Post calculation results

User permission: Rebates

When you are happy with the calculation results, the next logical step is to post (save) those results to the results to your Rebates database. This action is a bit like signing-off or locking the results for that specific period to ensure they are not overwritten the next time you run a calculation. The posted results represent the rebates you can pay your customers or claim from your suppliers. It does not issue that payment or claim, nor does it write anything into your ERP system.

Posting is a manual task because it should only be done after you have reviewed the calculation results and are confident that the data is correct. You can post whenever required, such as at the end of a quarter, at the end of a campaign, or annually. You can post an individual calculation result, a selection of results, or all results simultaneously.

Ensure you are ready to post the results, as rules that have posted results cannot be edited or deleted. You can, however, still change whether a rule is active or inactive, as this can be useful for filtering.

Watch this Phocas Academy video: Posting calculation results

On the project’s page > Results tab, select the rows of the results you want to post, or click the Select All button in the top-left corner of the grid, then click Post.