# Whole rule period rebates

{% hint style="warning" %}
Previously, this option was called Year. It is not to be confused with the new [Year](https://docs.phocassoftware.com/rebates/rules/yearly-rebates) option, which works differently.
{% endhint %}

Of the many variations of calculating rebates, a primary differentiator is the period of calculation and payout. This page explains how to calculate and pay or receive rebates for a period of less than a year.

The **Amounts per** > **Whole rule period** option is only available when the calculation type is **Absolute,** and the rule validation period (from start to end date) is less than one year (364 days or less).

This option allows you to calculate rebates for short periods of time (less than a year). It's suitable for when you want to set up rebate rules specifically for sales promotions or other special types of activities that occur within the year. It

The calculation period can be the same or shorter than the validation period and span calendar years.

With this method, if the start of the calculation period is different from the validation period start date, the cumulative total is calculated for the transactions from the *start of the rule validation period* up to the *start of the calculation period* and used as the starting point. Then, the transactions within the calculation period are added to that cumulative total and put into brackets accordingly.

### Setup <a href="#setup" id="setup"></a>

In the [rule setup](https://docs.phocassoftware.com/rebates/rules), ensure the validation period is less than one year, and the calculation type is **Absolute**. In the **Brackets** section, select **Amounts per** > **Whole rule period**.

### Example <a href="#example" id="example"></a>

In this example, two calculations are run for the same rule, yielding different results. The rule validation period is March 1, 2022 to February 27, 2023. The calculation periods are different.

#### (A) Whole rule period <a href="#a-whole-rule-period" id="a-whole-rule-period"></a>

<figure><img src="https://content.gitbook.com/content/MbR0klD6u5c0D9XeXtY3/blobs/VDNKI1SWm56gEmqwtDO0/image.png" alt=""><figcaption></figcaption></figure>

#### (B) Partial rule period <a href="#b-partial-rule-period" id="b-partial-rule-period"></a>

In this example, part of the calculation period falls outside the rule validation period, therefore, those transactions are disregarded. Only those transactions that fall within the rule validation period are considered for the calculation.

<figure><img src="https://content.gitbook.com/content/MbR0klD6u5c0D9XeXtY3/blobs/3eu1xt245KwJicUKAAwG/image.png" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.phocassoftware.com/rebates/rules/whole-rule-period-rebates.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
