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

1. Open the Rebate Agreement window and click New.
2. Enter the rebate agreement ID in the Agreement ID field and then enter an appropriate description for the rebate agreement.
3. If the rebate agreement is valid for a customer hierarchy, enter or select from the List of Values the appropriate customer hierarchy.
4. If a customer hierarchy is specified for the rebate agreement, enter or select from the List of Values the appropriate customer hierarchy level.
5. Enter or select from the List of Values the payment term valid for the rebate agreement.
6. Select a periodic settlement interval from the list.
7. Select a final settlement interval for the selected periodic settlement interval.
8. Select whether the agreement will be defined using sales part rebate groups of assortments by choosing either the Use Sales Part Rebate Group or Use Assortment option. When choosing assortment, enter or select from the List of Values the appropriate assortment.
9. Depending on the option selected before, select a value for the Total Sales Rebate Basis field, to indicate how the total sales per customer is to be calculated at the time of running the final settlement.
10. Specify a date for the rebate agreement to become valid on.
11. Optionally you can specify a date until when the rebate agreement is vallid.
12. Save the record.