for partners. Rebates are designed to incentivize partners to achieve specific revenue targets over a defined period, offering a percentage or flat amount back once those targets are met. This feature provides administrators with a comprehensive overview of all rebates that have been accrued, allowing for effective tracking and management of these financial incentives.

Accessing the Rebates List

Click Create View.

Filtering Rebate Data

This filter configuration dialog enables users to customize the data displayed in the Rebates Management list view. Users can add specific fields to filter the rebate records, select which columns are visible in the table, and arrange their order. This customization helps users focus on relevant information, analyze specific rebate trends, or prepare tailored reports. The ability to save filter configurations streamlines future analysis by allowing quick access to frequently used views of rebate data.

Add additional filter fields and select the columns to display for the Rebates Management list.

Buttons

Button	Description
Add	Adds the selected field from the dropdown to the filter criteria.
Save Filter	Saves the current filter and column display settings under the provided configuration name.

Add additional fields for filter:

Field	Description
Select	A dropdown menu to select additional fields that can be used to filter the rebate data.

Fields

Field	Description
Insert Filter Configuration Name	An input field to enter a name for the current filter configuration to save it for future use.

View Rebates list page with Filter button highlighted

Click the Filter button.

This filter panel provides a mechanism for users to refine the data displayed in a list view by applying specific criteria. It supports both basic and advanced filtering capabilities, allowing users to define conditions based on various data columns, operators, and search values. This enables administrators to quickly locate specific records, such as rebate rules, by filtering for attributes like currency or name. The ability to save filter configurations streamlines future searches for frequently used criteria, enhancing efficiency in managing large datasets within the module.

Apply the defined filter criteria to narrow down the list of rebate rules.

Buttons

Button	Description
Basic	Selects the basic filter configuration mode, allowing for straightforward rule-based filtering.
Advanced	Selects the advanced filter configuration mode, which may offer more complex logical operators or grouping options (not visible in this basic view).
Select	A button to open a selection dialog for the 'Currency ISOCode' search text.
Save Filter	Saves the current filter configuration under the specified name for later retrieval.
Apply	Applies the configured filter criteria to the data table, updating the displayed records.
Clear	Resets all filter criteria, removing any applied filters and displaying the full dataset.

Fields

Field	Description
Currency ISOCode	The name of the column being filtered, representing the ISO currency code.
Name	The name of the column being filtered, representing the name of the rebate rule or related entity.
Contains	The operator selected for the 'Currency ISOCode' filter, indicating that the column value should contain the specified search text.
Contains	The operator selected for the 'Name' filter, indicating that the column value should contain the specified search text.
US Dollar	The search value entered for the 'Currency ISOCode' filter.
Aether	The search value entered for the 'Name' filter.
Insert Filter Configuration Name	A text input field to provide a name for the current filter configuration, allowing it to be saved for future use.

Column Headings

Column	Description
ID	A numerical identifier for each filter criterion row.
Column Name	The name of the data column to which the filter criterion applies.
Operator	The type of comparison or condition to apply to the selected column's value.
Search Text	The value or pattern to search for within the specified column.

This screen displays the advanced filter configuration dialog, allowing users to define complex search criteria for data tables within the UPM. Users can specify multiple filter conditions by selecting a field, an operator, and a corresponding value. This granular filtering capability helps users quickly locate specific records, such as Rebate Rules, by applying precise conditions like currency type or rule name. The ability to save filter configurations streamlines future searches, enhancing efficiency for administrators managing various incentive programs.

Configure the advanced filter by selecting fields, operators, and values, then click 'Apply' to filter the data, or 'Save Filter' to store the configuration for future use.

Buttons

Button	Description
Basic	Switches the filter interface to a simpler, basic mode.
Advanced	Switches the filter interface to an advanced mode, allowing for multiple, complex filter conditions.
Select	Allows selection of a predefined value for the filter condition.
Add	Adds a new filter condition row to the advanced filter.
Save Filter	Saves the currently defined filter configuration under the specified name.
Apply	Applies the configured filter conditions to the data table.
Clear	Clears all active filter conditions.

Fields

Field	Description
Currency ISOCode	The selected field for the first filter condition, indicating that the filter will be applied to the currency ISO code.
Contains	The selected operator for the first filter condition, meaning the field's value must contain the specified text.
US Dollar	The value entered for the first filter condition, specifying 'US Dollar' as the text to search for within the 'Currency ISOCode' field.
Insert Filter Configuration Name	An input field to enter a name for the current filter configuration to save it for future use.

Column Headings

Column	Description
ID	Identifies the sequence number of each filter condition row.
Fields	The column header for selecting the data field to apply the filter condition to.
Operator	The column header for selecting the comparison operator (e.g., Contains, Equals, Starts With) for the filter condition.
Value	The column header for entering or selecting the value to compare against the chosen field.
Action	The column header for actions related to each filter condition, such as adding or selecting values.