Copy Rebate Agreement

Explanation

This activity is used to copy an existing rebate agreement with all its receivers and lines.

Prerequisites

This activity has the following prerequisite.

• The rebate agreement to be copied must have a header.
• If the new copied agreement has a different currency rate, it should be defined in Currency Rates window.

System Effects

• An agreement will be created in Planned status with a new agreement ID having all information in the copied agreement except the valid-to date.

Window

 Rebate Agreement

Related Window Descriptions

Rebate Agreement
Rebate Agreement/General  

Procedure

1. Open the Rebate Agreement window and query for the required rebate agreement.
2. Right-click on the header and then click Copy Agreement and the Copy Rebate Agreement dialog box will open.
3. Under Copy From, the agreement ID you selected will be the default agreement ID but if required it can be changed using the List of Values. 
4. Specify the required valid-from date.
5. In the Copied To area enter a value for agreement ID, an appropriate description and a valid-from date.
6. The agreement currency is the accounting currency of the company.
7. Select the company from the List of Values. 
8. If document text and notes should also be copied, you can select Copy Document Text and Copy Notes check boxes.
9. Click OK.