Enter Deal Per Assortment

Explanation

This activity can be used to enter a periodic settlement agreement line and, optionally, connected final settlement lines valid for all sales parts. A period settlement line specifies the rebate either as a percentage or an amount depending on selection in Rebate Criteria, for a rebate type in the rebate agreement.

When defining periodic settlement agreement lines, it is possible to specify the level of the hierarchy it applies to.  A periodic settlement line entered with a later valid from date will override, the periodic settlement lines entered for the same rebate group (or assortment node), Rebate Type and hierarchy level after the date specified.

Prerequisites

This activity has the following prerequisites:

• The rebate agreement header must have been created.
• The rebate type should have been entered in the Sales Basic Data/Rebate Type.
• The assortment and nodes should have been entered in Assortment.
• For a valid hierarchy level to be indicated in the periodic settlement line, the hierarchy should have first been specified in the Rebate Agreement/General tab.
• The status of the header should be Planned or Active, but not Closed.

System Effects

• Periodic and, optionally, final settlement lines are entered into the rebate agreement.

Window

Rebate Agreement 

Related Window Descriptions

Rebate Agreement
Rebate Agreement/Deal per Assortment

Procedure

1. Open the Rebate Agreement window and query for the required rebate agreement.
2. Click the Deal per Assortment tab. 
3. Select the top part of the tab and click New.
4. Enter or select from the List of Values a sale part in the Assortment Node field.
5. Enter the date on which the periodic settlement line becomes valid in the Valid From field.
6. Enter or select from the List of Values a rebate type in the Rebate Type field.
7. Depending on the selection in rebate criteria specify the rebate for the entered rebate type as flat rebate in the Periodic Rebate % or in the Periodic Rebate field.
8. Depending on the selection in rebate criteria specify the rebate cost for the entered rebate type in the Rebate Cost % or in the Rebate Cost field.
9. When working with customer hierarchies, enter or select from the List of Values the hierarchy level that the periodic settlement agreement line becomes valid for.
10. Repeat steps 3 to 9 for all periodic settlement agreement lines in the rebate agreement.
11. Save when completed.

Optionally, to add final settlement lines follow below steps

1. Select the required periodic settlement line from the top part of the tab.
2. Select the bottom part of the tab and click New.
3. Enter the minimum sales volume in the Min Sales field and the rebate to be applied up to that sales volume in the Final Rebate field.
4. Repeat step 3 for each final settlement agreement line, by entering the minimum sales values and relevant rebate.
5. Repeat step 1-4 for each periodical settlement line that you want to add final settlement lines to.
6. Save when completed.

          Note: The final settlement entered per periodic settlement line with the latest valid from date within the period of final settlement will be valid when running the final settlement job.