Batch Create Rebate Credit Invoice

Explanation

This activity is used to create multiple rebate credit invoices at a time. Once the rebate transactions are aggregated in settlements, rebate credit invoices can be created based on those transactions. Note that the rebate credit invoices created under this activity will not be shown in the Invoiced Sales and the Detailed Statistics-Invoiced Sales windows, since it is a money refund and not a sale.

Prerequisites

• The rebate transactions should have been aggregated and the Do Not Invoice check box should not be selected in the Periodic Settlement, Periodic Settlements, Final Settlement or Final Settlements windows.
• The total rebate amount of the periodic settlement should be larger than zero.
• The total rebate amount of the final settlement to be invoiced should be larger than zero.

System Effects

• New rebate credit invoices will be created in the Preliminary status and can be viewed in the Customer Invoice window.
• The periodic settlement in the Periodic Settlements window will be marked as invoiced.
• The final settlement in the Final Settlements window will be marked as invoiced.
• The created invoice will be visible in the Customer Invoices Analysis window.
• If the rebate agreement is based on rebate groups, the Customer Invoice/Lines tab will have the rebate group in the Sales Part Rebate Group field. If the rebate agreement is based on assortment nodes, the Customer Invoice/Lines tab will have the assortment node in the Sales Part Assortment Node ID field.

Window

Batch Create Rebate Credit Invoices

Related Window Descriptions

Batch Create Rebate Credit Invoices
Rebate Agreement
Periodic Settlement
Final Settlement

Procedure

To create multiple rebate credit invoices directly:

1. Open the Batch Create Customer Rebate Invoices dialog box.
2. Specify the company to which the invoices belong. Invoices should belong to one company hence using the percentage sign (%) as a wild card is not possible.
3. Specify the customer number, agreement ID and hierarchy or leave the percentage sign (%) to specify all.
4. Enter the level of the hierarchy or leave the field empty to indicate all levels.

To schedule batch create rebate credit invoices as a background job:

1. Open the Batch Create Customer Rebate Invoices dialog box.
2. Click Schedule to open the Create New Task Schedule window. Set the scheduling parameters as required and save. Scheduled tasks can be seen in the Scheduled Database Tasks window.