Enter Rebate Agreement Header and General Terms
Explanation
This activity can be used to enter general information and
information on the header for the rebate agreement. The periodic
settlement and final settlement intervals are entered here. These intervals
specify when the periodic and final rebate payments should occur. However,
the final settlement interval should be equal or longer than the specified periodic
settlement interval.
Prerequisites
This activity has the following
prerequisites;
- If the rebate agreement is defined for a customer
hierarchy, information on the customer hierarchy must have been entered in
the Customer Hierarchy window.
- If the rebate agreement is defined for an
assortment, information on the assortment must have been entered in
the Assortments window.
System Effects
This activity has the following
system effects;
- A rebate agreement will be created.
- If a customer hierarchy and a level have been specified, only customers
belonging to that hierarchy and the level are able to be connected to the
rebate agreement.
Window
Rebate Agreement
Related Window Descriptions
Rebate Agreement
Rebate Agreement/General
Procedure
- Open the Rebate Agreement window and
click New.
- Enter the rebate agreement ID in the Agreement ID field and then enter an appropriate description for the rebate agreement.
- Select the currency to be used in the Rebate
Agreement in the Currency field.
- Select the Rebate Criteria to be used to
calculate the rebate.
- Depending on selection in Rebate Criteria
enter or select from the List of Values the unit of measurement that should
be used for the rebate agreement.
- Select whether the agreement will be defined using specific sales part(s), sales part rebate groups, assortments or for all
sales parts by choosing one of the, Use Sales Part,
Use Sales Part Rebate Group, Use Assortment or
Use All Sales Parts option.
When choosing assortment, enter or select from the List of Values the appropriate assortment.
- Depending on the option selected before, select a value for the Final
Rebate Basis
field, to indicate how the total sales per customer
is to be calculated at the time of running the final settlement.
- Enter or select from the List of Values the payment term valid for the rebate agreement.
- Select a periodic settlement interval from the list.
- Select a final settlement interval for the selected periodic settlement interval.
- Specify a date for the rebate agreement to become valid on
in the Valid From field.
- Optionally you can specify a date until when the rebate agreement is valid
in the Valid To field.
- If the rebate agreement is valid for a customer hierarchy, enter or select from the List of Values the appropriate customer hierarchy.
- If a customer hierarchy is specified for the rebate agreement, enter or select from the List of Values the appropriate customer hierarchy level.
- Save the record.