Enter Periodic Settlement Lines
Explanation
This activity can be used to enter periodic settlement
agreement lines. A period settlement line specifies the rebate percentage which
is a flat rate, for
a rebate type in the rebate agreement.
When defining periodic settlement agreement lines, it
is possible to specify the level of the hierarchy it applies to.
A periodic settlement line entered with a later valid
from date will override, the periodic settlement lines entered for the same
rebate group (or assortment node), Rebate Type and hierarchy level after the
date specified.
Prerequisites
This activity has the following prerequisites:
- The rebate agreement header must have been
created.
- The rebate type should have been entered in the
Sales Basic Data/Rebate Type.
- The rebate group should have been entered in the
Basic Data for Sales Basic Data/Rebate Group.
- The assortment and nodes should have been entered
in Assortment.
- For a valid hierarchy level to be indicated in the periodic settlement
line, the hierarchy should have first been specified in the Rebate
Agreement/General tab.
- The status of the header should be Planned or
Active, but not Closed.
System Effects
- Periodic settlement lines are entered in to the
rebate agreement.
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 top part of the tab and click
New.
- Enter or select from the List of Values a rebate
group or an assortment node according to the tab you are in.
- Enter the date on which the periodic settlement line becomes valid.
- Enter or select from the List of Values a rebate
type.
- Specify the rebate percentage for the entered
rebate type as flat rebate percentage.
- Specify the rebate cost percentage for the entered
rebate type.
- When working with customer hierarchies, enter or select from the List of Values the
hierarchy level that the
periodic settlement agreement line becomes valid for.
- Repeat steps 3 to 9 for all periodic settlement
agreement lines in the rebate agreement.
- Save when completed.