Enter Final Settlement Lines
Explanation
This activity is used to enter final settlement
agreement lines for each rebate group/assortment in the rebate agreement. These
lines specifies the rebate percentages that are applicable for different
levels of actual sales volume. At the end of the specified final settlement
period, a comparison is done, and if the actual sales volume is larger than the
estimated sales volume, a higher rebate percentage, as specified here, is applied
and a final settlement is made to the customer.
Prerequisites
- Periodic settlement lines must have been entered.
- The status of the agreement can be Planned or
Active, but not Closed.
System Effects
- Rebate percentages
that are applicable for different levels of actual sales volume when making the final settlement
are entered.
Window
Rebate Agreement
Related Window Descriptions
Rebate Agreement
Rebate
Agreement/Deal per Rebate Group
Rebate
Agreement/Deal per Assortment
Procedure
- Open the Rebate Agreement window and
query for the required rebate agreement.
- If working with rebate groups, click the Deal per Rebate Group
tab and if working with assortments, click the Deal per Assortment
tab.
- Select the required periodic settlement line from the top part of
the tab.
- Select the bottom part of the tab and click
New.
- Enter the minimum sales volume and the rebate
percentage to be applied up to that sales volume.
- Repeat step 4 for each final settlement agreement
line, by entering the minimum sales values and relevant rebate percentages.
- 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.