How to Make Rebate Agreement Revisions

To create a new revision or version of a Rebate Agreement:

1. Open an approved Rebate Agreement or select it on the Rebate Agreements list page.

2. Click the Create new revision button.

3. The complete Rebate Agreement is copied and gets an updated name (id) e.g., R-1093-v2.1. The version number becomes a suffix of the original name (e.g., R-1093) with the version number (e.g., v2.1). In the column Original Rebate Agreement the link to the original name (id) is shown.
   If you create the new revision from the Rebate Agreement detail, the new document is opened for editing automatically.

Multiple versions of the original Rebate Agreement can be created (e.g., R-1093-v2.2 and R-1093-v2.3) and edited. If one version gets approved, the original agreement becomes 'Superseded' and the other versions are marked as 'Invalidated'. Approved versions can be versioned again (e.g., R-1093-v2.2.1).

 You can customize the name of the new revision by adding a string of your choice between the Rebate Agreement unique name and the revision number. Use the advanced configuration option "rebateRevisionFormat" with the value "$uniqueName$your_string$revId$". The allowed characters in the string are alphanumeric characters (including unicode characters like umlauts, Cyrillic or traditional Chinese and -<>_.!~*[]' characters). The default is $uniqueName$-REV-$revId$.

How to Keep Attachments in Revised Rebate Agreement

If you want the revised Rebate Agreement to contain also the attachments from the original Rebate Agreement, add the following parameter setting to the Rebate Agreement Type JSON definition:

{   
  "parameters": {
    "copyAttachments": [
      "createNewRevision"
    ]
  }
} 

In the same way you can ensure that attachments are carried over to duplicated Rebate Agreements:

{   
  "parameters": {
    "copyAttachments": [
      "duplicate"
    ]
  }
}