Define Assortment for Rebates

Explanation

This activity is used to enter the assortment and node level that will be used when working with rebates. This is necessary when the rebate strategy runs final settlements where hierarchies are used.

In the final settlement, the total sales amount is calculated by summing up the invoice amounts of the rebate transactions for the child customer records. Therefore, it is necessary that the transactions are created using the same assortment and node levels.  

Prerequisites

A customer hierarchy must exist.

System Effects

The rebate agreement conditions for all customers connected to the hierarchy will be defined using the same assortment and node levels.

Window

Customer Hierarchy

Related Window Descriptions

Customer Hierarchy
Customer Hierarchy/Rebate Set-up

Procedure

1. Open the Customer Hierarchy window and query for the appropriate customer hierarchy.
2. Click the Rebates Set-up tab and create a new record.
3. Enter values in the Company, Assortment and Level fields.
4. Create as many lines as required.
5. Save your changes.