Rebate Agreement List

The Rebate Agreements page displays the list of Rebate Agreements that you are entitled to see.

On this page, you can:

• Create a new Rebate Agreement.

• Export to XLS, DOCX or PDF – Select an agreement and click one of the options:

  • Export XLS option to export data to Excel.
    An Excel template can be predefined in the Publishing Templates section. It can provide the agreement with a predefined structure and format for viewing the data. Without a template, the raw data is downloaded to MS Excel and can be reformatted there.

  • Export DOCX option to export data to the DOCX format.  
    The DOCX template can be predefined in the Publishing Templates section. 

  • Export PDF option to export data to PDF (if PDF publishing is enabled). 
    For this export either XLS or DOC template is used. For details see Publishing Templates.

• Duplicate a Rebate Agreement.

• Delete one or more Rebate Agreements.

• Revoke a Rebate Agreement.

• Create a new revision of a Rebate Agreement. See How to Make Rebate Agreement Revisions.

• Move the selected Rebate Agreement to a different folder in the Categories tree.

• View and add attachments.

• Unlock locked Rebate Agreements (administrator rights required).

It is possible to customize the structure and content of the Rebate Agreements table to suite your needs. You can:

• Organize Rebate Agreements into folders in the Categories tree

• Sort the table

• Use a simple filter

• Add/remove fields (columns)

• Create advanced filters

• Save your customized layout and filters as a preference

See the Common Table Actions section for details.

Rebate Agreement Status

Rebate Agreements can have the following states:

• DRAFT – Newly created Rebate Agreement.

• APPROVED – When the Rebate Agreement went successfully through the workflow (or when there is none).

• REVOKE – When the user clicked the Revoke button.

• SUPERSEDED – When the user created a new version of the Rebate Agreement.

• OPEN and CLOSED – These states are no longer used.

• INVALIDATED – Used as indication of the Rebate Agreement level status on the Rebate Record level. It is not a status of the Rebate Agreement itself. A Rebate Record has fields for both the Rebate Agreement status and the actual record status. When a Rebate Agreement revision is created, the Agreement Status field on the Rebate Records for that Rebate Agreement (not the status of the Rebate Agreement) is set to either:

  • Invalidated –  When the Rebate Agreement was not yet (fully) approved.
    or

  • Superseded – When that revised Rebate Agreement was submitted but not yet (fully) approved.